WA
ULY

Whitebox Advisors’s Urgent.ly ULY Stock Holding History

Whitebox Advisors’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
Q1 		– Sell
-23,182
Closed -$142K – 323
2024
Q4 		$142K Hold
23,182
– – ﹤0.01% 177
2024
Q3 		$189K Hold
23,182
– – 0.01% 175
2024
Q2 		$478K Hold
23,182
– – 0.01% 170
2024
Q1 		$523K Hold
23,182
– – 0.01% 148
2023
Q4 		$882K Buy
+23,182
New +$1.05M 0.02% 118

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
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whitebox Advisors's ULY Position: Q1 2025 in Review

Whitebox Advisors sold out of Urgent.ly (ULY) in Q1 2025, closing a stake of 23,182 shares — an estimated $142K sold.

Whitebox Advisors first reported a position in ULY in Q4 2023 and held it in 5 quarters. The position peaked at $882K in Q4 2023. 21 funds tracked by Wall St. Rank hold ULY as of Q1 2025.

  • Whitebox Advisors reported no remaining Urgent.ly position as of Q1 2025 after selling out during the quarter.
  • Whitebox Advisors sold 23,182 Urgent.ly shares in Q1 2025, an estimated $142K.
  • Whitebox Advisors first reported a position in Urgent.ly in Q4 2023 and held it in 5 quarters.
  • Whitebox Advisors's Urgent.ly position peaked at $882K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held Urgent.ly as of Q1 2025.

Based on Whitebox Advisors's 13F filing for Q1 2025, filed 15 May 2025.