Microcap Ledger Upexi, Inc. $UPXI
Facts as of . Built from SEC filings and our own data. Small caps move fast; check the latest filings.
Snapshot
- Exchange
- Nasdaq Capital Market
- Sector
- Finance Services
- Headquarters
- Tampa, FL
- Fiscal year end
- June 30
- Shares outstanding
- 82,102,474 [10-K 2026-09-17]
What the company doesAI summary of filing
Upexi, Inc. is a cryptocurrency treasury company that holds and stakes Solana (SOL) tokens on its balance sheet to generate yield, with approximately 95% of its SOL treasury currently staked with validators. The company also owns and sells consumer product brands, including LuckyTail (pet care products), PRAX (energy drinks with paraxanthine), and Cure Mushrooms (functional mushroom extracts), through direct-to-consumer channels, wholesale partnerships, and third-party platforms like Amazon, with distribution handled by third-party fulfillment providers. The company generates revenue from staking rewards earned on its Solana holdings and from consumer product sales. Upexi is revenue-generating and holds approximately $165.3 million in SOL treasury value as of June 30, 2026. [10-K 2026-09-17]
Financial health
| Period | Revenue | Net income | Operating cash flow | Cash | Filing |
|---|---|---|---|---|---|
| FY ended Jun 2026 | $25.00M | −$246.06M | −$20.96M | $5.78M | [10-K 2026-09-17] |
| FY ended Jun 2025 | $15.81M | −$13.68M | −$8.42M | $2.98M | [10-K 2026-09-17] |
- Quarterly cash burn
- −$5.24M
- Cash runway Estimate
- ~3.3 months
Capital structure and dilution
| Date | Shares outstanding | Filing |
|---|---|---|
| 2024-12-19 | 1,040,924 | [10-Q 2024-12-19] |
| 2025-02-14 | 1,320,924 | [10-Q 2025-02-14] |
| 2025-05-14 | 37,253,373 | [10-Q 2025-05-16] |
| 2025-09-23 | 58,888,756 | [10-K 2025-09-24] |
| 2025-11-12 | 59,918,609 | [10-Q 2025-11-12] |
| 2026-02-09 | 69,760,581 | [10-Q 2026-02-10] |
| 2026-05-11 | 70,261,828 | [10-Q 2026-05-12] |
| 2026-09-15 | 82,102,474 | [10-K 2026-09-17] |
- Shelf registration
- S-3 filed 2026-07-06; declared effective 2026-07-16 [S-3 2026-07-06]
Listing status
Current status: 4 Form 8-K Item 3.01 filing(s) in the last 24 months, most recent 2026-07-31. Item 3.01 covers delisting notices, failures to meet a listing rule and listing transfers; read the filing for which one.
| Date | Event | Details | Deadline | Filing |
|---|---|---|---|---|
| 2026-07-31 | 8-K Item 3.01 | Notice of delisting or failure to satisfy a continued listing rule or standard; or transfer of listing | — | [8-K 2026-07-31] |
| 2026-06-26 | 8-K Item 3.01 | Notice of delisting or failure to satisfy a continued listing rule or standard; or transfer of listing | — | [8-K 2026-06-26] |
| 2024-11-22 | 8-K Item 3.01 | Notice of delisting or failure to satisfy a continued listing rule or standard; or transfer of listing | — | [8-K 2024-11-22] |
| 2024-10-23 | 8-K Item 3.01 | Notice of delisting or failure to satisfy a continued listing rule or standard; or transfer of listing | — | [8-K 2024-10-23] |
Who owns it
| Date | Insider | Type | Shares | Price | Filing |
|---|---|---|---|---|---|
| 2026-07-03 | Salkind Gene | grant | 100,000 | — | [4 2026-07-20] |
| 2026-07-03 | Dugan Lawrence | grant | 100,000 | — | [4 2026-07-20] |
| 2026-07-03 | Rudick Brian Benjamin | grant | 400,000 | — | [4 2026-07-20] |
| 2026-07-03 | Marshall Allan | grant | 2,000,000 | — | [4 2026-07-20] |
| 2026-07-03 | Norstrud Andrew James | grant | 400,000 | — | [4 2026-07-20] |
| 2025-12-23 | Marshall Allan | buy | 50,000 | $1.80 | [4 2025-12-23] |
| 2025-12-16 | Marshall Allan | buy | 50,000 | $2.07 | [4 2025-12-17] |
| 2025-12-15 | Marshall Allan | buy | 100,000 | $2.07 | [4 2025-12-17] |
| 2025-11-20 | Salkind Gene | buy | 50,000 | $2.55 | [4 2025-11-21] |
| 2025-10-01 | Marshall Allan | grant | 1,600,000 | — | [4 2025-12-17] |
Catalysts and calendar
| Date | Type | Title |
|---|---|---|
| 2026-10-07 | 8-K | Other events |
| 2026-09-29 | PRE 14A | Proxy statement |
| 2026-09-17 | 8-K | Results of operations |
| 2026-09-17 | 10-K | Annual report |
| 2026-09-15 | 8-K | Regulation FD disclosure |
| 2026-09-14 | 8-K | Material agreement entered; Regulation FD disclosure |
| 2026-09-09 | 8-K | Other events |
| 2026-08-14 | 13G/A | Beneficial ownership report (5%+ holder) |
| 2026-08-14 | 13G | Beneficial ownership report (5%+ holder) |
| 2026-07-31 | 8-K | Listing notice or transfer |
| 2026-07-31 | 13G/A | Beneficial ownership report (5%+ holder) |
| 2026-07-24 | 13G/A | Beneficial ownership report (5%+ holder) |
Alerts for $UPXI
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Facts as of . Small caps move fast; check the latest filings.