JY
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Jeff Yass’s Upexi UPXI Stock Holding History

Jeff Yass’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 		$92K Sell
117,900
-30,400
-20% -$35.3K ﹤0.01% 12553
2026
Q1 		$147K Sell
148,300
-443,000
-75% -$594K ﹤0.01% 12028
2025
Q4 		$993K Sell
591,300
-1,451,100
-71% -$5.48M ﹤0.01% 7209
2025
Q3 		$11.8M Buy
2,042,400
+1,953,700
+2,203% +$11.9M ﹤0.01% 2835
2025
Q2 		$264K Buy
+88,700
New +$768K ﹤0.01% 10621

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
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
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Jeff Yass's UPXI Position: Q2 2026 in Review

Jeff Yass increased its Upexi (UPXI) stake by 0.63% in Q2 2026, buying an estimated $5.11K and bringing the position to 703,129 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #9685.

Jeff Yass first reported a position in UPXI in Q4 2022 and has held it in 7 quarters since. The position peaked at $4.34M in Q3 2025. 48 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

  • Jeff Yass held 703,129 shares of Upexi worth $551K as of Q2 2026.
  • Jeff Yass bought 4,401 Upexi shares in Q2 2026, an estimated $5.11K.
  • Upexi made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9685 holding.
  • Jeff Yass first reported a position in Upexi in Q4 2022 and has held it in 7 quarters since.
  • Jeff Yass's Upexi position peaked at $4.34M in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.