ULY — Urgently Inc Institutional Holders · Q1 2026
Who owns Urgently Inc (ULY)? 20 institutions reported holding $1.33M in SEC 13F filings for Q1 2026 (period ended 2026-03-31). Largest holders: Oddo Bhf Asset Management Sas ($565,950), Mithaq Capital SPC ($532,176), FNY Investment Advisers, LLC ($223,000).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ODDO BHF ASSET MANAGEMENT SAS | $565,950 | 105,000 | New |
| 2 | Mithaq Capital SPC | $532,176 | 98,734 | Hold |
| 3 | FNY Investment Advisers, LLC | $223,000 | 41,399 | New |
| 4 | IMA Advisory Services, Inc. | $4,274 | 793 | Hold |
| 5 | Sarver Vrooman Wealth Advisors | $5 | 1 | Hold |
| 6 | Tower Research Capital LLC (TRC) | $0 | 0 | Exited |
| 7 | Westside Investment Management, Inc. | $0 | 0 | Exited |
| 8 | UBS Group AG | $0 | 0 | Exited |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $0 | 0 | Exited |
| 10 | Sanctuary Advisors, LLC | $0 | 0 | Exited |
| 11 | SBI Securities Co., Ltd. | $0 | 0 | Exited |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $0 | 0 | Exited |
| 13 | FMR LLC | $0 | 0 | Exited |
| 14 | EverSource Wealth Advisors, LLC | $0 | 0 | Exited |
| 15 | Clear Street Group Inc. | $0 | 0 | Exited |
| 16 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
| 17 | HIGHBRIDGE CAPITAL MANAGEMENT LLC | $0 | 0 | Exited |
| 18 | OSAIC HOLDINGS, INC. | $0 | 0 | Exited |
| 19 | CWM, LLC | $0 | 0 | Exited |
| 20 | JONES FINANCIAL COMPANIES LLLP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31