Wheels Up Experience Inc.

NYSE:UP Stock Report

Market Cap: US$285.1m

Wheels Up Experience Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:UP Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
23 Jun 26SellUS$222,268Ck Wheels LlcCompany27,624US$8.05
17 Jun 26SellUS$86,282Ck Wheels LlcCompany10,582US$8.52
11 Jun 26SellUS$7,628Mark BriffaIndividual1,017US$7.50
18 May 26BuyUS$8,201George MattsonIndividual1,475US$5.56
15 May 26BuyUS$138,005George MattsonIndividual26,316US$5.48
13 May 26SellUS$18,982Mark BriffaIndividual3,804US$4.99
07 Nov 25SellUS$58,476Meaghan WellsIndividual2,396.55US$24.40
07 Nov 25SellUS$106,780Mark BriffaIndividual4,340.65US$24.60
11 Sep 25SellUS$21,591Mark BriffaIndividual495.2US$43.60
29 Aug 25SellUS$106,049David HoltzIndividual1,815.9US$58.40
28 Aug 25SellUS$34,449Mark BriffaIndividual578US$60.00
27 Aug 25SellUS$134,246Donald MoakIndividual2,158.3US$62.20
26 Aug 25SellUS$212,250David GodsmanIndividual3,750US$56.60
26 Aug 25SellUS$73,500Brian KedziorIndividual1,250US$58.80
15 Aug 25SellUS$34,980Alexander ChatkewitzIndividual1,197.95US$29.20

Insider Trading Volume

Insider Buying: UP insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of UP?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders230,1530.635%
General Public2,589,9367.15%
Institutions3,067,5098.47%
Public Companies13,168,46536.3%
Private Companies17,173,07447.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 92.43% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
36.4%
Delta Air Lines, Inc.
13,168,465US$103.6m0%2.7%
35.5%
Ck Wheels Llc
12,870,254US$101.3m-0.3%no data
11.9%
Cox Investment Holdings, Inc.
4,302,820US$33.9m0%no data
3.91%
Whitebox Advisors LLC
1,418,254US$11.2m0%1.17%
2.35%
Kore Advisors LP
850,325US$6.7m11.9%7.94%
0.55%
Masters Capital Management, L.L.C.
200,000US$1.6m-20%0.21%
0.45%
Vanguard Capital Management, LLC
161,794US$1.3m0%no data
0.22%
Mark Briffa
80,083US$630.3k2,760%no data
0.18%
BlackRock, Inc.
64,547US$508.0k-0.98%no data
0.15%
UBS Asset Management AG
52,726US$414.9k463%no data
0.14%
Geode Capital Management, LLC
52,036US$409.5k5.16%no data
0.085%
Vanguard Fiduciary Trust Company
30,624US$241.0k0%no data
0.079%
Charles Schwab Investment Management, Inc.
28,651US$225.5k0.77%no data
0.077%
George Mattson
27,791US$218.7k0%no data
0.067%
J.Derek Lewis & Associates, Inc.
24,148US$190.0k-10.9%0.04%
0.061%
Jane Street Group, LLC
22,111US$174.0k-6.35%no data
0.057%
State Street Global Advisors, Inc.
20,626US$162.3k0%no data
0.052%
Timothy Armstrong
18,786US$147.8k29.8%no data
0.043%
Kristen Lauria
15,670US$123.3k19.7%no data
0.041%
Matthew Knopf
14,674US$115.5k6.55%no data
0.037%
Group One Trading LLC
13,567US$106.8k-1.32%no data
0.035%
David Godsman
12,723US$100.1k27.2%no data
0.032%
Instrumental Wealth, LLC
11,711US$92.2k0%0.05%
0.032%
XTX Markets Limited
11,489US$90.4k38.2%no data
0.032%
Todd Smith
11,433US$90.0k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/10 13:55
End of Day Share Price 2026/07/10 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Wheels Up Experience Inc. is covered by 5 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michael BellisarioBaird
Sheila KahyaogluJefferies LLC
Aaron KesslerRaymond James & Associates