WHEELS UP EXPERIENCE INC UP
$8.88
-2.3% 52w: $5.02 – $66.00
Latest 13F among current holders filed 7 days ago (Aug 26, 2026)
Price — last 12 months
research preview data5.0235.5166.00
Aug 18, 2025 Jul 2, 2026
Institutional holders
97
+6 QoQ
13F value
$293.5M
-20.5% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
1.3×
$651K calls / $493K puts
Institutional value by quarter
Number of holders
Who owns UP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| DELTA AIR LINES, INC. ★2 | Fundamental diversified | 263.4M | $136.2M | — | Held |
| Knighthead Capital Management, LLC ★2 | Fundamental diversified | 258.2M | $133.3M | — | Held |
| Kore Advisors LP ★3 | Fundamental concentrated | 15.2M | $7.8M | — | +0.6% |
| WHITEBOX ADVISORS LLC | Other | 23.8M | $7.4M | — | Held |
| MASTERS CAPITAL MANAGEMENT LLC ★3 | Fundamental concentrated | 4.0M | $2.1M | — | -20.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 3.2M | $1.7M | — | — |
| BlackRock, Inc. | Index provider | 1.3M | $667K | 0.0% | -1.0% |
| Inspire Investing, LLC | Other | 1.1M | $576K | — | +42.7% |
| UBS Group AG | Bank broker | 1.1M | $544K | 0.0% | +463.2% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 1.0M | $538K | — | +5.2% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 612.5K | $317K | — | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 573.0K | $296K | — | +0.8% |
| J. Derek Lewis & Associates Inc. | Wealth advisor | 483.0K | $249K | 0.1% | -10.9% |
| JANE STREET GROUP, LLC | Market maker | 442.2K | $228K | 0.0% | -6.3% |
| STATE STREET CORP | Index provider | 412.5K | $213K | 0.0% | Held |
| GROUP ONE TRADING LLC | Market maker | 271.3K | $140K | — | -1.3% |
| INSTRUMENTAL WEALTH, LLC | Wealth advisor | 234.2K | $121K | 0.1% | Held |
| XTX Topco Ltd | Market maker | 229.8K | $119K | 0.0% | +38.2% |
| NORTHERN TRUST CORP | Index provider | 212.0K | $110K | 0.0% | -23.3% |
| OMERS ADMINISTRATION Corp | Other | 209.9K | $108K | 0.0% | -47.7% |
| Cetera Investment Advisers | Wealth advisor | 179.6K | $93K | 0.0% | +34.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 150.8K | $78K | 0.0% | -59.4% |
| BROWN WEALTH MANAGEMENT, LLC | Wealth advisor | 100.0K | $52K | 0.0% | New |
| MORGAN STANLEY | Bank broker | 93.6K | $48K | 0.0% | +3.2% |
| Virtu Financial LLC | Market maker | 92.3K | $48K | — | New |
| WNY Asset Management, LLC | Wealth advisor | 75.0K | $39K | 0.0% | — |
| LRI Investments, LLC | Wealth advisor | 59.0K | $30K | 0.0% | New |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 51.1K | $26K | 0.0% | -1.3% |
| CITADEL ADVISORS LLC | Multistrat pod | 49.6K | $26K | 0.0% | -57.1% |
| Gotham Asset Management, LLC | Diversified mechanical | 49.3K | $25K | 0.0% | -18.4% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 46.2K | $24K | 0.0% | New |
| TWO SIGMA SECURITIES, LLC | Market maker | 45.9K | $24K | — | +202.2% |
| IMC-Chicago, LLC | Market maker | 37.1K | $19K | 0.0% | New |
| LPL Financial LLC | Bank broker | 35.3K | $18K | 0.0% | New |
| NewEdge Advisors, LLC | Diversified mechanical | 34.7K | $18K | 0.0% | +44.0% |
| Vanguard Global Advisers, LLC | Diversified mechanical | 34.5K | $18K | — | — |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 31.1K | $16K | 0.0% | New |
| Focus Partners Wealth | Wealth advisor | 24.6K | $13K | 0.0% | -26.8% |
| Creative Planning | Wealth advisor | 24.0K | $12K | 0.0% | New |
| CIBC Asset Management Inc | Diversified mechanical | 21.4K | $11K | 0.0% | Held |
| Vanguard Personalized Indexing Management, LLC | Diversified mechanical | 18.5K | $10K | 0.0% | -20.6% |
| Annex Advisory Services, LLC | Wealth advisor | 18.5K | $10K | 0.0% | Held |
| Arcus Capital Partners, LLC | Wealth advisor | 17.5K | $9K | 0.0% | Held |
| Keudell/Morrison Wealth Management | Wealth advisor | 17.0K | $9K | 0.0% | New |
| IFC & Insurance Marketing, Inc. | Wealth advisor | 16.5K | $9K | 0.0% | +5.7% |
| Rooted Wealth Advisors, Inc. | Wealth advisor | 20.0K | $8K | — | -55.5% |
| MAI Capital Management | Wealth advisor | 14.6K | $8K | 0.0% | +5.8% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 14.5K | $7K | 0.0% | -1.0% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 12.4K | $6K | 0.0% | Held |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 12.1K | $6K | 0.0% | -11.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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