UPXI Upexi (UPXI) Insider Trading, Ownership & Congress Trades
Financial Services · Finance services · CIK 0001775194
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
25
13F, latest reported quarter
Upexi insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
No insider purchases or sales are on record for UPEXI, INC. in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 26 earlier Form 4 trades (code P or S) here by this insider (26 buys), the last on Dec 16, 2025.
- -28.8% median (-13.4% mean) 90-day return after 26 previous buys.
- The trade is 1.2% of the 4,046,261 shares held after it.
- No other insider bought within 30 days.
- 25 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer MARSHALL ALLAN bought about $90.0K of UPXI on Dec 23, 2025; 25 funds added in the latest 13F quarter.Context
- 25 earlier Form 4 trades (code P or S) here by this insider (25 buys), the last on Dec 15, 2025.
- -28.3% median (-12.0% mean) 90-day return after 25 previous buys.
- The trade is 1.3% of the 3,996,261 shares held after it.
- 1 other insider bought within 30 days.
- 25 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer MARSHALL ALLAN bought about $103.5K of UPXI on Dec 16, 2025; 1 other insider bought within 30 days and 25 funds added in the latest 13F quarter.Context
- 24 earlier Form 4 trades (code P or S) here by this insider (24 buys), the last on Jul 11, 2025.
- -27.7% median (-10.6% mean) 90-day return after 24 previous buys.
- The trade is 2.5% of the 3,946,261 shares held after it.
- 1 other insider bought within 30 days.
- 25 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer MARSHALL ALLAN bought about $207.0K of UPXI on Dec 15, 2025; 1 other insider bought within 30 days and 25 funds added in the latest 13F quarter.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 buys), the last on Nov 17, 2025.
- +27.1% median (+57.1% mean) 90-day return after 3 previous buys.
- The trade is 22.9% of the 218,750 shares held after it.
- 1 other insider bought within 30 days.
- 25 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Salkind Gene bought about $127.5K of UPXI on Nov 20, 2025; 1 other insider bought within 30 days and 25 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on Jul 11, 2025.
- +121.7% median (+121.7% mean) 90-day return after 2 previous buys.
- The trade is 59.3% of the 168,750 shares held after it.
- 1 other insider bought within 30 days.
- 25 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Salkind Gene bought about $281.0K of UPXI on Nov 17, 2025; 1 other insider bought within 30 days and 25 funds added in the latest 13F quarter.37 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
25 funds bought in last quarter
below 68% of Financial Services
Revenue
+1669.4% year over year
more than 99% of Financial Services
Margin
-1411.8% net margin
below 96% of Financial Services
Buybacks
$2.8M repurchased, FY to 2026-06-30
below 86% of Financial Services
Short interest
16.5% of the float short (float per yahoo 2026-10-27) · 5.3 days to cover · settled 2026-10-15
more than 92% of Financial Services
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch UPXI
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-83.0%12M
Insider buy
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns UPXI: institutional holders (13F)
13F holdings, latest reported quarter
2,760,107 sh
$2.2M
2,409,720 sh
$1.9M
2,326,777 sh
$1.8M
888,906 sh
$697.1K
770,236 sh
$600.8K
Congress trades in UPXI
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
UPXI planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
UPXI mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
iShares Micro-Cap ETF
$153.8K position · as of 2026-06-30
0.0%
1290 VT Micro Cap Portfolio
$10.3K position · as of 2026-06-30
0.0%
Goldman Sachs Absolute Return Tracker Fund
$44.3K position · as of 2026-06-30
0.0%
VANGUARD EXTENDED MARKET INDEX FUND
$460.1K position · as of 2026-06-30
0.0%
Fidelity Nasdaq Composite Index Fund
$46.1K position · as of 2026-05-31
0.0%
Fidelity Total Market Index Fund
$124.8K position · as of 2026-05-31
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 25 funds added last quarter. Each figure is a federal filing, dated the day it went public.
