Wheels Up Experience Inc.· UP

🇺🇸 US · MicroBroad USNYSE

Industrials Airlines, Airports & Air Services Website

Price: $3.89
Day: +6.28%
Mkt Cap: $141.05M
52W Range: $3.14 – $51.40
Volume: 118.3K
Beta: 2.10

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 4.0 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 64 institutions hold; 28 added, 35 reduced
Insiders Q3 2026: no purchases, 3 sales ($70.8K)

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Wheels Up Experience Inc.

UP|Industrials|Airlines, Airports & Air Services

Current price: $4

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.2x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

2 sellers

vs 2.8 avg per quarter

Institutional net breadth · Q1 2026

+28

72 adding vs 44 reducing

Institutional ownership · Q1 2026

79.7%

103 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Faded quarters are still being filed, so institutions yet to file read as exits.

Largest Institutional Holders, Q1 2026

By reported market value, and how each moved in the quarter

Holder

Change

DELTA AIR LINES, INC.

263.4M

-1.0%

KNIGHTHEAD CAPITAL MANAGEMENT, LLC

258.2M

+100.0%

KORE ADVISORS LP

15.2M

-0.4%

MASTERS CAPITAL MANAGEMENT LLC

4.0M

-20.8%

BLACKROCK, INC.

1.3M

-2.0%

UBS GROUP AG

1.1M

+457.6%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

26 buying80 unchanged1 selling

77 funds held UP in Q2 2026, holding 28.9M shares between them, up 2.1% on the quarter.

Largest fund holders

SPDR SERIES TRUST1.8M sh

SCHWAB STRATEGIC TRUST804.7K sh

LINCOLN VARIABLE INSURANCE PRODUCTS TRUST132.3K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Jun 18

CK Wheels LLC

$221.6K

Sale · Aug 26

Godsman David

$212.3K

Sale · Aug 27

Moak Donald Lee

$134.2K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 23, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

UP Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

4.0/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+82

Fund Flow

10% weight

+100

Overall Smart Money sentiment of 4.0/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 22, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for UP

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

3 sales totaling $70.8K (14.6K shares)

Share volume is well below the historical pace (0.2x average), insiders are holding more

Buying seen in 3 of 15 quarters

0.2x

Selling pace

quarter in progress, filings still arriving

0.00%

Stake sold

of active insiders' holdings

2 sellers

Seller breadth

vs 1.8 avg per quarter

Q2 2026

Last insider purchase

buying in 3 of 16 quarters

Notable Recent Transactions, UP

Top 8 highest-value insider trades from the last 8 quarters

CK Wheels LLC

10% Owner

Sell

27,524 shares at $8.05

≈0.2% of their stake at the time

Jun 18, 2026$221.57K

Godsman David

Chief Digital Officer

Sell

75,000 shares at $2.83

≈7.1% of their stake at the time

Aug 26, 2025$212.25K

Moak Donald Lee

Director

Sell

43,166 shares at $3.11

≈19.3% of their stake at the time

Aug 27, 2025$134.25K

Briffa Mark

Chief Sales Officer

Sell

86,813 shares at $1.23

≈9.1% of their stake at the time

Nov 7, 2025$106.78K

Holtz David L

COO

Sell

36,318 shares at $2.92

≈3.7% of their stake at the time

Aug 29, 2025$106.05K

Mattson George N

CEO

Buy

14,983 shares at $5.30

≈100.0% of their stake after buying

May 13, 2026$79.41K

Kedzior Brian Joseph

Chief People Officer

Sell

25,000 shares at $2.94

≈2.9% of their stake at the time

Aug 26, 2025$73.50K

Wells Meaghan Danielle

Chief Growth Officer

Sell

47,931 shares at $1.22

≈8.3% of their stake at the time

Nov 7, 2025$58.48K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for UP

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q1 2026

79.7% institutional ownership

Moderate accumulation: 72 adding vs 44 reducing

13F shares increased by 44.2%, a significant shift

Momentum improving from prior quarter

+28

Net breadth

72 adding vs 44 reducing

Accumulating

1.64

Add / reduce ratio

in Q1 2026

New − closed

28 initiated, 21 exited

4 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+51 growing-92 shrinkingNet: -41

New (23)

Increased (28)

Reduced (35)

Closed (57)

Top Institutional Holders, UP

Largest 8 institutional positions by ownership percentage as of Q2 2026

DELTA AIR LINES, INC.

13.2M

$118.1M

Ownership

36.38%

+100.0%

KNIGHTHEAD CAPITAL MANAGEMENT, LLC

12.9M

$115.8M

Ownership

35.66%

+100.0%

WHITEBOX ADVISORS LLC

1.0M

$9.2M

Ownership

2.82%

+100.0%

KORE ADVISORS LP

770.2K

$6.9M

Ownership

2.13%

+100.0%

BLACKROCK, INC.

391.2K

$3.5M

Ownership

1.08%

+100.0%

MASTERS CAPITAL MANAGEMENT LLC

300.0K

$2.7M

Ownership

0.83%

+100.0%

VANGUARD CAPITAL MANAGEMENT LLC

218.5K

$2.0M

Ownership

0.60%

+100.0%

GEODE CAPITAL MANAGEMENT, LLC

125.3K

$1.1M

Ownership

0.35%

+100.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 107 ETFs and mutual funds reporting

26 buying1 sellingNet: +25

Buying (26)

Unchanged (80)

Selling (1)

In total, funds bought 610.3K shares and sold 365 this quarter. Each fund counts once in the bar above, whatever the size of its move.

Very Bullish

Funds accumulating in Q2 2026

107 ETFs and mutual funds reporting

26 funds buying vs 1 selling

Top Fund Holders, UP

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

1.8M

Weight

9.04%

Jul 31, 2026No change

SCHWAB STRATEGIC TRUST

804.7K

Weight

0.08%

Jun 30, 2026No change

LINCOLN VARIABLE INSURANCE PRODUCTS TRUST

132.3K

Weight

0.01%

Jun 30, 2026No change

Bridge Builder Trust

46.0K

Weight

0.00%

Jun 30, 2026No change

Goldman Sachs ETF Trust

42.0K

Weight

0.03%

Jun 30, 2026No change

STATE STREET INSTITUTIONAL INVESTMENT TRUST

41.6K

Weight

0.03%

Jun 30, 2026No change

iSHARES TRUST

41.1K

Weight

0.00%

Jun 30, 2026No change

Voya VARIABLE PORTFOLIOS INC

27.0K

Weight

0.20%

Jun 30, 2026No change

Wheels Up Experience Inc.· UP

Holdings Analysis

Insider Trading Activity

1.3Transaction History47Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings85Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History47Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings85Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights