BRF
ULY

B. Riley Financial’s Urgent.ly ULY Stock Holding History

B. Riley Financial’s Portfolio ULY Stock Details ULY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-27,814
Closed -$227K – 18
2024
Q3 		$227K Sell
27,814
-6,933
-20% -$94.2K 0.15% 11
2024
Q2 		$717K Hold
34,747
– – 0.58% 7
2024
Q1 		$784K Hold
34,747
– – 0.75% 9
2023
Q4 		$1.32M Buy
+34,747
New +$1.57M 0.84% 14

Other funds holding ULY

MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $204M AUM 17.99% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FI
Fosun International Hong Kong, China $446M AUM 13.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

B. Riley Financial's ULY Position: Q4 2024 in Review

B. Riley Financial sold out of Urgent.ly (ULY) in Q4 2024, closing a stake of 27,814 shares — an estimated $227K sold.

B. Riley Financial first reported a position in ULY in Q4 2023 and held it in 4 quarters. The position peaked at $1.32M in Q4 2023. 27 funds tracked by Wall St. Rank hold ULY as of Q4 2024.

  • B. Riley Financial reported no remaining Urgent.ly position as of Q4 2024 after selling out during the quarter.
  • B. Riley Financial sold 27,814 Urgent.ly shares in Q4 2024, an estimated $227K.
  • B. Riley Financial first reported a position in Urgent.ly in Q4 2023 and held it in 4 quarters.
  • B. Riley Financial's Urgent.ly position peaked at $1.32M in Q4 2023.
  • 27 funds tracked by Wall St. Rank held Urgent.ly as of Q4 2024.

Based on B. Riley Financial's 13F filing for Q4 2024, filed 14 Feb 2025.