Geode Capital Management
UPXI icon

Geode Capital Management’s Upexi UPXI Stock Holding History

Geode Capital Management’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 		$457K Buy
582,895
+44,378
+8% +$51.5K ﹤0.01% 3639
2026
Q1 		$531K Buy
538,517
+38,907
+8% +$52.1K ﹤0.01% 3562
2025
Q4 		$840K Buy
499,610
+41,263
+9% +$156K ﹤0.01% 3427
2025
Q3 		$2.65M Buy
458,347
+122,394
+36% +$744K ﹤0.01% 3090
2025
Q2 		$1M Buy
+335,953
New +$2.91M ﹤0.01% 3323
2024
Q3 		– Sell
-4,601
Closed -$33.2K – 4583
2024
Q2 		$33.2K Hold
4,601
– – ﹤0.01% 4367
2024
Q1 		$53.5K Buy
4,601
+149
+3% +$2.72K ﹤0.01% 4303
2023
Q4 		$103K Hold
4,452
– – ﹤0.01% 4180
2023
Q3 		$154K Buy
4,452
+1,186
+36% +$45.3K ﹤0.01% 4086
2023
Q2 		$147K Buy
3,266
+225
+7% +$15.4K ﹤0.01% 4180
2023
Q1 		$246K Buy
3,041
+59
+2% +$4.57K ﹤0.01% 3945
2022
Q4 		$178K Buy
2,982
+344
+13% +$29.2K ﹤0.01% 4159
2022
Q3 		$204K Buy
2,638
+2,091
+382% +$190K ﹤0.01% 4203
2022
Q2 		$45K Buy
+547
New +$51.5K ﹤0.01% 4799

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 50.59% 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
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management's UPXI Position: Q2 2026 in Review

Geode Capital Management increased its Upexi (UPXI) stake by 8.2% in Q2 2026, buying an estimated $51.5K and bringing the position to 582,895 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #3639.

Geode Capital Management first reported a position in UPXI in Q2 2022 and has held it in 14 quarters since. The position peaked at $2.65M in Q3 2025. 47 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

  • Geode Capital Management held 582,895 shares of Upexi worth $457K as of Q2 2026.
  • Geode Capital Management bought 44,378 Upexi shares in Q2 2026, an estimated $51.5K.
  • Upexi made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #3639 holding.
  • Geode Capital Management first reported a position in Upexi in Q2 2022 and has held it in 14 quarters since.
  • Geode Capital Management's Upexi position peaked at $2.65M in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.