UP Wheels Up Experience Inc.

XNYS 3.13 Delayed
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

UP $3.13 —
Key stats
$3.13
52-Week Range
$3.08 – $33.90
YTD
-76.17%
Straddle Price
$1.82
P/C Vol Ratio
0.00
Market Cap
$0.1B
Open
$3.20
Day Range
$3.11 – $3.20
Volume
16,108
Prev Close
$3.21
Fair Value
+50.0% vs price

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.12%
Beta vs SPY1.58
Cost of Equity (CAPM)13.83% (VRP-adj)
WACC6.11%
Volatility Risk Premium+1145.7pp (IV − HV30), ERP adj +50bps
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)-1.9%
DCF Horizon5 years explicit + fade
Free Cash Flow (TTM)$-0.4B
Return on Equity (TTM)54.0%
Book / Price-921.2%
Gross Margin (TTM)9.8%
FCF Margin (TTM)-59.0%
Quality Score1/6 — cyclical/struggling (5y DCF)
SMA 50$4.00 (Market Anchor value)
SMA 20 / Bollinger Mid$3.47
Bollinger Width / SMA20714.4% (drives anchor stability)
Net Debt$0.5B
Market Cap$0B
Peers used for multiples: AAON, GRPN, HELE, KFRC, MYRG, PLUG, RDW, VECO
Blended Fair Value
$17.05
Deviation
+50.0%
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) n/a 0%
Peer P/E n/a 0% median 32.4× · 4 peers
Peer EV/EBITDA n/a 0% median 19.7× · 6 peers
Peer P/B n/a 0% median 3.4× · 7 peers
Peer P/S $75.65 18% median 2.0× · 8 peers
Market Anchor (SMA50) $4.00 82% stability 67% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-10-23 · updated
About
Industry (SIC)
AIR TRANSPORTATION, NONSCHEDULED (4522) · industry map
Exchange
XNYS
Market Cap
$0.1B
Employees
1,250
List Date
2021-07-14
CIK
0001819516
Next Earnings
2026-11-04 (After-Close)
Headquarters
Chamblee, GA
Homepage
https://www.wheelsup.com

Wheels Up Experience Inc is a provider of on-demand private aviation. The company offers a private aviation solution with a large and diverse aircraft fleet, delivered through a mix of charter solutions and its membership program that utilizes its controlled aircraft fleet and a network of safety-vetted charter operators. Through its partnership firm, it provides members and customers with an offering across private and premium commercial travel. It generates the majority of its revenue from member and customer flights through its membership program and charter solutions, as well as from membe…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan---16.78%17.14%-14.25%-7.69%-4.23%-5.16%
Feb---11.14%-11.90%-17.89%-19.33%-0.45%-12.14%
Mar---8.80%-43.50%-1.37%-13.68%-10.19%-15.51%
Apr---0.65%-17.53%-22.22%17.60%-44.38%-13.44%
May---18.65%-34.47%25.12%18.02%57.50%9.50%
Jun---25.00%-56.00%-16.74%-18.94%-8.93%-25.12%
Jul-30.74%14.87%92.68%18.47%31.78%-38.21%14.81%
Aug-16.48%-19.05%-16.88%-23.38%117.04%-29.28%2.00%
Sep-13.52%-37.16%3.50%40.70%-23.97%-25.81%-9.38%
Oct-6.66%45.08%-33.18%-8.52%-21.71%-6.01%*-5.17%
Nov-36.96%-27.68%71.11%20.19%-41.48%---2.96%
Dec11.54%-18.90%40.57%-28.57%-3.97%--0.13%
Total-67.17%-79.67%-63.06%-43.56%-30.81%-79.19%-60.58%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $3.44
SMA 50: $3.96
SMA 200: $8.08
Current: $3.13
EMA 12: $3.35
EMA 26: $3.56
MACD: -0.2166 | Signal: 0.0034
BEARISH
ADX (14): 26.32
TREND
+DI: 14.45
−DI: 28.17

Momentum Oscillators

RSI (14): 38.03
NEUTRAL
Stoch %K: 13.12
Stoch %D: 14.89
Williams %R: -94.68

Volume & Volatility

BB Upper: $3.86
BB Lower: $3.01
NEUTRAL
OBV: 3,379,562
Vol SMA 20: 88,606
Vol ROC: -83.36%
ATR: $0.27
True Range: $0.10
HV 20: 80.0%
HV 30: 85.6%
HV 60: 74.8%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary Overall assessment: BEARISH with confidence level (6/10) Key drivers: High volatility, negative news sentiment, technical downtrend Primary risks: Earnings misses, regulatory issues, high implied volatility Recent news sentiment impact: Negative headlines from law firms and investors

Technical Analysis Trend Direction:

  • Short-term: Bearish (1-4 weeks), with price below SMA 20 and EMA 12
  • Medium-term: Downtrend (1-3 months), with price below SMA 50 and SMA 200
  • Long-term: Neutral (3-12 months)

Support/Resistance Levels:

  • Upper Bollinger Band: $6.75
  • Lower Bollinger Band: $5.16

Momentum Signals:

  • RSI interpretation: Oversold (34.36) with potential buy signal
  • MACD signal: Bearish crossover
  • Bollinger Bands position: Squeeze, indicating potential breakout or breakdown

Volume Analysis:

  • Volume SMA 20: 84657.60 (decreasing trend)
  • On-Balance Volume (OBV): 5124247.97 (increasing trend)
  • Volume Rate of Change: -43.56% (declining)

News & Sentiment Analysis Recent Headlines Summary:

  • Negative headlines from law firms and investors regarding Wheels Up stock

Sentiment Assessment: NEGATIVE Catalyst Identification: None Market Narrative: Technical downtrend aligns with negative news sentiment, indicating potential bearish momentum continuation

Risk & Volatility Assessment Beta Interpretation: High risk relative to market (beta 2.56) Volatility Regime: Current volatility is higher than historical average Options Market Signals:

  • IV rank: Medium (36.3%)
  • Put/Call volume ratio: Neutral sentiment (0.76)

Downside Protection: Support levels from SMA 20 and EMA 12, with potential buy signal from RSI

Market Context & Positioning Sector Performance: Relative strength vs sector/market Institutional Activity: Volume patterns suggesting institutional interest Correlation Analysis:

  • Correlation coefficient: 0.25 (low correlation with market) Relative Valuation: Position within trading range

Key Levels & Action Items Critical Price Levels:

  • Support from SMA 20 and EMA 12
  • Resistance from Bollinger Bands upper level ($6.75)

Breakout/Breakdown Levels:

  • Technical breakdown below SMA 50 ($7.19)
  • Potential breakout above SMA 200 ($11.93)

Time-Sensitive Catalysts: None

Risk Management: Stop-loss levels at SMA 20 and EMA 12, with position sizing considerations based on volatility.

Additional Notes Flag for data quality issues due to incomplete news headlines. Highlight unusual technical readings from MACD signal and Bollinger Bands position. Comment on market hours consideration regarding recent price movements.

Generated
News
All UP news →
Earnings History
15 of 19 under expected move
Avg Expected Move
70.17%
Avg Actual Move
5.01%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-08-12 After-Close 15.56% 3.87% 0.25x Within
2021-11-10 After-Close 17.66% 1.03% 0.06x Within
2022-03-10 After-Close 0.66% 2.81% 4.26x Exceeded
2022-08-11 After-Close 0.52% 10.20% 19.62x Exceeded
2022-11-09 After-Close 1.37% 4.67% 3.41x Exceeded
2023-05-09 After-Close 379.07% 19.30% 0.05x Within
2023-08-14 After-Close 4.65% 6.34% 1.36x Exceeded
2024-03-07 After-Close 19.17% 0.41% 0.02x Within
2024-05-09 After-Close 24.88% 4.17% 0.17x Within
2024-08-08 After-Close 48.53% 5.39% 0.11x Within
2024-11-07 Pre-Market 32.86% 5.99% 0.18x Within
2025-03-11 After-Close 335.53% 10.62% 0.03x Within
2025-05-01 Pre-Market 32.63% 3.48% 0.11x Within
2025-08-07 After-Close 16.42% 2.19% 0.13x Within
2025-11-05 Pre-Market 35.43% 5.51% 0.16x Within
2026-02-19 After-Close 24.07% 0.31% 0.01x Within
2026-05-11 After-Close 137.11% 2.71% 0.02x Within
2026-08-04 After-Close 159.13% 0.35% 0.00x Within
2026-10-09 After-Close 47.90% 5.77% 0.12x Within

Earnings calendar: this week’s reports with expected vs actual moves →

UP Options Activity & IV Rank

Volatility Metrics

Current IV: —
7-DTE IV: —
Expected Move: $1.82
7-DTE Move: $1.82
Days to Exp: 28 (2026-11-20)

Options Flow

Call Volume: 3
Put Volume: 0
P/C Volume: —
BULLISH
Call OI: 1,039
Put OI: 1
P/C OI: 0.001
Total OI: 1,040

ATM Options Pricing

ATM Call: $0.00
ATM Put: $1.82
Call %: 0.0%
Put %: 58.2%

Chain Summary

Chain Volume: 881
Chain OI: 17,455
Last Updated: 10/23/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
TYPICAL γ

Estimated net dealer gamma is at the 38th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
38%
vs own history
GEX tilt
-0.88
OI-weighted, today
Vanna tilt
-0.87
δ-sensitivity to IV
Charm tilt
+0.87
δ-decay vs time
Vanna tilt -0.87: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt +0.87: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 3 ATM contracts, 9k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
No data
30 DTE / 10d —
— pts EXTREME
ATM 1310.0% / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)$1.82Oct 23
Beta Analysis

Risk Metrics

Beta: 2.2351
Alpha: -188.90%
Correlation: 0.2341
R-Squared: 5.5%
Stock Volatility: 121.6%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
Beta & Alpha Over Time

UP Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 18,947,456 (as of 2026-06-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

71 filers33,455,982 shares$267.39M value176.57% of float
# Filer Shares Value % of Total % of Float Period
1 DELTA AIR LINES, INC. 13,168,465 $118.12M 44.18% 69.50% 2026-06-30
2 Knighthead Capital Management, LLC 12,908,460 $115.79M 43.30% 68.13% 2026-06-30
3 WHITEBOX ADVISORS LLC 1,021,597 $9.16M 3.43% 5.39% 2026-06-30
4 Kore Advisors LP 770,231 $6.91M 2.58% 4.07% 2026-06-30
5 BlackRock, Inc. Custodian 391,189 $3.51M 1.31% 2.06% 2026-06-30
6 MASTERS CAPITAL MANAGEMENT LLC 300,000 $2.69M 1.01% 1.58% 2026-06-30
7 Vanguard Group Inc Custodian 3,882,832 $2.55M 0.95% 20.49% 2025-12-31
8 Vanguard Capital Management LLC 218,479 $1.96M 0.73% 1.15% 2026-06-30
9 Geode Capital Management, LLC Custodian 125,276 $1.12M 0.42% 0.66% 2026-06-30
10 Militia Capital Management LLC 116,231 $1.04M 0.39% 0.61% 2026-06-30
11 UBS Group AG Custodian 90,936 $815.70K 0.31% 0.48% 2026-06-30
12 Inspire Investing, LLC 80,376 $720.97K 0.27% 0.42% 2026-06-30
13 State Street Corp 41,807 $375.01K 0.14% 0.22% 2026-06-30
14 Northern Trust Corp Custodian 40,816 $366.12K 0.14% 0.22% 2026-06-30
15 Vanguard Portfolio Management LLC 36,192 $324.64K 0.12% 0.19% 2026-06-30
16 Charles Schwab Investment Management, Inc. 35,483 $318.28K 0.12% 0.19% 2026-06-30
17 Vanguard Fiduciary Trust Co 33,067 $296.61K 0.11% 0.17% 2026-06-30
18 IEQ CAPITAL, LLC 30,000 $269.10K 0.10% 0.16% 2026-06-30
19 INSTRUMENTAL WEALTH, LLC 29,710 $266.50K 0.10% 0.16% 2026-06-30
20 GSA CAPITAL PARTNERS LLP 18,923 $170.00K 0.06% 0.10% 2026-06-30
21 NEW YORK STATE COMMON RETIREMENT FUND 11,000 $98.67K 0.04% 0.06% 2026-06-30
22 Wolverine Trading, LLC Custodian 45,116 $82.56K 0.03% 0.24% 2025-09-30
23 Morgan Stanley Custodian 8,959 $80.36K 0.03% 0.05% 2026-06-30
24 State of Wyoming 4,696 $42.12K 0.02% 0.02% 2026-06-30
25 Wells Fargo & Company Custodian 4,568 $40.98K 0.02% 0.02% 2026-06-30
4 filers$5.06M notional
# Filer Notional Value % of Total Period
1 IMC-Chicago, LLC Custodian $2.83M 55.82% 2026-06-30
2 Susquehanna International Group, LLP Custodian $1.32M 26.00% 2026-06-30
3 GROUP ONE TRADING LLC Custodian $804.61K 15.90% 2026-06-30
4 Wolverine Trading, LLC Custodian $115.66K 2.28% 2025-09-30
3 filers$549.18K notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $296.91K 54.06% 2026-06-30
2 GROUP ONE TRADING LLC Custodian $131.86K 24.01% 2026-06-30
3 Wolverine Trading, LLC Custodian $120.41K 21.93% 2025-09-30

UP Insider Trading (Form 4)

Latest: 2026-10-06
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-10-06 David L Holtz Chief Operating Officer Tax (F) −2,237 $3.50 -$7.8K EDGAR
2026-10-06 Alexander Chatkewitz Chief Accounting Officer Tax (F) −1,173 $3.50 -$4.1K EDGAR
2026-10-06 David Godsman Chief Digital Officer Tax (F) −1,977 $3.50 -$6.9K EDGAR
2026-10-06 Brian Joseph Kedzior Chief People Officer Tax (F) −2,000 $3.50 -$7.0K EDGAR
2026-10-06 Kristen Lauria Chief Marketing Officer Tax (F) −2,160 $3.50 -$7.6K EDGAR
2026-09-11 Matthew J. Knopf Chief Legal Officer Tax (F) −4,345 $4.04 -$17.6K EDGAR
2026-09-09 Meaghan Danielle Wells Chief Growth Officer Sell (S) −923 $4.39 -$4.1K EDGAR
2026-09-09 Alexander Chatkewitz Chief Accounting Officer Tax (F) −188 $4.36 -$820 EDGAR
2026-09-01 CK Wheels LLC 10%+ Owner Sell (S) −9,363 $4.61 -$43.2K EDGAR
2026-08-28 Meaghan Danielle Wells Chief Growth Officer Tax (F) −298 $5.06 -$1.5K EDGAR
2026-08-28 Matthew J. Knopf Chief Legal Officer Tax (F) −377 $5.06 -$1.9K EDGAR
2026-08-28 David L Holtz Chief Operating Officer Tax (F) −507 $5.06 -$2.6K EDGAR
2026-08-28 Mark Briffa Chief Sales Officer Tax (F) −903 $5.06 -$4.6K EDGAR
2026-08-28 Alexander Chatkewitz Chief Accounting Officer Tax (F) −274 $5.06 -$1.4K EDGAR
2026-08-28 Kristen Lauria Chief Marketing Officer Tax (F) −529 $5.06 -$2.7K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

UP Insider Holdings

15 insiders · @ $3.13
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 CK Wheels LLC 10%+ Owner 12,860,891 $40.25M -$351.7K 4 2026-09-01
2 Matthew J. Knopf Chief Legal Officer 91,521 $286.5K $0 8 2026-09-11
3 Kristen Lauria Chief Marketing Officer 79,485 $248.8K $0 15 2026-10-06
4 David Godsman Chief Digital Officer 77,347 $242.1K -$212.2K 15 2026-10-06
5 David L Holtz Chief Operating Officer 76,201 $238.5K -$106.0K 13 2026-10-06
6 Brian Joseph Kedzior Chief People Officer 67,605 $211.6K -$73.5K 16 2026-10-06
7 Meaghan Danielle Wells Chief Growth Officer 60,474 $189.3K -$86.1K 7 2026-09-09
8 Alexander Chatkewitz Chief Accounting Officer 41,177 $128.9K -$35.0K 15 2026-10-06
9 Gregory L Summe Director 36,090 $113.0K $0 3 2026-06-10
10 Mark Briffa Chief Sales Officer 34,318 $107.4K -$294.5K 24 2026-08-28
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

UP Board & Officers

As of SEC filings through Oct 6, 2026

Directors 9

Officers 9

10% owners 1

Changes in the last 10 years (91)
Jun 9, 2026Roger N Farah became a director
May 15, 2026George N Mattson first listed as Chief Executive Officer in an SEC filing
Apr 22, 2026The company announced the departure of Timothy M Armstrong from the board in an SEC filing
Aug 28, 2025Mark Briffa listed as Chief Sales Officer (previously EVP, Charter & CEO Air Partner) in SEC filings
Jun 17, 2025The company announced the departure of David Robin Harvey as Chief Commercial Officer in an SEC filing
Jun 17, 2025Meaghan Danielle Wells became Chief Growth Officer
Mar 31, 2025John Andrew Verkamp became Chief Financial Officer
Sep 9, 2024Matthew J. Knopf became Chief Legal Officer
Sep 6, 2024Alexander Chatkewitz became Chief Accounting Officer
Aug 20, 2024The company announced the departure of Todd Lamar Smith as Chief Financial Officer in an SEC filing
Aug 20, 2024The company announced the departure of Laura Heltebran as Chief Legal Officer in an SEC filing
Aug 7, 2024The company announced the departure of David J. Adelman from the board in an SEC filing
Aug 7, 2024Gregory L Summe became a director
May 20, 2024David Robin Harvey became Chief Commercial Officer
Mar 18, 2024Brian Joseph Kedzior became Chief People Officer
Mar 1, 2024Thomas Klein became a director
Mar 1, 2024The company announced the departure of Jeffrey Nedelman from the board in an SEC filing
Feb 27, 2024Mark Briffa listed as EVP, Charter & CEO Air Partner (previously Chief Commercial Officer) in SEC filings
Feb 5, 2024David L Holtz became Chief Operating Officer
Jan 4, 2024Todd Lamar Smith listed as Chief Financial Officer (previously Interim CEO; CFO) in SEC filings
Not reported recently (26)
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

UP Proposed Insider Sales (Form 144)

Latest: 2026-09-08
Last 30d: 0 filings  ·  Last 90d: 1 filing · $4K notice value · 1 unique filer

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: Meaghan Wells (1, $4K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-09-08 Meaghan Wells Officer 924 $4.1K 2026-09-08 Morgan Stanley Smith Barney LLC … — EDGAR
2025-11-07 MEAGHAN WELLS Officer 47,931 $58.7K 2025-11-07 Morgan Stanley Smith Barney LLC … — EDGAR
2025-11-07 MARK BRIFFA Officer 86,813 $106.6K 2025-11-07 Morgan Stanley Smith Barney LLC … — EDGAR
2025-09-11 MARK BRIFFA Officer 9,904 $21.5K 2025-09-11 Morgan Stanley Smith Barney LLC … — EDGAR
2025-08-29 DAVID HOLTZ Officer 36,318 $106.1K 2025-08-29 Morgan Stanley Smith Barney LLC … — EDGAR
2025-08-28 MARK BRIFFA Officer 5,780 $17.1K 2025-08-28 Morgan Stanley Smith Barney LLC … — EDGAR
2025-08-27 DONALD LEE MOAK Director 43,166 $134.2K 2025-08-27 Morgan Stanley Smith Barney LLC … — EDGAR
2025-08-26 BRIAN KEDZIOR Officer 25,000 $73.5K 2025-08-26 Morgan Stanley Smith Barney LLC … — EDGAR
2025-08-26 MARK BRIFFA Officer 5,780 $17.3K 2025-08-26 Morgan Stanley Smith Barney LLC … — EDGAR
2025-08-26 DAVID GODSMAN Officer 75,000 $212.2K 2025-08-26 Morgan Stanley Smith Barney LLC … — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
16 ETFs hold UP
16 shown · $2.24M total exposure · 0.00% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $531,097 — 2026-09-30
2 ISMD Inspire Small/Mid Cap ETF Nport 0.15% $488,178 — 2026-05-31
3 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.00% $401,445 $74.2B 2026-10-21
4 IWN iShares Russell 2000 Value ETF iShares (BlackRock) 0.00% $252,650 $13.9B 2026-10-21
5 SCHA Schwab U.S. Small-Cap ETF Nport 0.00% $193,167 — 2026-05-31
6 VXF Vanguard Extended Market ETF Vanguard 0.00% $156,331 — 2026-09-30
7 VTWO Vanguard Russell 2000 ETF Vanguard 0.00% $101,501 — 2026-09-30
8 IWC iShares Micro-Cap ETF iShares (BlackRock) 0.00% $51,202 $1.2B 2026-10-21
9 SCHB Schwab U.S. Broad Market ETF Nport 0.00% $32,907 — 2026-05-31
10 VTWV Vanguard Russell 2000 Value ETF Vanguard 0.00% $16,068 — 2026-09-30
11 RSSL Global X Russell 2000 ETF Global X 0.00% $8,567 — 2026-10-22
12 ITWO ProShares Russell 2000 High Income ETF ProShares 0.00% $1,002 — 2026-10-22
13 URTY ProShares UltraPro Russell2000 ProShares 0.00% $767 — 2026-10-22
14 UWM ProShares Ultra Russell2000 ProShares 0.00% $510 — 2026-10-22
15 HDG ProShares Hedge Replication ETF ProShares 0.00% $22 — 2026-10-22
16 RB ProShares Russell 2000 Dynamic Buffer ETF ProShares 0.00% $16 — 2026-10-22
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
—
TTM Diluted EPS
$-69.26
TTM Revenue
$720.25M
TTM Net Income
$-302.81M
TTM Op. Cash Flow
$-246.75M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262026-06-30$182.00M$-107.25M$-2.97$-91.63M
Q1 '262026-03-31$168.92M$-82.96M$-2.29$-99.63M
Q4 '252025-12-31$183.84M$-28.88M$-16.00$-18.37M
Q3 '252025-09-30$185.49M$-83.73M$-48.00$-37.12M
Q2 '252025-06-30$189.64M$-82.30M$-2.35$-62.88M
Q1 '252025-03-31$177.53M$-99.31M$-2.84$-47.92M
Q4 '242024-12-31$204.81M$-87.54M$-52.00$37.93M
Q3 '242024-09-30$193.90M$-57.73M$-32.00$-16.86M
Q2 '242024-06-30$196.28M$-96.97M$-56.00$-25.16M
Q1 '242024-03-31$197.10M$-97.39M$-56.00$-73.79M
Q4 '232023-12-31$246.38M$-81.11M$3812.00$-3.79M
Q3 '232023-09-30$320.06M$-144.81M$-1404.00$-249.82M
Q2 2026 • period ending 2026-06-30 • filed 2026-08-05
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
—
P/B
—
P/S
0.08
EV/EBITDA
—
EV/Sales
0.77
ROE
—
ROA
-32.7%
Div Yield
0.00%
FCF Yield
-416.07%
Debt/Equity
—
Current Ratio
—
Market Cap
$59.31M
as of 2026-10-23
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
930.48K
SI % of Float
16.93%
Days to Cover
6.57
Short Vol Ratio
35.7%
Free Float
5.50M
Float %
15.2%
Short interest 2026-09-30 • Short volume 2026-10-22 • Float 2026-08-26