How many institutions own UP stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own UP shares is 142, representing 86.32% of the company's common stock.

Who are the major shareholders selling Wheels Up Experience Inc. stock?

KORE ADVISORS LP, in the last quarter, reduced its stake in UP by -26.88% restricting it's holding to 17.01 million shares of worth nearly $31.29M. MANUFACTURERS LIFE INSURANCE COMPANY, THE also lessened -82.02% of the UP shares from its portfolio, reducing its holding to 12.28 thousand shares of worth $22.59K. SG AMERICAS SECURITIES, LLC also shunned UP shares holding by -73.22% last quarter which brought its holding to 10.97 thousand shares worth $20.00K.

Investors who are buying UP stock?

As per its latest 13F filing, VANGUARD GROUP INC increased its stake in UP by 9.84% in the last quarter. The institutional holder raised its holding to 3.61 million shares having worth more than $6.65M. CONCURRENT INVESTMENT ADVISORS, LLC also added 100% more shares of UP to its portfolio, raising its holding to 10 thousand shares of worth $18.40K. MEANS INVESTMENT CO., INC. also increased its UP shares holding by 100% which brought its holding to 12 thousand shares worth $22.08K.

UP's major insiders: who are they?

The insider with the most stakes in UP is CK Wheels LLC , 10 percent owner at the company. Additionally, UP stock is highly held by Chief Executive Officer Dichter Kenneth H and President Hegde Vinayak among others.

Did an insider recently sell UP stock?

Company executives, directors, and other insiders own 13.23% percent of Wheels Up Experience Inc.'s stock. Within the last six months, there have been 10 transaction(s) in which UP insiders have sold stock, totaling 359.65K shares. Insiders that have sold shares include BRIFFA MARK, WELLS MEAGHAN DANIELLE, and HOLTZ DAVID L.

Which insider recently purchased UP stock?

There have been 0 transaction(s) during the past 6-months in which Wheels Up Experience Inc. insiders have bought stock, totalling 0 shares

How much of UP does insiders own?

Around 8.04M Wheels Up Experience Inc. shares are held by insiders, which represents about 13.23% of UP stock.

Who is the insider with the largest stake?

UP 10 percent owner, CK Wheels LLC holds the largest portfolio of the company's shares. UP shares owned by CK total nearly 258.17 million.

Which institution holds the most shares in UP?

VANGUARD GROUP INC is the largest institutional owner in UP which holds 3.61 million shares worth $6.65M or 0.52% of the total UP shares outstanding followed by KORE ADVISORS LP with ownership of 17.01 million shares representing 2.43% of the UP ownership. DELTA AIR LINES, INC. is the third largest stakeholder with 263.37 million shares or 37.68% of the ownership worth more than $484.60M.

Is Wheels Up Experience Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the UP is concerned, it is a stock which is optionable.

Is there a short position on UP's shares?

Number of UP shares short is 9.99M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding UP shares are there?

As of today, 698.80M shares of UP are outstanding.

Is there many float in UP stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, UP has 41.23M shares in float.

UP short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for UP is 1.66.

Wheels Up Experience (UP) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares1.43

Short Percent Of Float11.08

Shares Outstanding698.80M

Shares Float41.23M

Shares Short9.99M

Short Ratio1.66

11.08%

Short % of Float

1.43%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

13.23% Percentage of Shares held by All Insiders

86.32% Percentage of Shares held by All Institutions

99.48% Percentage of Float held by Institutions

142

Number of Institutions Holding Shares

Institutional Ownership

About 86.32% of UP shares are held by financial institutions. VANGUARD GROUP INC is the top corporate investor, holding 3.61M shares valued at $6.65M. A 0.52% stake in Wheels Up Experience Inc. is owned by the company. KORE ADVISORS LP owns 17.01M shares valued at $31.29M, which translates its holding of 2.43% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	VANGUARD GROUP INC	0.52%	3.61M	6.65M	323.95K	+9.84%
Sep 30, 2025	KORE ADVISORS LP	2.43%	17.01M	31.29M	-6.25M	-26.88%
Sep 30, 2025	DELTA AIR LINES, INC.	37.68%	263.37M	484.6M	0	0
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0%	10K	18.4K	10K	+100.00%
Sep 30, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0%	10K	18.4K	0	0
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	12.28K	22.59K	-56.01K	-82.02%
Sep 30, 2025	MEANS INVESTMENT CO., INC.	0%	12K	22.08K	12K	+100.00%
Sep 30, 2025	MITCHELL MCLEOD PUGH & WILLIAMS INC	0%	10.06K	14.89K	0	0
Sep 30, 2025	NORTHSTAR GROUP, INC.	0%	10.36K	19.06K	0	0
Sep 30, 2025	SG AMERICAS SECURITIES, LLC	0%	10.97K	20K	-29.99K	-73.22%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0%	11.28K	20.76K	2	+0.02%
Sep 30, 2025	CCG WEALTH MANAGEMENT, LLC	0%	11.5K	21.16K	0	0
Sep 30, 2025	BEAR MOUNTAIN CAPITAL, INC.	0%	12	18	0	0
Sep 30, 2025	CALLAN FAMILY OFFICE, LLC	0%	15.64K	28.77K	0	0
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	16	29	-8.53K	-99.81%
Sep 30, 2025	AUDENT GLOBAL ASSET MANAGEMENT, LLC	0%	16.21K	29.83K	0	0
Sep 30, 2025	EWA, LLC	0%	16.74K	30.81K	438	+2.69%
Sep 30, 2025	ARCUS CAPITAL PARTNERS, LLC	0%	17.51K	32.22K	0	0
Sep 30, 2025	WEALTHSHIELD PARTNERS, LLC	0%	18.2K	33.48K	18.2K	+100.00%
Sep 30, 2025	ANNEX ADVISORY SERVICES, LLC	0%	18.47K	33.99K	0	0
Sep 30, 2025	CIBC ASSET MANAGEMENT INC	0%	21.44K	39.45K	0	0
Sep 30, 2025	ROOTED WEALTH ADVISORS, INC.	0%	25K	48.75K	25K	+100.00%
Sep 30, 2025	FIFTH THIRD BANCORP	0%	30	55	0	0
Sep 30, 2025	VALEO FINANCIAL ADVISORS, LLC	0%	30K	55.2K	30K	+100.00%
Sep 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0%	33.6K	61.82K	-6.94K	-17.12%
Sep 30, 2025	INSTRUMENTAL WEALTH, LLC	0%	114.92K	150.55K	-5.32K	-4.42%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	235	432	0	0
Sep 30, 2025	INSPIRE INVESTING, LLC	0%	251.38K	462.55K	251.38K	+100.00%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0%	300	552	300	+100.00%
Sep 30, 2025	RHUMBLINE ADVISERS	0%	788	1.45K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1.24K	2.28K	211	+20.51%
Sep 30, 2025	CITIGROUP INC	0%	2.29K	4.22K	-27.28K	-92.25%
Sep 30, 2025	GABLES CAPITAL MANAGEMENT INC.	0%	2.73K	5.01K	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0%	2.85K	5.25K	-1.7K	-37.33%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	6.41K	11.79K	-1.54K	-19.32%
Sep 30, 2025	GROUP ONE TRADING, L.P.	0.05%	359.11K	660.76M	342.64K	+2,080.11%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0%	6.88K	12.66K	6.88K	+100.00%
Sep 30, 2025	SIMPLEX TRADING, LLC	0.02%	152.48K	280K	149.48K	+4,980.94%
Sep 30, 2025	MARINER, LLC	0.02%	169.46K	311.8K	-1.56K	-0.91%
Sep 30, 2025	NORTHERN TRUST CORP	0.04%	253.93K	467.23K	-17.67K	-6.51%
Sep 30, 2025	UBS GROUP AG	0.04%	257.69K	474.16K	204.21K	+381.77%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.04%	305.42K	561.97K	237.64K	+350.60%
Sep 30, 2025	MILITIA CAPITAL PARTNERS, LP	0.05%	349.79K	643.62K	349.79K	+100.00%
Sep 30, 2025	STATE STREET CORP	0.06%	412.53K	759.06K	0	0
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.08%	570.33K	1.05M	-5.85K	-1.02%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.02%	106.14K	195.3K	33.68K	+46.48%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	427.6K	786.78K	427.6K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	103.23K	203.94K	101.13K	+4,822.75%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.14%	958.91K	1.77M	4.33K	+0.45%
Sep 30, 2025	ROYAL BANK OF CANADA	0%	8K	14K	-38.92K	-82.95%
Sep 30, 2025	MASTERS CAPITAL MANAGEMENT LLC	0.14%	1M	1.84M	0	0
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.19%	1.3M	2.38M	-516.18K	-28.50%
Sep 30, 2025	BLACKROCK, INC.	0.19%	1.34M	2.47M	-415.35K	-23.66%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.02%	147.91K	272.16K	147.91K	+100.00%
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.01%	75.03K	138.05K	0	0
Sep 30, 2025	COLONY GROUP, LLC	0.01%	66.88K	123.06K	-1.52K	-2.22%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.01%	37.44K	68.89K	37.44K	+100.00%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0%	15.03K	27.66K	0	0
Sep 30, 2025	CAPITAL SQUARE, LLC	0%	13.24K	24.36K	0	0
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.01%	95.58K	175.86K	-453.1K	-82.58%
Sep 30, 2025	CATALYST FUNDS MANAGEMENT PTY LTD	0.01%	77.67K	142.91K	27.47K	+54.72%
Sep 30, 2025		0.01%	75.03K	138.05K	75.03K	+100.00%
Sep 30, 2025	WOLVERINE TRADING, LLC	0.01%	45.12K	82.56K	45.12K	+100.00%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.01%	49.05K	90.26K	-1.82K	-3.58%
Sep 30, 2025	CITADEL ADVISORS LLC	0%	30.97K	56.99K	30.97K	+100.00%
Sep 30, 2025	ENGINEERS GATE MANAGER LP	0%	19.77K	36.38K	-17.81K	-47.39%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0%	13.95K	25.67K	1.95K	+16.23%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0%	13.8K	25.38K	0	0
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0%	13.65K	25.12K	13.65K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0%	12.39K	22.8K	-4.55K	-26.84%
Sep 30, 2025	MORGAN STANLEY	0.02%	137.1K	252.26K	-38.45K	-21.90%
Sep 30, 2025	FMR LLC	0.02%	111.95K	205.99K	-208	-0.19%
Sep 30, 2025	SQUAREPOINT OPS LLC	0%	21.98K	40.43K	-25.14K	-53.35%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0%	20K	36.8K	20K	+100.00%
Sep 30, 2025	CREATIVE PLANNING	0%	19.45K	35.79K	-4.02K	-17.13%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0%	18.96K	34.89K	5.15K	+37.27%
Sep 30, 2025	TWO SIGMA SECURITIES, LLC	0%	18.16K	33.42K	18.16K	+100.00%
Sep 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0%	15.74K	28.97K	15.74K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	12.71K	23.39K	-439	-3.34%
Sep 30, 2025	JANE STREET GROUP, LLC	0%	15.8K	29.07M	15.8K	+100.00%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0%	10.64K	19.58K	0	0
Sep 30, 2025	XTX TOPCO LTD	0%	10.62K	19.54K	-121.48K	-91.96%
Sep 30, 2025	BROWN BROTHERS HARRIMAN & CO	0%	10.36K	19.06K	0	0
Sep 30, 2025	SUMMIT TRAIL ADVISORS, LLC	0%	10.23K	18.82K	0	0
Jun 30, 2025	JAIN GLOBAL LLC	0%	126.5K	135.36K	126.5K	+100.00%
Jun 30, 2025	ASTER CAPITAL MANAGEMENT (DIFC) LTD	0%	118.07K	126.34K	114.79K	+3,492.15%
Jun 30, 2025	QUANTESSENCE CAPITAL LLC	0%	66.96K	71.65K	66.96K	+100.00%
Jun 30, 2025	CATALYST FUNDS MANAGEMENT PTY LTD	0%	50.2K	53.71K	50.2K	+100.00%
Jun 30, 2025	IFP ADVISORS, INC	0%	3.12K	3.34K	118	+3.93%
Jun 30, 2025	JANE STREET GROUP, LLC	0%	742.72K	794.71K	742.72K	+100.00%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	576.18K	616.51K	-207.87K	-26.51%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0%	548.68K	587.09K	383.82K	+232.82%
Jun 30, 2025	STATE STREET CORP	0%	412.53K	441.41K	-1.21M	-74.60%
Jun 30, 2025	NORTHERN TRUST CORP	0%	271.6K	290.61K	-551.39K	-67.00%
Jun 30, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	0%	160.73K	171.98K	160.73K	+100.00%
Jun 30, 2025	XTX TOPCO LTD	0%	132.11K	141.35K	132.11K	+100.00%
Jun 30, 2025	INSTRUMENTAL WEALTH, LLC	0%	120.24K	164.73K	0	0
Jun 30, 2025	FMR LLC	0%	112.16K	120.01K	-251	-0.22%
Jun 30, 2025	NEA MANAGEMENT COMPANY, LLC	0%	106.13K	113.55K	0	0
Jun 30, 2025	HRT FINANCIAL LP	0%	96.39K	103K	96.39K	+100.00%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	89.34K	95.59K	79.74K	+830.82%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	75.03K	80.28K	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0%	72.46K	77.53K	72.46K	+100.00%
Jun 30, 2025		0.01%	50.2K	53.71K	50.2K	+100.00%
Jun 30, 2025	UBS GROUP AG	0%	53.49K	57.23K	-145.66K	-73.14%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0%	50.88K	54.44K	9.2K	+22.08%
Jun 30, 2025	SQUAREPOINT OPS LLC	0%	47.11K	50.41K	47.11K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0%	46.92K	50K	42.74K	+1,022.22%
Jun 30, 2025	SG AMERICAS SECURITIES, LLC	0%	40.97K	44K	-299	-0.72%
Jun 30, 2025	VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0%	40.53K	43.37K	26.92K	+197.67%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0%	37.59K	40.22K	37.59K	+100.00%
Jun 30, 2025	IEQ CAPITAL, LLC	0%	35.74K	38.24K	9.43K	+35.82%
Jun 30, 2025	LAURION CAPITAL MANAGEMENT LP	0%	35.52K	38.01K	35.52K	+100.00%
Jun 30, 2025	CITIGROUP INC	0%	29.57K	31.64K	-35.89K	-54.82%
Jun 30, 2025	POINT72 ASIA (SINGAPORE) PTE. LTD.	0%	27.77K	29.72K	27.77K	+100.00%
Jun 30, 2025	BECK MACK & OLIVER LLC	0%	25K	26.75K	25K	+100.00%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	68.29K	73.07K	-35.18K	-34.00%
Jun 30, 2025	DELTA AIR LINES, INC.	0.04%	263.37M	281.81M	0	0
Jun 30, 2025	KORE ADVISORS LP	0%	23.26M	24.89M	-375.13K	-1.59%
Jun 30, 2025	BLACKROCK, INC.	0%	1.76M	1.88M	-4.29M	-70.98%
Jun 30, 2025	COLONY GROUP, LLC	0%	68.4K	73.18K	692	+1.02%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0%	67.78K	72.53K	67.78K	+100.00%
Jun 30, 2025	CVA FAMILY OFFICE, LLC	0%	60.85K	65.11K	0	0
Jun 30, 2025	CAPITAL SQUARE, LLC	0%	13.24K	21.18K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	13.15K	14.07K	-10	-0.08%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0%	12K	12.85K	1K	+9.11%
Jun 30, 2025	CCG WEALTH MANAGEMENT, LLC	0%	11.5K	12.31K	11.5K	+100.00%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0%	10.64K	11.39K	0	0
Jun 30, 2025	NORTHSTAR GROUP, INC.	0%	10.36K	11.08K	0	0
Jun 30, 2025	BROWN BROTHERS HARRIMAN & CO	0%	10.36K	11.08K	0	0
Jun 30, 2025	MASTERS CAPITAL MANAGEMENT LLC	0%	1M	1.07M	1M	+100.00%
Jun 30, 2025	MARSHALL WACE, LLP	0%	207.93K	222.48K	207.93K	+100.00%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0%	184.86K	197.8K	184.86K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0%	175.55K	187.84K	29.66K	+20.33%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0%	324.96K	347.71K	170.21K	+109.98%
Jun 30, 2025	MARINER, LLC	0%	171.01K	182.99K	4.01K	+2.40%
Jun 30, 2025	DRW SECURITIES, LLC	0%	24.1K	25.79K	24.1K	+100.00%
Jun 30, 2025	HUDSON BAY CAPITAL MANAGEMENT LP	0%	23.63K	25.28K	23.63K	+100.00%
Jun 30, 2025	GROUND SWELL CAPITAL, LLC	0%	22.5K	24.08K	22.5K	+100.00%
Jun 30, 2025	ANNEX ADVISORY SERVICES, LLC	0%	18.47K	19.76K	0	0
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0%	18.25K	19.53K	0	0
Jun 30, 2025	CERITY PARTNERS LLC	0%	17.95K	19.21K	17.95K	+100.00%
Jun 30, 2025	ARCUS CAPITAL PARTNERS, LLC	0%	17.51K	18.73K	0	0
Jun 30, 2025	EWA, LLC	0%	16.31K	17.45K	-26.45K	-61.86%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0%	15.03K	16.08K	15.03K	+100.00%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0%	13.8K	14.76K	0	0
Jun 30, 2025	CWM, LLC	0%	24.88K	27K	10.83K	+77.04%
Jun 30, 2025	CREATIVE PLANNING	0%	23.47K	25.11K	23.47K	+100.00%
Jun 30, 2025	CIBC ASSET MANAGEMENT INC	0%	21.44K	22.94K	0	0
Jun 30, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0%	17.33K	18.54K	17.33K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	17.31K	18.52K	-23.98K	-58.08%
Jun 30, 2025	LPL FINANCIAL LLC	0%	16.93K	18.12K	-2K	-10.56%
Jun 30, 2025	GROUP ONE TRADING, L.P.	0%	16.47K	17.63K	1.2K	+7.87%
Jun 30, 2025	AUDENT GLOBAL ASSET MANAGEMENT, LLC	0%	16.21K	17.34K	0	0
Jun 30, 2025	CALLAN FAMILY OFFICE, LLC	0%	15.64K	16.73K	15.64K	+100.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0%	13.81K	14.78K	266	+1.96%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0%	11.28K	12.07K	-181.61K	-94.15%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	8.55K	9.14K	2.94K	+52.36%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	7.95K	8.5K	2.81K	+54.78%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	4.55K	4.87K	-42.1K	-90.24%
Jun 30, 2025	BARCLAYS PLC	0%	3.61K	4K	-93.78K	-96.29%
Jun 30, 2025	SIMPLEX TRADING, LLC	0%	3K	3K	3K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	2.1K	2.24K	6	+0.29%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1.03K	1.1K	-43.06K	-97.67%
Jun 30, 2025	NISA INVESTMENT ADVISORS, LLC	0%	904	967	351	+63.47%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	235	251	0	0
Jun 30, 2025	VANGUARD GROUP INC	0%	3.29M	3.52M	-3.36M	-50.52%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0%	1.81M	1.94M	1.43M	+374.37%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0%	954.58K	1.02M	-1.05M	-52.40%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	159.26K	170.41K	36.1K	+29.31%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0%	104.5K	111.82K	104.5K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0%	36K	38.52K	10.1K	+39.00%
Mar 31, 2025	BARCLAYS PLC	0%	97.39K	98K	-44.66K	-31.44%
