Urgent.ly Inc. (ULY) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

1,426,722Shares Outstanding

191,435Shares held by institutions

$407,757Value of institutional holdings

16.02%Institutional ownership %

4.77%Shares Changed QoQ

20No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Urgent.ly Inc. (NASDAQ:ULY) includes 20 filers as of the latest reporting cycle ending December 2025.

Institutional ownership in Urgent.ly edged down to 16.0% in December 2025, compared to 20.5% in September 2025.
The company experienced a 4.77% quarterly change in institutional shares held, alongside a decrease of 33.33% in total owners annually.
The latest 13F cycle for Urgent.ly reveals that of 20 total investors, 6 funds grew their exposure, whereas 2 reduced theirs and 12 made no changes.
The total number of shares held by institutions in Urgent.ly increased to 228.57K as of December 2025, a net change of up by 10.41K shares quarter on quarter, and up 36.06K shares year over year.
With 98.73K shares, Mithaq Capital SPC commands the largest institutional position in Urgent.ly as of December 31, 2025, equating to 6.92% of the company.
Among the most significant buyers of Urgent.ly during December 2025 were Sanctuary Advisors, LLC (11.90K), Tower Research Capital LLC (TRC) (4.48K), JONES FINANCIAL COMPANIES LLLP (1.00K), GEODE CAPITAL MANAGEMENT, LLC (673), Sarver Vrooman Wealth Advisors (7).
Leading sellers of Urgent.ly stock in December 2025 included UBS Group AG (7.65K), SBI Securities Co., Ltd. (10).
The top 10 institutional holders of Urgent.ly for the quarter ending December 2025 included Mithaq Capital SPC (98.73K), HIGHBRIDGE CAPITAL MANAGEMENT LLC (68.75K), VANGUARD GROUP INC (19.50K), Sanctuary Advisors, LLC (11.90K), GEODE CAPITAL MANAGEMENT, LLC (11.22K), UBS Group AG (8.46K), Tower Research Capital LLC (TRC) (4.48K), FMR LLC (3.01K), JONES FINANCIAL COMPANIES LLLP (1.00K), IMA Advisory Services, Inc. (793).

20 Institutional Holders

191,435 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Mithaq Capital SPC	31 Dec, 2025	98,734	0	0.00%	$288,303.00
HIGHBRIDGE CAPITAL MANAGEMENT LLC	31 Dec, 2025	68,748	0	0.00%	$200,744.00
VANGUARD GROUP INC	31 Dec, 2025	19,504	0	0.00%	$56,952.00
Sanctuary Advisors, LLC	31 Dec, 2025	11,903	11,903	0.00%	$34,757.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	11,221	673	6.38%	$32,765.00
UBS Group AG	31 Dec, 2025	8,462	-7,650	-47.48%	$24,709.00
Tower Research Capital LLC (TRC)	31 Dec, 2025	4,483	4,483	0.00%	$13,090.00
FMR LLC	31 Dec, 2025	3,014	0	0.00%	$8,801.00
JONES FINANCIAL COMPANIES LLLP	31 Dec, 2025	1,000	1,000	0.00%	$2,920.00
IMA Advisory Services, Inc.	31 Dec, 2025	793	0	0.00%	$2,315.00
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	31 Dec, 2025	418	0	0.00%	$1,221.00
Westside Investment Management, Inc.	31 Dec, 2025	166	0	0.00%	$485.00
SBI Securities Co., Ltd.	31 Dec, 2025	46	-10	-17.86%	$134.00
Clear Street Group Inc.	31 Dec, 2025	41	0	0.00%	$120.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	17	6	54.55%	$50.00
EverSource Wealth Advisors, LLC	31 Dec, 2025	10	0	0.00%	$29.00
Sarver Vrooman Wealth Advisors	31 Dec, 2025	8	7	700.00%	$23.00
CWM, LLC	31 Dec, 2025	3	0	0.00%	$0.00
OSAIC HOLDINGS, INC.	31 Dec, 2025	2	0	0.00%	$5.00
CIBC Private Wealth Group LLC	31 Dec, 2025	2	0	0.00%	$6.00

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