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
Q1 		$262K Sell
266,300
-133,400
-33% -$179K ﹤0.01% 10783
2025
Q4 		$671K Sell
399,700
-743,800
-65% -$2.81M ﹤0.01% 8297
2025
Q3 		$6.6M Buy
1,143,500
+1,074,800
+1,564% +$6.54M ﹤0.01% 3878
2025
Q2 		$205K Buy
+68,700
New +$595K ﹤0.01% 10634

Other funds holding UPXI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Arrington Capital Management Miami, Florida $97.1M AUM
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Citadel Advisors's UPXI Position: Q1 2026 in Review

Citadel Advisors sold out of Upexi (UPXI) in Q1 2026, closing a stake of 197,180 shares — an estimated $264K sold.

Citadel Advisors first reported a position in UPXI in Q4 2021 and held it in 4 quarters. The position peaked at $393K in Q2 2025. 55 funds tracked by Wall St. Rank hold UPXI as of Q1 2026.

  • Citadel Advisors reported no remaining Upexi position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 197,180 Upexi shares in Q1 2026, an estimated $264K.
  • Citadel Advisors first reported a position in Upexi in Q4 2021 and held it in 4 quarters.
  • Citadel Advisors's Upexi position peaked at $393K in Q2 2025.
  • 55 funds tracked by Wall St. Rank held Upexi as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.