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, Q1 2022
Institutional positions in Wheels Up Experience Inc. as of Mar 31, 2022. 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
- 193
- +9 vs. Q4 2021
- Shares held
- 142.3M
- +5.41M (+4.0%) vs. Q4 2021
- Total value
- $442.2M
- −$189.4M (−30.0%) vs. Q4 2021
- New holders
- 42
- 54 more added
- Sold out
- 33
- 29 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Wheels Up Experience Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 0 | $0 | 0.00% | −79,758−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −66,166−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −50,200−100.0% | Sold out |
| Cliftonlarsonallen Wealth Advisors, LLC | 0 | $0 | 0.00% | −44,250−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −34,994−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −34,718−100.0% | Sold out |
| Deltec Asset Management LLC | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −29,572−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −23,250−100.0% | Sold out |
| CFM Wealth Partners LLC | 0 | $0 | 0.00% | −23,019−100.0% | Sold out |
| Capital Wealth Management, LLC | 0 | $0 | 0.00% | −17,042−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −16,405−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −14,634−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −13,216−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −12,978−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −9,187−100.0% | Sold out |
| Core Wealth Advisors, Inc. | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −2,510−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| FSB Premier Wealth Management, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Clear Perspective Advisors, LLC | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |