Upexi (UPXI)

HAVZ, LLC • Upexi Holdings, LLC • MW Products, Inc. • Trunano Labs, Inc. • VitaMedica, Inc. • Interactive Offers, LLC • Upexi Enterprise, LLC • Cygnet Online, LLC • Vape Estate, Inc. • One Hit Wonder Holding, LLC ...

IRS number

833378978

UPXI stock data

1M 3M 6M 1Y

Latest filings (excl ownership)

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8-K

Upexi Appoints Industry Expert, James Altucher, as Advisor to Guide Strategic Digital Treasury Portfolio Management

27 Jan 25

8-K

Upexi Shifts Focus into Bitcoin and Crypto with Strategic Investment in Digital Currency as Part of Long-Term Strategic Crypto Initiative

21 Jan 25

Results of Operations and Financial Condition

19 Dec 24

Regulation FD Disclosure

26 Nov 24

8-K

Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard

22 Nov 24

NT 10-Q

Notice of late quarterly filing

14 Nov 24

Transcripts

UPXI

Earnings call transcript

2024 Q2

14 Feb 24

UPXI

Earnings call transcript

2024 Q1

20 Nov 23

UPXI

Earnings call transcript

2023 Q2

14 Feb 23

UPXI

Earnings call transcript

2023 Q1

16 Nov 22

Latest ownership filings

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Financial summary

Financial statements Chart UPXI financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Jun 24	Jun 23	Jun 22	Jun 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	1.79 mm	1.79 mm	1.79 mm	1.79 mm	1.79 mm	1.79 mm
Cash burn (monthly)	(no burn)	(no burn)	541.86 k	2.09 mm	658.20 k	(no burn)
Cash used (since last report)	n/a	n/a	2.18 mm	8.42 mm	2.65 mm	n/a
Cash remaining	n/a	n/a	-389.08 k	-6.63 mm	-857.02 k	n/a
Runway (months of cash)	n/a	n/a	-0.7	-3.2	-1.3	n/a

Beta Read what these cash burn values mean

Financial data from Upexi earnings reports.

Institutional ownership, Q2 2024

UPXI institutional ownership history Ownership history

10.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	4	17	-76.5%
Opened positions	0	17	EXIT
Closed positions	13	0	NEW
Increased positions	1	0	NEW
Reduced positions	1	0	NEW

13F shares	Current	Prev Q	Change
Total value	40.49 mm	666.47 mm	-93.9%
Total shares	112.36 k	1.17 mm	-90.4%
Total puts	0.00	0.00
Total calls	0.00	0.00
Total put/call ratio	–	–	–

Largest owners	Shares	Value	Change
Geode Capital Management	92.02 k	$33.23 mm	0.0%
Renaissance Technologies	17.90 k	$6.46 mm	+6.5%
RFP Financial	2.22 k	$802.00 k	0.0%
Simplex Trading	217.00	$0.00	-64.8%
Proequities	0.00	$0.00

Largest transactions	Bought/sold	Change
Team Hewins	-407.75 k	EXIT
Vanguard	-290.94 k	EXIT
HighTower Advisors	-214.22 k	EXIT
Susquehanna International	-51.76 k	EXIT
BLK BlackRock	-30.51 k	EXIT
STT State Street	-16.86 k	EXIT
NTRS Northern Trust	-15.95 k	EXIT
PSI Advisors	-12.00 k	EXIT
Advisor	-7.50 k	EXIT
Tower Research Capital	-5.99 k	EXIT

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

UPXI insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
12 Mar 24	Allan Marshall	Common Stock	Buy	Acquire P	No	No	0.57	64,150	36.57 k	2,939,654
11 Mar 24	Allan Marshall	Common Stock	Buy	Acquire P	No	No	0.6	13,623	8.17 k	2,875,504
5 Mar 24	Allan Marshall	Common Stock	Buy	Acquire P	No	No	0.7	103,013	72.11 k	2,861,881
15 Dec 23	Allan Marshall	Common Stock	Buy	Acquire P	No	No	0.91	4,535	4.13 k	2,758,868
14 Dec 23	Allan Marshall	Common Stock	Buy	Acquire P	No	No	0.98	8,381	8.21 k	2,767,249
7 Dec 23	Allan Marshall	Common Stock	Buy	Acquire P	No	No	0.9439	90,001	84.95 k	2,754,333
5 Dec 23	Allan Marshall	Common Stock	Buy	Acquire P	No	No	0.8444	19,296	16.29 k	2,664,332
4 Dec 23	Allan Marshall	Common Stock	Buy	Acquire P	No	No	0.7127	34,178	24.36 k	2,645,036