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UPXI · Upexi, Inc.
> Ask across nine datasets ⌘K
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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475
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UPXI

UPEXI, INC.
FINANCIAL SERVICES · FINANCE SERVICES · CIK 0001775194
SEC FILINGS☆ WATCH
INSIDER NET · 180D
-
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
26
13F, latest reported quarter
REVENUE GROWTH
-39.2%
XBRL, annual
NET MARGIN
-86.5%
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
no Form 4 purchases or sales on file
CONGRESS
no member of Congress has reported trading it
FUNDS
26 funds added or opened last quarter
below 66% of Financial Services
REVENUE
-39.2% year over year
below 90% of Financial Services
MARGIN
-86.5% net margin
below 74% of Financial Services
BUYBACKS
$2.8M repurchased, FY to 2026-03-31
below 86% of Financial Services
SHORT
no short interest reported
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
26 funds added or opened positions in the latest 13F quarter, of 48 holders.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN -84.5%
-84.5%12M
-92%-57%-23%+12%2025-092025-102025-122026-032026-052026-072026-09 2025-11-17 · Salkind Gene bought $281.0K2025-11-17 · Salkind Gene bought $265.0K2025-12-15 · MARSHALL ALLAN bought $207.0K2025-11-20 · Salkind Gene bought $127.5K2025-12-16 · MARSHALL ALLAN bought $103.5K2025-12-23 · MARSHALL ALLAN bought $90.0K
INSIDER BUY
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
The complete filing record, in one place.
The record shows 26 funds added last quarter. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
MSTRCOINMORNUPSTIBKRCACCARESHOODRKTSCHWDAVEGS
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

No insider purchases or sales are on record for UPEXI, INC. in the period covered. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER
FILED
SHARES
VALUE
MARSHALL ALLAN
Chief Executive Officer
BUY
2025-12-23
50,000.0
$90.0K
MARSHALL ALLAN
Chief Executive Officer
BUY
2025-12-16
50,000.0
$103.5K
MARSHALL ALLAN
Chief Executive Officer
BUY
2025-12-15
100,000.0
$207.0K
Salkind Gene
Director
BUY
2025-11-20
50,000.0
$127.5K
Salkind Gene
Director
BUY
2025-11-17
100,000.0
$281.0K
37 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 32 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
Arrington Capital Management, LLC
2,760,107.0 sh
$2.2M
VANGUARD CAPITAL MANAGEMENT LLC
2,409,720.0 sh
$1.9M
MMCAP International Inc. SPC
2,326,777.0 sh
$1.8M
BlackRock, Inc.
888,906.0 sh
$697.1K
OSAIC HOLDINGS, INC.
770,236.0 sh
$600.8K
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
FORM 144
No planned-sale notices
No insider has notified an intent to sell. This is the panel to watch after a run-up.
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
T. Rowe Price Extended Equity Market Index Fund
$20.2K POSITION · AS OF 2026-03-31
0.0%
Victory Extended Market Index Fund
$8.7K POSITION · AS OF 2026-04-30
0.0%
VANGUARD EXTENDED MARKET INDEX FUND
$580.4K POSITION · AS OF 2026-03-31
0.0%
Fidelity Extended Market Index Fund
$160.5K POSITION · AS OF 2026-02-28
0.0%
Goldman Sachs Absolute Return Tracker Fund
$9.0K POSITION · AS OF 2026-03-31
0.0%
VANGUARD TOTAL STOCK MARKET INDEX FUND
$2.7M POSITION · AS OF 2026-03-31
0.0%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-062024-062023-062022-06
REVENUE$15.8M$26.0M$36.4M$23.1M
GROSS PROFIT$10.9M$12.8M$21.0M$14.9M
OPERATING INCOME$-12.5M$-22.5M$-12.3M$-6.5M
NET INCOME$-13.7M$-23.7M$-17.5M$-2.0M
EPS (DILUTED)-1.73-23.03-18.94-0.43
OPERATING CASH FLOW$-8.4M$-101.4K$202.7K$-180.8K
CASH———$7.1M
LONG-TERM DEBT——$27.7M—
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-06 ALL SYSTEMS LIVE FOR MACHINES →