Marex Group’s Upexi UPXI Stock Holding History

Marex Group’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	-2,507,176	Closed	-$4.21M	–	1252
2025 Q4	$4.21M	Buy	2,507,176 +1,863,000	+289%	+$7.03M	0.03%	233
2025 Q3	$3.72M	Buy	+644,176	New	+$3.92M	0.03%	210

Other funds holding UPXI

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ACM

Arrington Capital Management Miami, Florida $97.1M AUM

MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Marex Group's UPXI Position: Q1 2026 in Review

Marex Group sold out of Upexi (UPXI) in Q1 2026, closing a stake of 2,507,176 shares — an estimated $4.21M sold.

Marex Group first reported a position in UPXI in Q3 2025 and held it in 2 quarters. The position peaked at $4.21M in Q4 2025. 55 funds tracked by Wall St. Rank hold UPXI as of Q1 2026.

Marex Group reported no remaining Upexi position as of Q1 2026 after selling out during the quarter.
Marex Group sold 2,507,176 Upexi shares in Q1 2026, an estimated $4.21M.
Marex Group first reported a position in Upexi in Q3 2025 and held it in 2 quarters.
Marex Group's Upexi position peaked at $4.21M in Q4 2025.
55 funds tracked by Wall St. Rank held Upexi as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.