Wheels Up Experience Inc. (UP) shareholders
UPNYSEAir Transportation, NonscheduledFiscal year ends December 31
$2.60+0.14 (+5.69%)
Close on Nov 11, 2026Market cap $94.32MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
81.2%
29M of 36M shares
Institutional holders
60
60 new, 0 sold out
Net institutional buying
29M
In Q2 2026
Insider trades, 12 months
4 buys · 11 sales
Net sold $267.26K
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| CK Wheels LLC Joint filing with CK Opportunities GP, LLC (37.10%), Certares Opportunities LLC (37.10%) and 1 more | 258,169,208 | 37.10% | 13D (active) amendment | Nov 15, 2023 |
| Cox Investment Holdings, Inc. | 86,056,403 | – | 13D (active) amendment | Nov 15, 2023 |
| Delta Air Lines, Inc. | 13,168,465 | 36.20% | 13D (active) amendment | Nov 4, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of UP | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Delta Air Lines, Inc. | 13,168,465 | 36.30% | $118.12M | New | 30.25% |
| Knighthead Capital Management, LLC | 12,908,460 | 35.58% | $115.79M | New | 9.84% |
| Whitebox Advisors LLC | 1,021,597 | 2.82% | $9.16M | New | 0.12% |
| Kore Advisors LP | 770,231 | 2.12% | $6.91M | New | 7.18% |
| BlackRock, Inc. | 391,189 | 1.08% | $3.51M | New | 0.00% |
| Masters Capital Management LLC | 300,000 | 0.83% | $2.69M | New | 0.07% |
| Vanguard Capital Management LLC | 218,479 | 0.60% | $1.96M | New | 0.00% |
| Geode Capital Management, LLC | 125,276 | 0.35% | $1.12M | New | 0.00% |
| Militia Capital Management LLC | 116,231 | 0.32% | $1.04M | New | 0.03% |
| UBS Group AG | 90,936 | 0.25% | $815.70K | New | 0.00% |
| Inspire Investing, LLC | 80,376 | 0.22% | $720.97K | New | 0.03% |
| Northern Trust Corp | 40,816 | 0.11% | $366.12K | New | 0.00% |
| Vanguard Portfolio Management LLC | 36,192 | 0.10% | $324.64K | New | 0.00% |
| Charles Schwab Investment Management Inc | 35,483 | 0.10% | $318.28K | New | 0.00% |
| Vanguard Fiduciary Trust Co | 33,067 | 0.09% | $296.61K | New | 0.00% |
| Ieq Capital, LLC | 30,000 | 0.08% | $269.10K | New | 0.00% |
| Instrumental Wealth, LLC | 29,710 | 0.08% | $266.50K | New | 0.13% |
| Gsa Capital Partners Llp | 18,923 | 0.05% | $170.00K | New | 0.01% |
| New York State Common Retirement Fund | 11,000 | 0.03% | $98.67K | New | 0.00% |
| Morgan Stanley | 8,959 | 0.02% | $80.36K | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 60 | 29M | 81.2% | 60 / 0 | 0 / 0 | 29M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
42 funds held UP in Q2 2026, 85% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of UP | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 164,937 | 0.45% | $1.48M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 126,423 | 0.35% | $1.13M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 77,912 | 0.21% | $698.87K | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 59,703 | 0.16% | $343.29K | 0.00% | Jul 31, 2026 |
| Inspire Small/Mid Cap ETF | 55,349 | 0.15% | $488.18K | 0.15% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 48,550 | 0.13% | $435.49K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 24,550 | 0.07% | $216.53K | 0.00% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 21,901 | 0.06% | $193.17K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 18,516 | 0.05% | $166.09K | 0.01% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 13,527 | 0.04% | $77.78K | 0.00% | Jul 31, 2026 |