UPXI financials
Revenue growth
+1669.4%
XBRL, annual
Net margin
-1411.8%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$25.0M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM UPXI
| FY Jun 2026 | $25.0M |
| FY Jun 2025 | $15.8M |
| FY Jun 2024 | n/a |
| FY Jun 2023 | $80.7M |
| FY Jun 2022 | $44.6M |
| Jun 2026 | $3.1M |
| Mar 2026 | $4.6M |
| Dec 2025 | $8.1M |
| Sep 2025 | $9.2M |
| Jun 2025 | $4.3M |
| Mar 2025 | $3.2M |
| Dec 2024 | $4.0M |
| Sep 2024 | $4.4M |
At each fiscal year end
Single quarter
Net margin, TTM
-984.3%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM UPXI
| FY Jun 2026 | -984.3% |
| FY Jun 2025 | -86.5% |
| FY Jun 2024 | n/a |
| FY Jun 2023 | n/a |
| FY Jun 2022 | -4.6% |
| Jun 2026 | -779.4% |
| Mar 2026 | -2,399% |
| Dec 2025 | -2,222% |
| Sep 2025 | +722.4% |
| Jun 2025 | -161.5% |
| Mar 2025 | -121.2% |
| Dec 2024 | -32.5% |
| Sep 2024 | -37.3% |
At each fiscal year end
Single quarter
Free cash flow, TTM
-$21.0M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM UPXI
| FY Jun 2026 | -$21.0M |
| FY Jun 2025 | -$8.8M |
| FY Jun 2024 | -$1.0M |
| FY Jun 2023 | -$734.9K |
| FY Jun 2022 | -$5.6M |
| Jun 2026 | -$3.7M |
| Mar 2026 | -$4.8M |
| Dec 2025 | -$2.7M |
| Sep 2025 | -$9.8M |
| Jun 2025 | -$4.5M |
| Mar 2025 | -$809.3K |
| Dec 2024 | -$1.4M |
| Sep 2024 | -$2.1M |
At each fiscal year end
Single quarter
Debt to equity
n/a
equity is zero or negative, the ratio has no meaning
Debt to equity UPXI
| FY Jun 2026 | n/a |
| FY Jun 2025 | 0.53x |
| FY Jun 2024 | 4.21x |
| FY Jun 2023 | 1.00x |
| FY Jun 2022 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | 1.85x |
| Sep 2025 | 0.37x |
| Jun 2025 | 0.53x |
| Mar 2025 | 14.82x |
| Dec 2024 | 7.29x |
| Sep 2024 | 5.45x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
-0.76x
TTM operating cash flow over LongTermDebt as filed 2023-09-30 (33 months older than the period end) (includes the current portion)
Cash flow to debt UPXI
| FY Jun 2026 | -0.76x |
| FY Jun 2025 | -0.18x |
| FY Jun 2024 | -0.00x |
| FY Jun 2023 | 0.01x |
| FY Jun 2022 | n/a |
| Jun 2026 | -0.76x |
| Mar 2026 | -0.25x |
| Dec 2025 | -0.19x |
| Sep 2025 | -0.21x |
| Jun 2025 | -0.18x |
| Mar 2025 | -0.05x |
| Dec 2024 | 0.01x |
| Sep 2024 | 0.06x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
-1,356%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity UPXI
| FY Jun 2026 | -1,356% |
| FY Jun 2025 | -28.3% |
| FY Jun 2024 | -137.7% |
| FY Jun 2023 | n/a |
| FY Jun 2022 | -8.2% |
| Jun 2026 | -1,356% |
| Mar 2026 | n/a |
| Dec 2025 | -468.5% |
| Sep 2025 | +50.7% |
| Jun 2025 | -28.3% |
| Mar 2025 | -188.3% |
| Dec 2024 | -156.0% |
| Sep 2024 | -146.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
-161.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets UPXI
| FY Jun 2026 | -161.9% |
| FY Jun 2025 | -18.6% |
| FY Jun 2024 | -54.2% |
| FY Jun 2023 | n/a |
| FY Jun 2022 | -5.4% |
| Jun 2026 | -161.9% |
| Mar 2026 | -212.1% |
| Dec 2025 | -85.2% |
| Sep 2025 | +25.0% |
| Jun 2025 | -18.6% |
| Mar 2025 | -62.9% |
| Dec 2024 | -57.2% |
