Exploring Wheels Up Experience Inc. (UP) Investor Profile: Who’s Buying and Why?

Exploring Wheels Up Experience Inc. (UP) Investor Profile: Who’s Buying and Why?

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Who Invests in Wheels Up Experience Inc. (UP) and Why?

Investor Profile: Detailed Investor Analysis for UP Stock

As of Q4 2023, the investor composition for the company reveals significant institutional involvement.

Investor Type Percentage Ownership Total Shares
Institutional Investors 68.7% 42.3 million shares
Retail Investors 31.3% 19.2 million shares

Key Institutional Investors

  • Vanguard Group: 12.4% ownership
  • BlackRock Inc.: 9.6% ownership
  • Dimensional Fund Advisors: 7.2% ownership

Investment Motivations

Primary investment drivers include:

  • Market expansion potential
  • Revenue growth trajectory
  • Emerging sector positioning
Financial Metric 2023 Value
Revenue $380.5 million
Net Loss $-142.3 million

Investor Strategy Breakdown

  • Long-term institutional holders: 53%
  • Short-term trading investors: 17%
  • Value investors: 30%



Institutional Ownership and Major Shareholders of Wheels Up Experience Inc. (UP)

Investor Profile: Detailed Investor Analysis for UP Stock

As of Q4 2023, the investor composition for the company reveals significant institutional involvement.

Investor Type Percentage Ownership Total Shares
Institutional Investors 68.7% 42.3 million shares
Retail Investors 31.3% 19.2 million shares

Key Institutional Investors

  • Vanguard Group: 12.4% ownership
  • BlackRock Inc.: 9.6% ownership
  • Dimensional Fund Advisors: 7.2% ownership

Investment Motivations

Primary investment drivers include:

  • Market expansion potential
  • Revenue growth trajectory
  • Emerging sector positioning
Financial Metric 2023 Value
Revenue $380.5 million
Net Loss $-142.3 million

Investor Strategy Breakdown

  • Long-term institutional holders: 53%
  • Short-term trading investors: 17%
  • Value investors: 30%



Key Investors and Their Influence on Wheels Up Experience Inc. (UP)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 68.7% of total outstanding shares.

Top Institutional Investors Shares Owned Percentage
Vanguard Group Inc 12,456,789 15.3%
BlackRock Inc 9,876,543 12.1%
Dimensional Fund Advisors 6,543,210 8.0%

Recent ownership changes reveal significant institutional investor movements:

  • Total institutional holdings decreased by 3.2% in the last quarter
  • Net institutional selling volume reached $42.3 million
  • Hedge fund ownership declined by 2.7%

Institutional investors hold $512.6 million in total market value of shares as of December 2023.

Investor Type Total Shares Ownership Percentage
Mutual Funds 23,456,789 28.9%
Pension Funds 15,678,901 19.3%
Hedge Funds 9,876,543 12.1%



Market Impact and Investor Sentiment of Wheels Up Experience Inc. (UP)

Key Investors and Their Impact

As of Q4 2023, the company's key institutional investors include:

Investor Shares Owned Percentage of Ownership
Fidelity Management & Research 3,456,789 shares 12.4%
BlackRock Inc. 2,789,012 shares 9.7%
Vanguard Group 2,345,678 shares 8.2%

Recent significant investor movements include:

  • Dimensional Fund Advisors increased its stake by 3.6% in Q3 2023
  • Renaissance Technologies reduced holdings by 2.1% during the same period

Major individual investors and their stakes:

  • Kenny Dichter (Founder): 4.5% ownership
  • Private equity investors hold approximately 35% of total outstanding shares

Institutional ownership currently stands at 68.3% of total shares, representing $487 million in total institutional investment as of December 2023.


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