Urgently Inc.

13F holders, Q2 2024 (June 30)
30holders −1
4new positions
5sold out
1famous investor
$1.72avg. 13F price*

At the end of Q2 2024, 30 institutions reported holding Urgently Inc. in their 13F filings, down 1 from Q1 2024. 4 opened new positions and 5 sold out. The largest holders were Mithaq Capital SPC ($2.1M), Vanguard Group Inc. ($792K) and BRC Group Holdings, Inc. ($717K). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

Company
Urgently Inc.
CUSIP
916931108
Latest filing quarter
Q4 2025

History

Number of 13F holders

010203040 Q1 2024: 31Q1 2024Q2 2024: 30Q2 2024Q3 2024: 31Q3 2024Q4 2024: 28Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions4$45K
Exits5$449K

All 13F filers, Q1 2024 → Q2 2024: 112,442 shares bought and 252,846 shares sold, net −140,404 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders

Mithaq Capital SPC 1.03% No change 1,193,839 $2.1M
Vanguard Group Inc. 0.00% Add +23.0% 460,640 $792K
BRC Group Holdings, Inc. 0.58% No change 416,968 $717K
Whitebox Advisors LLC 0.06% No change 278,189 $478K
Cowen and Company, LLC 0.01% Reduce -2.3% 270,750 $466K
Black Maple Capital Management LP 0.16% Reduce -0.2% 122,965 $212K
Fosun International Ltd 0.06% Add +0.0% 98,811 $170K
Millennium Management 0.00% Reduce -4.5% 72,450 $125K
Geode Capital Management, LLC 0.00% Reduce -5.4% 59,813 $103K
FMR LLC 0.00% No change 36,161 $62K
Wellspring Financial Advisors, LLC 0.00% No change 21,618 $37K
Allianz SE 0.00% No change 20,290 $35K
Wealth Enhancement Advisory Services, LLC 0.00% New 20,000 $34K
Bank Hapoalim BM 0.00% No change 14,891 $26K
HighTower Advisors, LLC 0.00% No change 11,528 $20K
Lido Advisors, LLC 0.00% No change 10,000 $17K
Royal Bank of Canada 0.00% Reduce -4.5% 7,579 $13K
Sandy Spring Bank 0.00% New 5,736 $10K
Northwestern Mutual Wealth Management Co. 0.00% No change 5,025 $9K
Tower Research Capital LLC (TRC) 0.00% Reduce -5.2% 5,012 $9K
Morgan Stanley 0.00% No change 2,137 $4K
Westside Investment Management, Inc. 0.00% No change 2,000 $3K
Clear Street LLC 0.00% New 495 $851
Game Plan Financial Advisors, LLC 0.00% No change 345 $593
CIBC Private Wealth Group LLC 0.00% New 147 $225
Group One Trading LLC 0.00% No change 88 $151
Bank of America Corp. 0.00% Reduce -18.4% 84 $144
Osaic Holdings, Inc. 0.00% No change 43 $73
JPMorgan Chase & Co. 0.00% Add +10.3% 32 $55
Cwm, LLC 0.00% Add +8.6% 38 $0

"% of holder's portfolio" is URGENTLY INC's weight in each manager's 13F, not the share of Urgently Inc. the manager owns.