SCHEDULE: Kathmere Capital Management Discloses 5.9% Stake in UPEXI, Inc.

Kathmere Capital Management, LLC has reported a 5.9% beneficial ownership stake in UPEXI, Inc.'s Class A securities, holding 2,192,983 shares with sole dispositive power.

Summary

• Kathmere Capital Management, LLC, an investment adviser based in Pennsylvania, has filed a Schedule 13G.
• The filing indicates beneficial ownership of 2,192,983 shares of UPEXI, Inc.'s Class A securities.
• This represents 5.9% of the Class A shares outstanding.
• Kathmere Capital Management, LLC holds sole dispositive power over all 2,192,983 shares, with no voting power (sole or shared).
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of UPEXI, Inc.

Sentiment

Score: 5

Explanation: A Schedule 13G filing is a factual disclosure of beneficial ownership and does not inherently carry positive or negative sentiment. It simply reports a change in ownership structure.

Future Outlook

NA

Industry Context

This filing indicates an institutional investment adviser, Kathmere Capital Management, has taken a significant passive stake in UPEXI, Inc. Such disclosures are common for investment firms that cross the 5% ownership threshold in publicly traded companies, signaling their investment positions without intent to influence management or control.

Stakeholder Impact

• Shareholders: The disclosure of a new institutional investor holding a significant stake may be viewed positively, indicating increased institutional interest and potentially validating the company's investment thesis. However, as a passive stake, it does not imply active engagement or control.

Key Dates

Keywords

UPEXI Inc., Kathmere Capital Management, Beneficial Ownership, Schedule 13G, Investment Adviser, Class A Securities, Equity Stake