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Livermore
Livermore
ZHEN

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.

Q4 2025 vs. Q3 2025

How the institutions holding Wheels Up Experience Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of UP: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders115292−21
Shares582.7M45.1K579.7M−2.95M (−0.5%)
Value$1.04B$82.6K$369.4M−$669.7M (−64.4%)

2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (14)

Institutions that held Wheels Up Experience Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to UP in Q4 2025
InstitutionSharesValue% of portfolio
Gsa Capital Partners LLP668,098$438.0K0.04%
J. Derek Lewis & Associates Inc.541,965$355.7K0.08%
Omers Administration Corp401,000$263.2K0.00%
Alpine Global Management, LLC268,016$175.9K0.04%
Quantbot Technologies LP20,058$13.2K0.00%
Mercer Global Advisors Inc18,221$12.0K0.00%
IFC & Insurance Marketing, Inc.15,569$10.0K0.01%
Prospera Financial Services Inc11,000$7.22K0.00%
Rockefeller Capital Management L.P.5,000$3.28K0.00%
HHM Wealth Advisors, LLC2,000$1.31K0.00%
Garton & Associates Financial Advisors LLC1,000$6560.00%
Sunbelt Securities, Inc.500$3280.00%
Global Retirement Partners, LLC302$1980.00%
Optiver Holding B.V.76$500.00%

Sold out (35)

Institutions that held Wheels Up Experience Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of UP in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Militia Capital Partners, LP349,794$643.6K
Arrowstreet Capital, Limited Partnership305,419$562.0K
Two Sigma Investments, LP147,911$272.2K
Goldman Sachs Group Inc95,578$175.9K
Catalyst Funds Management Pty Ltd77,670$142.9K
Balyasny Asset Management LLC37,441$68.9K
Valeo Financial Advisors, LLC30,000$55.2K
Squarepoint Ops LLC21,975$40.4K
Clearstead Advisors, LLC20,000$36.8K
Engineers Gate Manager LP19,773$36.4K
Creative Planning19,451$35.8K
WealthShield Partners, LLC18,197$33.5K
Ewa, LLC16,743$30.8K
Audent Global Asset Management, LLC16,209$29.8K
Callan Family Office, LLC15,638$28.8K
CI Private Wealth, LLC13,952$25.7K
LPL Financial LLC12,389$22.8K
Means Investment Co., Inc.12,000$22.1K
SG Americas Securities, LLC10,971$20.0K
Northstar Group, Inc.10,359$19.1K
American Financial Advisors, LLC10,000$18.4K
Wealthspire Advisors, LLC6,879$12.7K
Russell Investments Group, Ltd.6,410$11.8K
Citigroup Inc2,291$4.21K
Spire Wealth Management1,500$2.76K
Tower Research Capital LLC (TRC)988$1.82K
Nisa Investment Advisors, LLC904$1.66K
SRS Capital Advisors, Inc.371$682
Advisory Services Network, LLC364$670
Hughes Financial Services, LLC356$456
The PNC Financial Services Group, Inc.235$432
Allworth Financial LP162$299
Smallwood Wealth Investment Management, LLC75$138
Parkside Financial Bank & Trust36$67
Concurrent Investment Advisors, LLC20$37

Not filed for Q4 2025 yet (2)

Institutions that held Wheels Up Experience Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UP in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Wolverine Trading, LLC45,116$82.6K
West Oak Capital, LLC25$0