Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WHEELS UP EXPERIENCE INC (UP)

90 + Investors. Track Smart Money conviction in UP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -24
Streak
3Q ▼
Buyers last Q
38%

Smart Money Signals — UP

Based on 88 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their UP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 51% of 3.0Y high

51% of all-time peak
Only 88 funds hold UP today versus a peak of 171 funds at 2023 Q1 — just 51% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 16% fewer funds vs a year ago

fund count last 6Q
17 fewer hedge funds hold UP compared to a year ago (-16% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 38% buying

38 buying62 selling
Last quarter: 62 funds sold vs only 38 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 27 → 33 → 25 → 15. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 32% medium ■ 16% new
46 out of 88 hedge funds have held UP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +0%, value -64%

Value
-64%
Shares
+0%
Last quarter: funds added +0% more shares while total portfolio value only changed -64%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

18 → 27 → 33 → 25 → 15 new funds/Q
New funds entering each quarter: 27 → 33 → 25 → 15. UP is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 16% 1-2yr ■ 18% new
Of 93 current holders: 61 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
24 of 88 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
1.5
out of 10
Low Exit Risk
Exit risk score 1.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UP

In 2025 Q4, 38 hedge funds were net buyers of UP (15 opened a new position, 23 added to an existing one), while 62 reduced or exited (23 trimmed, 39 sold completely) — a 38% buyer ratio, indicating net institutional distribution. This extends a 3-quarter selling streak, suggesting sustained institutional caution. Net fund flow last quarter: -24 funds (more exits than new entries). Total institutional holders: 88.

Hedge Fund Ownership: UP

How many hedge funds hold UP — quarterly history vs. share price
Quarterly hedge fund ownership of UP vs. share price

Market Analysis: UP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 1 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: UP
2026 Q1 Stats Unlock in 4 days 90 + Investors

Track Smart Money conviction in UP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 90 118 -23.73%
13F Shares 557M 556M 0.1%
Total Value $366M $1.02B -64.27%
New Positions 15 27 -12
Increased Positions 29 25 +4
Closed Positions 42 28 +14
Reduced Positions 35 35 -
Total Calls 3 6 -50.0%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: UP

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

90 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of UP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DELTA AIR LINES, INC. 36.05% 263,369,307 $136.2M
2 Knighthead Capital Management, LLC 8.77% 258,169,208 $133.3M
3 Kore Advisors LP 8.45% 15,194,884 $7.8M
4 J. Derek Lewis & Associates Inc. 0.08% 541,965 $356K
5 INSTRUMENTAL WEALTH, LLC 0.07% 234,221 $121K
6 MASTERS CAPITAL MANAGEMENT LLC 0.07% 4,000,000 $2.1M
7 Inspire Investing, LLC 0.05% 1,061,623 $548K
8 BROWN WEALTH MANAGEMENT, LLC 0.01% 100,000 $52K
9 IFC & Insurance Marketing, Inc. 0.01% 16,456 $8K
10 Arcus Capital Partners, LLC 0.00% 17,508 $11K
11 TWO SIGMA SECURITIES, LLC 0.00% 45,945 $24K
12 LRI Investments, LLC 0.00% 59,000 $30K
13 Capital Square, LLC 0.00% 12,200 $5K
14 XTX Topco Ltd 0.00% 229,783 $119K
15 Rooted Wealth Advisors, Inc. 0.00% 20,041 $8K
16 Virtu Financial LLC 0.00% 92,333 —
17 Keudell/Morrison Wealth Management 0.00% 16,962 $9K
18 CCG WEALTH MANAGEMENT, LLC 0.00% 11,500 $6K
19 SWAN Capital LLC 0.00% 6,010 $3K
20 Wilkerson Advisory Group LLC 0.00% 5,000 $3K
21 MITCHELL MCLEOD PUGH & WILLIAMS INC 0.00% 10,060 $5K
22 Marex Group plc 0.00% 13,900 $26K
23 OMERS ADMINISTRATION Corp 0.00% 209,900 $108K
24 PETERSON WEALTH MANAGEMENT 0.00% 2,000 $1K
25 WPG Advisers, LLC 0.00% 1,475 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WHEELS UP EXPERIENCE INC (UP)

What does the Smart Money Trend signal show for UP?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their UP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UP?

Heavy selling pressure — only 38% buying: Last quarter: 62 funds sold vs only 38 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for UP holders?

Smaller funds dominant — 2% AUM from top-100: 24 of 88 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held UP?

52% of holders stayed for 2+ years: 46 out of 88 hedge funds have held UP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.