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Rossby Financial’s Upexi UPXI Stock Holding History

Rossby Financial’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 		$9.09K Buy
9,200
+4,100
+80% +$5.5K ﹤0.01% 1292
2025
Q4 		$8.57K Sell
5,100
-16,700
-77% -$63.1K ﹤0.01% 980
2025
Q3 		$142K Buy
+21,800
New +$133K 0.05% 334

Other funds holding UPXI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Arrington Capital Management Miami, Florida $97.1M AUM
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Rossby Financial's UPXI Position: Q1 2026 in Review

Rossby Financial increased its Upexi (UPXI) stake by 80% in Q1 2026, buying an estimated $5.5K and bringing the position to 9,200 shares worth $9.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

Rossby Financial first reported a position in UPXI in Q3 2025 and has held it in 3 quarters since. The position peaked at $142K in Q3 2025. 55 funds tracked by Wall St. Rank hold UPXI as of Q1 2026.

  • Rossby Financial held 9,200 shares of Upexi worth $9.09K as of Q1 2026.
  • Rossby Financial bought 4,100 Upexi shares in Q1 2026, an estimated $5.5K.
  • Upexi made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1292 holding.
  • Rossby Financial first reported a position in Upexi in Q3 2025 and has held it in 3 quarters since.
  • Rossby Financial's Upexi position peaked at $142K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Upexi as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.