What is the 13F Pro Quality Score for UPXI?

13F Pro ranks UPEXI, INC. (UPXI) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View UPXI's current score at https://13fpro.ai/research/UPXI (free sign-up required for the full ranking).

Where does 13F Pro source UPXI data?

All UPEXI, INC. fundamentals and ownership data come directly from SEC EDGAR. UPEXI, INC. files with the SEC under CIK 1775194. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is UPXI in?

UPEXI, INC. (UPXI) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

How often is UPXI research updated on 13F Pro?

UPXI's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

UPEXI, INC.(UPXI)Stock Analysis

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13F Pro Quality Score

20.6/100

Rank #2,670 of 2,879 stocks

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

76.1/100

Profitability

2.6/100

Balance Sheet

0.3/100

Earnings Quality

30.0/100

Free Cash Flow

7.7/100

Institutional Flow

10.9/100

Revenue Scale

6.2/100

Dilution Risk

13.7/100

UPXI Stock Analysis & AI Quality Score

AI stock analysis and institutional research for UPEXI, INC. (UPXI), a Financials sector company. 13F Pro's AI-powered ranking engine scores UPXI at 20.6/100 on a 32-signal composite quality model, placing it at rank #2,670 of 2,879 stocks — the bottom half of the AI-ranked universe. UPXI scores in the top quartile across revenue growth (76.1). Areas of concern include balance sheet strength (0.3) and profitability (2.6), which score below median versus the broader universe. Shareholder dilution risk is elevated at 13.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q3 2026), UPEXI, INC. reports quarterly revenue of $4.6M, net income of $-109.3M, free cash flow of $-4.8M. Top institutional holders of UPXI by reported 13-F value include VANGUARD CAPITAL MANAGEMENT, Arrington Capital Management,, MMCAP International SPC, based on the most recent SEC filings. UPXI trades on the Nasdaq exchange and files with the SEC under CIK 1775194. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate UPXI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for UPEXI, INC. directly from SEC EDGAR. UPEXI, INC.'s 13F Pro composite quality score has ranged between 8 and 43 since 2023, currently 20.6 — a declining long-term trajectory across 17 quarterly and live scoring snapshots.

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Fun facts about UPEXI, INC.

Quirks, history, and lore behind UPXI — the kind of stuff that makes a stock memorable.

1
The Basics
A small-cap U.S. holding company listed on Nasdaq, headquartered in Florida, operating across consumer brands and e-commerce.
2
The Numbers
Annual revenue in the low tens of millions — this is a micro-cap operator, not a household giant, with a market cap well under $100 million.
3
The History
The company has undergone significant strategic pivots, at one point leaning into the cannabis and hemp space before reshaping its portfolio around consumer products.
4
The Secret
It operates as a brand acquisition vehicle, snapping up direct-to-consumer and Amazon-native brands — essentially a roll-up play hiding in plain sight.
5
The Lore
The company made headlines by diving into Bitcoin treasury holdings and crypto-adjacent ventures, a bold move for a tiny Florida holding company few had heard of.
6
The Giveaway
Its four-letter ticker is its own name compressed — a Tampa-based acquirer of consumer brands whose stock trades under the symbol that looks almost exactly like the company's own shortened name: UPXI.

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Revenue

Q3 2026

$4.6M

Net Income

Q3 2026

$-109.3M

Free Cash Flow

Q3 2026

$-4.8M

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-34.4% YoY

$15.8MFY 2025

FY19 —FY21 $24.1MFY25 $15.8M

Net Income

-559.4% YoY

$-13.7MFY 2025

FY19 —FY21 $3.0MFY25 $-13.7M

Operating Income

-976.1% YoY

$-12.5MFY 2025

FY19 —FY21 $1.4MFY25 $-12.5M

EPS (Diluted)

