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 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 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.
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 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 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 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 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 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