Wheels Up Experience Inc.
UP- Exchange
- NYSE
- Industry
- Air Transportation, Nonscheduled
- SEC CIK
- 0001819516
In the last 90 days, Wheels Up Experience Inc. insiders filed 0 open-market purchases and 3 sales; 60 institutions reported holding it in 13F filings for Q2 2026, worth $264.7M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Wheels Up Experience Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 186
- +24 vs. Q3 2021
- Shares held
- 136.9M
- +48.1M (+54.2%) vs. Q3 2021
- Total value
- $631.9M
- +$58.9M (+10.3%) vs. Q3 2021
- New holders
- 65
- 46 more added
- Sold out
- 41
- 33 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 60 | $264.7M |
| Q1 2026 | 98 | $293.5M |
| Q4 2025 | 92 | $369.4M |
| Q3 2025 | 115 | $1.04B |
| Q2 2025 | 120 | $608.0M |
| Q1 2025 | 119 | $581.3M |
| Q4 2024 | 110 | $955.7M |
| Q3 2024 | 110 | $1.67B |
| Q2 2024 | 91 | $1.07B |
| Q1 2024 | 97 | $1.61B |
| Q4 2023 | 87 | $1.91B |
| Q3 2023 | 77 | $267.9M |
| Q2 2023 | 88 | $11.0M |
| Q1 2023 | 188 | $71.2M |
| Q4 2022 | 207 | $124.9M |
| Q3 2022 | 205 | $146.2M |
| Q2 2022 | 206 | $268.8M |
| Q1 2022 | 193 | $442.2M |
| Q4 2021 | 186 | $631.9M |
| Q3 2021 | 165 | $574.9M |
| Q2 2021 | 73 | $176.8M |
| Q1 2021 | 75 | $159.1M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Wheels Up Experience Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Colony Group LLC | 0 | $0 | 0.00% | −69,964−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −69,315−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −55,836−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −45,997−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −34,574−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −24,490−100.0% | Sold out |
| Smith Anglin Financial, LLC | 0 | $0 | 0.00% | −21,408−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −15,344−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −12,442−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −12,249−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −11,750−100.0% | Sold out |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −11,507−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −11,124−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −10,406−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −10,010−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −3,674−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −3,201−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −2,780−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −2,575−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −1,497−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Disciplina Capital Management LLC | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| Harbor Financial Services, LLC | – | – | – | – | Not filed |
| Wealth Quarterback LLC | – | – | – | – | Not filed |