Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UPEXI INC (UPXI)

69 + 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
↓ -7
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — UPXI

Based on 64 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 — 90% of 3.0Y peak

90% of all-time peak
64 funds currently hold this stock — 90% 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 — +814% more funds vs a year ago

fund count last 6Q
+57 new funds entered over the past year (+814% 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.
🟠

More sellers than buyers — 49% buying

46 buying48 selling
Last quarter: 48 funds reduced or exited vs 46 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-20 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 1 → 26 → 45 → 25. 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 — 81% entered in last year

■ 6% conviction (2yr+) ■ 12% medium ■ 81% new
Only 4 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.
🚀

Acceleration phase — new buyers rushing in

7 → 1 → 26 → 45 → 25 new funds/Q
New funds entering each quarter: 1 → 26 → 45 → 25. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 97% of holders entered in last year

■ 3% veterans ■ 0% 1-2yr ■ 97% new
Of 70 current holders: 68 (97%) entered in the past year, only 2 (3%) 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 — 0% AUM from top-100

0% from top-100 AUM funds
15 of 64 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.6
out of 10
Moderate Exit Risk
Exit risk score 6.6/10 — 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 2025 Q4, 46 hedge funds were net buyers of UPXI (25 opened a new position, 21 added to an existing one), while 48 reduced or exited (16 trimmed, 32 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 64.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: UPXI
2026 Q1 Stats Unlock in 3 days 69 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 69 80 -13.75%
13F Shares 21M 23M -11.45%
Total Value $4.67B $4.56B 2.44%
New Positions 24 47 -23
Increased Positions 28 34 -6
Closed Positions 34 4 +30
Reduced Positions 30 11 +19
Total Calls 3 7 -57.14%
Total Puts 3 6 -50.0%
PUT/CALL Ratio 1.0 0.86 Neutral

Statistics: UPXI

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

69 + 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 institutional holders of UPXI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arrington Capital Management, LLC 2.80% 2,760,107 $2.7M
2 MMCAP International Inc. SPC 0.20% 2,326,777 $2.3M
3 J. Derek Lewis & Associates Inc. 0.06% 152,000 $255K
4 Millington Financial Advisors, LLC 0.02% 40,000 $54K
5 Smith Thornton Advisors LLC 0.01% 11,000 $11K
6 Quantbot Technologies LP 0.00% 123,419 $122K
7 XTX Topco Ltd 0.00% 119,454 $118K
8 Rossby Financial, LCC 0.00% 9,200 $9K
9 Catalyst Funds Management Pty Ltd 0.00% 10,500 $10K
10 Portus Wealth Advisors, LLC 0.00% 1,592 $2K
11 OSAIC HOLDINGS, INC. 0.00% 775,862 $768K
12 HRT FINANCIAL LP 0.00% 417,849 $411K
13 OMERS ADMINISTRATION Corp 0.00% 120,800 $119K
14 Engineers Gate Manager LP 0.00% 52,853 $52K
15 Pinnacle Financial Partners, Inc. 0.00% 70,720 $70K
16 J.W. COLE ADVISORS, INC. 0.00% 15,100 $15K
17 Quadrature Capital Ltd 0.00% 23,169 $23K
18 GREAT VALLEY ADVISOR GROUP, INC. 0.00% 11,700 $12K
19 Avion Wealth 0.00% 1,581 —
20 Summit Financial, LLC 0.00% 13,500 $13K
21 Clearstead Advisors, LLC 0.00% 16,000 $16K
22 GROUP ONE TRADING LLC 0.00% 70,028 $69K
23 MILLENNIUM MANAGEMENT LLC 0.00% 294,184 $290K
24 UBS Group AG 0.00% 765,776 $755K
25 Point72 Asset Management, L.P. 0.00% 71,090 $70K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More sellers than buyers — 49% buying: Last quarter: 48 funds reduced or exited vs 46 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for UPXI holders?

Smaller funds dominant — 0% AUM from top-100: 15 of 64 holders rank in the top 100 by AUM, but together hold only 0% 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 — 81% entered in last year: Only 4 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.