Mar 31, 2025	UBS GROUP AG	0%	199.14K	201.14K	-8.39K	-4.04%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0%	381.86K	385.68K	381.86K	+100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0%	24.2K	24.44K	-48.3K	-66.62%
Mar 31, 2025	MORGAN STANLEY	0%	145.89K	147.34K	-69.56K	-32.29%
Mar 31, 2025		0%	147.02K	148.49K	147.02K	+100.00%
Mar 31, 2025	SG AMERICAS SECURITIES, LLC	0%	41.26K	42K	-7.26K	-14.97%
Mar 31, 2025	CLEAR STREET LLC	0%	25.9K	26.16K	25.9K	+100.00%
Mar 31, 2025	IEQ CAPITAL, LLC	0%	26.31K	26.57K	26.31K	+100.00%
Mar 31, 2025	BYRNE ASSET MANAGEMENT LLC	0%	26.93K	27.2K	26.93K	+100.00%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0%	35.28K	36K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	41.29K	41.7K	-32.27K	-43.87%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	47.2K	47.67K	27.1K	+134.83%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	784.05K	791.89K	-19.13K	-2.38%
Mar 31, 2025	COREBRIDGE FINANCIAL, INC.	0%	43.94K	44.38K	-651	-1.46%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	44.09K	44.53K	946	+2.19%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	46.65K	47.12K	964	+2.11%
Mar 31, 2025	NORTHERN TRUST CORP	0%	822.99K	831.22K	-17.81K	-2.12%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0%	192.89K	194.82K	0	0
Mar 31, 2025	CVA FAMILY OFFICE, LLC	0%	60.85K	61.46K	0	0
Mar 31, 2025	INTECH INVESTMENT MANAGEMENT LLC	0%	62.13K	62.75K	28.29K	+83.59%
Mar 31, 2025	CITIGROUP INC	0%	65.47K	66.12K	-6.32K	-8.80%
Mar 31, 2025	STATE STREET CORP	0%	1.62M	1.64M	-40.28K	-2.42%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0%	2.01M	2.03M	26.63K	+1.35%
Mar 31, 2025	BLACKROCK, INC.	0%	6.05M	6.11M	-117.94K	-1.91%
Mar 31, 2025	VANGUARD GROUP INC	0%	6.65M	6.72M	-67.93K	-1.01%
Mar 31, 2025	SEI INVESTMENTS CO	0%	25.32K	25.57K	0	0
Mar 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	0%	27.04K	27.31K	-1.42K	-4.99%
Mar 31, 2025	ATOM INVESTORS LP	0%	28.43K	28.71K	-6.74K	-19.17%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0%	40.92K	41.33K	0	0
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0%	53.75K	54.29K	2.26K	+4.39%
Mar 31, 2025	DEUTSCHE BANK AG\	0%	73.59K	74.33K	30.06K	+69.04%
Mar 31, 2025	RHUMBLINE ADVISERS	0%	75.27K	76.01K	-1.21K	-1.59%
Mar 31, 2025	FMR LLC	0%	112.41K	113.53K	2.92K	+2.67%
Mar 31, 2025	INSTRUMENTAL WEALTH, LLC	0%	120.24K	100.69K	0	0
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0%	164.86K	166.51K	-100.39K	-37.85%
Mar 31, 2025	COLONY GROUP, LLC	0%	67.7K	68.38K	824	+1.23%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	75.03K	60.25K	0	0
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0%	41.68K	42.09K	-1.15K	-2.67%
Mar 31, 2025	MARINER, LLC	0%	167K	168.67K	780	+0.47%
Mar 31, 2025	NEWEDGE WEALTH, LLC	0%	67.5K	68.18K	-212	-0.31%
Mar 31, 2025	QUADRATURE CAPITAL LTD	0%	30.36K	30.51K	30.36K	+100.00%
Mar 31, 2025	INVESCO LTD.	0%	42.47K	42.9K	-2.07K	-4.65%
Mar 31, 2025	EWA, LLC	0%	42.75K	43.18K	42.75K	+100.00%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	103.47K	104.51K	6.45K	+6.64%
Mar 31, 2025	NEA MANAGEMENT COMPANY, LLC	0%	106.13K	107.19K	0	0
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0%	154.76K	156.31K	154.76K	+100.00%
Mar 31, 2024	UNCONVENTIONAL INVESTOR, LLC	0%	16.67K	47.83K	0	0
Dec 31, 2023	UNCONVENTIONAL INVESTOR, LLC	0.04%	16.67K	57.16K	0	0