| EQ/2000 Managed Volatility Portfolio | 9,672 | 0.03% | $86.76K | 0.00% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 8,070 | 0.02% | $71.18K | 0.00% | May 31, 2026 |
| Fidelity Small Cap Value Index Fund | 7,664 | 0.02% | $68.75K | 0.00% | Jun 30, 2026 |
| Nuveen Small Cap Blend Index Fund | 7,176 | 0.02% | $41.26K | 0.00% | Jul 31, 2026 |
| Master Small Cap Index Series | 7,105 | 0.02% | $63.73K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| George N. Mattson | Chief Executive Officer, Director | 27,791 | 0.08% | May 20, 2026 |
| Meaghan Danielle Wells | Chief Growth Officer | 59,645 | 0.16% | Nov 9, 2026 |
| Kristen Lauria | Chief Marketing Officer | 79,485 | 0.22% | Oct 6, 2026 |
| Alexander Chatkewitz | Chief Accounting Officer | 41,177 | 0.11% | Oct 6, 2026 |
| David L. Holtz | Chief Operating Officer | 76,201 | 0.21% | Oct 6, 2026 |
| David Godsman | Chief Digital Officer | 77,347 | 0.21% | Oct 6, 2026 |
| Brian Joseph Kedzior | Chief People Officer | 67,605 | 0.19% | Oct 6, 2026 |
| Matthew J. Knopf | Chief Legal Officer | 91,521 | 0.25% | Sep 11, 2026 |
| Mark Briffa | Chief Sales Officer | 33,672 | 0.09% | Aug 28, 2026 |
| John Andrew Verkamp | Chief Financial Officer | – | – | Mar 31, 2025 |
| Eric Cabezas | Interim CFO | 313,116 | 0.86% | Mar 14, 2025 |
| Roger N. Farah | Director | 24,305 | 0.07% | Jun 10, 2026 |
| Donald Lee Moak | Director | 33,326 | 0.09% | Jun 10, 2026 |
| Gregory L. Summe | Director | 36,090 | 0.10% | Jun 10, 2026 |
| Erik Storey Snell | Director | – | – | Apr 24, 2026 |
| Timothy M. Armstrong | Director | 404,506 | 1.12% | Jun 11, 2025 |
| Wheels LLC CK | 10% owner | 12,860,891 | 35.45% | Sep 1, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Meaghan Danielle Wells Chief Growth Officer | Nov 9, 2026 | Sale | −2,573 | $2.92 | $7.51K | 57,072 |
| Meaghan Danielle Wells Chief Growth Officer | Nov 4, 2026 | Tax withholding | −829 | $3.07 | $2.55K | 59,645 |
| Meaghan Danielle Wells Chief Growth Officer | Nov 4, 2026 | Tax withholding | −829 | $3.07 | $2.55K | 60,474 |
| Kristen Lauria Chief Marketing Officer | Oct 2, 2026 | Tax withholding | −2,160 | $3.50 | $7.56K | 79,485 |
| Brian Joseph Kedzior Chief People Officer | Oct 2, 2026 | Tax withholding | −2,000 | $3.50 | $7.00K | 67,605 |
| David L. Holtz Chief Operating Officer | Oct 2, 2026 | Tax withholding | −2,237 | $3.50 | $7.83K | 76,201 |
| David Godsman Chief Digital Officer | Oct 2, 2026 | Tax withholding | −1,977 | $3.50 | $6.92K | 77,347 |
| Alexander Chatkewitz Chief Accounting Officer | Oct 2, 2026 | Tax withholding | −1,173 | $3.50 | $4.11K | 41,177 |
| Matthew J. Knopf Chief Legal Officer | Sep 9, 2026 | Tax withholding | −4,345 | $4.04 | $17.55K | 91,521 |
| Meaghan Danielle Wells Chief Growth Officer | Sep 8, 2026 | Sale | −923 | $4.39 | $4.05K | 60,474 |
| Alexander Chatkewitz Chief Accounting Officer | Sep 5, 2026 | Tax withholding | −188 | $4.36 | $820 | 42,350 |
| Wheels LLC CK 10% owner | Aug 31, 2026 | Sale | −9,363 | $4.61 | $43.16K | 12,860,891 |
| Matthew J. Knopf Chief Legal Officer | Aug 26, 2026 | Tax withholding | −377 | $5.06 | $1.91K | 95,866 |
| David L. Holtz Chief Operating Officer | Aug 26, 2026 | Tax withholding | −373 | $5.06 | $1.89K | 78,438 |
