HolderBook

URGENTLY INC (ULY)

Institutional ownership reported to the SEC as of Q4 2025, across 9 quarters.

1
Reporting holders
$29
Reported value
0.0%
Held as options
+0
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
EverSource Wealth Advisors, LLC$29100.00%3qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q4 20251$29100000.0%
Q3 20251$32100000.0%
Q2 20251$64101000.0%
Q1 20251$131280010.0%
Q4 202427$1.2M2,283,1802460.0%
Q3 202429$2.0M2,999,2404530.0%
Q2 202428$5.4M3,122,7774270.0%
Q1 202428$5.9M3,127,4715930.0%
Q4 202328$11.2M3,528,80728000.0%