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Upexi

UPXI on Nasdaq. Market value $94m.

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Who owns it

None of the long-term investors we follow own it. 48 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

5 investors own more than 5%.

  • Hivemind Capital Partners, LLC
    Passive investor
    at least 10.0%0.0 pts
    (filed with 3 related holders)
    Since 30 June 2026
  • 10.0%+3.3 pts
    Since 31 March 2026
  • at least 10.0%0.0 pts
    (filed with 1 related holder)
    Since 31 December 2025
  • Marex Securities Products Inc.
    Passive investor
    at least 5.2%
    (filed with 1 related holder)
    Since 5 January 2026
  • CNC Inversiones Ltd.
    Passive investor
    at least 3.1%−4.3 pts
    (filed with 6 related holders)
    Since 31 March 2026
  • Sold down below 5%
    Since 30 June 2026
  • Sold down below 5%
    Since 30 September 2025
  • ATTESTOR VALUE MASTER FUND LP
    Passive investor
    Sold down below 5%
    Since 30 September 2025
  • Michael E. Novogratz
    Passive investor
    Sold down below 5%
    Since 30 June 2025

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 2 insiders bought $1m of shares on the open market.

  • MARSHALL ALLAN
    Chief Executive Officer, Director
    Bought
    Date
    23 December 2025
    Shares
    50,000
    Price
    $1.80
    Value
    $90,000
  • MARSHALL ALLAN
    Chief Executive Officer, Director
    Bought
    Date
    16 December 2025
    Shares
    50,000
    Price
    $2.07
    Value
    $103,500
  • MARSHALL ALLAN
    Chief Executive Officer, Director
    Bought
    Date
    15 December 2025
    Shares
    100,000
    Price
    $2.07
    Value
    $207,000
  • Salkind Gene
    Director
    Bought
    Date
    20 November 2025
    Shares
    50,000
    Price
    $2.55
    Value
    $127,500
  • Salkind Gene
    Director
    Bought
    Date
    17 November 2025
    Shares
    200,000
    Price
    $2.73
    Value
    $546,000

From Form 4 filings: insiders must report trades in their own company's shares within two days.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.