Urgent.ly Inc. - ULY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mithaq Capital SPC | History | No change | 98,734 | 288 | 0.15% | 0.09% | 1 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | History | No change | 68,748 | 200 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| VANGUARD GROUP INC | History | No change | 19,504 | 56 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sanctuary Advisors, LLC | History | New | 11,903 | 34 | 0.0% | — | 4 | +11,903 | New | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 11,221 | 32 | 0.0% | 0.0% | 5 | +673 | 6.38% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Reduced | 8,462 | 24 | 0.0% | 0.0% | 6 | -7,650 | -47.48% | Q4 2025 | Jan 29, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 4,483 | 13 | 0.0% | — | 7 | +4,483 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | No change | 3,014 | 8 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,000 | 2 | 0.0% | — | 9 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| IMA Advisory Services, Inc. | History | No change | 793 | 2 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 418 | 1 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55,821 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,381 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -578 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -262 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | — | — | -161 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | — | — | -113 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SBI Securities Co., Ltd. | History | Reduced | 46 | 0 | — | — | — | -10 | -17.86% | Q4 2025 | Feb 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 17 | 0 | — | — | — | +6 | 54.55% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CIBC Private Wealth Group LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Westside Investment Management, Inc. | History | No change | 166 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Clear Street Group Inc. | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Apr 23, 2026 |