UPXI
UPEXI, INC.
$0.9100
+1.22%
$64.0M
No data for this timeframe.
Vol
Market Cap$64.0M
Cap SizeMicro Cap
Inst. Holders26 funds
Inst. Value$6.7M
Inst. Activity0 buys / 6 sells
SEC Reports4
Recent Activity
Jun 11, 2026
SEC
Three major institutional investors — Vanguard, State Street, and Morgan Stanley — significantly increased their positio
INST-CLUSTER — Impact 5/10
Jun 11, 2026
short_volume
Short Volume: UPXI — 60.7% short (0.7M / 1.2M)
Short: 743,171 | Exempt: 0 | TRF Vol: 1,224,111 | Short Ratio: 60.7% | Off-exchange volume (dark poo
May 13, 2026
SEC
Upexi reported fiscal Q3 2026 revenue of $4.6M, above the $3.2M prior-year quarter, but a net loss of $109.3M driven by
8-K — Impact 7/10
May 5, 2026
SEC
Upexi announced a conference call for its Q3 2026 earnings results to be held on May 12, 2026. No financial data was pro
PRESS-RELEASE — Impact 2/10
Inst.
NATIONAL BANK OF CANADA — TRIM
82,000 shares ($80.8K)
Inst.
Point72 Asset Management, L.P. — NEAR_EXIT
71,090 shares ($70.1K)
Price Targets
Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$5.00 (Feb 2026)
Current $0.9102
Low $2.00
Median $5.00
High $8.00
2 analysts
$2.00
$8.00
Analyst Ratings
2Strong Buy
5Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Feb 11, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.12 ▲ +36.8% | $-0.12 — $-0.12 | 1 | |
| Next Q | $-0.11 ▲ +35.3% | $-0.11 — $-0.11 | 13% YoY | 1 |
| Current FY | $-3.10 ▼ -59.8% | $-3.10 — $-3.10 | -81% YoY | 1 |
| Next FY | $-0.17 ▲ +42.1% | $-0.27 — $-0.06 | 95% YoY | 2 |
Latest Reports
BULLISH
INST-CLUSTER
5/10
Three major institutional investors — Vanguard, State Street, and Morgan Stanley — significantly increased their positio
Jun 11, 2026
BEARISH
8-K
7/10
Upexi reported fiscal Q3 2026 revenue of $4.6M, above the $3.2M prior-year quarter, but a net loss of $109.3M driven by
May 13, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| ROYAL BANK OF CANADA | — | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.3M | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $688.7K | — |
| BlackRock, Inc. | $671.5K | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $409.4K | — |
26 institutional holders with $6.7M total value (7,247,327 shares) as of 2026-Q1. Top holders: ROYAL, VANGUARD, SUSQUEHANNA. Net selling activity: 6 institutions trimmed/exited vs 0 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 70 | $0.00 | 0.0% | — |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 3,382,602 | $3.3M | 49.7% | — |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 698,728 | $688.7K | 10.3% | — |
| 4 | BlackRock, Inc. | 681,308 | $671.5K | 10.0% | — |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 413,500 | $409.4K | 6.1% | — |
| 6 | VANGUARD FIDUCIARY TRUST CO | 327,983 | $323.4K | 4.8% | — |
| 7 | CITADEL ADVISORS LLC | 266,300 | $262.5K | 3.9% | TRIM -53.3% |
| 8 | STATE STREET CORP | 192,022 | $189.3K | 2.8% | ADD +47.7% |
