Rockefeller Capital Management
ULY

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

Rockefeller 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
2025
Q4 		– Sell
-161
Closed -$520 – 4846
2025
Q3 		$520 Buy
+161
New +$828 ﹤0.01% 4267

Other funds holding ULY

MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $204M AUM 17.99% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Rockefeller Capital Management's ULY Position: Q4 2025 in Review

Rockefeller Capital Management sold out of Urgent.ly (ULY) in Q4 2025, closing a stake of 161 shares — an estimated $520 sold.

Rockefeller Capital Management first reported a position in ULY in Q3 2025 and held it in 1 quarter. The position peaked at $520 in Q3 2025. 20 funds tracked by Wall St. Rank hold ULY as of Q4 2025.

  • Rockefeller Capital Management reported no remaining Urgent.ly position as of Q4 2025 after selling out during the quarter.
  • Rockefeller Capital Management sold 161 Urgent.ly shares in Q4 2025, an estimated $520.
  • Rockefeller Capital Management first reported a position in Urgent.ly in Q3 2025 and held it in 1 quarter.
  • Rockefeller Capital Management's Urgent.ly position peaked at $520 in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Urgent.ly as of Q4 2025.

Based on Rockefeller Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.