Wheels Up Experience Ownership | Who Owns Wheels Up Experience?
Wheels Up Experience Ownership Summary
Wheels Up Experience is owned by 1.15% institutional investors, 12.77% insiders, and 86.07% retail investors. Delta air lines is the largest institutional shareholder, holding 37.68% of UP shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.30% of its assets in Wheels Up Experience shares.
UP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Wheels Up Experience | 1.15% | 12.77% | 86.07% |
| Sector | Industrials Stocks | 47.66% | 12.52% | 39.82% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Delta air lines | 263.37M | 37.68% | $172.77M |
| Kore advisors lp | 17.01M | 2.43% | $31.29M |
| Vanguard group | 3.88M | 0.56% | $2.55M |
| Blackrock funding, inc. /de | 1.30M | 0.19% | $855.63K |
| Masters capital management | 1.00M | 0.14% | $1.84M |
| Geode capital management | 989.64K | 0.14% | $649.82K |
| Gsa capital partners llp | 668.10K | 0.10% | $438.00K |
| Charles schwab investment management | 570.33K | 0.08% | $1.05M |
| Jane street group | 472.21K | 0.07% | $309.91K |
| State street | 412.53K | 0.06% | $759.06K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Delta air lines | 263.37M | 39.01% | $172.77M |
| Kore advisors lp | 17.01M | 16.51% | $31.29M |
| Militia capital partners, lp | 349.79K | 0.30% | $643.62K |
| Instrumental wealth | 114.92K | 0.11% | $150.55K |
| Masters capital management | 1.00M | 0.07% | $1.84M |
| Inspire investing | 251.38K | 0.04% | $462.55K |
| Gsa capital partners llp | 668.10K | 0.04% | $438.00K |
| Unconventional investor | 16.67K | 0.02% | $31.50K |
| Audent global asset management | 16.21K | 0.02% | $29.82K |
| Arcus capital partners | 17.51K | 0.01% | $32.22K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gsa capital partners llp | 668.10K | 0.04% | 668.10K |
| Militia capital partners, lp | 349.79K | 0.30% | 349.79K |
| Vanguard group | 3.88M | - | 267.91K |
| Inspire investing | 251.38K | 0.04% | 251.38K |
| Two sigma investments, lp | 147.91K | 0.00% | 147.91K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kore advisors lp | 17.01M | 16.51% | -6.25M |
| Jane street group | 472.21K | - | -1.45M |
| First trust advisors lp | - | - | -766.17K |
| Arrowstreet capital, limited partnership | - | - | -305.42K |
| Marshall wace, llp | - | - | -207.93K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Gsa capital partners llp | 668.10K | 0.04% | 668.10K | $438.00K |
| Militia capital partners, lp | 349.79K | 0.30% | 349.79K | $643.62K |
| Inspire investing | 251.38K | 0.04% | 251.38K | $462.55K |
| Two sigma investments, lp | 147.91K | 0.00% | 147.91K | $272.16K |
| Wolverine trading | 45.12K | 0.00% | 45.12K | $82.56K |
Sold Out
| Holder | Change |
|---|---|
| Tradewinds capital management | -6.00 |
| Concurrent investment advisors | -20.00 |
| Parkside financial bank & trust | -36.00 |
| West oak capital | -50.00 |
| Smallwood wealth investment management | -75.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 43 | -64.75% | 8,057,260 | -97.28% | 1 | 64154.25% | 15 | -64.29% | 10 | -69.70% |
| Sep 30, 2025 | 54 | -53.85% | 7,938,531 | -97.37% | - | 60.88% | 18 | -69.49% | 12 | -52.00% |
| Jun 30, 2025 | 115 | -2.54% | 301,946,006 | 1279.77% | 43 | 444625200.00% | 60 | 36.36% | 24 | -25.00% |
| Mar 31, 2025 | 120 | 10.09% | 308,885,893 | -0.44% | - | 0.00% | 44 | -4.35% | 33 | 22.22% |
| Dec 31, 2024 | 1 | -50.00% | 16,666 | -0.30% | - | 41541.67% | - | -100.00% | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2.16M | 0.30% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 974.79K | 0.14% | - |
| Fidelity Small Cap Index | 915.22K | 0.13% | - |
| Inspire Small/Mid Cap ETF | 804.20K | 0.11% | - |
| iShares Russell 2000 Growth ETF | 776.27K | 0.11% | - |
| Fidelity Extended Market Index | 509.61K | 0.07% | 22.92K |
| First Trust Small Cap Gr AlphaDEX® ETF | 481.88K | 0.07% | -15.67K |
| Vanguard Russell 2000 ETF | 448.14K | 0.06% | 4.03K |
| Schwab US Small-Cap ETF™ | 441.61K | 0.06% | - |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 399.78K | 0.06% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 07, 2025 | Briffa Mark | Chief Sales Officer | Sell | $106.78K |
| Nov 07, 2025 | Wells Meaghan Danielle | Chief Growth Officer | Sell | $58.48K |
| Sep 11, 2025 | Briffa Mark | Chief Sales Officer | Sell | $21.59K |
| Aug 29, 2025 | Holtz David L | Chief Operating Officer | Sell | $106.05K |
| Aug 27, 2025 | Moak Donald Lee | - | Sell | $134.25K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | 8 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
UP Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools