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ULY

Urgent.ly

Delisted

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

30 hedge funds and large institutions have $2.04M invested in Urgent.ly in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

0% more funds holding

Funds holding: 3030 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.08% less ownership

Funds ownership: 1.95%1.87% (-0.08%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

62% less capital invested

Capital invested by funds: $5.4M → $2.04M (-$3.36M)

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
3
Increased
5
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCS
1
Mithaq Capital SPC
Saudi Arabia
$812K
Vanguard Group
2
Vanguard Group
Pennsylvania
$313K
BRF
3
B. Riley Financial
California
$227K -$94.2K -6,933 -20%
WA
4
Whitebox Advisors
Minnesota
$189K
CAC
5
Cowen and Company
New York
$184K
Geode Capital Management
6
Geode Capital Management
Massachusetts
$75K +$57.2K +4,211 +84%
FI
7
Fosun International
China
$67.2K
Millennium Management
8
Millennium Management
New York
$46.4K -$4.74K -349 -6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$33K +$54.9K +4,041 New
Fidelity Investments
10
Fidelity Investments
Massachusetts
$24.6K
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$18.4K +$7.92K +583 +35%
WFA
12
Wellspring Financial Advisors
Ohio
$14.7K
HighTower Advisors
13
HighTower Advisors
Illinois
$11K +$5.66K +416 +43%
Lido Advisors
14
Lido Advisors
California
$6.8K
SSB
15
Sandy Spring Bank
Maryland
$3.9K
TRCT
16
Tower Research Capital (TRC)
New York
$3.77K +$598 +44 +11%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$3.42K
Morgan Stanley
18
Morgan Stanley
New York
$1.45K
WIM
19
Westside Investment Management
California
$1.36K
S
20
SignatureFD
Georgia
$1.08K +$1.79K +132 New
UBS Group
21
UBS Group
Switzerland
$1.04K +$1.74K +128 New
BHB
22
Bank Hapoalim BM
Israel
$1K
CS
23
Clear Street
New York
$337
GPFA
24
Game Plan Financial Advisors
Ohio
$235
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$100

ULY Hedge Fund Activity: Q3 2024 in Review

30 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Urgent.ly (ULY) for Q3 2024, worth a combined $2.04M — down 62% from $5.4M a quarter earlier.

Fund positioning in ULY was balanced in Q3 2024: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 3 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $57.2K. The largest seller was Black Maple Capital Management, exiting entirely with an estimated $212K sold.

  • 30 institutional investors held Urgent.ly (ULY) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $2.04M of Urgent.ly stock for Q3 2024, down 62% quarter-over-quarter.
  • 3 funds opened new Urgent.ly positions in Q3 2024 and 3 closed out, a net change of 0 holders.
  • The largest Urgent.ly buyer in Q3 2024 was Geode Capital Management, an estimated $57.2K added.
  • The largest Urgent.ly seller in Q3 2024 was Black Maple Capital Management, an estimated $212K sold.

Based on aggregated 13F filings for Q3 2024.