Geode Capital Management’s Urgent.ly ULY Stock Holding History

Geode Capital Management’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	-11,221	Closed	-$32.8K	–	4603
2025 Q4	$32.8K	Buy	11,221 +673	+6%	+$1.69K	﹤0.01%	4312
2025 Q3	$34.1K	Buy	+10,548	New	+$54.2K	﹤0.01%	4366
2025 Q1	–	Sell	-9,074	Closed	-$55.5K	–	4509
2024 Q4	$55.5K	Sell	9,074 -121	-1%	-$858	﹤0.01%	4224
2024 Q3	$75K	Buy	9,195 +4,211	+84%	+$57.2K	﹤0.01%	4173
2024 Q2	$103K	Sell	4,984 -287	-5%	-$6.36K	﹤0.01%	4132
2024 Q1	$119K	Buy	+5,271	New	+$150K	﹤0.01%	4108

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

Geode Capital Management's ULY Position: Q1 2026 in Review

Geode Capital Management sold out of Urgent.ly (ULY) in Q1 2026, closing a stake of 11,221 shares — an estimated $32.8K sold.

Geode Capital Management first reported a position in ULY in Q1 2024 and held it in 6 quarters. The position peaked at $119K in Q1 2024. 5 funds tracked by Wall St. Rank hold ULY as of Q1 2026.

Geode Capital Management reported no remaining Urgent.ly position as of Q1 2026 after selling out during the quarter.
Geode Capital Management sold 11,221 Urgent.ly shares in Q1 2026, an estimated $32.8K.
Geode Capital Management first reported a position in Urgent.ly in Q1 2024 and held it in 6 quarters.
Geode Capital Management's Urgent.ly position peaked at $119K in Q1 2024.
5 funds tracked by Wall St. Rank held Urgent.ly as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.