Urgent.ly Inc. - ULY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ODDO BHF ASSET MANAGEMENT SAS | History | New | 105,000 | 565 | 0.02% | — | 1 | +105,000 | New | Q1 2026 | May 18, 2026 |
| Mithaq Capital SPC | History | No change | 98,734 | 532 | 0.32% | 0.15% | 2 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FNY Investment Advisers, LLC | History | New | 41,399 | 223 | 0.1% | — | 3 | +41,399 | New | Q1 2026 | Apr 15, 2026 |
| VANGUARD GROUP INC | History | No change | 19,504 | 56 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IMA Advisory Services, Inc. | History | No change | 793 | 4 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -68,748 | -100.0% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,903 | -100.0% | Q1 2026 | May 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,221 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -8,462 | -100.0% | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -4,483 | -100.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,014 | -100.0% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -418 | -100.0% | Q1 2026 | May 07, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -166 | -100.0% | Q1 2026 | May 04, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -46 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Clear Street Group Inc. | History | Closed out | 0 | 0 | — | — | — | -41 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |