Stock Fundamentals

Company Information

Company Name
Upexi Inc.
Sector
Communication Services
Industry
Internet Content & Information
Exchange
NASDAQ
ISIN: US39959A2050
CIK: 0001775194
Currency: USD
Full Time Employees: 59
Phone: 727 287 2800
Fiscal Year End: June
IPO Date: Jun 24, 2021
Description:

Upexi, Inc. engages in the development, manufacture, and distribution of consumer products. It offers nail grinder and healthy all-natural pet supplements under the LuckyTail brand; energy solutions under the PRAX brand; functional mushrooms under the Cure Mushrooms brand; cannabinoid under the Moonwlkr brand; and gummies and other products under the Gumi Labs brand name. The company sells its products through direct-to-consumer network, wholesale partnerships, and third-party platform. It also focuses on cryptocurrency industry and management of cash assets. The company was formerly known as Grove, Inc. and changed its name to Upexi, Inc. in August 2022. Upexi, Inc. was incorporated in 2018 and is headquartered in Tampa, Florida.

Address:

3030 North Rocky Point Drive, Tampa, FL, United States, 33607

Directors & Officers

Name Title Year Born
Mr. Allan J. Marshall CEO, President & Chairman of the Board 1967
Mr. Andrew James Norstrud CPA CFO & Director 1972
Mr. Brian Benjamin Rudick C.F.A. Chief Strategy Officer 1981

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Dec 23, 2025 Allan Marshall N/A Purchase 50.00K $1.80 $90.00K
Dec 16, 2025 Allan Marshall N/A Purchase 50.00K $2.07 $103.50K
Dec 15, 2025 Allan Marshall N/A Purchase 100.00K $2.07 $207.00K
Nov 20, 2025 Gene Salkind N/A Purchase 50.00K $2.55 $127.50K
Nov 17, 2025 Gene Salkind N/A Purchase 100.00K $2.65 $265.00K
Jul 22, 2025 Lawrence Dugan N/A Purchase 4.00K $7.50 $30.00K
Jul 16, 2025 Lawrence Dugan N/A Purchase 11.00K $5.69 $62.59K
Jul 15, 2025 Lawrence Dugan N/A Purchase 1.00K $5.17 $5.17K
Jul 11, 2025 Allan Marshall N/A Purchase 161.94K $4.94 $800.00K
Jul 11, 2025 Gene Salkind N/A Purchase 20.24K $4.94 $100.00K

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Capital Management, LLC 3.38M Mar 31, 2026 4.81% $0.00 0.00%
Arrington Capital Management, LLC 2.76M Mar 31, 2026 3.93% $2.80 0.00%
Mmcap International Inc. Spc 2.33M Mar 31, 2026 3.31% $0.20 0.00%
Advisor Group Holdings, Inc. 775.86K Mar 31, 2026 1.10% $0.00 74.37%
UBS Group AG 765.78K Mar 31, 2026 1.09% $0.00 59.57%
Group One Trading, LP 728.93K Dec 31, 2025 1.04% $0.00 0.00%
Vanguard Group Inc 710.74K Dec 31, 2025 1.01% $0.00 0.00%
Susquehanna International Group, LLP 698.73K Mar 31, 2026 0.99% $0.00 -9.22%
BlackRock Inc 681.31K Mar 31, 2026 0.97% $0.00 0.00%
Geode Capital Management, LLC 538.52K Mar 31, 2026 0.77% $0.00 7.79%
HRT FINANCIAL LLC 417.85K Mar 31, 2026 0.59% $0.00 0.00%
Vanguard Fiduciary Trust Co 327.98K Mar 31, 2026 0.47% $0.00 0.00%
Millennium Management LLC 294.18K Mar 31, 2026 0.42% $0.00 -65.25%
State Street Corp 192.02K Mar 31, 2026 0.27% $0.00 0.00%
Jane Street Group LLC 190.70K Mar 31, 2026 0.27% $0.00 -78.81%
Caitong International Asset Management Co., Limited. 159.80K Dec 31, 2025 0.23% $0.07 0.00%
Quantbot Technologies LLC 123.42K Mar 31, 2026 0.18% $0.01 0.00%
Omers Administration Corp 120.80K Mar 31, 2026 0.17% $0.00 19.37%
XTX Topco Ltd 119.45K Mar 31, 2026 0.17% $0.00 -21.86%
Northern Trust Corp 108.22K Mar 31, 2026 0.15% $0.00 20.79%

Shares Statistics

Shares Outstanding: 70.26M
Shares Float: 65.58M
% Insiders: 1,410.60%
% Institutions: 3,512.00%
Short % Float: 23.69%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Total Stock Mkt Idx Inv 2.74M 3.90% ▲ 0.00% Apr 30, 2026
2 Vanguard Institutional Extnd Mkt Idx Tr 588.84K 0.84% ▲ 0.00% Apr 30, 2026
3 NewDeal Invest, kl n 240.99K 0.34% ▼ 5.47% Mar 31, 2026
4 Abante Quant Value FI 214.15K 0.30% ▲ 0.00% Mar 31, 2026
5 Extended Equity Market Fund E 115.97K 0.17% ▲ 0.00% Dec 31, 2025
6 Extended Equity Market Fund B 115.97K 0.17% ▲ 0.00% Dec 31, 2025
7 Blackrock Extended Mkt Fund CF 115.97K 0.17% ▲ 0.00% Apr 30, 2026
8 Fidelity Total Market Index 104.88K 0.15% ▲ 22.59% Apr 30, 2026
9 BlackRock Extended Equity Market Fund K 98.74K 0.14% ▼ 0.73% Mar 31, 2026
10 Fidelity Series Total Market Index 79.27K 0.11% ▲ 0.00% Apr 30, 2026

Valuation Metrics

Enterprise Value: $303.51M
Trailing P/E: 1.72
Forward P/E: 0.91

Financial Highlights

Market Cap: $63.95M
EBITDA: $-217.62M
P/E Ratio: $1.72
Book Value: $-0.78
Earnings/Share: $0.53
Profit Margin: 0.00%
Operating Margin: -2,343.30%
ROA (TTM): -126.53%
ROE (TTM): -468.50%
Revenue (TTM): $26.14M
Revenue/Share (TTM): $0.50
Earnings Growth (YOY): 3,572.80%
Revenue Growth (YOY): 44.20%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-06-30 1.74x 0.30x 0.27x -10.65x -2.20x
2024-06-30 0.90x 1.80x 0.72x -7.19x -1.21x
2023-06-30 1.34x 1.02x 0.56x -2.60x -5.74x
2022-06-30 1.68x 0.51x 0.41x -32.11x -4.27x
2021-06-30 3.14x 0.03x 0.22x 2.69x 0.20x
2020-06-30 0.75x 11.13x 0.66x -34.96x -0.59x
2019-06-30 4.62x 0.00x 0.15x -192.00x 0.00x

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