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
Q3 		$744K Buy
652,226
+69,331
+12% +$65.7K ﹤0.01% 3419
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
MI
MMCAP International Grand Cayman, Cayman Islands $1.52B AUM 24.83% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Geode Capital Management's UPXI Position: Q3 2026 in Review

Geode Capital Management increased its Upexi (UPXI) stake by 12% in Q3 2026, buying an estimated $65.7K and bringing the position to 652,226 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #3419.

Geode Capital Management first reported a position in UPXI in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.65M in Q3 2025. 36 funds tracked by Wall St. Rank hold UPXI as of Q3 2026.

  • Geode Capital Management held 652,226 shares of Upexi worth $744K as of Q3 2026.
  • Geode Capital Management bought 69,331 Upexi shares in Q3 2026, an estimated $65.7K.
  • Upexi made up ﹤0.01% of Geode Capital Management's portfolio in Q3 2026, its #3419 holding.
  • Geode Capital Management first reported a position in Upexi in Q2 2022 and has held it in 15 quarters since.
  • Geode Capital Management's Upexi position peaked at $2.65M in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Upexi as of Q3 2026.

Based on Geode Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.