13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
ULY

URGENTLY INC

7 institutions still hold URGENTLY INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 916931207·7 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.9%
vs prior quarter
13F value held
$1M
49.0% inst. owned
of float
Holders
7
+142 QoQ
filers reporting
Activity
+97 / −20
+1,023 added · −828 reduced
this quarter
Concentration
51.33%
ODDO BHF ASSET MANAGEMENT SAS #1
top holder share
AI Holders Summary · Q1 2026

7 institutions reported ULY in Q1 2026. ODDO BHF ASSET MANAGEMENT SAS leads at 51.3% of the visible book. +142 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ODDO BHF ASSET MANAGEMENT SAS
CIK 0001686970
$565,950105K0.02%Q1 202602
Mithaq Capital SPC
CIK 0001834600
$532,17699K0.32%Q1 202603
IMA Advisory Services, Inc.
CIK 0001455495
$4,2747930.00%Q1 202604
FNY Investment Advisers, LLC
CIK 0001742998
$22341K0.10%Q1 202605
CIBC Private Wealth Group LLC
CIK 0001298088
$620.00%Q4 202506
Sarver Vrooman Wealth Advisors
CIK 0002076215
$510.00%Q1 202607
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025