Urgent.ly Inc.
ULYXDelisted May 1, 2026- Industry
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001603652
Urgent.ly Inc. was delisted on May 1, 2026; its insiders filed their last Form 4 on Apr 28, 2026; 20 institutions reported holding it in 13F filings for Q4 2025, worth $667.4K in total; no superinvestor held it.
13F holders, Q4 2024
Institutional positions in Urgent.ly Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 28
- −3 vs. Q3 2024
- Shares held
- 2.28M
- −730.9K (−24.2%) vs. Q3 2024
- Total value
- $1.16M
- −$875.6K (−42.9%) vs. Q3 2024
- New holders
- 3
- 4 more added
- Sold out
- 6
- 6 more reduced
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ULYX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 5 | $1.33M |
| Q4 2025 | 20 | $667.4K |
| Q3 2025 | 24 | $944.6K |
| Q2 2025 | 18 | $841.1K |
| Q1 2025 | 22 | $1.02M |
| Q4 2024 | 28 | $1.16M |
| Q3 2024 | 31 | $2.04M |
| Q2 2024 | 30 | $5.40M |
| Q1 2024 | 31 | $6.16M |
| Q4 2023 | 33 | $11.8M |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Urgent.ly Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 38 | $0 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 2 | $1 | 0.00% | +2 | New |
| JPMorgan Chase & Co | 12 | $6 | 0.00% | −16−57.1% | Reduced |
| CIBC Private Wealth Group, LLC | 30 | $16 | 0.00% | −117−79.6% | Reduced |
| Advisor Group Holdings, Inc. | 43 | $21 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 88 | $45 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 93 | $47 | 0.00% | +1+1.1% | Added |
| Game Plan Financial Advisors, LLC | 345 | $165 | 0.00% | 00.0% | Unchanged |
| Clear Street LLC | 495 | $252 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,582 | $807 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,000 | $1.02K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,339 | $2.21K | 0.00% | −1,210−21.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,025 | $2.56K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,338 | $2.72K | 0.00% | +3,804+248.0% | Added |
| Sandy Spring Bank | 5,736 | $2.93K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 10,000 | $5.10K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 19,028 | $9.70K | 0.00% | +2,500+15.1% | Added |
| Wellspring Financial Advisors, LLC | 21,618 | $11.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 36,161 | $18.4K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 36,222 | $18.5K | 0.00% | +36,222 | New |
| Morgan Stanley | 42,354 | $21.6K | 0.00% | +40,217+1,881.9% | Added |
| Millennium Management LLC | 46,862 | $23.9K | 0.00% | −21,406−31.4% | Reduced |
| Fosun International Ltd | 98,811 | $50.4K | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 108,891 | $55.5K | 0.00% | −1,450−1.3% | Reduced |
| Toronto Dominion Bank | 165,750 | $84.5K | 0.00% | +165,750 | New |
| Vanguard Group Inc | 200,327 | $102.2K | 0.00% | −260,313−56.5% | Reduced |
| Whitebox Advisors LLC | 278,189 | $141.9K | 0.01% | 00.0% | Unchanged |
| Mithaq Capital SPC | 1,193,839 | $608.9K | 0.29% | 00.0% | Unchanged |
| B. Riley Financial, Inc. | 0 | $0 | 0.00% | −333,771−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −270,750−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −48,491−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Bank Hapoalim BM | 0 | $0 | 0.00% | −14,891−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |