Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Upexi Inc (UPXI)

45 + Investors. Track Smart Money conviction in UPXI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -11
Streak
2Q ▼
Buyers last Q
37%

Smart Money Signals — UPXI

Based on 53 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their UPXI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 75% of 3.0Y peak

75% of all-time peak
53 funds currently hold this stock — 75% of the 3.0-year high of 71 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +783% more funds vs a year ago

fund count last 6Q
+47 new funds entered over the past year (+783% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🔴

Heavy selling pressure — only 37% buying

23 buying40 selling
Last quarter: 40 funds sold vs only 23 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 26 → 45 → 25 → 11. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 68% entered in last year

■ 6% conviction (2yr+) ■ 26% medium ■ 68% new
Only 3 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares -21%, value -100%

Value
-99%
Shares
-21%
Last quarter: funds added -21% more shares while total portfolio value only changed -100%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
⚠️

Saturation — most institutions already know this story

1 → 26 → 45 → 25 → 11 new funds/Q
New funds entering each quarter: 26 → 45 → 25 → 11. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 95% of holders entered in last year

■ 0% veterans ■ 5% 1-2yr ■ 95% new
Of 58 current holders: 55 (95%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
12 of 52 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.4
out of 10
Moderate Exit Risk
Exit risk score 5.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UPXI

In 2026 Q1, 23 hedge funds were net buyers of UPXI (11 opened a new position, 12 added to an existing one), while 40 reduced or exited (18 trimmed, 22 sold completely) — a 37% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -11 funds (more exits than new entries). Total institutional holders: 53.

Hedge Fund Ownership: UPXI

How many hedge funds hold UPXI — quarterly history vs. share price
Quarterly hedge fund ownership of UPXI vs. share price

Market Analysis: UPXI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UPXI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: UPXI
45 + Investors

Track Smart Money conviction in UPXI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 45 53 -15.09%
13F Shares 15M 16M -10.48%
Total Value $11M $16M -29.68%
New Positions 10 11 -1
Increased Positions 14 9 +5
Closed Positions 18 22 -4
Reduced Positions 12 18 -6
Total Calls 3 3 -
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: UPXI

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Financial Highlights

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Institutional Holders (2026 Q2)

45 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UPXI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UPXI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arrington Capital Management, LLC 1.33% 2,760,107 $2.2M
2 MMCAP International Inc. SPC 0.15% 2,326,777 $1.8M
3 J. Derek Lewis & Associates Inc. 0.02% 125,000 $98K
4 Millington Financial Advisors, LLC 0.01% 40,000 $32K
5 Smith Thornton Advisors LLC 0.01% 17,500 $13K
6 XTX Topco Ltd 0.00% 229,653 $180K
7 Engineers Gate Manager LP 0.00% 77,738 $61K
8 Osaic Holdings, INC. 0.00% 770,236 $601K
9 Pinnacle Financial Partners, Inc. 0.00% 70,720 $55K
10 Hrt Financial LP 0.00% 142,525 $111K
11 J.W. Cole Advisors, INC. 0.00% 14,800 $12K
12 Catherine Avery Investment Management LLC 0.00% 500 —
13 Summit Financial, LLC 0.00% 15,000 $12K
14 Stratos Wealth Partners, LTD. 0.00% 13,300 $10K
15 Millennium Management LLC 0.00% 271,216 $213K
16 Vanguard Fiduciary Trust Co 0.00% 311,362 $244K
17 Jane Street Group, LLC 0.00% 802,800 $630K
18 Susquehanna International Group, LLP 0.00% 703,129 $551K
19 Vanguard Capital Management LLC 0.00% 2,409,720 $1.9M
20 Private Advisor Group, LLC 0.00% 10,475 $8K
21 Valley National Advisers Inc 0.00% 390 —
22 Commonwealth Equity Services, LLC 0.00% 33,125 $26K
23 SBI Securities Co., Ltd. 0.00% 1,581 $1K
24 UBS Group AG 0.00% 232,206 $182K
25 Susquehanna International Group, LLP 0.00% 376,000 $293K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Upexi Inc (UPXI)

What does the Smart Money Trend signal show for UPXI?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their UPXI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UPXI?

Heavy selling pressure — only 37% buying: Last quarter: 40 funds sold vs only 23 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for UPXI holders?

Smaller funds dominant — 18% AUM from top-100: 12 of 52 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held UPXI?

Mostly new holders — 68% entered in last year: Only 3 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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