-923.8% YoY

$-1.73FY 2025

FY19 —FY21 $0.21FY25 $-1.73

Total Assets

+354.3% YoY

$123.8MFY 2025

FY19 —FY21 $27.3MFY25 $123.8M

Total Debt

$20.0MFY 2025

FY19 —FY21 —FY25 $20.0M

Op. Cash Flow

-386.6% YoY

$-8.4MFY 2025

FY19 —FY21 $2.9MFY25 $-8.4M

Metric	FY 2025	FY 2021	FY 2019
Revenue	$15.8M -34.4%	$24.1M	—
Net Income	$-13.7M -559.4%	$3.0M	—
Operating Income	$-12.5M -976.1%	$1.4M	—
EPS (Diluted)	$-1.73 -923.8%	$0.21	—
Total Assets	$123.8M +354.3%	$27.3M	—
Total Debt	$20.0M	—	—
Operating Cash Flow	$-8.4M -386.6%	$2.9M	—

AI Insight: UPXI Financial Trends

UPXI collapsed from $67M net income in Q3 2025 to $109M loss in Q1 2026, with equity turning negative and debt rising to $57M.

• Revenue contracted 44% from Q3 2025 ($9M) to Q1 2026 ($5M), falling below Q2 2024 levels.

• Operating income swung from $69M profit in Q3 2025 to $107M loss in Q1 2026—a $176M reversal in one quarter.

• Equity eroded from $211M in Q3 2025 to negative $52M in Q1 2026; debt rose from $50M to $57M simultaneously.

⚠ Operating cash flow remained negative for 6 consecutive quarters (Q2 2024–Q1 2026), totaling $23M outflow.

⚠ Q3 2025 $67M profit appears anomalous—likely one-time gain; core operations show persistent losses and cash burn.

AI Insight: UPXI Ratio Trends

UPXI swung to profitability in Q3 2025 with ROE of 126.7% and ROA of 63.6%, but leverage spiked 437% to 1.29x D/E in Q4 2025, signaling potential balance-sheet stress.

• Operating margin improved sharply from -151.7% in Q2 2025 to positive territory by Q3 2025, reversing multi-quarter losses.

• ROE rebounded dramatically to 126.7% in Q3 2025 from -43.7% in Q2 2025; ROA similarly jumped to 63.6% from -31.8%.

• Debt-to-equity ratio surged from 0.24 in Q3 2025 to 1.29 in Q4 2025—a 437% spike in one quarter.

⚠ Extreme leverage increase in Q4 2025 to 1.29x D/E requires clarification—debt accumulation, equity reduction, or seasonal working-capital shift.

⚠ Data gaps (no OpMargin, NPM, ROIC for Q3–Q4 2025 and Q1 2026) limit visibility into sustainability of Q3 profitability turnaround.

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Available Research

13F Pro tracks comprehensive data for UPEXI, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of UPXI

VANGUARD CAPITAL MANAGEMENT LLC
$3.3M3,382,602 sh
Arrington Capital Management, LLC
$2.7M2,760,107 sh
MMCAP International Inc. SPC
$2.3M2,326,777 sh
GROUP ONE TRADING, L.P.
$1.1M1,096,800 sh
OSAIC HOLDINGS, INC.
$768.1K775,862 sh
UBS Group AG
$755.1K765,776 sh
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$688.7K698,728 sh
BlackRock, Inc.
$671.5K681,308 sh
JANE STREET GROUP, LLC
$670.3K680,100 sh
GEODE CAPITAL MANAGEMENT, LLC
$531.1K538,517 sh

Fund	Value	Shares
VANGUARD CAPITAL MANAGEMENT LLC	$3.3M	3,382,602
Arrington Capital Management, LLC	$2.7M	2,760,107
MMCAP International Inc. SPC	$2.3M	2,326,777
GROUP ONE TRADING, L.P.	$1.1M	1,096,800
OSAIC HOLDINGS, INC.	$768.1K	775,862
UBS Group AG	$755.1K	765,776
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$688.7K	698,728
BlackRock, Inc.	$671.5K	681,308
JANE STREET GROUP, LLC	$670.3K	680,100
GEODE CAPITAL MANAGEMENT, LLC	$531.1K	538,517

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Is UPXI a good stock to buy?

13F Pro's AI-powered analysis of UPEXI, INC. (UPXI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for UPXI are available on the UPXI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own UPXI?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling UPXI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of UPEXI, INC.'s investment landscape.