Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ULY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | ODDO BHF ASSET MANAGEMENT SAS | 105K | $566K | — | 6.639% | 0.02% |
| 2 | Mithaq Capital SPC | 99K | $532K | 0.0% | 6.243% | 0.32% |
| 3 | IMA Wealth, Inc. | 793 | $4K | 0.0% | 0.050% | 0.00% |
| 4 | FNY Investment Advisers, LLC | 41K | $223 | — | 2.618% | 0.10% |
| 5 | Sarver Vrooman Wealth Advisors | 1 | $5 | -87.5% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ULY — a direct measure of their conviction.
Filings activity in ULY during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 5 | 75% | 12.96% | +3.30 pp | $1M | +34% |
| Q4 2025 | 20 | 13% | 9.66% | +1.33 pp | $1M | +16% |
| Q3 2025 | 23 | +21% | 8.33% | 1.56 pp | $1M | 16% |
| Q2 2025 | 19 | 14% | 9.89% | 1.73 pp | $1M | 15% |
| Q1 2025 | 22 | 27% | 11.62% | 2.28 pp | $1M | 16% |
| Q4 2024 | 30 | 6.3% | 13.90% | 10.06 pp | $1M | 42% |
| Q3 2024 | 32 | +6.7% | 23.96% | 38.75 pp | $2M | 62% |
| Q2 2024 | 30 | — | 62.71% | — | $5M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ULY stock.
Based on Q1 2026 13F filings, institutional ownership of Urgent.ly Inc. Common Stock stands at 13.0%, held across 5 reporting institutions.
ODDO BHF ASSET MANAGEMENT SAS is the largest reported institutional holder of ULY, with approximately 105,000 shares worth $0.00B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of ULY.
Our composite Smart Money Score for ULY is 31 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
2 institutions opened new positions in ULY during Q1 2026, while 17 fully exited. 2 added to existing positions and 1 trimmed.
ULY institutional ownership rose by 3.30 percentage points quarter-over-quarter, with a net change of -15 holders.
The top 10 institutions account for 100.0% of all reported 13F value in ULY, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Urgent.ly Inc. Common Stock (ULY) Institutional Ownership