SCHEDULE: Beryl Capital Discloses 9.1% Stake in Urgent.ly Inc.

Beryl Capital Management and its affiliates have reported a significant 9.1% beneficial ownership stake in Urgent.ly Inc. common stock.

Summary

• Beryl Capital Management LLC, Beryl Capital Management LP, and David A. Witkin each beneficially own 200,000 shares of Urgent.ly Inc. Common Stock, representing 9.1% of the class.
• Beryl Capital Partners II LP beneficially owns 147,909 shares, representing 6.8% of the class.
• The percentages are calculated based on 2,190,945 shares of Common Stock outstanding as of November 10, 2025, as disclosed in Urgent.ly Inc.'s Form 10-Q for the quarter ended September 30, 2025.
• The reporting persons hold shared voting and dispositive power over their respective shares.
• The investment was made in the ordinary course of business and not for the purpose of changing or influencing control of Urgent.ly Inc., except for activities solely related to a nomination under Rule 14a-11.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive development, as a significant stake by an institutional investor like Beryl Capital Management can signal confidence in Urgent.ly Inc.'s prospects, even if the investment is passive.

Positives

• A significant institutional investor, Beryl Capital Management, has taken a substantial stake in Urgent.ly Inc., potentially signaling confidence in the company's long-term prospects.
• The investment is stated to be in the ordinary course of business, suggesting a passive investment strategy rather than an activist one aimed at immediate control changes.

Negatives

• No explicit negatives are present in this type of filing, which primarily serves as a disclosure of ownership.

Risks

• This filing does not detail specific risks related to Urgent.ly Inc.'s business operations, financial health, or market position. It focuses solely on the beneficial ownership of the reporting persons.

Future Outlook

NA. This Schedule 13G filing does not contain any forward-looking statements or guidance from Urgent.ly Inc. or the reporting persons regarding the issuer's future performance.

Management Comments

• The securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §§ 240.14a-11.

Industry Context

StockSavvy.ai notes that a significant stake by an investment firm like Beryl Capital Management can often be interpreted by the market as a vote of confidence in Urgent.ly Inc.'s business model or future growth potential, especially when the investment is declared to be in the ordinary course of business. This type of disclosure can sometimes attract further institutional interest or signal a potential long-term holding strategy.

Stakeholder Impact

• Shareholders: The disclosure of a significant institutional investor could increase market confidence and potentially attract more investors, positively impacting share price.
• Management: The presence of a large, potentially passive, institutional investor may provide a level of oversight and stability, but also potential for engagement if performance falters.

Next Steps

• No specific future actions, events, or milestones for Urgent.ly Inc. are mentioned in this filing by the reporting persons.

Key Dates

Recommendation

While the disclosure of a significant institutional stake by Beryl Capital Management is generally a positive signal, this Schedule 13G filing primarily provides ownership information without detailing the underlying investment thesis or any new operational or financial data for Urgent.ly Inc. Investors should consider this as a supportive data point but await further company-specific news or financial reports before making definitive buy or sell decisions. The 'ordinary course of business' certification suggests a passive investment, which typically doesn't warrant an immediate 'buy' unless combined with other strong positive catalysts.

Keywords

Urgent.ly Inc., Beryl Capital Management, Schedule 13G, beneficial ownership, common stock, institutional investment, equity stake, investment adviser, David A. Witkin