Wheels Up Experience Inc (UP): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Wheels Up Experience Inc (UP) following the 2026 Q1 hedge fund 13F filings?

As of today, UP has moved +55.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of +50.4%. Since the quarter end (March 31, 2026), UP gained -24.2% vs +11.9% for XLI. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

Wheels Up Experience Inc (UP)

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

Smart Money Signals — UP

Based on 95 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added UP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

📊

High ownership — 80% of 3.0Y peak

80% of all-time peak

95 funds currently hold this stock — 80% of the 3.0-year high of 119 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 20% fewer funds vs a year ago

fund count last 6Q

24 fewer hedge funds hold UP compared to a year ago (-20% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟡

Slight buying edge — 52% buying

46 buying42 selling

Last quarter: 46 funds bought or added vs 42 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter

Funds opening a new UP position: 33 → 25 → 15 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 27% medium ■ 27% new

43 out of 95 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 -22%

Value

-21%

Last quarter: funds added -0% more shares while total portfolio value only changed -22%. 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

27 → 33 → 25 → 15 → 28 new funds/Q

New funds entering each quarter: 33 → 25 → 15 → 28. 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.

🏛️

Veteran-anchored — 57% veterans vs 28% newcomers

■ 57% veterans ■ 15% 1-2yr ■ 28% new

Entry-cohort mix of 101 holders: 58 (57%) are 2+ year veterans, 15 entered 1–2 years ago, and 28 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds

21 of 95 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

2.7

out of 10

Low Exit Risk

Exit risk score 2.7/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	94	88	6.82%
13F Shares	555M	557M	-0.33%
Total Value	$287M	$366M	-21.55%
New Positions	27	15	+12
Increased Positions	17	22	-5
Closed Positions	21	39	-18
Reduced Positions	19	22	-3
Total Calls	3	3	-
Total Puts	3	3	-
PUT/CALL Ratio	1.0	1.0	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

6.82%

13F Shares

555M

557M

-0.33%

Total Value

$287M

$366M

-21.55%

New Positions

+12

Increased Positions

-5

Closed Positions

-18

Reduced Positions

-3

Total Calls

Total Puts

PUT/CALL Ratio

1.0

Neutral

Institutional Holders (2026 Q1)

94 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 UP holders by conviction (% of portfolio weight) — 2026 Q1 · 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	Unconventional Investor, LLC	0.00%	16,666	$9K
12	WNY Asset Management, LLC	0.00%	75,000	$39K
13	Two Sigma Securities, LLC	0.00%	45,945	$24K
14	LRI Investments, LLC	0.00%	59,000	$30K
15	Capital Square, LLC	0.00%	12,200	$5K
16	XTX Topco Ltd	0.00%	229,783	$119K
17	Rooted Wealth Advisors, Inc.	0.00%	20,041	$8K
18	Keudell/Morrison Wealth Management	0.00%	16,962	$9K
19	Ccg Wealth Management, LLC	0.00%	11,500	$6K
20	SWAN Capital LLC	0.00%	6,010	$3K
21	Wilkerson Advisory Group LLC	0.00%	5,000	$3K
22	Mitchell Mcleod Pugh & Williams Inc	0.00%	10,060	$5K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added UP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UP?

Slight buying edge — 52% buying: Last quarter: 46 funds bought or added vs 42 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UP holders?

Smaller funds dominant — 1% AUM from top-100: 21 of 95 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held UP?

45% of holders stayed for 2+ years: 43 out of 95 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.

Is it too late to buy Wheels Up Experience Inc (UP) following the 2026 Q1 hedge fund 13F filings?

As of today, UP has moved +55.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of +50.4%. Since the quarter end (March 31, 2026), UP has gained -24.2% vs +11.9% for XLI. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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.

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Wheels Up Experience Inc (UP)

Smart Money Signals — UP

Buying streak — 1 quarter in a row

High ownership — 80% of 3.0Y peak

Outflows — 20% fewer funds vs a year ago

Slight buying edge — 52% buying

More new buyers each quarter (+13 vs last Q)

45% of holders stayed for 2+ years

Buying through price weakness — shares -0%, value -22%

Peak discovery — momentum slowing

Veteran-anchored — 57% veterans vs 28% newcomers

Smaller funds dominant — 1% AUM from top-100

Institutional Sentiment Summary — UP

Hedge Fund Ownership: UP

Market Analysis: UP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: UP

Is It Too Late to Buy Wheels Up Experience Inc (UP) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: UP

Statistics: UP

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Wheels Up Experience Inc (UP)

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