Highest-materiality recent filing
Upexi reports Q3 net loss of $109.3M on $4.6M revenue; digital asset revenue $3.5M
Revenue $4.6M vs $3.2M YoY; gross profit $4.4M (+179%) driven by digital asset treasury addition.
Upexi repurchases 2.48M shares YTD at avg $0.80; Q3 earnings call set for May 12
YTD share repurchases: 2,478,061 shares at avg $0.80; total consideration $1,974,681.50.
Upexi CSO Brian Rudick to attend Scottsdale Capital Event April 10-12
Chief Strategy Officer Brian Rudick will participate in investor meetings at 13th Annual Scottsdale Capital Event.
Upexi furnishes Spring 2026 investor presentation; no material new facts disclosed
Presentation covers business overview, strategy, operations, and Solana treasury strategy.
Upexi management to present at two March 2026 investor conferences
CSO Brian Rudick will speak at Webull Digital Asset Treasury Crypto Webinar on March 12, 2026.
Upexi Q2 FY2026 revenue $8.1M, net loss $178.9M on $164.5M unrealized digital asset losses
Total revenue $8.1M (vs $4.0M YoY); digital asset staking revenue $5.1M, consumer brands $2.9M.
Upexi raises $7.4M in registered direct offering of 6.34M shares and warrants at $1.17/unit
Gross proceeds of $7.4M; warrants exercisable at $1.50 for 5 years with forced conversion at $5.00.
Upexi terminates Common Stock Purchase Agreement with AGP, effective Feb 12, 2026
Termination for convenience under Section 8.2; no breach by either party.
Upexi enters at-the-market equity distribution agreement with A.G.P./Alliance Global Partners
Common Stock Sales Agreement allows Upexi to sell shares from time to time via ATM offerings.
Upexi schedules Q2 FY2026 earnings call for Feb 10, 2026 at 5:30 p.m. ET
Conference call to discuss results for quarter ended Dec 31, 2025, on Feb 10, 2026 at 5:30 p.m. ET.
Upexi increases authorized shares to 1.01B (1B common, 10M preferred)
Filed Certificate of Amendment with Delaware on January 22, 2026.
Upexi issues $36M convertible note to Hivemind at $2.39/share, 1% rate, for locked Solana
Convertible note principal ~$36M, 1.0% interest payable quarterly, maturity Jan 9, 2028; fixed conversion price $2.39 (12.7% premium to $2.12 close).
Upexi to implement high-yield Solana treasury strategy; updates SOL holdings and share repurchases
Upexi will implement risk-adjusted high yield strategy to materially enhance Solana treasury returns in 2026.
Upexi terminates AMA with GSR; arbitration and counterclaims filed
Asset Management Agreement with GSR Strategies terminated effective Dec 26, 2025; both parties dispute defaults.
Upexi files S-3 shelf registration; plans to cancel existing unused equity line
Filed S-3 shelf registration with SEC on Dec 22, 2025; not yet effective.
Closed private placement of 3,289,474 common shares and warrants at $3.04/unit, gross proceeds $10M.
Upexi prices $10M private placement of 3.29M shares and warrants at $3.04/unit
Up to $23M total: $10M upfront with 3,289,474 units (share + warrant) plus $13M from warrant exercise.
Upexi raises $10M in private placement of common stock and warrants at $3.04/unit
Sold 3,289,474 shares and warrants for 3,289,474 shares at $3.04/unit; warrants exercisable at $4 for 48 months.
Upexi announces $50M share repurchase program
Board authorized repurchase of up to $50 million of outstanding common stock.
Upexi reports Q1 digital asset revenue of $6.1M; net income $66.7M vs loss of $1.6M YoY
Total revenue $9.2M (up 109% YoY); digital asset revenue $6.1M, consumer brands $3.2M.
Upexi schedules Q1 FY2026 earnings call for Nov 11, 2025, at 5:30 p.m. ET
Earnings call for Q1 ended September 30, 2025, to be held November 11, 2025 at 5:30 p.m. ET.
Upexi reports periodic update: $72M unrealized gain, SOL holdings up 4.4%
Treasury holds 2,106,989 SOL valued at $397M (0.0187 adj. SOL/share, up 47% since launch).
Upexi adds Jon Najarian to Advisory Committee alongside Arthur Hayes
Jon Najarian, options trading expert and media personality, appointed to Upexi Advisory Committee on October 23, 2025.
Upexi management to present at three October 2025 investor conferences
A.G.P. Digital Asset Treasury Showcase on Oct 8 (virtual) – fireside chat with CSO Brian Rudick.
Upexi adds S◎L Big Brain to Advisory Committee
S◎L Big Brain, a prominent Solana ecosystem figure, joins Arthur Hayes as founding Advisory Committee member.
