SS
ULY

SBI Securities’s Urgent.ly ULY Stock Holding History

SBI Securities’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
-46
Closed -$134 – 4160
2025
Q4 		$134 Sell
46
-10
-18% -$25 ﹤0.01% 3330
2025
Q3 		$181 Buy
56
+6
+12% +$31 ﹤0.01% 3352
2025
Q2 		$320 Buy
50
+20
+67% +$126 ﹤0.01% 3150
2025
Q1 		$140 Buy
+30
New +$173 ﹤0.01% 3335

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

SBI Securities's ULY Position: Q1 2026 in Review

SBI Securities sold out of Urgent.ly (ULY) in Q1 2026, closing a stake of 46 shares — an estimated $134 sold.

SBI Securities first reported a position in ULY in Q1 2025 and held it in 4 quarters. The position peaked at $320 in Q2 2025. 5 funds tracked by Wall St. Rank hold ULY as of Q1 2026.

  • SBI Securities reported no remaining Urgent.ly position as of Q1 2026 after selling out during the quarter.
  • SBI Securities sold 46 Urgent.ly shares in Q1 2026, an estimated $134.
  • SBI Securities first reported a position in Urgent.ly in Q1 2025 and held it in 4 quarters.
  • SBI Securities's Urgent.ly position peaked at $320 in Q2 2025.
  • 5 funds tracked by Wall St. Rank held Urgent.ly as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.