| David L. Holtz Chief Operating Officer | Aug 26, 2026 | Tax withholding | −134 | $5.06 | $678 | 78,811 |
| Alexander Chatkewitz Chief Accounting Officer | Aug 26, 2026 | Tax withholding | −274 | $5.06 | $1.39K | 42,538 |
| Kristen Lauria Chief Marketing Officer | Aug 26, 2026 | Tax withholding | −383 | $5.06 | $1.94K | 81,645 |
| Kristen Lauria Chief Marketing Officer | Aug 26, 2026 | Tax withholding | −146 | $5.06 | $739 | 82,028 |
| Meaghan Danielle Wells Chief Growth Officer | Aug 26, 2026 | Tax withholding | −298 | $5.06 | $1.51K | 61,397 |
| Mark Briffa Chief Sales Officer | Aug 26, 2026 | Tax withholding | −646 | $5.06 | $3.27K | 33,672 |
| Mark Briffa Chief Sales Officer | Aug 26, 2026 | Tax withholding | −257 | $5.06 | $1.30K | 34,318 |
| Brian Joseph Kedzior Chief People Officer | Aug 26, 2026 | Tax withholding | −305 | $5.06 | $1.54K | 69,605 |
| Brian Joseph Kedzior Chief People Officer | Aug 26, 2026 | Tax withholding | −105 | $5.06 | $531 | 69,910 |
| David Godsman Chief Digital Officer | Aug 26, 2026 | Tax withholding | −130 | $5.06 | $658 | 79,686 |
| David Godsman Chief Digital Officer | Aug 26, 2026 | Tax withholding | −362 | $5.06 | $1.83K | 79,324 |
| Meaghan Danielle Wells Chief Growth Officer | Aug 10, 2026 | Sale | −4,358 | $5.41 | $23.58K | 61,695 |
| Wheels LLC CK 10% owner | Jun 23, 2026 | Sale | −100 | $7.00 | $700 | 12,870,254 |
| Wheels LLC CK 10% owner | Jun 18, 2026 | Sale | −27,524 | $8.05 | $221.57K | 12,870,354 |
| Wheels LLC CK 10% owner | Jun 17, 2026 | Sale | −5,309 | $8.07 | $42.84K | 12,897,878 |
| Wheels LLC CK 10% owner | Jun 16, 2026 | Sale | −4,021 | $8.15 | $32.77K | 12,903,187 |
| Wheels LLC CK 10% owner | Jun 15, 2026 | Sale | −1,252 | $8.52 | $10.67K | 12,907,208 |
| Mark Briffa Chief Sales Officer | Jun 11, 2026 | Sale | −1,017 | $7.50 | $7.63K | 80,083 |
| Roger N. Farah Director | Jun 9, 2026 | Award | +24,305 | – | – | 24,305 |
| Donald Lee Moak Director | Jun 9, 2026 | Award | +24,305 | – | – | 33,326 |
| Gregory L. Summe Director | Jun 9, 2026 | Award | +24,305 | – | – | 36,090 |
| Alexander Chatkewitz Chief Accounting Officer | Jun 5, 2026 | Tax withholding | −188 | $7.20 | $1.35K | 42,812 |
| David Godsman Chief Digital Officer | Jun 1, 2026 | Tax withholding | −593 | $9.85 | $5.84K | 79,816 |
| Matthew J. Knopf Chief Legal Officer | May 26, 2026 | Tax withholding | −379 | $8.66 | $3.28K | 96,243 |
| Kristen Lauria Chief Marketing Officer | May 26, 2026 | Tax withholding | −383 | $8.66 | $3.32K | 82,174 |
| Kristen Lauria Chief Marketing Officer | May 26, 2026 | Tax withholding | −146 | $8.66 | $1.26K | 82,557 |
| Meaghan Danielle Wells Chief Growth Officer | May 26, 2026 | Tax withholding | −298 | $8.66 | $2.58K | 66,053 |
| Brian Joseph Kedzior Chief People Officer | May 26, 2026 | Tax withholding | −305 | $8.66 | $2.64K | 70,015 |
| Brian Joseph Kedzior Chief People Officer | May 26, 2026 | Tax withholding | −105 | $8.66 | $909 | 70,320 |
| Alexander Chatkewitz Chief Accounting Officer | May 26, 2026 | Tax withholding | −274 | $8.66 | $2.37K | 43,000 |
| David Godsman Chief Digital Officer | May 26, 2026 | Tax withholding | −362 | $8.66 | $3.13K | 80,409 |
| David Godsman Chief Digital Officer | May 26, 2026 | Tax withholding | −130 | $8.66 | $1.13K | 80,771 |
| David L. Holtz Chief Operating Officer | May 26, 2026 | Tax withholding | −135 | $8.66 | $1.17K | 79,321 |
| David L. Holtz Chief Operating Officer | May 26, 2026 | Tax withholding | −376 | $8.66 | $3.26K | 78,945 |
| Mark Briffa Chief Sales Officer | May 26, 2026 | Tax withholding | −646 | $8.66 | $5.59K | 81,100 |
| Mark Briffa Chief Sales Officer | May 26, 2026 | Tax withholding | −257 | $8.66 | $2.23K | 81,746 |
| George N. Mattson Chief Executive Officer, Director | May 18, 2026 | Buy | +1,475 | $5.56 | $8.20K | 27,791 |
| Kristen Lauria Chief Marketing Officer | May 15, 2026 | Tax withholding | −653 | $5.03 | $3.28K | 82,703 |
| George N. Mattson Chief Executive Officer, Director | May 15, 2026 | Buy | +10,029 | $5.13 | $51.45K | 26,316 |
| George N. Mattson Chief Executive Officer, Director | May 14, 2026 | Buy | +1,304 | $5.48 | $7.15K | 16,287 |
| Mark Briffa Chief Sales Officer | May 13, 2026 | Sale | −3,804 | $4.99 | $18.98K | 82,003 |
| George N. Mattson Chief Executive Officer, Director | May 13, 2026 | Buy | +14,983 | $5.30 | $79.41K | 14,983 |
| Alexander Chatkewitz Chief Accounting Officer | Mar 5, 2026 | Tax withholding | −4,240 | $0.56 | $2.37K | 865,539 |
| David L. Holtz Chief Operating Officer | Feb 26, 2026 | Tax withholding | −3,159 | $0.66 | $2.08K | 1,624,536 |
| David L. Holtz Chief Operating Officer | Feb 26, 2026 | Tax withholding | −35,387 | $0.66 | $23.36K | 1,589,149 |
| Kristen Lauria Chief Marketing Officer | Feb 26, 2026 | Tax withholding | −3,438 | $0.66 | $2.27K | 1,703,447 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
10.09%
1M shares short
Days to cover
11.9
At 0M shares a day
Change since last report
+4.3%
From 1M shares
Short volume, 20 days
59.3%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Wheels Up Experience's stock actually held short. Settlement fails (shares not delivered on time) peaked at 43,377 shares on Sep 1, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Meaghan Danielle Wells Officer | Nov 9, 2026 | 2,573 | $7.51K | Nov 9, 2026 | Restricted Stock |
| Mark Briffa Officer | Nov 6, 2026 | 5,357 | $14.07K | Nov 6, 2026 | Restricted Stock |
| Meaghan Danielle Wells Officer | Sep 8, 2026 | 924 | $4.06K | Sep 8, 2026 | Restricted Stock |
| Mark Briffa Officer | Nov 7, 2025 | 86,813 | $106.62K | Nov 7, 2025 | Restricted Stock |
| Meaghan Danielle Wells Officer | Nov 7, 2025 | 47,931 | $58.66K | Nov 7, 2025 | Restricted Stock |
| Mark Briffa Officer | Sep 11, 2025 | 9,904 | $21.54K | Sep 11, 2025 | Restricted Stock |
| David L. Holtz Officer | Aug 29, 2025 | 36,318 | $106.12K | Aug 29, 2025 | Restricted stock vesting under a registered plan |
| Mark Briffa Officer | Aug 28, 2025 | 5,780 | $17.10K | Aug 28, 2025 | Restricted Stock |
| Donald Lee Moak Director | Aug 27, 2025 | 43,166 | $134.19K | Aug 27, 2025 | Restricted Stock |
| Brian Joseph Kedzior Officer | Aug 26, 2025 | 25,000 | $73.54K | Aug 26, 2025 | Restricted Stock |
| Mark Briffa Officer | Aug 26, 2025 | 5,780 | $17.34K | Aug 26, 2025 | Restricted Stock |
| David Godsman Officer | Aug 26, 2025 | 75,000 | $212.15K | Aug 26, 2025 | Restricted Stock |
| Alexander Chatkewitz Officer | Aug 15, 2025 | 23,959 | $34.95K | Aug 15, 2025 | Restricted Stock |
| Mark Briffa Officer | Mar 13, 2025 | 28,717 | $30.41K | Mar 13, 2025 | Restricted Stock |
| Donald Lee Moak Officer | Nov 26, 2024 | 21,766 | $53.76K | Nov 26, 2024 | Open Market Purchase |
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