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, Q2 2026
Institutional positions in Wheels Up Experience Inc. as of Jun 30, 2026. 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
- 60
- −36 vs. Q1 2026
- Shares held
- 29.5M
- +631.0K (+2.2%) vs. Q1 2026Converted for a 1-for-20 split
- Total value
- $264.7M
- −$28.8M (−9.8%) vs. Q1 2026
- New holders
- 19
- 23 more added
- Sold out
- 55
- 8 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Wheels Up Experience Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −511−100.0% | Sold outConverted for a 1-for-20 split |
| Mitchell McLeod Pugh & Williams Inc | 0 | $0 | 0.00% | −503−100.0% | Sold outConverted for a 1-for-20 split |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −500−100.0% | Sold outConverted for a 1-for-20 split |
| Capital Square, LLC | 0 | $0 | 0.00% | −610−100.0% | Sold outConverted for a 1-for-20 split |
| Wilkerson Advisory Group LLC | 0 | $0 | 0.00% | −250−100.0% | Sold outConverted for a 1-for-20 split |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −170−100.0% | Sold outConverted for a 1-for-20 split |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold outConverted for a 1-for-20 split |
| Peterson Wealth Management | 0 | $0 | 0.00% | −100−100.0% | Sold outConverted for a 1-for-20 split |
| National Bank of Canada | 0 | $0 | 0.00% | −90−100.0% | Sold outConverted for a 1-for-20 split |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold outConverted for a 1-for-20 split |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold outConverted for a 1-for-20 split |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold outConverted for a 1-for-20 split |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −1−100.0% | Sold outConverted for a 1-for-20 split |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold outConverted for a 1-for-20 split |
| Bear Mountain Capital, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold outConverted for a 1-for-20 split |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |