Urgent.ly Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MITHAQ CAPITAL SPC | 02/10/2026 | 98.73 K | $288.30 K | 0.00% | 6.62% |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | 02/11/2026 | 68.75 K | $200.74 K | 0.00% | 4.61% |
| VANGUARD GROUP INC | 01/29/2026 | 19.50 K | $56.95 K | 0.00% | 1.31% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 11.90 K | $34.76 K | 100.00% | 0.80% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 11.22 K | $32.77 K | 6.38% | 0.75% |
| UBS GROUP AG | 01/29/2026 | 8.46 K | $24.71 K | -47.48% | 0.57% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 4.48 K | $13.09 K | 100.00% | 0.30% |
| FMR LLC | 02/17/2026 | 3.01 K | $8.80 K | 0.00% | 0.20% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 1.00 K | $2.92 K | 100.00% | 0.07% |
| IMA WEALTH, INC. | 02/11/2026 | 793 | $2.32 K | 0.00% | 0.05% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 418 | $1.22 K | 0.00% | 0.03% |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | 01/23/2026 | 166 | $485 | 0.00% | 0.01% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 46 | $134 | -17.86% | 0.00% |
| CLEAR STREET GROUP INC. | 02/13/2026 | 41 | $120 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 17 | $50 | 54.55% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 10 | $29 | 0.00% | 0.00% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 2 | $6 | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 2 | $5 | 0.00% | 0.00% |
| SARVER VROOMAN WEALTH ADVISORS | 04/23/2026 | 1 | $3 | 0.00% | 0.00% |
| CITIGROUP INC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| MORGAN STANLEY | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| GHP INVESTMENT ADVISORS, INC. | 01/27/2026 | 0 | $0 | -100.00% | 0.00% |
| HRT FINANCIAL LP | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| DRW SECURITIES, LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 0 | $0 | -100.00% | 0.00% |
| AMERITAS ADVISORY SERVICES, LLC | 02/04/2026 | 0 | $0 | -100.00% | 0.00% |
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Urgent.ly Inc institutional Ownership - FAQ's
During the previous two years, 31 institutional investors and hedge funds held shares of Urgent.ly Inc. The most heavily invested institutionals were:
Mithaq Capital SPC: 98,734
FNY Investment Advisers, LLC: 41,399
Sarver Vrooman Wealth Advisors: 1
UBS Group AG: 0
Westside Investment Management, Inc.: 0
SBI Securities Co., Ltd.: 0
15.32% of Urgent.ly Inc stock is owned by institutional investors.
Institutional investors have bought a total of 532.25 K shares in the last 24 months. This purchase volume represents approximately $1.12 M in transactions.