Clear Street’s Urgent.ly ULY Stock Holding History

Clear Street’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
2026 Q1	–	Sell	-41	Closed	-$120	–	1164
2025 Q4	$120	Hold	41	–	–	﹤0.01%	900
2025 Q3	$132	Hold	41	–	–	﹤0.01%	804
2025 Q2	$262	Hold	41	–	–	﹤0.01%	633
2025 Q1	$191	Hold	41	–	–	﹤0.01%	528
2024 Q4	$252	Hold	41	–	–	﹤0.01%	526
2024 Q3	$337	Hold	41	–	–	﹤0.01%	643
2024 Q2	$851	Buy	+41	New	+$909	﹤0.01%	666

Other funds holding ULY

OBAM

ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return

MCS

Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $204M AUM 17.99% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Clear Street's ULY Position: Q1 2026 in Review

Clear Street sold out of Urgent.ly (ULY) in Q1 2026, closing a stake of 41 shares — an estimated $120 sold.

Clear Street first reported a position in ULY in Q2 2024 and held it in 7 quarters. The position peaked at $851 in Q2 2024. 5 funds tracked by Wall St. Rank hold ULY as of Q1 2026.

Clear Street reported no remaining Urgent.ly position as of Q1 2026 after selling out during the quarter.
Clear Street sold 41 Urgent.ly shares in Q1 2026, an estimated $120.
Clear Street first reported a position in Urgent.ly in Q2 2024 and held it in 7 quarters.
Clear Street's Urgent.ly position peaked at $851 in Q2 2024.
5 funds tracked by Wall St. Rank held Urgent.ly as of Q1 2026.

Based on Clear Street's 13F filing for Q1 2026, filed 15 May 2026.