Wheels Up Experience Inc.

NYSE:UP Stock Report

Market Cap: US$1.3b

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
26 Nov 24SellUS$53,762Donald MoakIndividual21,766US$2.47
25 Nov 24SellUS$24,463Mark BriffaIndividual9,904US$2.47
13 Mar 24SellUS$14,084Mark BriffaIndividual5,589US$2.52
13 Mar 24SellUS$72,169Laura HeltebranIndividual28,413US$2.54

Insider Trading Volume

Insider Buying: UP insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of UP?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders583,5900.0835%
Hedge Funds43,028,2016.16%
Institutions47,407,1216.79%
Public Companies263,369,30737.7%
Private Companies344,225,61149.3%

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

Top Shareholders

Top 25 shareholders own 99.8% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
37.7%
Delta Air Lines, Inc.
263,369,307US$476.7m0%no data
37%
Ck Wheels Llc
258,169,208US$467.3m0%no data
12.3%
Cox Investment Holdings, Inc.
86,056,403US$155.8m0%no data
6.17%
Whitebox Advisors LLC
43,028,201US$77.9m0%10.93%
3.67%
Kore Advisors LP
25,608,638US$46.4m-0.81%42.63%
0.96%
The Vanguard Group, Inc.
6,694,324US$12.1m21.4%no data
0.89%
BlackRock, Inc.
6,191,807US$11.2m35.2%no data
0.28%
Geode Capital Management, LLC
1,965,280US$3.6m57.6%no data
0.19%
State Street Global Advisors, Inc.
1,322,891US$2.4m41.9%no data
0.11%
Charles Schwab Investment Management, Inc.
796,827US$1.4m277%no data
0.11%
Northern Trust Global Investments
759,511US$1.4m650%no data
0.057%
ExodusPoint Capital Management, LP
397,788US$720.1k141%0.01%
0.039%
Morgan Stanley, Investment Banking and Brokerage Investments
269,121US$487.2k-2.01%no data
0.033%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
229,587US$415.5k88.6%no data
0.029%
BNY Asset Management
204,891US$370.8k-22.5%no data
0.024%
Todd Smith
168,668US$305.3k0%no data
0.024%
Mariner, LLC
166,274US$301.0k18.9%no data
0.023%
Goldman Sachs Group, Investment Banking and Securities Investments
159,477US$288.6k-68.3%no data
0.02%
Bank of America Corporation, Asset Management Arm
138,641US$251.0k223%no data
0.018%
Barclays PLC Private Banking & Investment Banking Investment
127,939US$231.5k321%no data
0.018%
Group One Trading LP, Asset Management Arm
126,759US$229.5k0%0.01%
0.017%
Instrumental Wealth, LLC
120,792US$218.6k-4.58%0.22%
0.017%
Susquehanna International Group, LLP, Asset Management Arm
117,502US$212.7k0%no data
0.017%
David Adelman
115,230US$208.5k0%no data
0.016%
Timothy Armstrong
109,716US$198.5k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 04:02
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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 here.

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 .

Analyst Sources

Wheels Up Experience Inc. is covered by 8 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
Marvin FongBTIG
Stephen JuCredit Suisse