Citadel Advisors
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Citadel Advisors’s Upexi UPXI Stock Holding History

Citadel Advisors’s Portfolio UPXI Stock Details UPXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$78.7K Buy
+100,402
New +$117K ﹤0.01% 12858
2026
Q1 		– Sell
-197,180
Closed -$264K – 14286
2025
Q4 		$331K Buy
197,180
+135,560
+220% +$512K ﹤0.01% 9925
2025
Q3 		$356K Sell
61,620
-70,309
-53% -$428K ﹤0.01% 9952
2025
Q2 		$393K Buy
+131,929
New +$1.14M ﹤0.01% 9186
2022
Q1 		– Sell
-913
Closed -$74K – 14623
2021
Q4 		$74K Buy
+913
New +$91.8K ﹤0.01% 12997

Other funds holding UPXI

ACM
Arrington Capital Management Miami, Florida $163M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors's UPXI Position: Q2 2026 in Review

Citadel Advisors opened a new position in Upexi (UPXI) in Q2 2026: 100,402 shares worth $78.7K. The stake represents ﹤0.01% of the portfolio and ranks #12858 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in UPXI as recently as Q4 2025.

Citadel Advisors first reported a position in UPXI in Q4 2021 and has held it in 5 quarters since. The position peaked at $393K in Q2 2025. 48 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

  • Citadel Advisors held 100,402 shares of Upexi worth $78.7K as of Q2 2026.
  • Upexi was a new Citadel Advisors position in Q2 2026.
  • Upexi made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #12858 holding.
  • Citadel Advisors first reported a position in Upexi in Q4 2021 and has held it in 5 quarters since.
  • Citadel Advisors's Upexi position peaked at $393K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.