Is UPEXI, INC. financially healthy?

UPEXI, INC. scores 3 out of 8 on the Piotroski F-score. Only 8 of the nine tests could be computed from what it filed; the rest need a prior year it has not reported. Every test and the numbers behind it are shown above, so the arithmetic is checkable rather than something you have to take on trust.

Who are the largest institutional holders of UPEXI, INC.?

Among the managers tracked here, the biggest positions as of the 2026-Q2 13F filings are BlackRock, Inc. (adding), GEODE CAPITAL MANAGEMENT, LLC (adding), CITADEL ADVISORS LLC (adding). Direction is the change in share count against that manager's own previous filing; managers with no prior filing are left out rather than counted as new buyers.

UPEXI, INC. (UPXI)

Nasdaq · Common Stock · Finance Services

One email a week from me: what it filed, which 13F holders added or cut, where its scores stand. Free.

Financial health

Two standard screens, computed from the XBRL in FY2026 against FY2025. Every test shows the numbers behind it — a score with its inputs hidden is a number you cannot check.

Piotroski F-score

3 / 8

FAILReturn on assets positiveROA -136.6%
FAILOperating cash flow positiveOCF -21M
FAILReturn on assets improving-11.1% → -136.6%
PASSCash flow exceeds earningsOCF -21M vs NI -246M
FAILLong-term debt ratio fallingno debt reported
FAILCurrent ratio improving1.74 → 1.64
FAILNo share dilution8M → 64M shares
PASSGross margin improving68.7% → 89.5%
PASSAsset turnover improving0.13× → 0.14×

Six-year record

Year	Revenue	Net income	Free cash flow	Gross margin	Shares
FY2021	$24.1M	$3.0M	$1.5M	49.4%	14,257,934
FY2022	$44.6M	−$2.0M	−$5.6M	56.5%	16,224,520
FY2023	$80.7M	−$17.5M	−$734,888	41.6%	17,877,959
FY2024	$26.0M	−$23.7M	−$1.0M	49.3%	1,027,232
FY2025	$15.8M	−$13.7M	−$8.8M	68.7%	7,914,268

Ownership flow

6 institutions tracked — 4 added, 0 reduced, 1 opened a new position, 2 sold out.

Institutional holders of UPEXI, INC. and their share-count change
Manager	Kind	Shares	Change	Value
BlackRock, Inc.	Index	888,906	+207,598	$697.1M
GEODE CAPITAL MANAGEMENT, LLC	Index	582,895	+44,378	$457.4M
MORGAN STANLEY	Active fund	27,166	+20,066	$21.3M
CITADEL ADVISORS LLC	Hedge fund	419,302	+502	$328.8M

Identity

CIK: 0001775194
LEI: 529900DXT4FO60PCDE09
FIGI: BBG0046W7FX7
SIC: 6199 · Finance Services
Incorporated: DE
Headquarters: TAMPA, FL

Ownership

Institutional: 27.8%
Institutions: 55
Insiders: 16.0%

Ownership percentages are a vendor aggregate, not a filing — unlike everything else on this page.

Other finance services companies

UPEXI, INC. files under SIC 6199 — all 20 finance services companies compared on assets and F-score.

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Questions about UPEXI, INC.

Is UPEXI, INC. financially healthy?: UPEXI, INC. scores 3 out of 8 on the Piotroski F-score. Only 8 of the nine tests could be computed from what it filed; the rest need a prior year it has not reported. Every test and the numbers behind it are shown above, so the arithmetic is checkable rather than something you have to take on trust.
Who are the largest institutional holders of UPEXI, INC.?: Among the managers tracked here, the biggest positions as of the 2026-Q2 13F filings are BlackRock, Inc. (adding), GEODE CAPITAL MANAGEMENT, LLC (adding), CITADEL ADVISORS LLC (adding). Direction is the change in share count against that manager's own previous filing; managers with no prior filing are left out rather than counted as new buyers.

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Sourced from SEC EDGAR primary filings. Figures are as reported by the company and are not investment advice. Scores are standard published screens computed from those filings; every input is shown above so you can check the arithmetic.