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	$472K	Buy	479,400 +242,700	+103%	+$325K	﹤0.01%	3331
2025 Q4	$398K	Sell	236,700 -336,600	-59%	-$1.27M	﹤0.01%	3526
2025 Q3	$3.31M	Buy	573,300 +533,300	+1,333%	+$3.24M	﹤0.01%	1834
2025 Q2	$119K	Buy	+40,000	New	+$346K	﹤0.01%	5064

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

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.