Upexi Ownership

UPXI Stock  USD 3.77  0.06  1.62%   
Upexi Inc maintains significant amount of outstanding shares owned by insiders. An insider is usually defined as a CEO, other corporate executive, director, or institutional investor who own at least 10% of the company's outstanding shares.
 
Shares in Circulation  
First Issued
2019-12-31
Previous Quarter
M
Current Value
M
Avarage Shares Outstanding
14.3 M
Quarterly Volatility
6.1 M
 
Covid
Some institutional investors establish a significant position in stocks such as Upexi in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Upexi, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
  
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Upexi Inc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in interest.

Upexi Stock Ownership Analysis

About 27.0% of the company outstanding shares are owned by insiders. The company has Price to Book (P/B) ratio of 0.93. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Upexi Inc recorded a loss per share of 24.34. The entity had not issued any dividends in recent years. The firm had 1:20 split on the 3rd of October 2024. Upexi, Inc. manufacture and sells various branded products in the health, wellness, pet, beauty, and other markets. Upexi, Inc. was incorporated in 2018 and is headquartered in Clearwater, Florida. Upexi is traded on NASDAQ Exchange in the United States. For more information please call Allan Marshall at 701 353 5425 or visit https://www.upexi.com.
Besides selling stocks to institutional investors, Upexi also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Upexi's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Upexi's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Upexi Quarterly Liabilities And Stockholders Equity

18.6 Million

About 27.0% of Upexi Inc are currently held by insiders. Unlike Upexi's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Upexi's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Upexi's insider trades

Upexi Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Upexi is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Upexi Inc backward and forwards among themselves. Upexi's institutional investor refers to the entity that pools money to purchase Upexi's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Rfp Financial Group Llc2024-09-30
0.0
Blackrock Inc2024-09-30
0.0
Geode Capital Management, Llc2024-09-30
0.0
Hightower Advisors, Llc2024-09-30
0.0
Jpmorgan Chase & Co2024-09-30
0.0
Ubs Group Ag2024-09-30
0.0
Note, although Upexi's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Upexi Inc Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Upexi insiders, such as employees or executives, is commonly permitted as long as it does not rely on Upexi's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Upexi insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Upexi Corporate Filings

8K
27th of January 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
21st of January 2025
Other Reports
ViewVerify
10th of January 2025
Other Reports
ViewVerify
10Q
19th of December 2024
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
ViewVerify

Currently Active Assets on Macroaxis

When determining whether Upexi Inc offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Upexi's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Upexi Inc Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Upexi Inc Stock:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Upexi Inc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in interest.
You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
Is Movies & Entertainment space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Upexi. If investors know Upexi will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Upexi listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
35.728
Earnings Share
(24.34)
Revenue Per Share
83.431
Quarterly Revenue Growth
(0.34)
Return On Assets
(0.09)
The market value of Upexi Inc is measured differently than its book value, which is the value of Upexi that is recorded on the company's balance sheet. Investors also form their own opinion of Upexi's value that differs from its market value or its book value, called intrinsic value, which is Upexi's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Upexi's market value can be influenced by many factors that don't directly affect Upexi's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Upexi's value and its price as these two are different measures arrived at by different means. Investors typically determine if Upexi is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Upexi's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.