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, Q3 2025
Institutional positions in Urgent.ly Inc. as of Sep 30, 2025. 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
- 24
- +7 vs. Q2 2025
- Shares held
- 292.5K
- +161.1K (+122.6%) vs. Q2 2025
- Total value
- $944.6K
- +$103.8K (+12.3%) vs. Q2 2025
- New holders
- 10
- 2 more added
- Sold out
- 3
- 1 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Urgent.ly Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $3 | 0.00% | +1 | New |
| CIBC Private Wealth Group, LLC | 2 | $6 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2 | $6 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 10 | $32 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 11 | $35 | 0.00% | 00.0% | Unchanged |
| Clear Street Group Inc. | 41 | $132 | 0.00% | +41 | New |
| SBI Securities Co., Ltd. | 56 | $181 | 0.00% | +6+12.0% | Added |
| Morgan Stanley | 113 | $367 | 0.00% | −65−36.5% | Reduced |
| Rockefeller Capital Management L.P. | 161 | $520 | 0.00% | +161 | New |
| Westside Investment Management, Inc. | 166 | $536 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 262 | $847 | 0.00% | +262 | New |
| Northwestern Mutual Wealth Management Co | 418 | $1.35K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 578 | $1.87K | 0.00% | +578 | New |
| IMA Wealth, Inc. | 793 | $2.56K | 0.00% | +793 | New |
| FMR LLC | 3,014 | $9.73K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 10,548 | $34.1K | 0.00% | +10,548 | New |
| UBS Group AG | 16,112 | $52.0K | 0.00% | +15,642+3,328.1% | Added |
| HRT Financial LP | 17,381 | $56.0K | 0.00% | +17,381 | New |
| Vanguard Group Inc | 19,504 | $63.0K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 55,821 | $180.3K | 0.01% | +55,821 | New |
| Highbridge Capital Management LLC | 68,748 | $222.1K | 0.01% | +68,748 | New |
| Mithaq Capital SPC | 98,734 | $318.9K | 0.09% | 00.0% | Unchanged |
| Fosun International Ltd | 0 | $0 | 0.00% | −8,234−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| Game Plan Financial Advisors, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Clear Street LLC | – | – | – | – | Not filed |