Urgent.ly Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of ULY?
Owner TypeNumber of SharesOwnership Percentage
Private Companies8,2340.661%
Individual Insiders58,2224.68%
VC/PE Firms76,7366.16%
Institutions237,26119.1%
General Public864,44669.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 30.48% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
7.99%
Mithaq Capital
99,486US$1.0m0%0.21%
6.16%
Iron Gate Capital, LLC
76,736US$772.0k0%100.0%
4.45%
Highbridge Capital Management, LLC
55,341US$556.7k0%0.08%
1.91%
Benjamin Volkow
23,769US$239.1k-27.5%no data
1.86%
Whitebox Advisors LLC
23,182US$233.2k0%0.04%
1.34%
The Vanguard Group, Inc.
16,693US$167.9k-56.5%no data
1.23%
Andrew Geisse
15,300US$153.9k2.64%no data
1.11%
Toronto-Dominion Bank, Securities Investments
13,812US$138.9k0%no data
0.75%
Timothy Huffmyer
9,350US$94.1k26.5%no data
0.73%
Geode Capital Management, LLC
9,074US$91.3k-1.32%no data
0.66%
Fosun International Holdings Ltd.
8,234US$82.8k0%no data
0.66%
Matthew Booth
8,231US$82.8k23.9%no data
0.31%
Millennium Management LLC
3,905US$39.3k-31.4%no data
0.28%
Morgan Stanley, Investment Banking and Brokerage Investments
3,529US$35.5k1,880%no data
0.24%
XTX Holdings Limited, Asset Management Arm
3,018US$30.4k0%no data
0.24%
FMR LLC
3,013US$30.3k0%no data
0.14%
Wellspring Financial Advisors, LLC
1,801US$18.1k0%no data
0.13%
HighTower Advisors, LLC
1,585US$15.9k15.1%no data
0.067%
Lido Advisors, LLC
833US$8.4k0%no data
0.038%
Sandy Spring Bank, Asset Management Arm
477US$4.8k0%no data
0.036%
UBS Asset Management AG
444US$4.5k250%no data
0.034%
Northwestern Mutual Wealth Management Company
418US$4.2k0%no data
0.032%
Gina Domanig
393US$4.0k0%no data
0.032%
James Micali
393US$4.0k0%no data
0.032%
Ryan Pollock
393US$4.0k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/05 22:35
End of Day Share Price 2025/05/05 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Urgent.ly Inc. is covered by 1 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Christopher PierceNeedham & Company