CAC
ULY

Cowen and Company’s Urgent.ly ULY Stock Holding History

Cowen and Company’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
-22,563
Closed -$184K – 304
2024
Q3 		$184K Hold
22,563
– – 0.01% 246
2024
Q2 		$466K Sell
22,563
-526
-2% -$11.7K 0.01% 181
2024
Q1 		$521K Sell
23,089
-10,437
-31% -$297K 0.02% 190
2023
Q4 		$1.28M Buy
+33,526
New +$1.52M 0.08% 140

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 $8.12B AUM 15.85% 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 $69.7B AUM 40.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cowen and Company's ULY Position: Q4 2024 in Review

Cowen and Company sold out of Urgent.ly (ULY) in Q4 2024, closing a stake of 22,563 shares — an estimated $184K sold.

Cowen and Company first reported a position in ULY in Q4 2023 and held it in 4 quarters. The position peaked at $1.28M in Q4 2023. 27 funds tracked by Wall St. Rank hold ULY as of Q4 2024.

  • Cowen and Company reported no remaining Urgent.ly position as of Q4 2024 after selling out during the quarter.
  • Cowen and Company sold 22,563 Urgent.ly shares in Q4 2024, an estimated $184K.
  • Cowen and Company first reported a position in Urgent.ly in Q4 2023 and held it in 4 quarters.
  • Cowen and Company's Urgent.ly position peaked at $1.28M in Q4 2023.
  • 27 funds tracked by Wall St. Rank held Urgent.ly as of Q4 2024.

Based on Cowen and Company's 13F filing for Q4 2024.