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
Q2 		– Sell
-15,435
Closed -$62.5K – 400
2025
Q1 		$62.5K Sell
15,435
-7,747
-33% -$44.7K ﹤0.01% 224
2024
Q4 		$142K Hold
23,182
– – ﹤0.01% 178
2024
Q3 		$189K Hold
23,182
– – 0.01% 176
2024
Q2 		$478K Hold
23,182
– – 0.01% 171
2024
Q1 		$523K Hold
23,182
– – 0.01% 149
2023
Q4 		$882K Buy
+23,182
New +$1.05M 0.02% 119

Other funds holding ULY

MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $204M AUM 17.99% 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 $446M AUM 13.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Whitebox Advisors's ULY Position: Q2 2025 in Review

Whitebox Advisors sold out of Urgent.ly (ULY) in Q2 2025, closing a stake of 15,435 shares — an estimated $62.5K sold.

Whitebox Advisors first reported a position in ULY in Q4 2023 and held it in 6 quarters. The position peaked at $882K in Q4 2023. 18 funds tracked by Wall St. Rank hold ULY as of Q2 2025.

  • Whitebox Advisors reported no remaining Urgent.ly position as of Q2 2025 after selling out during the quarter.
  • Whitebox Advisors sold 15,435 Urgent.ly shares in Q2 2025, an estimated $62.5K.
  • Whitebox Advisors first reported a position in Urgent.ly in Q4 2023 and held it in 6 quarters.
  • Whitebox Advisors's Urgent.ly position peaked at $882K in Q4 2023.
  • 18 funds tracked by Wall St. Rank held Urgent.ly as of Q2 2025.

Based on Whitebox Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.