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Insufficient data to determine institutional momentum.
Data as of Q3 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Ranked against 33 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-09-30.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AXP | $217.1B | 21.1× | — | 5.3× | 6.4% | — | 26.2% | 32.4% | 11.9% | — | 1,026 |
| COIN | $42.4B | 36.1× | 23.1× | 5.9× | 9.4% | — | 17.6% | 8.5% | 5.9% | -3.0× | 313 |
| SOFI | $22.8B | 45.1× | — | 36.9× | 23.1% | 1.7% | 77.7% | 4.6% | 3.9% | — | 266 |
| BMNP | $22.7B | 7.3× | 49.9× | — | 84.1% | 5.1% | — | 4.0% | 4.0% | -1.1× | — |
| CHYM | $10.9B | — | — | 5.0× | 30.7% | 88.0% | -46.2% | -72.1% | -72.1% | — | 55 |
| HUT | $8.2B | — | — | 34.8× | 44.8% | 54.2% | -96.2% | -15.9% | -15.9% | — | 69 |
| WULF | $6.4B | — | — | 37.8× | 20.3% | 39.2% | -393% | -471% | -20.4% | — | 82 |
| DAVE | $4.3B | 24.8× | 21.6× | 7.7× | 59.7% | — | 35.3% | 55.5% | 55.5% | -0.4× | 47 |
| GPGI | $3.4B | — | — | 56.2× | -85.8% | 48.1% | -227% | -55.9% | -55.9% | — | 21 |
| CIFR | $3.4B | — | — | 15.0× | 48.0% | 63.7% | -367% | -102% | -23.1% | — | 79 |
| UPST | $2.4B | 55.2× | 53.3× | 2.3× | 64.0% | — | 5.1% | 6.7% | 2.0% | 17.4× | 67 |
| CLSK | $2.1B | — | 4.1× | 2.8× | 102% | 55.2% | 47.6% | 16.8% | 12.9% | 0.9× | 79 |
| PGY | $1.7B | 22.4× | 5.1× | 1.3× | 26.1% | 42.4% | 6.3% | 17.0% | 17.0% | -0.8× | — |
| WLTH | $1.6B | — | — | 4.5× | 18.2% | 89.6% | -11.5% | -6.8% | -6.8% | — | 10 |
| KEEL | $1.4B | — | — | 6.2× | 72.0% | -8.2% | -124% | -50.8% | -23.1% | — | — |
| WD | $1.2B | 21.2× | — | 1.0× | 9.0% | — | 4.6% | 3.2% | 3.2% | — | 38 |
| PWP | $1.1B | 29.8× | 13.5× | 1.4× | -14.5% | — | 4.7% | -27.9% | -27.9% | -4.2× | 19 |
| RHLD | $978M | — | 6.6× | 2.1× | 9.9% | 56.3% | -1.3% | -91.1% | -3.1% | 0.1× | 10 |
| BUR | $766M | 12.5× | — | 1.9× | -24.3% | — | 15.1% | 2.6% | 1.4% | — | 37 |
| QFIN | $641M | 1.7× | — | 0.2× | 16.8% | 84.4% | 31.1% | 24.8% | 24.8% | -0.7× | 25 |
| ABTC | $546M | — | — | 3.0× | 159% | 50.3% | -82.7% | -23.0% | -23.0% | — | — |
| HKD | $544M | 3.9× | 71.5× | 4.0× | 566% | — | 71.3% | 36.8% | 18.5% | — | 2 |
| FWDI | $529M | — | — | 29.1× | -9.0% | 28.5% | -918% | -11.4% | -11.4% | — | — |
| OPRT | $459M | 18.8× | — | 0.5× | -4.5% | — | 2.6% | 6.5% | 6.5% | — | 22 |
| WYFI | $436M | — | — | 5.5× | 66.2% | 60.2% | -31.2% | -5.1% | -4.9% | — | 15 |
| UPXI | $72M | — | — | 2.9× | 58.1% | 89.5% | -984% | 457% | — | — | 6 |
Peers = companies sharing UPXI's sector (Finance Services) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
What the company returns to shareholders — and whether it's covered by cash.
No dividend to cover. Last year: $0 dividends + $2.8M buybacks = $2.8M returned on -$21.0M FCF.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 7 years — and what it earned on reinvestment.
A reinvestment story — most cash went back into growth rather than to shareholders.
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: -7067%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 7 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
Leverage ratios is not shown for a bank.
Funded by deposits, so debt-weighted leverage and a WACC are not defined. Capital adequacy (CET1, LCR) is the right question and is not collected yet. Equity is negative, so debt/equity and ROE invert their signs and read as the opposite of what they mean.
Classified from the filings: SIC code.
How much the company owes, how it's trended, and how comfortably it's serviced.
$193.3M of principal comes due within a year. Scheduled principal only (excludes interest & revolver draws). As of 2026-03-31 (10-Q). The cash figure is from 2026-06-30, so the two are not the same balance-sheet date — the schedule has not been refiled since.
Thin coverage — earnings barely cover interest. Effective rate ~0.1% on $57.3M of debt.
Cash vs short-term debt unavailable.
