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John Overdeck’s Upexi UPXI Stock Holding History

John Overdeck’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 		– Sell
-174,767
Closed -$294K – 4940
2025
Q4 		$294K Buy
+174,767
New +$660K ﹤0.01% 3581

Other funds holding UPXI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACM
Arrington Capital Management Miami, Florida $163M AUM
MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

John Overdeck's UPXI Position: Q1 2026 in Review

John Overdeck sold out of Upexi (UPXI) in Q1 2026, closing a stake of 174,767 shares — an estimated $294K sold.

John Overdeck first reported a position in UPXI in Q4 2025 and held it in 1 quarter. The position peaked at $294K in Q4 2025. 55 funds tracked by Wall St. Rank hold UPXI as of Q1 2026.

  • John Overdeck reported no remaining Upexi position as of Q1 2026 after selling out during the quarter.
  • John Overdeck sold 174,767 Upexi shares in Q1 2026, an estimated $294K.
  • John Overdeck first reported a position in Upexi in Q4 2025 and held it in 1 quarter.
  • John Overdeck's Upexi position peaked at $294K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Upexi as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.