WHEELS UP EXPERIENCE INC (UP) Institutional Ownership Changes & 13F Activity
WHEELS UP EXPERIENCE INC (UP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Masters Capital Management Llc, Susquehanna International Group, Llp, Omers Administration Corp, Kore Advisors Lp, and Virtu Financial Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Sell | -1,100 | -91.7% | 100 | $52.00 | Q1 2026 | Jul 08, 2026 |
| Masters Capital Management Llc | Sell | -1,000,000 | -20.0% | 4,000,000 | $2.07M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -220,337 | -59.4% | 150,757 | $77.87K | Q1 2026 | May 15, 2026 |
| Omers Administration Corp | Sell | -191,100 | -47.7% | 209,900 | $108.41K | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Sell | -66,023 | -57.1% | 49,564 | $25.60K | Q1 2026 | May 15, 2026 |
| Xtx Topco Ltd | Buy | +63,553 | +38.2% | 229,783 | $118.68K | Q1 2026 | May 15, 2026 |
| Geode Capital Management, Llc | Buy | +51,082 | +5.2% | 1,040,722 | $537.79K | Q1 2026 | May 15, 2026 |
| Two Sigma Investments, Lp | Buy | +31,087 | — | 31,087 | $16.06K | Q1 2026 | May 15, 2026 |
| Two Sigma Securities, Llc | Buy | +30,740 | +202.2% | 45,945 | $23.73K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -23,400 | -83.1% | 4,763 | $2.46K | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, Llc | Sell | -11,151 | -18.4% | 49,327 | $25.48K | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Sell | -8,996 | -26.8% | 24,610 | $12.71K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +5,152 | — | 5,152 | $2.66K | Q1 2026 | May 15, 2026 |
| Charles Schwab Investment Management Inc | Buy | +4,382 | +0.8% | 573,024 | $295.97K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +2,915 | +3.2% | 93,624 | $48.36K | Q1 2026 | May 15, 2026 |
| Peterson Wealth Management | Buy | +2,000 | — | 2,000 | $1.03K | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +1,842 | +73.8% | 4,339 | $1.88K | Q1 2026 | May 15, 2026 |
| Mai Capital Management | Buy | +800 | +5.8% | 14,595 | $7.54K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -768 | -12.9% | 5,172 | $3.00K | Q1 2026 | May 15, 2026 |
| Victory Capital Management Inc | Sell | -694 | -1.3% | 51,079 | $26.38K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +330 | — | 330 | $170.00 | Q1 2026 | May 15, 2026 |
| National Bank Of Canada | Buy | +100 | +5.9% | 1,800 | $930.00 | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | Sell | -66 | -86.8% | 10 | $5.00 | Q1 2026 | May 15, 2026 |
| Virtu Financial Llc | Buy | +92,333 | — | 92,333 | $48.00K | Q1 2026 | May 14, 2026 |
| Northern Trust Corp | Sell | -64,389 | -23.3% | 212,015 | $109.51K | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, Llc | Sell | -4,780 | -20.6% | 18,473 | $9.54K | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Buy | +3,035 | +25291.7% | 3,047 | $1.57K | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Sell | -1,600 | -11.7% | 12,127 | $6.26K | Q1 2026 | May 14, 2026 |
| Kore Advisors Lp | Buy | +94,176 | +0.6% | 15,194,884 | $7.85M | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | Buy | +45,661 | +34.1% | 179,603 | $92.77K | Q1 2026 | May 13, 2026 |
Frequently asked questions about UP activity
Which institutional owners are buying UP?
Institutional owners buying UP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in UP activity?
"Buy" means an investor increased their reported position in UP compared to the prior reporting period. This reflects growing exposure to WHEELS UP EXPERIENCE INC (UP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in UP increasing?
Institutional interest in UP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related UP Institutional Insights
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