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 2025
Institutional positions in Wheels Up Experience Inc. as of Dec 31, 2025. 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
- 92
- −21 vs. Q3 2025
- Shares held
- 579.7M
- −2.95M (−0.5%) vs. Q3 2025
- Total value
- $369.4M
- −$669.7M (−64.4%) vs. Q3 2025
- New holders
- 14
- 22 more added
- Sold out
- 35
- 25 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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 2025
Shares, value and share of portfolio for each institution holding Wheels Up Experience Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −19,773−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −19,451−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −18,197−100.0% | Sold out |
| Ewa, LLC | 0 | $0 | 0.00% | −16,743−100.0% | Sold out |
| Audent Global Asset Management, LLC | 0 | $0 | 0.00% | −16,209−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −15,638−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −13,952−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −12,389−100.0% | Sold out |
| Means Investment Co., Inc. | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,971−100.0% | Sold out |
| Northstar Group, Inc. | 0 | $0 | 0.00% | −10,359−100.0% | Sold out |
| American Financial Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −6,879−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −6,410−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −2,291−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −988−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −904−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −364−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −356−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Smallwood Wealth Investment Management, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| West Oak Capital, LLC | – | – | – | – | Not filed |