| 9 | CITADEL ADVISORS LLC | 152,500 | $150.3K | 2.2% | TRIM -53.3% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 148,300 | $146.8K | 2.2% | — |
| 11 | OMERS ADMINISTRATION Corp | 120,800 | $119.1K | 1.8% | — |
| 12 | NATIONAL BANK OF CANADA /FI/ | 82,000 | $80.8K | 1.2% | TRIM -26.3% |
| 13 | Point72 Asset Management, L.P. | 71,090 | $70.1K | 1.0% | NEAR_EXIT -82.5% |
| 14 | Pinnacle Financial Partners, Inc. | 70,720 | $69.7K | 1.0% | — |
| 15 | GROUP ONE TRADING LLC | 70,028 | $69.0K | 1.0% | NEAR_EXIT -90.4% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 32,625 | $32.2K | 0.5% | DOUBLED +123.8% |
| 17 | BALYASNY ASSET MANAGEMENT L.P. | 30,520 | $30.1K | 0.4% | NEAR_EXIT -89.1% |
| 18 | GOLDMAN SACHS GROUP INC | 22,191 | $21.9K | 0.3% | — |
| 19 | Vanguard Global Advisers, LLC | 18,514 | $18.3K | 0.3% | — |
| 20 | Mariner, LLC | 10,005 | $9.9K | 0.1% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NATIONAL BANK OF CANADA /FI/ | TRIM | 111,300 | 82,000 | -26.3% | $80.8K | 2026-Q1 |
| Point72 Asset Management, L.P. | NEAR_EXIT | 406,258 | 71,090 | -82.5% | $70.1K | 2026-Q1 |
| GROUP ONE TRADING LLC | NEAR_EXIT | 728,927 | 70,028 | -90.4% | $69.0K | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | NEAR_EXIT | 279,579 | 30,520 | -89.1% | $30.1K | 2026-Q1 |
| Waverly Advisors, LLC | TRIM | 13,725 | 10,000 | -27.1% | $9.9K | 2026-Q1 |
| MORGAN STANLEY | NEAR_EXIT | 137,788 | 7,100 | -94.8% | $7.0K | 2026-Q1 |
| Marex Group plc | DOUBLED | 644,176 | 2,507,176 | +289.2% | $4.2M | 2025-Q4 |
| MORGAN STANLEY | TRIM | 301,123 | 137,788 | -54.2% | $231.5K | 2025-Q4 |
| NATIONAL BANK OF CANADA /FI/ | DOUBLED | 14,800 | 111,300 | +652.0% | $187.0K | 2025-Q4 |
| Phoenix Financial Ltd. | TRIM | 70,000 | 52,000 | -25.7% | $87.3K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 13,725 | 24,913 | +81.5% | $41.9K | 2025-Q4 |
| NOMURA HOLDINGS INC | ADD | 18,000 | 24,000 | +33.3% | $40.3K | 2025-Q4 |
| UBS Group AG | DOUBLED | 36,254 | 757,244 | +1988.7% | $4.4M | 2025-Q3 |
| VANGUARD GROUP INC | ADD | 500,837 | 710,744 | +41.9% | $4.1M | 2025-Q3 |
| MORGAN STANLEY | DOUBLED | 672 | 301,123 | +44710.0% | $1.7M | 2025-Q3 |
| STATE STREET CORP | ADD | 130,042 | 192,022 | +47.7% | $1.1M | 2025-Q3 |
| CITADEL ADVISORS LLC | TRIM | 131,929 | 61,620 | -53.3% | $355.5K | 2025-Q3 |
| NATIONAL BANK OF CANADA /FI/ | NEAR_EXIT | 143,200 | 14,800 | -89.7% | $85.4K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 358 | 13,725 | +3733.8% | $79.2K | 2025-Q3 |
| COMMONWEALTH EQUITY SERVICES, LLC | DOUBLED | 14,000 | 31,325 | +123.8% | $181.00 | 2025-Q3 |
| UBS Group AG | DOUBLED | 1,193 | 36,254 | +2938.9% | $108.0K | 2025-Q2 |
| UBS Group AG | TRIM | 4,475 | 1,193 | -73.3% | $2.5K | 2025-Q1 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
4 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 2 neutral. Avg impact: 4.3/10.
BULLISH
INST-CLUSTER
5/10
Three major institutional investors — Vanguard, State Street, and Morgan Stanley — significantly inc
Jun 11, 2026
BEARISH
8-K
7/10
Upexi reported fiscal Q3 2026 revenue of $4.6M, above the $3.2M prior-year quarter, but a net loss o
May 13, 2026
NEUTRAL
PRESS-RELEASE
2/10
Upexi announced a conference call for its Q3 2026 earnings results to be held on May 12, 2026. No fi
May 5, 2026
NEUTRAL
8-K
3/10
UPEXI, Inc. announced that its management team will participate in two upcoming investor conferences
Mar 5, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Feb 2026): 88% buy across 8 analysts — 2 strong buy, 5 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$5.00 mean target (Feb 2026)
$2.00 Low
$8.00 High
| Metric | Value |
|---|---|
| Current Price | $0.9102 |
| Target Low | $2.00 |
| Target Mean | $5.00 |
| Target Median | $5.00 |
| Target High | $8.00 |
| # Analysts | 2 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.12 | $-0.12 | $-0.12 | — | +36.8% | 1↑ 0↓ | $0.0B | 49.2% | 1 |
| Next Q 2026-09-30 |
$-0.11 | $-0.11 | $-0.11 | 13.5% | +35.3% | 1↑ 0↓ | $0.0B | -12.2% | 1 |
| Current FY 2026-06-30 |
$-3.10 | $-3.10 | $-3.10 | -80.7% | -59.8% | 0↑ 1↓ | $0.0B | 88.5% | 1 |
| Next FY 2027-06-30 |
$-0.17 | $-0.27 | $-0.06 | 94.7% | +42.1% | 1↑ 0↓ | $0.0B | 12.8% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.120 | |
| 7d ago | $-0.190 | +0.070 |
| 30d ago | $-0.190 | +0.070 |
| 60d ago | $-0.190 | +0.070 |
| 90d ago | $-0.190 | +0.070 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Feb 11, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| May 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Apr 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Mar 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Feb 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Jan 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 11, 2026
short_volume
Short Volume: UPXI — 60.7% short (0.7M / 1.2M)
Short: 743,171 | Exempt: 0 | TRF Vol: 1,224,111 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: UPXI — 60.1% short (0.6M / 1.1M)
Short: 641,114 | Exempt: 504 | TRF Vol: 1,067,091 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: UPXI — 59.1% short (1.1M / 1.8M)
Short: 1,066,830 | Exempt: 93,769 | TRF Vol: 1,805,263 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: UPXI — 56.8% short (1.0M / 1.8M)
Short: 995,233 | Exempt: 70,837 | TRF Vol: 1,753,381 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: UPXI — 59.1% short (0.7M / 1.2M)
Short: 693,591 | Exempt: 105,878 | TRF Vol: 1,173,580 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
May 12, 2026
earnings
Upexi Reports Fiscal Third Quarter 2026 Financial Results
<p align="center"><em>Solana Tokens Held Increased During the Quarter by ~189,000 or 9% (35% Annualized)</em></p>
May 12, 2026
earnings_calendar
UPXI Q3 2026 Earnings Scheduled — 2026-05-12
May 12, 2026
short_volume
Short Volume: UPXI — 60.5% short (1.2M / 2.0M)
Short: 1,187,482 | Exempt: 25,114 | TRF Vol: 1,963,487 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: UPXI — 66.1% short (1.8M / 2.7M)
Short: 1,759,195 | Exempt: 157,009 | TRF Vol: 2,660,242 | Short Ratio: 66.1% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_interest
FTD: UPXI — 707,798 shares ($1.0M) failed to deliver
Settlement: 20260506, Price: $1.38, FTD Value: $976,761.24, UPEXI INC COM NEW (DE)
May 5, 2026
earnings
Upexi to Host Third Quarter 2026 Earnings Call on May 12th at 5:30 p.m. ET
<p align="left">TAMPA, Fla., May 05, 2026 (GLOBE NEWSWIRE) -- Upexi, Inc. (NASDAQ: UPXI) (the “Company” or “Upexi”), a leading Solana-focused digita
Apr 27, 2026
short_volume
Short Volume: UPXI — 55.2% short (0.7M / 1.3M)
Short: 739,357 | Exempt: 30,595 | TRF Vol: 1,340,004 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_volume
Short Volume: UPXI — 57.5% short (0.8M / 1.4M)
Short: 804,601 | Exempt: 1,280 | TRF Vol: 1,400,178 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
short_volume
Short Volume: UPXI — 56.3% short (1.0M / 1.8M)
Short: 1,020,496 | Exempt: 3,000 | TRF Vol: 1,812,877 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
Mar 25, 2026
short_volume
Short Volume: UPXI — 58.1% short (1.2M / 2.1M)
Short: 1,211,771 | Exempt: 33,017 | TRF Vol: 2,085,003 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)