Urgent.ly Inc (ULY)

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Oddo BHF Asset Management SAS

NEW

Shares105,000

Change+105,000

Value$566.0K

Filed 2026-05-18

Mithaq Capital SPC

UNCHANGED

Shares98,734 from 98,734

Change0 (0%)

Value$532.2K (+$243.9K)

Filed 2026-04-29

FNY Investment Advisers, LLC

NEW

Shares41,399

Change+41,399

Value$223

Filed 2026-04-15

IMA Advisory Services, Inc.

UNCHANGED

Shares793 from 793

Change0 (0%)

Value$4.3K (+$2.0K)

Filed 2026-05-06

Sarver Vrooman Wealth Advisors

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$5 (+$2)

Filed 2026-04-15

Highbridge Capital Management LLC

CLOSED

Shares0 from 68,748

Change-68,748 (-100%)

Value$0 (-$200.7K)

Filed 2026-05-15

Sanctuary Advisors, LLC

CLOSED

Shares0 from 11,903

Change-11,903 (-100%)

Value$0 (-$34.8K)

Filed 2026-05-05

Geode Capital Management, LLC

CLOSED

Shares0 from 11,221

Change-11,221 (-100%)

Value$0 (-$32.8K)

Filed 2026-05-15

UBS Group AG

CLOSED

Shares0 from 8,462

Change-8,462 (-100%)

Value$0 (-$24.7K)

Filed 2026-05-05

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 4,483

Change-4,483 (-100%)

Value$0 (-$13.1K)

Filed 2026-05-15

FMR LLC

CLOSED

Shares0 from 3,014

Change-3,014 (-100%)

Value$0 (-$8.8K)

Filed 2026-05-15

Jones Financial Companies Lllp

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$2.9K)

Filed 2026-05-15

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 418

Change-418 (-100%)

Value$0 (-$1.2K)

Filed 2026-05-07

Westside Investment Management, Inc.

CLOSED

Shares0 from 166

Change-166 (-100%)

Value$0 (-$485)

Filed 2026-05-04

SBI Securities Co., Ltd.

CLOSED

Shares0 from 46

Change-46 (-100%)

Value$0 (-$134)

Filed 2026-04-28

Clear Street Group Inc.

CLOSED

Shares0 from 41

Change-41 (-100%)

Value$0 (-$120)

Filed 2026-05-15

Bank of America Corp

CLOSED

Shares0 from 17

Change-17 (-100%)

Value$0 (-$50)

Filed 2026-05-18

CWM, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 ($0)

Filed 2026-05-14

Osaic Holdings, Inc.

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$5)

Filed 2026-05-15

Vanguard Group Inc

DECREASED

Shares0 from 19,504

Change-19,504 (-100%)

Value$0 (-$57.0K)

Filed 2026-05-14

Atlantic Trust Group, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Oddo BHF Asset Management SAS	NEW	105,000	—	+105,000	—	—	$566.0K	—	2026-05-18
Mithaq Capital SPC	UNCHANGED	98,734	98,734	0	0%	$288.3K	$532.2K	+$243.9K	2026-04-29
FNY Investment Advisers, LLC	NEW	41,399	—	+41,399	—	—	$223	—	2026-04-15
IMA Advisory Services, Inc.	UNCHANGED	793	793	0	0%	$2.3K	$4.3K	+$2.0K	2026-05-06
Sarver Vrooman Wealth Advisors	UNCHANGED	1	1	0	0%	$3	$5	+$2	2026-04-15
Highbridge Capital Management LLC	CLOSED	0	68,748	-68,748	-100%	$200.7K	$0	-$200.7K	2026-05-15
Sanctuary Advisors, LLC	CLOSED	0	11,903	-11,903	-100%	$34.8K	$0	-$34.8K	2026-05-05
Geode Capital Management, LLC	CLOSED	0	11,221	-11,221	-100%	$32.8K	$0	-$32.8K	2026-05-15
UBS Group AG	CLOSED	0	8,462	-8,462	-100%	$24.7K	$0	-$24.7K	2026-05-05
Tower Research Capital LLC (TRC)	CLOSED	0	4,483	-4,483	-100%	$13.1K	$0	-$13.1K	2026-05-15
FMR LLC	CLOSED	0	3,014	-3,014	-100%	$8.8K	$0	-$8.8K	2026-05-15
Jones Financial Companies Lllp	CLOSED	0	1,000	-1,000	-100%	$2.9K	$0	-$2.9K	2026-05-15
Northwestern Mutual Wealth Management Co	CLOSED	0	418	-418	-100%	$1.2K	$0	-$1.2K	2026-05-07
Westside Investment Management, Inc.	CLOSED	0	166	-166	-100%	$485	$0	-$485	2026-05-04
SBI Securities Co., Ltd.	CLOSED	0	46	-46	-100%	$134	$0	-$134	2026-04-28
Clear Street Group Inc.	CLOSED	0	41	-41	-100%	$120	$0	-$120	2026-05-15
Bank of America Corp	CLOSED	0	17	-17	-100%	$50	$0	-$50	2026-05-18
CWM, LLC	CLOSED	0	3	-3	-100%	$0	$0	$0	2026-05-14
Osaic Holdings, Inc.	CLOSED	0	2	-2	-100%	$5	$0	-$5	2026-05-15
Vanguard Group Inc	DECREASED	0	19,504	-19,504	-100%	$57.0K	$0	-$57.0K	2026-05-14
Atlantic Trust Group, LLC	N/A	—	2	-2	-100%	$6	—	—	—

Showing 21 of 21 institutions