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.
Q1 2023 vs. Q4 2022
How the institutions holding Wheels Up Experience Inc. changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 207 | 2 | 188 | −17 |
| Shares | 121.2M | 10.0K | 112.6M | −8.67M (−7.2%) |
| Value | $124.9M | $10.0K | $71.2M | −$53.7M (−43.0%) |
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held Wheels Up Experience Inc. at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Mariner, LLC | 1,398,281 | $885.0K | 0.00% |
| Pennsylvania Capital Management Inc | 161,169 | $102.0K | 0.05% |
| Kestra Private Wealth Services, LLC | 38,600 | $24.4K | 0.00% |
| Qube Research & Technologies Ltd | 30,052 | $19.0K | 0.00% |
| CFM Wealth Partners LLC | 23,019 | $14.6K | 0.00% |
| Cornerstone Wealth Group, LLC | 22,985 | $14.5K | 0.00% |
| LifeSteps Financial, Inc. | 20,000 | $12.7K | 0.01% |
| Sound View Wealth Advisors Group, LLC | 15,000 | $9.49K | 0.00% |
| Atlas Private Wealth Advisors | 10,897 | $6.90K | 0.00% |
| Miller Value Partners, LLC | 10,000 | $6.33K | 0.00% |
| Edge Capital Group, LLC | 10,000 | $6.33K | 0.00% |
| Ellevest, Inc. | 2,210 | $1.40K | 0.00% |
| WealthPLAN Partners, LLC | 2,000 | $1.27K | 0.00% |
| Kalos Management, Inc. | 50 | $32 | 0.00% |
| Capital Advisors, Ltd. LLC | 658 | $0 | 0.00% |
Sold out (32)
Institutions that held Wheels Up Experience Inc. at the end of Q4 2022 and filed for Q1 2023 without it.
Not filed for Q1 2023 yet (2)
Institutions that held Wheels Up Experience Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| ARGI Investment Services, LLC | 10,000 | $10.0K |
| Trustcore Financial Services, LLC | 25 | $26 |