UPXIUpexi, Inc. Common Stock

CSNasdaq (XNAS)·USD

Identity

Security key: 23076
Ticker: UPXI
Type: CS — Common Stock
Exchange: Nasdaq(XNAS)
Venue group: NASDAQ
Operating MIC: XNAS
Market: stocks
Locale: us
Currency: USD
Listed: 2021-06-24
Round lot: 100
Active: Yes
Last seen in a load: 2026-08-14 20:49
Vendor updated: 2026-08-13 06:09
Ticker root / suffix: UPXI

Detail

Enriched 2026-08-14 20:47

Market cap: $60,495,362.05
Shares outstanding (class): 78,702,358
Shares outstanding (weighted): 73,452,358
SIC: 6199 FINANCE SERVICES
Employees: 59
Location: TAMPA, FL
Homepage: https://www.upexi.com
Description: Upexi Inc specializes in the development, manufacturing, and distribution of consumer products with diversification into the cryptocurrency space via Solana. Geographically, the company generates the majority of its revenue from the United States.

Market cap and share counts drift.

Funds holding this security

8 funds · 8 positions · $3.34M reported value, as of 2026-03-31

All holders →

Fund	Ticker	Position value	% of fund	Balance	Match
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS	VTI	$2.70M	0.00%	2,738,202 NS	FIGI
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS	VXF	$580.4K	0.00%	588,844 NS	FIGI
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS	—	$54.8K	0.00%	55,556 NS	FIGI
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC.	—	$20.2K	0.00%	20,500 NS	FIGI
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST	—	$9.0K	0.00%	9,173 NS	FIGI
Total Stock Market Index Trust John Hancock Variable Insurance Trust	—	$957.02	0.00%	971 NS	FIGI
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST	—	$485.90	0.00%	493 NS	FIGI
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds	—	-$20.9K	-0.00%	-21,200 NS	FIGI

How positions resolve to the securities master. FIGI_COMPOSITE is exact identifier equality — both sides got the FIGI from Bloomberg. TICKER is a narrow fallback used only where the master row carries no FIGI at all (2,389 rows do not, disproportionately Irish-domiciled US listings like LIN and ACN). Roughly 22% of all positions resolve to the master.

Funds holding this security

Identifiers

master.security_identifier

TICKERUPXI
FIGI_COMPOSITEBBG0046W7FX7
FIGI_SHARE_CLASSBBG0046W7FY6
CIK0001775194
ISINUS39959A2050
Resolved through OpenFIGI from a holdings ISIN, not supplied by the securities vendor.

Identifiers

Classification

classification.v_security_classification

Asset class: Equity
Sector: Consumer Discretionary
Industry: Retail
Source: LLMunreviewed
Self-reported confidence: 0.6
Model: deepseek
Rationale: Upexi operates as an e-commerce retailer of health and wellness products, despite its SIC code indicating financial services.

Classifications are unreviewed model output. All 5,771 assignments carry source = LLM and is_reviewed = false. Confidence is the model’s own estimate and is not calibrated — it clustered at 0.90–0.98 across the whole first pass, including rows that later proved wrong. Use it to order a review queue, not as a probability. Two share classes of one issuer can disagree.

Classification

Fund data

Not linked to a fund series.

Either this is not a fund, or it is one the SEC share-class snapshot cannot reach — commodity trusts and notes have no series ID at all.