Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wheels Up Experience Inc (UP)

0 + 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
↓ -35
Streak
1Q ▼
Buyers last Q
23%

Smart Money Signals — UP

Based on 60 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 50% of 3.0Y high

50% of all-time peak
Only 60 funds hold UP today versus a peak of 119 funds at 2025 Q1 — just 50% 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 — 48% fewer funds vs a year ago

fund count last 6Q
55 fewer hedge funds hold UP compared to a year ago (-48% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 23% buying

28 buying92 selling
Last quarter: 92 funds sold vs only 28 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 16 → 28 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 32% medium ■ 17% new
31 out of 60 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.
💰

Price up while funds trimmed (-8% value, -95% shares)

Value
-7%
Shares
-94%
Last quarter: total value of institutional UP holdings rose -8% even though funds reduced share count by 95%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

33 → 25 → 16 → 28 → 24 new funds/Q
New funds entering each quarter: 25 → 16 → 28 → 24. A growing number of institutions are discovering UP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 16% newcomers

■ 66% veterans ■ 18% 1-2yr ■ 16% new
Entry-cohort mix of 61 holders: 40 (66%) are 2+ year veterans, 11 entered 1–2 years ago, and 10 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
17 of 59 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.
2.3
out of 10
Low Exit Risk
Exit risk score 2.3/10 — 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 2026 Q2, 28 hedge funds were net buyers of UP (24 opened a new position, 4 added to an existing one), while 92 reduced or exited (33 trimmed, 59 sold completely) — a 23% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -35 funds (more exits than new entries). Total institutional holders: 60.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: UP
2026 Q3 Stats Unlock in 7 days 0 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 0 95 -100.0%
13F Shares 0 555M -100.0%
Total Value $0 $287M -100.0%
New Positions 0 28 -28
Increased Positions 0 17 -17
Closed Positions 95 22 +73
Reduced Positions 0 19 -19
Total Calls 0 3 -100.0%
Total Puts 0 3 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: UP

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Valuation Measures Data as of: --

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Enterprise Value --
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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
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

0 + 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 UP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Delta Air Lines, INC. 30.25% 13,168,465 $118.1M
2 Knighthead Capital Management, LLC 9.84% 12,908,460 $115.8M
3 Kore Advisors LP 7.18% 770,231 $6.9M
4 Instrumental Wealth, LLC 0.13% 29,710 $266K
5 Whitebox Advisors LLC 0.12% 1,021,597 $9.2M
6 Masters Capital Management LLC 0.07% 300,000 $2.7M
7 Inspire Investing, LLC 0.03% 80,376 $721K
8 State of Wyoming 0.00% 4,696 $42K
9 Ieq Capital, LLC 0.00% 30,000 $269K
10 SWAN Capital LLC 0.00% 300 $3K
11 WPG Advisers, LLC 0.00% 73 —
12 SJS Investment Consulting Inc. 0.00% 250 $2K
13 Gables Capital Management INC. 0.00% 53 —
14 Quarry LP 0.00% 212 $2K
15 Atlatl Advisers LLC 0.00% 70 —
16 New York State Common Retirement Fund 0.00% 11,000 $99K
17 Ameritas Investment Partners, Inc. 0.00% 494 $4K
18 UBS Group AG 0.00% 90,936 $816K
19 Susquehanna International Group, LLP 0.00% 146,700 $1.3M
20 Tower Research Capital LLC (TRC) 0.00% 309 $3K
21 Vanguard Fiduciary Trust Co 0.00% 33,067 $297K
22 SBI Securities Co., Ltd. 0.00% 260 $2K
23 BlackRock, Inc. 0.00% 391,189 $3.5M
24 Vanguard Capital Management LLC 0.00% 218,479 $2.0M
25 Group One Trading LLC 0.00% 3,269 $29K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 23% buying: Last quarter: 92 funds sold vs only 28 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: 17 of 59 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: 31 out of 60 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.

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