Mostly short-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
A reverse discounted cash flow is not shown for a bank.
Funded by deposits, so debt-weighted leverage and a WACC are not defined. Capital adequacy (CET1, LCR) is the right question and is not collected yet. Equity is negative, so debt/equity and ROE invert their signs and read as the opposite of what they mean.
Classified from the filings: SIC code.
Top 7 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
EOD close · as of 2026-10-30
How a revenue dollar becomes profit — FY2026
Dividends and buybacks are cash paid out, shown here against the same year's profit for scale — not funded from it.
Each value shows its share of revenue below it (common-size).
| Line Item | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|---|
| Revenue | $25.0M 100.0% | $15.8M 100.0% | $26.0M 100.0% | $36.4M 100.0% | $23.1M 100.0% | $24.1M 100.0% | $7.4M 100.0% |
| Cost of Revenue | $2.6M 10.5% | $4.9M 31.3% | $13.2M 50.7% | $15.4M 42.3% | $8.2M 35.5% | $12.2M 50.6% | $4.8M 65.3% |
| Gross Profit | $22.4M 89.5% | $10.9M 68.7% | $12.8M 49.3% | $21.0M 57.7% | $14.9M 64.5% | $11.9M 49.4% | $2.6M 34.7% |
| Selling, General & Admin | $26.4M 105.6% | $11.9M 75.5% | $6.8M 26.0% | $6.9M 18.9% | $9.1M 39.6% | $6.4M 26.7% | $6.0M 81.4% |
| Total Operating Expenses | $263.2M 1052.9% | $23.4M 147.8% | $35.3M 135.7% | $33.3M 91.4% | $21.4M 92.6% | $10.5M 43.5% | $7.4M 99.9% |
| Operating Income | -$240.8M -963.5% | -$12.5M -79.1% | -$22.5M -86.4% | -$12.3M -33.7% | -$6.5M -28.1% | $1.4M 5.9% | -$4.8M -65.3% |
| Interest Expense | $63K 0.3% | $104K 0.7% | $100K 0.4% | — | $38K 0.2% | $14K 0.1% | — |
| Other Income (Expense), net | -$5.2M -20.9% | -$1.2M -7.5% | -$3.1M -12.1% | -$4.7M -12.8% | $101K 0.4% | -$269K -1.1% | $547K 7.4% |
| Pretax Income | -$246.1M -984.3% | -$13.7M -86.5% | -$25.6M -98.5% | -$17.0M -46.5% | -$6.4M -27.7% | $1.7M 7.0% | -$5.4M -72.6% |
| Income Tax Expense | $0 0.0% | $0 0.0% | -$332K -1.3% | $3.0M 8.4% | $518K 2.2% | $1.3M 5.3% | $0 0.0% |
| Net Income | -$246.1M -984.3% | -$13.7M -86.5% | -$23.7M -91.0% | -$17.5M -48.0% | -$2.0M -8.9% | $3.0M 12.4% | -$5.4M -72.6% |
| Per Share | |||||||
| EPS (Basic) | -$3.87 | -$1.73 | -$23.03 | -$18.94 | -$0.43 | $0.25 | -$0.53 |
| EPS (Diluted) | -$3.87 | -$1.73 | -$23.03 | -$18.94 | -$0.43 | $0.21 | -$0.53 |
| Weighted Avg Shares (Basic) | 63.5M | 7.9M | 1.0M | 894K | 16.2M | 11.9M | 10.1M |
| Weighted Avg Shares (Diluted) | 63.5M | 7.9M | 1.0M | 894K | 16.2M | 14.3M | — |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Last reported position per insider, carried forward. Steps can be a holding disclosed for the first time rather than a trade.
| Date | Insider | What it was | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-07-03 | Salkind Gene Director | Grant12d late | 100,000 | $0.00 | $0 |
| 2026-07-03 | Dugan Lawrence Director | Grant12d late | 100,000 | $0.00 | $0 |
| 2026-07-03 | Rudick Brian Benjamin Chief Strategy Officer | Grant12d late | 400,000 | $0.00 | $0 |
| 2026-07-03 | Marshall Allan Chief Executive Officer | Grant12d late | 2,000,000 |
Every row is classified by what it MEANT, not by its SEC code. A code is not a meaning: code P (“purchase”) also covers dividend reinvestment and employee stock purchase plans, and code S (“sale”) also covers 10b5-1 plan sales scheduled months earlier and option exercises sold the same day.
Across 30 days of all filings, $5.08bn of insider selling contained $3.50bn of plan sales and $0.46bn of exercise-and-sell. Only 29% was discretionary. Reading an unclassified feed badly overstates how much insiders decided.
Buys and sales are counted separately and never netted. They are different decisions by different people; a company where one officer bought while another sold is not “neutral”.
The holding line carries each insider's last reported position forward, so it shows the total held rather than a sawtooth of whoever traded that day. It covers only insiders who filed in the window.
“Filed late” counts calendar days past the two-business-day deadline with five days' grace, so a Thursday or Friday trade crossing a weekend is never flagged. It describes the company's filing discipline, not the trade.