Insiders

Among the UP insiders holding of 13.23% of the stake in company, CK WHEELS LLC, 10 percent owner, holds the largest shares of 258.17M. DICHTER KENNETH H, Chief Executive Officer, is the second largest UP insider with ownership of 14.85M shares. HEGDE VINAYAK, President, stands third with possession of 2.07M shares of that stake.

Insiders	Designation	Shares Held
CK WHEELS LLC	10 percent owner	258.17M
DICHTER KENNETH H	Chief Executive Officer	14.85M
HEGDE VINAYAK	President	2.07M
SMITH TODD LAMAR	Chief Financial Officer	1.78M
GODSMAN DAVID	Chief Digital Officer	976.72K
HOLTZ DAVID L	Chief Operating Officer	954.25K
BRIFFA MARK	Chief Sales Officer	866.67K
ADELMAN DAVID J.		850K
KEDZIOR BRIAN JOSEPH	Chief People Officer	834.91K
WELLS MEAGHAN DANIELLE	Chief Growth Officer	526.68K
CHATKEWITZ ALEXANDER	Chief Accounting Officer	507.46K
MOAK DONALD LEE	director	180.43K
RADECKI BRIAN J	director	86.89K
CHEUNG CHIH T	director	50K
HELTEBRAN LAURA	Chief Legal Officer	37.71K
ARMSTRONG TIMOTHY M	director	9K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 07, 2025	BRIFFA MARK	SALE	1.23	86.81K	106.78K	866.67K
Nov 07, 2025	WELLS MEAGHAN DANIELLE	SALE	1.22	47.93K	58.48K	526.68K
Sep 11, 2025	BRIFFA MARK	SALE	2.18	9.9K	21.59K	1.05M
Aug 29, 2025	HOLTZ DAVID L	SALE	2.92	36.32K	106.05K	954.25K
Aug 28, 2025	BRIFFA MARK	SALE	2.96	5.78K	17.11K	1.07M
Aug 27, 2025	MOAK DONALD LEE	SALE	3.11	43.17K	134.25K	180.43K
Aug 26, 2025	BRIFFA MARK	SALE	3.00	5.78K	17.34K	1.07M
Aug 26, 2025	KEDZIOR BRIAN JOSEPH	SALE	2.94	25K	73.5K	834.91K
Aug 26, 2025	GODSMAN DAVID	SALE	2.83	75K	212.25K	976.72K
Aug 15, 2025	CHATKEWITZ ALEXANDER	SALE	1.46	23.96K	34.98K	507.46K
Mar 13, 2025	BRIFFA MARK	SALE	1.06	28.72K	30.44K	1.09M
Nov 26, 2024	MOAK DONALD LEE	SALE	2.47	21.77K	53.76K	108.47K
Nov 25, 2024	MOAK DONALD LEE	SALE	2.50	20K	50K	130.23K
Nov 25, 2024	BRIFFA MARK	SALE	2.47	9.9K	24.46K	705.7K
Mar 13, 2024	HELTEBRAN LAURA	SALE	2.54	28.41K	72.17K	37.71K
Mar 13, 2024	BRIFFA MARK	SALE	2.52	5.59K	14.08K	58.47K
Nov 15, 2023	CK WHEELS LLC	PURCHASE	0.00	197.61M	19.76K	258.17M
Sep 13, 2023	BRIFFA MARK	SALE	3.64	9.9K	36.05K	69.02K
Jan 03, 2023	SMITH TODD LAMAR	SALE	1.04	273.5K	283.9K	1.78M
Dec 15, 2022	DICHTER KENNETH H	PURCHASE	1.13	152.33K	171.41K	14.85M
Dec 14, 2022	DICHTER KENNETH H	PURCHASE	1.15	247.67K	284.18K	14.7M
Nov 07, 2022	HEGDE VINAYAK	SALE	1.58	9.59K	15.14K	2.07M
Sep 19, 2022	HEGDE VINAYAK	SALE	1.49	21.56K	32.17K	2.07M
Jun 01, 2022	ADELMAN DAVID J.	PURCHASE	2.60	250K	648.83K	850K
Mar 14, 2022	ADELMAN DAVID J.	PURCHASE	3.10	200K	619.8K	600K
Nov 18, 2021	ADELMAN DAVID J.	PURCHASE	4.90	100K	490K	400K
Nov 16, 2021	ADELMAN DAVID J.	PURCHASE	5.56	100K	556K	300K
Nov 15, 2021	ADELMAN DAVID J.	PURCHASE	6.00	100K	600K	200K
Sep 01, 2021	ARMSTRONG TIMOTHY M	PURCHASE	7.61	9K	68.49K	9K
Sep 01, 2021	ADELMAN DAVID J.	PURCHASE	7.54	100K	754K	100K
Jul 13, 2021	RADECKI BRIAN J	PURCHASE	0.00	50K	-	86.89K
Jul 13, 2021	CHEUNG CHIH T	PURCHASE	10.00	50K	500K	50K
Jul 13, 2021	ARMSTRONG TIMOTHY M	PURCHASE	10.00	25K	250K	1.01M

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES359.65K10

NET SHARES-359.65K10

SHARES HELD8.04M10

% NET SHARES-104.47%0%

Frequently Asked Questions