# Upexi, Inc.: overview

UPXI · Nasdaq · CIK 1775194 · [Financials](/sectors/financials.md) · fiscal year ends Jun 30

Pages: [Overview](/companies/upxi.md) · [Financials](/companies/upxi/financials.md) · [Filings](/companies/upxi/filings.md) · [Insiders](/companies/upxi/insiders.md)

Latest reported revenue: [$2.7m](/filings/0001477932-26-005668.md) for Q4 FY2026, three months to 2026-06-30, from the 10-K filed Sep 17, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001477932-26-005668).

## Last eight quarters

| Line item | Unit | Q1 FY2025 (2024-09-30) | Q2 FY2025 (2024-12-31) | Q3 FY2025 (2025-03-31) | Q4 FY2025 (2025-06-30) | Q1 FY2026 (2025-09-30) | Q2 FY2026 (2025-12-31) | Q3 FY2026 (2026-03-31) | Q4 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $k | [4,357](/filings/0001477932-25-008025.md) | [4,005](/filings/0001477932-26-000736.md) | [0.0](/filings/0001477932-26-003001.md) | [985 d](/filings/0001477932-26-005668.md) | [9,240](/filings/0001477932-25-008025.md) | [8,052](/filings/0001477932-26-000736.md) | [3,506](/filings/0001477932-26-003001.md) | [2,696 d](/filings/0001477932-26-005668.md) |
| Gross margin | % | [67.3%](/filings/0001477932-25-008025.md) | [74.3%](/filings/0001477932-26-000736.md) | not reported | [345.7% d](/filings/0001477932-26-005668.md) | [89.6%](/filings/0001477932-25-008025.md) | [83.3%](/filings/0001477932-26-000736.md) | [124.1%](/filings/0001477932-26-003001.md) | [112.1% d](/filings/0001477932-26-005668.md) |
| Operating margin | % | [(30.6%)](/filings/0001477932-25-008025.md) | [(26.8%)](/filings/0001477932-26-000736.md) | not reported | [(660.3%) d](/filings/0001477932-26-005668.md) | [748.5%](/filings/0001477932-25-008025.md) | [(2177.9%)](/filings/0001477932-26-000736.md) | [(3045.4%)](/filings/0001477932-26-003001.md) | [(1033.2%) d](/filings/0001477932-26-005668.md) |
| Net margin | % | [(37.3%)](/filings/0001477932-26-003001.md) | [(32.5%)](/filings/0001477932-26-003001.md) | not reported | [(703.1%) d](/filings/0001477932-26-005668.md) | [722.4%](/filings/0001477932-26-003001.md) | [(2222.1%)](/filings/0001477932-26-003001.md) | [(3118.4%)](/filings/0001477932-26-003001.md) | [(910.5%) d](/filings/0001477932-26-005668.md) |
| Diluted EPS | $ per share | [1.55](/filings/0001477932-25-008025.md) | [(1.24)](/filings/0001477932-25-001048.md) | [(2.87)](/filings/0001477932-26-003001.md) | not reported | [0.76](/filings/0001477932-25-008025.md) | not reported | [(1.67)](/filings/0001477932-26-003001.md) | not reported |
| Free cash flow | $k | [(2,142)](/filings/0001477932-25-008025.md) | [(1,384) d](/filings/0001477932-26-000736.md) | [(809) d](/filings/0001477932-26-003001.md) | [(4,475) d](/filings/0001477932-26-005668.md) | [(9,795)](/filings/0001477932-25-008025.md) | [(2,699) d](/filings/0001477932-26-000736.md) | [(4,788) d](/filings/0001477932-26-003001.md) | [(3,718) d](/filings/0001477932-26-005668.md) |

- Revenue. XBRL Revenue: us-gaap:Revenues; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:Revenues; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:Revenues; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 6-month figure less the 3-month figure; 9-month figure less the 6-month figure; 12-month figure less the 9-month figure.

