Simplex Trading’s Upexi UPXI Stock Holding History

Simplex Trading’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 Q3	$32.3K	Buy	+28,320	New	+$26.8K	﹤0.01%	6608
2026 Q1	–	Sell	-87,203	Closed	-$117K	–	10239
2025 Q4	$147K	Sell	87,203 -179,932	-67%	-$679K	﹤0.01%	4565
2025 Q3	$1.54M	Buy	267,135 +210,603	+373%	+$1.28M	﹤0.01%	2587
2025 Q2	$168K	Buy	+56,532	New	+$489K	﹤0.01%	4698
2024 Q4	–	Sell	-1	Closed	–	–	9689
2024 Q3	$0	Sell	1 -10	-91%	-$55	﹤0.01%	9651
2024 Q2	$0	Sell	11 -20	-65%	-$191	﹤0.01%	9886
2024 Q1	$0	Sell	31 -15	-33%	-$274	﹤0.01%	9960
2023 Q4	$1K	Buy	+46	New	+$1.07K	﹤0.01%	8600
2023 Q1	–	Sell	-2	Closed	-$155	–	10200
2022 Q4	$0	Buy	+2	New	+$170	﹤0.01%	10501

Other funds holding UPXI

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

MMCAP International Grand Cayman, Cayman Islands $1.52B AUM 24.83% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Simplex Trading's UPXI Position: Q3 2026 in Review

Simplex Trading opened a new position in Upexi (UPXI) in Q3 2026: 28,320 shares worth $32.3K. The stake represents ﹤0.01% of the portfolio and ranks #6608 among its holdings. This is a return to the name: Simplex Trading previously reported a position in UPXI as recently as Q4 2025.

Simplex Trading first reported a position in UPXI in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.54M in Q3 2025. 33 funds tracked by Wall St. Rank hold UPXI as of Q3 2026.

Simplex Trading held 28,320 shares of Upexi worth $32.3K as of Q3 2026.
Upexi was a new Simplex Trading position in Q3 2026.
Upexi made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #6608 holding.
Simplex Trading first reported a position in Upexi in Q4 2022 and has held it in 9 quarters since.
Simplex Trading's Upexi position peaked at $1.54M in Q3 2025.
33 funds tracked by Wall St. Rank held Upexi as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.