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Beryl Capital group discloses 9.1% holding in Urgent.ly (NASDAQ: ULY)

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Urgent.ly Inc. shareholders were reported to include Beryl-affiliated entities holding a combined 200,000 shares (reported) representing 9.1% of Common Stock for Beryl Capital Management and David A. Witkin, and 147,909 shares (reported) for Beryl Capital Partners II (6.8%).

The Schedule 13G states these positions are shared power holdings and includes an ownership percentage calculated on November 10, 2025 outstanding share data; the filing describes group relationships and disclaims beneficial ownership beyond pecuniary interest.

Positive

  • None.

Negative

  • None.

Insights

Passive investor group filing shows significant shared holdings and group coordination.

Beryl-affiliated entities are disclosed as holding 200,000 shares (reported) with 9.1% ownership for Beryl Capital Management and David A. Witkin, and 147,909 shares (reported) with 6.8% for the Partnership, using an outstanding base of November 10, 2025.

The filing classifies these as shared voting and dispositive power and includes an exhibit for joint filing; the practical effect depends on whether the group acts together, which the filing documents via group identification language.

Disclosure clarifies ownership scale but signals passive intent under Schedule 13G.

The Schedule 13G characterizes the positions as passive: signatures include a statement the securities "were not acquired and are not held for the purpose of or with the effect of changing or influencing the control" of the issuer. The filing includes an explicit group agreement (Exhibit 99).

Share-counts and percentages are tied to the issuer's reported outstanding shares as of November 10, 2025; any market impact will depend on future disclosures or transactions by these holders.






916931207

(CUSIP Number)
03/16/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: Percentage calculated based on 2,190,945 shares of Common Stock outstanding on November 10, 2025, as disclosed in the Form 10-Q filed by the Issuer for the quarter ended September 30, 2025.


SCHEDULE 13G




Comment for Type of Reporting Person: Percentage calculated based on 2,190,945 shares of Common Stock outstanding on November 10, 2025, as disclosed in the Form 10-Q filed by the Issuer for the quarter ended September 30, 2025.


SCHEDULE 13G




Comment for Type of Reporting Person: Percentage calculated based on 2,190,945 shares of Common Stock outstanding on November 10, 2025, as disclosed in the Form 10-Q filed by the Issuer for the quarter ended September 30, 2025.


SCHEDULE 13G




Comment for Type of Reporting Person: Percentage calculated based on 2,190,945 shares of Common Stock outstanding on November 10, 2025, as disclosed in the Form 10-Q filed by the Issuer for the quarter ended September 30, 2025.


SCHEDULE 13G



Beryl Capital Management LLC
Signature:/s/ Andrew Nelson
Name/Title:Chief Operating Officer
Date:03/23/2026
Beryl Capital Management LP
Signature:/s/ Andrew Nelson
Name/Title:Chief Operating Officer of Beryl Capital Management LLC, General Partner of Beryl Capital Management LP
Date:03/23/2026
Beryl Capital Partners II LP
Signature:/s/ Andrew Nelson
Name/Title:COO of Beryl Capital Management LLC, General Partner of Beryl Capital Management LP, General Partner of Beryl Capital Partners II LP
Date:03/23/2026
David A. Witkin
Signature:/s/ David A. Witkin
Name/Title:Reporting person
Date:03/23/2026
Exhibit Information

Exhibit 99 - Agreement Regarding Joint Filing of Statement on Schedule 13D or 13G

FAQ

What stake does Beryl Capital report in Urgent.ly (ULY)?

Beryl Capital Management and related reporting persons disclose 200,000 shares each for Beryl and David A. Witkin, representing 9.1% of Common Stock as reported in the filing. The Partnership reports 147,909 shares representing 6.8%.

Is the Beryl filing for Urgent.ly (ULY) active or passive?

The filing is a Schedule 13G, indicating a passive investor intent; it states the securities "were not acquired and are not held for the purpose of or with the effect of changing or influencing the control" of Urgent.ly and includes a joint-filing agreement.

What voting or dispositive power do the Beryl entities report for ULY?

The Schedule shows 0 sole voting/dispositive power and reports shared voting and shared dispositive power of 200,000 for Beryl and David A. Witkin and 147,909 for the Partnership, as disclosed in Item 4 of the filing.

On what outstanding-share base are the percentages calculated in the ULY filing?

Percentages are calculated using 2,190,945 shares outstanding as of November 10, 2025, per the filing's citation to the issuer's Form 10-Q for the quarter ended September 30, 2025.

Does the Schedule 13G indicate joint action by the group in Urgent.ly (ULY)?

The filing includes an exhibit titled an "Agreement Regarding Joint Filing" and an Item 8 group identification section, which documents relationships among Beryl entities and Mr. Witkin; it does not state any change-of-control intent.
Urgent.ly

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