## Last five fiscal years

| Line item | Unit | FY2022 (2022-06-30) | FY2023 (2023-06-30) | FY2024 (2024-06-30) | FY2025 (2025-06-30) | FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [23.1](/filings/0001477932-23-007307.md) | [36.4](/filings/0001477932-24-008123.md) | [26.0](/filings/0001477932-25-006996.md) | [1.0](/filings/0001477932-26-005668.md) | [17.4](/filings/0001477932-26-005668.md) |
| Gross margin | % | [64.5%](/filings/0001477932-23-007307.md) | [57.7%](/filings/0001477932-24-008123.md) | [49.3%](/filings/0001477932-25-006996.md) | [1103.3%](/filings/0001477932-26-005668.md) | [128.3%](/filings/0001477932-26-005668.md) |
| Operating margin | % | [(28.1%)](/filings/0001477932-23-007307.md) | [(33.7%)](/filings/0001477932-24-008123.md) | [(86.4%)](/filings/0001477932-25-006996.md) | [(1269.0%)](/filings/0001477932-26-005668.md) | [(1381.9%)](/filings/0001477932-26-005668.md) |
| Net margin | % | [(8.9%)](/filings/0001477932-23-007307.md) | [(48.0%)](/filings/0001477932-24-008123.md) | [(91.0%)](/filings/0001477932-25-006996.md) | [(1389.2%)](/filings/0001477932-26-005668.md) | [(1411.8%)](/filings/0001477932-26-005668.md) |
| Diluted EPS | $ per share | [(0.43)](/filings/0001477932-23-007307.md) | [(18.94)](/filings/0001477932-24-008123.md) | [(23.03)](/filings/0001477932-25-006996.md) | [(1.73)](/filings/0001477932-26-005668.md) | [(3.87)](/filings/0001477932-26-005668.md) |
| Free cash flow | $m | [(5.6)](/filings/0001477932-23-007307.md) | [(0.7)](/filings/0001477932-24-008123.md) | [(1.0)](/filings/0001477932-25-006996.md) | [(8.8)](/filings/0001477932-26-005668.md) | [(21.0)](/filings/0001477932-26-005668.md) |

- Revenue. XBRL Revenue: us-gaap:Revenues; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:Revenues; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:Revenues; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/upxi/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [Arrington Capital Management, LLC](/funds/2087115.md) | 2026-06-30 | $2.2m | 2,760,107 |  | Unchanged |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $1.9m | 2,409,720 |  | Reduced −972,882 |
| [MMCAP International Inc. SPC](/funds/1304857.md) | 2026-06-30 | $1.8m | 2,326,777 |  | Unchanged |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $697.1k | 888,906 |  | Added +207,598 |
| [JANE STREET GROUP, LLC](/funds/1595888.md) | 2026-06-30 | $629.6k | 802,800 | Call | Added +122,700 |
| [OSAIC HOLDINGS, INC.](/funds/1677044.md) | 2026-06-30 | $600.8k | 770,236 |  | Reduced −5,626 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](/funds/1446194.md) | 2026-06-30 | $551.4k | 703,129 |  | Added +4,401 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $457.4k | 582,895 |  | Added +44,378 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](/funds/1446194.md) | 2026-06-30 | $293.3k | 376,000 | Put | Reduced −37,500 |
| [VANGUARD FIDUCIARY TRUST CO](/funds/933478.md) | 2026-06-30 | $244.1k | 311,362 |  | Reduced −16,621 |

## Recent filings

[All 396 filings](/companies/upxi/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-13 | 21:16 ET | [8-K](/filings/0001477932-26-006194.md) | 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001477932-26-006194 |
| 2026-10-13 | 20:31 ET | [DEF 14A](/filings/0001477932-26-006188.md) | Proxy statement, period 2026-11-24 | 0001477932-26-006188 |
| 2026-10-07 | 20:35 ET | [8-K](/filings/0001477932-26-006091.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001477932-26-006091 |
| 2026-09-17 | 21:01 ET | [8-K](/filings/0001477932-26-005669.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001477932-26-005669 |
| 2026-09-17 | 20:35 ET | [10-K](/filings/0001477932-26-005668.md) | Annual report, period 2026-06-30 | 0001477932-26-005668 |
| 2026-09-15 | 20:32 ET | [8-K](/filings/0001477932-26-005618.md) | 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001477932-26-005618 |
| 2026-09-14 | 20:50 ET | [8-K](/filings/0001477932-26-005580.md) | 1.01 Entry into a material agreement; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001477932-26-005580 |
| 2026-09-09 | 20:35 ET | [8-K](/filings/0001477932-26-005490.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001477932-26-005490 |
| 2026-07-31 | 20:30 ET | [8-K](/filings/0001477932-26-004640.md) | 3.01 Delisting notice; 9.01 Financial statements and exhibits | 0001477932-26-004640 |
| 2026-06-30 | 20:35 ET | [8-K](/filings/0001477932-26-004120.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001477932-26-004120 |

## Latest annual report

[Form 10-K for the fiscal year ended Jun 30, 2026](/filings/0001477932-26-005668.md), filed Sep 17, 2026.

## Forecast league

Q1 FY2027, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/3e5aade9-dcbb-4a9a-8420-808977a2c3f2)

## About the filer

- CIK: 1775194
- Tickers: UPXI
- Exchange: Nasdaq
- SIC code: 6199 Finance Services
- State of incorporation: DE
- Filer category: Non-accelerated filer<br>Smaller reporting company

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:47 ET. No prices; not investment advice.