| Sep 2024 | -57.1% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on invested capital UPXI
| FY Jun 2026 | n/a |
| FY Jun 2025 | n/a |
| FY Jun 2024 | n/a |
| FY Jun 2023 | n/a |
| FY Jun 2022 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | +33.2% |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
-240.6%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed UPXI
| FY Jun 2026 | -240.6% |
| FY Jun 2025 | -24.5% |
| FY Jun 2024 | -86.0% |
| FY Jun 2023 | n/a |
| FY Jun 2022 | -21.7% |
| Jun 2026 | -240.6% |
| Mar 2026 | -328.0% |
| Dec 2025 | -116.2% |
| Sep 2025 | +31.9% |
| Jun 2025 | -24.5% |
| Mar 2025 | -105.8% |
| Dec 2024 | -92.9% |
| Sep 2024 | -82.7% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
fewer than four consecutive quarters of diluted EPS
P/E, trailing UPXI
| FY Jun 2026 | n/a |
| FY Jun 2025 | 1.83x |
| FY Jun 2024 | n/a |
| FY Jun 2023 | n/a |
| FY Jun 2022 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | 2.00x |
| Sep 2025 | 6.87x |
| Jun 2025 | 1.83x |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$86.7M
market value at close 2026-10-27 on 2026-09-15 shares, plus LongTermDebt as filed 2023-09-30 (33 months older than the period end) (includes the current portion), minus cash 2022-06-30
Enterprise value UPXI
| FY Jun 2026 | $75.4M |
| FY Jun 2025 | $151.3M |
| FY Jun 2024 | $171.1M |
| FY Jun 2023 | $834.9M |
| FY Jun 2022 | n/a |
| Jun 2026 | $75.4M |
| Mar 2026 | $146.3M |
| Dec 2025 | $183.6M |
| Sep 2025 | $410.1M |
| Jun 2025 | $151.3M |
| Mar 2025 | $23.0M |
| Dec 2024 | $23.9M |
| Sep 2024 | $102.2M |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
-31.6%
TTM free cash flow over market value at close 2026-10-27
FCF yield UPXI
| FY Jun 2026 | -38.1% |
| FY Jun 2025 | -7.9% |
| FY Jun 2024 | -0.7% |
| FY Jun 2023 | -0.1% |
| FY Jun 2022 | -0.4% |
| Jun 2026 | -38.1% |
| Mar 2026 | -31.6% |
| Dec 2025 | -17.7% |
| Sep 2025 | -4.8% |
| Jun 2025 | -7.9% |
| Mar 2025 | -68.3% |
| Dec 2024 | -13.0% |
| Sep 2024 | +1.1% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
fewer than four consecutive quarters of diluted EPS
PEG, trailing UPXI
| FY Jun 2026 | n/a |
| FY Jun 2025 | n/a |
| FY Jun 2024 | n/a |
| FY Jun 2023 | n/a |
| FY Jun 2022 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2026-06 | 2025-06 | 2024-06 | 2023-06 | |
|---|---|---|---|---|
| Revenue | $25.0M | $15.8M | $26.0M | $80.7M |
| Gross profit | $22.4M | $10.9M | $12.8M | $21.0M |
| Operating income | -$240.8M | -$12.5M | -$22.5M | -$12.3M |
| Net income | -$246.1M | -$13.7M | -$23.7M | -$17.5M |
| EPS (diluted) | -3.87 | -1.73 | -23.03 | -18.94 |
| Operating cash flow | -$21.0M | -$8.4M | -$101.4K | $202.7K |
| Long-term debt | n/a | n/a | n/a | $27.7M |
| Buybacks | $2.8M | $0 | n/a | n/a |
SEC XBRL, fiscal years, as known on 2026-10-28
UPXI Stock Sonar score 5/7 axes
Find similar shapesCompareUPXI ranks highest on growth (99th percentile) and risk and compliance (33rd), and lowest on profitability (8th), among Financial Services peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
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