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Kathmere discloses 417,983 Upexi (UPXI) Class A shares held

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

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.

Positive

  • None.

Negative

  • None.





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





SCHEDULE 13G



Kathmere Capital Management, LLC
Signature:Amy King
Name/Title:COO/CCO
Date:02/10/2026

FAQ

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.
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