Insider activity is descriptive. Nothing here is investment advice.
| $0.00 |
| $0 |
| 2026-07-03 | Norstrud Andrew James Chief Financial Officer | Grant12d late | 400,000 | $0.00 | $0 |
| 2025-12-23 | Marshall Allan Chief Executive Officer | Open-market buy | 50,000 | $1.80 | $90k |
| 2025-12-16 | 3 co-filers Chief Executive Officer | Open-market buy | 50,000 | $2.07 | $104k |
| 2025-12-15 | 3 co-filers Chief Executive Officer | Open-market buy | 100,000 | $2.07 | $207k |
| 2025-11-20 | Salkind Gene Director | Open-market buyindirect | 50,000 | $2.55 | $128k |
| 2025-11-17 | 2 co-filers Group filing | Open-market buy | 100,000 | $2.65 | $265k |
| 2025-11-17 | 2 co-filers Group filing | Open-market buyindirect | 100,000 | $2.81 | $281k |
EOD close · as of 2026-10-30
Where each multiple sits in its own 6-yr range · 33th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 6-yr history.
Is the profit real, and how strong is the balance sheet?
FY2026 · every deduction from revenue to net income
DuPont — the three levers
ROE 457% against ROIC -7067% — 7524% of the return on equity comes from leverage and buybacks rather than from the operating business.
Equity is the year-end figure. On average equity over the two year-ends, ROE is -1356.3% — the two diverge when buybacks or issuance move equity during the year.
What the company owes vs. what it holds
This shows debt/cash structure and net leverage. The year-by-year maturity schedule is on the Debt & Leverage tab.
Latest year: profit growth vs revenue growth
High operating leverage: profit moved 31.4× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|
| Cost of Revenue | 65.3 | 50.6 | 35.5 | 42.3 | 50.7 | 31.3 | 10.5 |
| Gross Profit | 34.7 | 49.4 | 64.5 | 57.7 | 49.3 | 68.7 | 89.5 |
| SG&A | 81.4 | 26.7 | 39.6 | 18.9 | 26.0 | 75.5 | 105.6 |
| Operating Income | -65.3 | 5.9 | -28.1 | -33.7 | -86.4 | -79.1 | -963.5 |
| Income Tax | 0.0 | 5.3 | 2.2 | 8.4 | -1.3 | 0.0 | 0.0 |
| Net Income | -72.6 | 12.4 | -8.9 | -48.0 | -91.0 | -86.5 | -984.3 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on UPXI: price, valuation and headline fundamentals from SEC filings. The four questions at the top of the page are where the judgements live.
No positive operating income in the last three years, so there is no return on capital to compare against its cost.
| Fiscal year | Gross margin | Operating margin | Net margin |
|---|---|---|---|
| FY2020 | 34.7% | -65.3% | -72.6% |
| FY2021 | 49.4% | 5.9% | 12.4% |
| FY2022 | 64.5% | -28.1% | -8.9% |
| FY2023 | 57.7% | -33.7% | -48.0% |
| FY2024 | 49.3% | -86.4% | -91.0% |
| FY2025 | 68.7% | -79.1% | -86.5% |
| FY2026 | 89.5% | -963.5% | -984.3% |
No material counter-signal in the checked set: ROIC vs WACC spread, 5-year spread history, gross margin trend, operating margin trend, net margin against 3 years ago, revenue growth, ROIC ex-goodwill gap.
Missing from our data, so excluded from this answer: positive EBIT.
Fewer than three profitable years with a cash flow statement, so cash conversion cannot be judged.
No material counter-signal in the checked set: FCF / net income over 3 and 5 years, Sloan accruals, SBC as a share of revenue, SBC as a share of operating cash flow, SBC-adjusted free cash flow, free cash flow per diluted share, buybacks against SBC issued, capex vs depreciation, free cash flow against revenue, share count since the first year on file, cash conversion cycle (DSO, DIO, DPO), receivables growth against revenue growth.
Missing from our data, so excluded from this answer: 3 years of cash flow.
Leverage is not measurable this way for a bank.
Ladder as of 2026-03-31 (10-Q); cash from the 2026-06-30 balance sheet; FCF from FY2026. No cash figure on the matching balance sheet, so no coverage line is drawn.
Balance sheet at 2026-06-30. Undrawn revolving credit is not shown: the tag is collected but not yet mapped through to the API.
Funded by deposits, so debt-weighted leverage and a WACC are not defined. Capital adequacy (CET1, LCR) is the right question and is not collected yet. Equity is negative, so debt/equity and ROE invert their signs and read as the opposite of what they mean.
Missing from our data, so excluded from this answer: capital adequacy metrics for this archetype.
No positive free cash flow to discount, so the price cannot be expressed as a growth requirement.
The percentile ranks the FISCAL-YEAR point, because the distribution behind each strip is built from fiscal-year closes — ranking a TTM figure inside it would compare two different bases. TTM basis: TTM.
No material counter-signal in the checked set: reverse-DCF implied growth, historical FCF CAGR, per-year FCF growth distribution, reporting-basis breaks, discount rate used, free-cash-flow basis (stock comp charged?).
Missing from our data, so excluded from this answer: free_cash_flow.