Urgent.ly Inc. (ULY) — Institutional Holders, Q1 2026

5 institutional investment managers reported a ULY position on SEC Form 13F-HR for the quarter ended March 31, 2026, with a combined reported value of $1.3M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

ULY in Q1 2026: what funds did

Funds that filed a 13F for both Q4 2025 and Q1 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

2

Added to

0

Trimmed

1

Sold out

14

Biggest buyers

  1. ODDO BHF ASSET MANAGEMENT SASNew · +105,000 sh+$565.9K
  2. FNY Investment AdvisersNew · +41,399 sh+$223.1K

Biggest sellers

  1. HIGHBRIDGE CAPITAL MANAGEMENTSold out · -68,748 sh-$370.5K
  2. Sanctuary AdvisorsSold out · -11,903 sh-$64.2K
  3. GEODE CAPITAL MANAGEMENTSold out · -11,221 sh-$60.5K
  4. UBS Group AGSold out · -8,462 sh-$45.6K
  5. Tower Research Capital (TRC)Sold out · -4,483 sh-$24.2K

ULY 13F holders ranked 1–5 of 5

Institutional investors reporting a position in Urgent.ly Inc. on SEC Form 13F-HR for Q1 2026, ranked by reported value.
InstitutionValueQoQ
ODDO BHF ASSET MANAGEMENT SAS#1 · 105,000 sh$566.0KNew
Mithaq Capital SPC#2 · 98,734 sh$532.2K0.0%
FNY Investment Advisers#3 · 41,399 sh$223.0KNew
TrueNorth#4 · 793 sh$4.3K0.0%
Sarver Vrooman Wealth Advisors#5 · 1 sh$5.00-87.5%

Funds that sold out of ULY in Q1 2026 (14)

Held ULY at the end of Q4 2025 and filed a Q1 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held ULY in Q4 2025 and reported no position in Q1 2026.
InstitutionValue in Q4 2025
HIGHBRIDGE CAPITAL MANAGEMENT68,748 sh$200.7K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT4,234 sh$156.6K
Sanctuary Advisors11,903 sh$34.8K
GEODE CAPITAL MANAGEMENT11,221 sh$32.8K
UBS Group AG8,462 sh$24.7K
Tower Research Capital (TRC)4,483 sh$13.1K
FMR3,014 sh$8.8K
JONES FINANCIAL COMPANIES LLLP1,000 sh$2.9K
Westside Investment Management166 sh$485.00
SBI Securities , Ltd.46 sh$134.00
Clear Street Group41 sh$120.00
OSAIC2 sh$5.00
BANK OF AMERICA1 sh$3.00
CWM3 sh$0.00

Source: Form 13F-HR filings on SEC EDGAR, Q1 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q4 2025 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.