Upexi reports FY2025 revenue $15.8M, net loss $13.7M; Solana treasury up 174% to 2.0M SOL
Revenue $15.8M, gross profit $10.7M (67% margin), net loss $13.7M for FY ended June 30, 2025.
Upexi reports Solana treasury $447M with $142M unrealized gain; adjusted SOL per share up 126%
Treasury holds 2,018,419 SOL valued at $447M, with unrealized gain of $142M (46% above cost).
UPEXI posts routine investor presentation update; no material new information
Updated investor presentation posted on IR website on September 5, 2025.
Upexi management to present at three September 2025 investor conferences
5th Annual Needham Virtual Crypto Conference on September 4, 2025.
Upexi invests $750k for 14.9% royalty on Alpha Exchange revenue; option to convert to equity
Invested $750,000 on August 22, 2025, for a 14.9% royalty on all future gross revenue of Alpha Exchange Platform.
Upexi amends securities purchase agreement with waiver and greenshoe issuance for crypto treasury
On August 25, 2025, Upexi obtained a one-time waiver from Section 4.12 to conduct a Subsequent Equity Sale for Solana and crypto treasury development.
26,469,737 shares representing 66.62% of outstanding voted at August 19 special meeting.
Upexi establishes advisory committee; Arthur Hayes (BitMEX co-founder) first member
Advisory Committee to optimize performance, increase visibility, and unlock capital raising opportunities.
Upexi SOL holdings surge 172% to 2M, worth $334M; raises $200M via private placement
Treasury holds 2,000,518 SOL, up from 735,692 at end of June 2025.
Upexi enters into $500M equity line agreement with A.G.P. for Solana treasury strategy
Equity line agreement with A.G.P. allows UPXI to sell up to $500M of common stock at its discretion with no commitment fee.
Upexi enters up to $500M equity line with A.G.P., buys 83,000 SOL for $16.7M
Entered Common Stock Purchase Agreement with A.G.P. for up to $500M, subject to 19.99% outstanding share cap.
Upexi acquires 100,000 SOL, treasury hits 1.8M SOL worth $331M; $58M unrealized gain
Acquired 100,000 SOL for $17.7M ($176.77/SOL); total holdings now 1,818,809 SOL.
Upexi closes $150M convertible note offering secured by Solana; total concurrent $200M raise
$150M secured convertible notes with fixed conversion at $4.25, 2% interest, 24-month maturity, collateralized by SOL.
Upexi closes $50M private placement; $150M Solana notes expected July 16
Closed placement of 12,457,186 shares at $4.00/sh ($4.94 for insiders), ~$50M gross proceeds.
Upexi raises $50M in private placement of common stock at $4.00/share
Gross proceeds $50M from sale of 12,457,186 shares at $4.00/share; insiders pay $4.94/share.
Upexi raises ~$50M equity at $4.00/share, $150M notes convertible at $4.25 to buy Solana
Equity offering of 12.5M shares at $4.00/share ($4.94 for CEO) raises ~$50M gross.
Upexi increases SOL holdings 8.2% to 735,692; NAV $113.8M; options listed on Nasdaq
SOL balance up 8.2% to 735,692 as of June 30; NAV of $113.8M at $154.74 per SOL.
Upexi intends to tokenize its SEC-registered shares using Superstate's Opening Bell platform on Solana for 24/7 trading and DeFi integration.
Upexi CSO to present on crypto panel at ICR Conference Spotlight Series on June 20
CSO Brian Rudick will participate in panel 'HODL On Tight' on June 20, 2025 at 11:00 a.m. ET.
All five director nominees elected: Marshall (1,800,047), Norstrud (1,832,266), Salkind (1,817,737), Williams (1,816,800), Dugan (1,817,625).
Upexi to host June 26 fireside chat on digital asset treasury strategy
CEO Allan Marshall and CSO Brian Rudick will speak on Thursday, June 26, 2025 at 11:00 a.m. ET.
Upexi options approved for trading on Nasdaq; joins Webull Corporate Connect
Options on UPXI common stock approved for trading on Nasdaq Options Market, effective June 5, 2025.
Upexi selects GMI Digital for Solana marketing; to present at iAccess Alpha conference
Chose GMI Digital as crypto-native marketing & design provider to advance Solana-first strategy.
Upexi updates Solana treasury strategy; raised $100M from digital asset VCs
Released investor presentation detailing its Solana digital asset treasury model.
Upexi enters $20M credit facility with BitGo to buy locked SOL; now holds 679,677 SOL worth $121M
Credit facility up to $20M at 11.5% interest, one-year term renewable; collateralized by treasury assets at BitGo at 260% initial margin.
On May 22, 2025 (the “Effective Date”), Upexi, Inc., a Nevada corporation (the “Company”), appointed Brian Rudick as Chief Strategy Officer (CSO) of the Company.
Max materiality 0.90 · Median 0.60 · Most common event other_material