Kathmere reports 417,983 Upexi shares in 13G/A

Kathmere Capital Management, LLC filed an amended Schedule 13G reporting its beneficial ownership of 417,983 Class A shares of Upexi, Inc., representing 0.07% of the class as of the event date.

Accepted by SEC EDGAR 02/11/2026 - 01:10 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

Kathmere Capital Management, LLC filed an amended Schedule 13G reporting its beneficial ownership of 417,983 Class A shares of Upexi, Inc., representing 0.07% of the class as of the event date.

Kathmere reports no power to vote these shares but has sole power to dispose of them. The firm states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Upexi.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the Upexi (UPXI) Schedule 13G/A filed by Kathmere Capital report?

The amended Schedule 13G reports that Kathmere Capital Management, LLC beneficially owns 417,983 Class A shares of Upexi, Inc., equal to 0.07% of the class, held in the ordinary course of business without an intent to influence control.

How many Upexi (UPXI) shares does Kathmere Capital beneficially own?

Kathmere Capital Management, LLC reports beneficial ownership of 417,983 Class A shares of Upexi, Inc. The filing also states this holding represents 0.07% of the outstanding class, reflecting a relatively small ownership position in the company’s equity.

What voting and dispositive powers does Kathmere Capital have over Upexi (UPXI) shares?

Kathmere Capital reports no sole or shared power to vote Upexi Class A shares, but has sole power to dispose of or direct the disposition of 417,983 shares. It reports no shared dispositive power over any Upexi securities in this filing.

Does Kathmere Capital seek to influence control of Upexi (UPXI) with this stake?

No. Kathmere Capital certifies the Upexi securities were acquired and are held in the ordinary course of business and were not acquired or held to change or influence control, nor in connection with any transaction having that purpose or effect.

What percentage of Upexi (UPXI) does Kathmere Capital’s 417,983-share position represent?

The filing states that Kathmere Capital’s beneficial ownership of 417,983 Class A shares represents 0.07% of the outstanding class. The Schedule 13G/A also notes this ownership is 5 percent or less of the class of Upexi’s equity securities.

Who signed the Upexi (UPXI) Schedule 13G/A on behalf of Kathmere Capital?

The Schedule 13G/A was signed by Amy King, identified with the title COO/CCO. The signature section also includes a certification that the information in the statement is true, complete, and correct to the best of her knowledge and belief.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

UPEXI, INC.

(Name of Issuer)

Class A

(Title of Class of Securities)

39959A205

(CUSIP Number)

09/30/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 39959A205

1

Names of Reporting Persons

Kathmere Capital Management, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

PENNSYLVANIA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 417,983.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

417,983.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0.07 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: UPEXI, INC.
(b)	Address of issuer's principal executive offices: 3030 ROCKY POINT DRIVE, SUITE 420, TAMPA, FLORIDA 33607
Item 2.
(a)	Name of person filing: Kathmere Capital Management, LLC
(b)	Address or principal business office or, if none, residence: 435 DEVON PARK DRIVE SUITE 715 WAYNE, Pennsylvania 19087
(c)	Citizenship: Kathmere Capital Management, LLC - PENNSYLVANIA
(d)	Title of class of securities: Class A
(e)	CUSIP No.: 39959A205
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 417,983
(b)	Percent of class: 0.07 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: Kathmere Capital Management, LLC - 0
	(ii) Shared power to vote or to direct the vote: Kathmere Capital Management, LLC - 0
	(iii) Sole power to dispose or to direct the disposition of: Kathmere Capital Management, LLC - 417,983
	(iv) Shared power to dispose or to direct the disposition of: Kathmere Capital Management, LLC - 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Kathmere Capital Management, LLC

Signature:	Amy King
Name/Title:	COO/CCO
Date:	02/10/2026