Wheels Up Experience Inc.

NYSE:UP Stock Report

Market Cap: US$894.6m

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
13 Mar 25SellUS$30,440Mark BriffaIndividual28,717US$1.06
26 Nov 24SellUS$53,762Donald MoakIndividual21,766US$2.47
25 Nov 24SellUS$24,463Mark BriffaIndividual9,904US$2.47

Insider Trading Volume

Insider Buying: Insufficient data to determine if 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 Insiders1,175,9920.164%
Institutions45,640,6276.36%
Hedge Funds62,974,6818.78%
Public Companies263,369,30736.7%
Private Companies344,225,61148%

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

Top Shareholders

Top 25 shareholders own 102.4% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
37.7%
Delta Air Lines, Inc.
263,369,307US$337.1m0%no data
36.9%
Ck Wheels Llc
258,169,208US$330.5m0%no data
12.3%
Cox Investment Holdings, Inc.
86,056,403US$110.2m0%no data
9.01%
Whitebox Advisors LLC
62,974,681US$80.6m0%9.54%
3.38%
Kore Advisors LP
23,632,265US$30.2m-1.64%28.14%
0.95%
The Vanguard Group, Inc.
6,650,773US$8.5m-1.01%no data
0.87%
BlackRock, Inc.
6,047,887US$7.7m-1.91%no data
0.29%
Geode Capital Management, LLC
2,005,285US$2.6m1.35%no data
0.23%
State Street Global Advisors, Inc.
1,623,921US$2.1m-2.42%no data
0.16%
Mark Briffa
1,085,844US$1.4m9,860%no data
0.12%
Northern Trust Global Investments
822,994US$1.1m-2.12%no data
0.11%
Charles Schwab Investment Management, Inc.
784,050US$1.0m-2.38%no data
0.055%
Millennium Management LLC
381,857US$488.8k0%no data
0.041%
Timothy Armstrong
289,374US$370.4k8.13%no data
0.033%
Todd Smith
228,667US$292.7k0%no data
0.028%
UBS Asset Management AG
199,144US$254.9k-4.04%no data
0.028%
BNY Asset Management
192,891US$246.9k0%no data
0.024%
Mariner, LLC
167,002US$213.8k0.47%no data
0.022%
Goldman Sachs Group, Investment Banking and Securities Investments
152,768US$195.6k-38.3%no data
0.022%
AQR Capital Management, LLC
150,919US$193.1k0%no data
0.02%
Morgan Stanley, Investment Banking and Brokerage Investments
137,363US$175.8k-33.4%no data
0.018%
Kristen Lauria
128,884US$165.0k147%no data
0.018%
Susquehanna International Group, LLP, Asset Management Arm
123,157US$157.6k-31.7%no data
0.017%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
121,707US$155.7k0%no data
0.017%
Instrumental Wealth, LLC
120,242US$154.0k0%0.14%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/06/20 14:37
End of Day Share Price 2025/06/18 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

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 7 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
Stephen JuCredit Suisse
Noah PoponakGoldman Sachs