| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| WHITEBOX ADVISORS LLC | 3.9% | $52,191,758 | 28,365,086 | WHITEBOX ADVISORS LLC | 30 Sep 2025 | |||
| Kore Advisors LP | 2.4% | $31,291,973 | 17,006,507 | Kore Advisors LP | 30 Sep 2025 |
As of 30 Sep 2025, 111 institutional investors reported holding 554,301,285 shares of Wheels Up Experience Inc. - Class A Common Stock, par value $0.0001 per share (UP). This represents 78% of the company’s total 708,604,458 outstanding shares.
The largest institutional shareholders of Wheels Up Experience Inc. - Class A Common Stock, par value $0.0001 per share (UP) together control 78% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| DELTA AIR LINES, INC. | 37% | 263,369,307 | 0% | 73% | $484,599,525 |
| Knighthead Capital Management, LLC | 36% | 258,169,208 | 0% | 28% | $474,951,737 |
| Kore Advisors LP | 2.4% | 17,006,507 | -27% | 35% | $31,291,973 |
| VANGUARD GROUP INC | 0.51% | 3,614,924 | +9.8% | 0% | $6,651,460 |
| JANE STREET GROUP, LLC | 0.27% | 1,922,193 | +159% | 0% | $3,536,836 |
| BlackRock, Inc. | 0.19% | 1,339,866 | -24% | 0% | $2,465,353 |
| MILLENNIUM MANAGEMENT LLC | 0.18% | 1,295,252 | -28% | 0% | $2,383,264 |
| MASTERS CAPITAL MANAGEMENT LLC | 0.14% | 1,000,000 | 0% | 0.3% | $1,840,000 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.14% | 958,914 | +0.45% | 0% | $1,765,330 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.1% | 707,793 | +344% | 0% | $1,302,339 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.08% | 570,326 | -1% | 0% | $1,049,400 |
| STATE STREET CORP | 0.06% | 412,533 | 0% | 0% | $759,061 |
| GROUP ONE TRADING LLC | 0.05% | 359,107 | +2080% | 0.02% | $660,757 |
| Militia Capital Partners, LP | 0.05% | 349,794 | 0.32% | $643,621 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.04% | 305,419 | +351% | 0% | $561,971 |
| UBS Group AG | 0.04% | 257,694 | +382% | 0% | $474,157 |
| NORTHERN TRUST CORP | 0.04% | 253,927 | -6.5% | 0% | $467,226 |
| Inspire Investing, LLC | 0.04% | 251,384 | 0.05% | $462,547 | |
| Mariner, LLC | 0.02% | 169,456 | -0.91% | 0% | $311,799 |
| SIMPLEX TRADING, LLC | 0.02% | 152,479 | +4981% | 0.01% | $280,000 |
| TWO SIGMA INVESTMENTS, LP | 0.02% | 147,911 | 0% | $272,156 | |
| MORGAN STANLEY | 0.02% | 137,096 | -22% | 0% | $252,257 |
| INSTRUMENTAL WEALTH, LLC | 0.02% | 114,922 | -4.4% | 0.11% | $150,548 |
| FMR LLC | 0.02% | 111,951 | -0.19% | 0% | $205,990 |
| Cetera Investment Advisers | 0.01% | 106,142 | +46% | 0% | $195,301 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 14,027 | $9,209 | -$23,045 | $0.66 | 5 |
| 2025 Q3 | 554,301,285 | $1,019,786,489 | -$9,249,433 | $1.84 | 111 |
| 2025 Q2 | 560,103,076 | $599,354,222 | -$7,398,201 | $1.07 | 115 |
| 2025 Q1 | 567,054,410 | $572,689,873 | -$1,812,643 | $1.01 | 116 |
| 2024 Q4 | 568,380,024 | $937,794,603 | -$1,358,740 | $1.65 | 104 |
| 2024 Q3 | 568,741,927 | $1,376,425,124 | +$9,424,676 | $2.42 | 105 |
| 2024 Q2 | 563,121,082 | $1,064,381,932 | +$4,814,381 | $1.89 | 78 |
| 2024 Q1 | 559,094,912 | $1,604,549,678 | +$9,472,210 | $2.87 | 92 |
| 2023 Q4 | 555,642,687 | $1,905,848,383 | +$1,373,607,967 | $3.43 | 82 |
| 2023 Q3 | 129,426,104 | $267,896,744 | +$249,593,266 | $2.07 | 73 |
| 2023 Q2 | 9,365,483 | $10,956,296 | +$10,956,296 | $1.17 | 80 |
| 2021 Q4 | 0 | $0 | -$2,194 | $0.66 | 0 |
| 2021 Q3 | 333 | $2,194 | +$2,194 | $6.59 | 1 |