KCM
UPXI icon

Kathmere Capital Management’s Upexi UPXI Stock Holding History

Kathmere 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
2025
Q4 		– Sell
-417,983
Closed -$2.41M – 594
2025
Q3 		$2.41M Sell
417,983
-1,775,000
-81% -$10.8M 0.17% 97
2025
Q2 		$6.54M Buy
+2,192,983
New +$19M 0.5% 42

Other funds holding UPXI

ACM
Arrington Capital Management Miami, Florida $163M AUM
Marex Group
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kathmere Capital Management's UPXI Position: Q4 2025 in Review

Kathmere Capital Management sold out of Upexi (UPXI) in Q4 2025, closing a stake of 417,983 shares — an estimated $2.41M sold.

Kathmere Capital Management first reported a position in UPXI in Q2 2025 and held it in 2 quarters. The position peaked at $6.54M in Q2 2025. 65 funds tracked by Wall St. Rank hold UPXI as of Q4 2025.

  • Kathmere Capital Management reported no remaining Upexi position as of Q4 2025 after selling out during the quarter.
  • Kathmere Capital Management sold 417,983 Upexi shares in Q4 2025, an estimated $2.41M.
  • Kathmere Capital Management first reported a position in Upexi in Q2 2025 and held it in 2 quarters.
  • Kathmere Capital Management's Upexi position peaked at $6.54M in Q2 2025.
  • 65 funds tracked by Wall St. Rank held Upexi as of Q4 2025.

Based on Kathmere Capital Management's 13F filing for Q4 2025, filed 13 Jan 2026.