Jim Simons
UP icon

Jim Simons’s Wheels Up UP Stock Holding History

Jim Simons’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,225
Closed -$112K – 3950
2025
Q2 		$112K Buy
+5,225
New +$128K ﹤0.01% 3282
2024
Q3 		– Sell
-750
Closed -$28.4K – 3906
2024
Q2 		$28.4K Buy
+750
New +$35.9K ﹤0.01% 3348
2024
Q1 		– Sell
-7,014
Closed -$481K – 4100
2023
Q4 		$481K Sell
7,014
-5,380
-43% -$208K ﹤0.01% 2801
2023
Q3 		$513K Sell
12,394
-515
-4% -$20.7K ﹤0.01% 2696
2023
Q2 		$302K Sell
12,909
-766
-6% -$54.1K ﹤0.01% 3119
2023
Q1 		$1.73M Buy
13,675
+4,274
+45% +$948K ﹤0.01% 2114
2022
Q4 		$1.94M Buy
9,401
+321
+4% +$82.8K ﹤0.01% 2091
2022
Q3 		$2.09M Buy
9,080
+2,481
+38% +$995K ﹤0.01% 1975
2022
Q2 		$2.57M Buy
6,599
+4,374
+197% +$2.34M ﹤0.01% 2009
2022
Q1 		$1.38M Buy
2,225
+1,416
+175% +$1.02M ﹤0.01% 2503
2021
Q4 		$751K Buy
+809
New +$944K ﹤0.01% 2858

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $92.9M AUM 730.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jim Simons's UP Position: Q3 2025 in Review

Jim Simons sold out of Wheels Up (UP) in Q3 2025, closing a stake of 5,225 shares — an estimated $112K sold.

Jim Simons first reported a position in UP in Q4 2021 and held it in 11 quarters. The position peaked at $2.57M in Q2 2022. 113 funds tracked by Wall St. Rank hold UP as of Q3 2025.

  • Jim Simons reported no remaining Wheels Up position as of Q3 2025 after selling out during the quarter.
  • Jim Simons sold 5,225 Wheels Up shares in Q3 2025, an estimated $112K.
  • Jim Simons first reported a position in Wheels Up in Q4 2021 and held it in 11 quarters.
  • Jim Simons's Wheels Up position peaked at $2.57M in Q2 2022.
  • 113 funds tracked by Wall St. Rank held Wheels Up as of Q3 2025.

Based on Renaissance Technologies's 13F filing for Q3 2025, filed 13 Nov 2025.