Simplex Trading
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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
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

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

Simplex Trading's UPXI Position: Q1 2026 in Review

Simplex Trading sold out of Upexi (UPXI) in Q1 2026, closing a stake of 87,203 shares — an estimated $117K sold.

Simplex Trading first reported a position in UPXI in Q4 2022 and held it in 8 quarters. The position peaked at $1.54M in Q3 2025. 55 funds tracked by Wall St. Rank hold UPXI as of Q1 2026.

  • Simplex Trading reported no remaining Upexi position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 87,203 Upexi shares in Q1 2026, an estimated $117K.
  • Simplex Trading first reported a position in Upexi in Q4 2022 and held it in 8 quarters.
  • Simplex Trading's Upexi position peaked at $1.54M in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Upexi as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.