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ULY

Urgent.ly

Delisted

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

27 hedge funds and large institutions have $1.16M invested in Urgent.ly in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 6 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: 11 (0)

0.46% less ownership

Funds ownership: 1.87%1.41% (-0.46%)

10% less funds holding

Funds holding: 3027 (-3)

43% less capital invested

Capital invested by funds: $2.04M → $1.16M (-$876K)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
3
Reduced
6
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
$609K
WA
2
Whitebox Advisors
Minnesota
$142K
Vanguard Group
3
Vanguard Group
Pennsylvania
$102K -$154K -21,693 -57%
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$84.5K +$97.9K +13,813 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$55.5K -$858 -121 -1%
FI
6
Fosun International
China
$50.4K
Millennium Management
7
Millennium Management
New York
$23.9K -$12.6K -1,784 -31%
Morgan Stanley
8
Morgan Stanley
New York
$21.6K +$23.8K +3,352 +1,883%
XT
9
XTX Topco
Cayman Islands
$18.5K +$21.4K +3,019 New
Fidelity Investments
10
Fidelity Investments
Massachusetts
$18.4K
WFA
11
Wellspring Financial Advisors
Ohio
$11K
HighTower Advisors
12
HighTower Advisors
Illinois
$9.7K +$1.48K +209 +15%
Lido Advisors
13
Lido Advisors
California
$5.1K
SSB
14
Sandy Spring Bank
Maryland
$2.93K
UBS Group
15
UBS Group
Switzerland
$2.72K +$2.25K +317 +248%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$2.56K
TRCT
17
Tower Research Capital (TRC)
New York
$2.21K -$709 -100 -22%
WIM
18
Westside Investment Management
California
$1.02K
S
19
SignatureFD
Georgia
$807
CS
20
Clear Street
New York
$252
GPFA
21
Game Plan Financial Advisors
Ohio
$165
Bank of America
22
Bank of America
North Carolina
$47
Group One Trading
23
Group One Trading
Illinois
$45
Osaic Holdings
24
Osaic Holdings
Arizona
$21
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$16 -$64 -9 -75%

ULY Hedge Fund Activity: Q4 2024 in Review

27 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Urgent.ly (ULY) for Q4 2024, worth a combined $1.16M — down 43% from $2.04M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ULY and 2 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 3 added.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $97.9K. The largest seller was B. Riley Financial, exiting entirely with an estimated $227K sold.

  • 27 institutional investors held Urgent.ly (ULY) as of Q4 2024, down from 30 in Q3 2024.
  • Funds reported $1.16M of Urgent.ly stock for Q4 2024, down 43% quarter-over-quarter.
  • 2 funds opened new Urgent.ly positions in Q4 2024 and 5 closed out, a net change of -3 holders.
  • The largest Urgent.ly buyer in Q4 2024 was Toronto Dominion Bank, an estimated $97.9K added.
  • The largest Urgent.ly seller in Q4 2024 was B. Riley Financial, an estimated $227K sold.

Based on aggregated 13F filings for Q4 2024.