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ULY

Urgent.ly

Delisted

ULY was delisted on the 17th of March, 2026.

30 hedge funds and large institutions have $5.4M invested in Urgent.ly in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.13% less ownership

Funds ownership: 2.08%1.95% (-0.13%)

3% less funds holding

Funds holding: 3130 (-1)

12% less capital invested

Capital invested by funds: $6.16M → $5.4M (-$766K)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

71% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 7

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
2
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCS
1
Mithaq Capital SPC
Saudi Arabia
$2.05M
Vanguard Group
2
Vanguard Group
Pennsylvania
$792K +$159K +7,172 +23%
BRF
3
B. Riley Financial
California
$717K
WA
4
Whitebox Advisors
Minnesota
$478K
CAC
5
Cowen and Company
New York
$466K -$11.7K -526 -2%
BMCM
6
Black Maple Capital Management
Wisconsin
$212K -$377 -17 -0.2%
FI
7
Fosun International
China
$170K
Millennium Management
8
Millennium Management
New York
$125K -$6.3K -284 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$103K -$6.36K -287 -5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$62.2K
WFA
11
Wellspring Financial Advisors
Ohio
$37.2K
A
12
Allianz
Germany
$34.9K
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$34.4K +$37K +1,667 New
BHB
14
Bank Hapoalim BM
Israel
$26K
HighTower Advisors
15
HighTower Advisors
Illinois
$20K
Lido Advisors
16
Lido Advisors
California
$17.2K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$13K -$665 -30 -5%
SSB
18
Sandy Spring Bank
Maryland
$9.87K +$10.6K +478 New
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$8.64K
TRCT
20
Tower Research Capital (TRC)
New York
$8.62K -$510 -23 -5%
Morgan Stanley
21
Morgan Stanley
New York
$3.68K
WIM
22
Westside Investment Management
California
$3.44K
CS
23
Clear Street
New York
$851 +$909 +41 New
GPFA
24
Game Plan Financial Advisors
Ohio
$593
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$225 +$266 +12 New

ULY Hedge Fund Activity: Q2 2024 in Review

30 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Urgent.ly (ULY) for Q2 2024, worth a combined $5.4M — down 12% from $6.16M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ULY and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 2 added.

The largest buyer was Vanguard Group, adding an estimated $159K. The largest seller was Kepos Capital, exiting entirely with an estimated $263K sold.

  • 30 institutional investors held Urgent.ly (ULY) as of Q2 2024, down from 31 in Q1 2024.
  • Funds reported $5.4M of Urgent.ly stock for Q2 2024, down 12% quarter-over-quarter.
  • 4 funds opened new Urgent.ly positions in Q2 2024 and 5 closed out, a net change of -1 holder.
  • The largest Urgent.ly buyer in Q2 2024 was Vanguard Group, an estimated $159K added.
  • The largest Urgent.ly seller in Q2 2024 was Kepos Capital, an estimated $263K sold.

Based on aggregated 13F filings for Q2 2024.