Wheels Up Experience Ownership | Who Owns Wheels Up Experience?
Wheels Up Experience Ownership Summary
Wheels Up Experience is owned by 12.77% insiders, and 87.22% retail investors. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.25% of its assets in Wheels Up Experience shares.
UP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Wheels Up Experience | - | 12.77% | 87.22% |
| Sector | Industrials Stocks | 46.77% | 12.62% | 40.60% |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% | - | - |
| Sep 30, 2024 | 2 | - | 16,716 | 0.15% | - | 41745.83% | 1 | - | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.72M | 0.25% | -38.06K |
| Vanguard Institutional Extnd Mkt Idx Tr | 949.09K | 0.14% | -432.47K |
| Fidelity Small Cap Index | 915.22K | 0.13% | - |
| iShares Russell 2000 Growth ETF | 776.27K | 0.11% | - |
| Fidelity Extended Market Index | 491.41K | 0.07% | -4.04K |
| First Trust Small Cap Gr AlphaDEX® ETF | 481.88K | 0.07% | -15.67K |
| Schwab US Small-Cap ETF™ | 448.44K | 0.06% | 33.06K |
| Vanguard Russell 2000 ETF | 448.14K | 0.06% | 4.03K |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 399.78K | 0.06% | - |
| State St Russell Sm/Mid Cp® Indx SL Cl I | 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 |
|---|---|---|
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | 8 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 3 |
UP Ownership FAQ
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