REMITLY GLOBAL INC RELY
COM · Common Stock · CUSIP 75960P104 · ISIN US75960P1049
- SectorIndustrials
- IndustryServices-Business Services, NEC
- HeadquartersSeattle, WA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $18.82. Options: 9 managers hold calls ($4.5m notional), 7 hold puts ($1.1m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 133 |
| Q4 2022 | 140 |
| Q1 2023 | 153 |
| Q2 2023 | 160 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 70 | 58 |
| Q1 2023 | 81 | 58 |
| Q2 2023 | 73 | 82 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $4.7m | $6.0k | 0.00 |
| Q4 2022 | $4.6m | $990.4k | 0.22 |
| Q1 2023 | $6.2m | $1.5m | 0.24 |
| Q2 2023 | $4.5m | $1.1m | 0.24 |
Biggest buyers
| LORD, ABBETT & CO. LLC | Added | +1.5m |
| Engle Capital Management, L.P. | New | +937.0k |
| ALLIANCEBERNSTEIN L.P. | Added | +730.7k |
| VANGUARD GROUP INC | Added | +702.7k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +645.7k |
| DIMENSIONAL FUND ADVISORS LP | Added | +518.3k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | Added | +491.9k |
| 1832 Asset Management L.P. | New | +455.3k |
| MILLENNIUM MANAGEMENT LLC | Added | +383.7k |
| PRUDENTIAL FINANCIAL INC | Added | +368.7k |
Biggest sellers
| FMR LLC | Reduced | -3.4m |
| Blue Owl Capital Holdings LP | Reduced | -1.4m |
| GENERATION INVESTMENT MANAGEMENT LLP | Reduced | -765.4k |
| GOLDMAN SACHS GROUP INC | Reduced | -758.2k |
| BlackRock Inc. | Reduced | -437.4k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | -387.3k |
| CITADEL ADVISORS LLC | Reduced | -319.2k |
| BAILLIE GIFFORD & CO | Reduced | -298.7k |
| Penserra Capital Management LLC | Sold out | -165.2k |
| Tabor Asset Management, LP | Reduced | -153.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.8m95.6k shares |
| CITADEL ADVISORS LLC | Reduced | $835.6k44.4k shares |
| Marathon Partners Equity Management, LLC | New | $564.6k30.0k shares |
| JANE STREET GROUP, LLC | Reduced | $417.8k22.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $297.0k15.8k shares |
| GROUP ONE TRADING LLC | Added | $295.5k15.7k shares |
| CSS LLC/IL | New | $188.2k10.0k shares |
| Walleye Trading LLC | Added | $116.7k6.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $496.8k26.4k shares |
| CSS LLC/IL | New | $188.2k10.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $188.2k10.0k shares |
| PEAK6 Investments LLC | Reduced | $150.6k8.0k shares |
| Walleye Trading LLC | Unchanged | $48.9k2.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $16.0k900 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution +5.2 pts · filed 2026-07-08 | 10.3% |
| BlackRock, Inc. 13G · institution +1.3 pts · filed 2026-10-27 | 9.6% |
Fell to 5% or below in the last year: BAILLIE GIFFORD & CO (4.0%, 2026-10-21), Prosus N.V. (0.0%, 2026-08-11), VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 2 | $490.1k | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 1 | $171.1k | — |
| Q4 2022 | 0 | — | 2 | $193.3k | — |
| Q1 2023 | 0 | — | 1 | $113.9k | — |
| Q2 2023 | 0 | — | 2 | $1.3m | $1.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-13 | Hug Joshua Chief Operating Officer, director | Sold plan | $633.3k31.7k shares |
| 2023-06-13 | Yoakum Rene EVP, Customer and Culture | Sold plan | $299.4k15.0k shares |
| 2023-06-07 | Hug Joshua Chief Operating Officer, director | Sold plan | $39.2k2.0k shares |
| 2023-06-06 | Hug Joshua Chief Operating Officer, director | Sold plan | $38.0k1.9k shares |
| 2023-05-30 | Hug Joshua Chief Operating Officer, director | Sold plan | $318.5k18.4k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| NASPERS LTD 67.85% of their portfolio | 37.3m $702.8m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 10.8m $202.3m | Added +702.7k |
| LORD, ABBETT & CO. LLC 0.33% of their portfolio | 10.1m $190.7m | Added +1.5m |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 9.7m $183.1m | Reduced -125.8k |
| GENERATION INVESTMENT MANAGEMENT LLP 0.77% of their portfolio | 8.5m $159.9m | Reduced -765.4k |
| BAILLIE GIFFORD & CO 0.10% of their portfolio | 6.2m $116.8m | Reduced -298.7k |
| BlackRock Inc. 0.00% of their portfolio | 6.2m $116.5m | Reduced -437.4k |
| FMR LLC 0.01% of their portfolio | 4.8m $89.6m | Reduced -3.4m |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 3.7m $69.5m | Added +645.7k |
| PRUDENTIAL FINANCIAL INC 0.06% of their portfolio | 2.1m $40.2m | Added +368.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.9m $36.4m | Added +12.5k |
| STATE STREET CORP 0.00% of their portfolio | 1.9m $35.7m | Reduced -92.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 1.6m $29.4m | Reduced -111.9k |
| Blue Owl Capital Holdings LP 16.08% of their portfolio | 1.4m $26.1m | Reduced -1.4m |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 1.2m $22.2m | Reduced -78.9k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.05% of their portfolio | 1.1m $20.9m | Reduced -387.3k |
| Engle Capital Management, L.P. 5.46% of their portfolio | 937.0k $17.6m | New |
| MORGAN STANLEY 0.00% of their portfolio | 891.1k $16.8m | Added +36.2k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 1.26% of their portfolio | 861.3k $16.2m | Added +491.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.09% of their portfolio | 854.3k $16.1m | Added +86.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 843.0k $15.9m | Reduced -63.2k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 818.1k $15.4m | Added +730.7k |
| G2 Investment Partners Management LLC 3.60% of their portfolio | 780.0k $14.7m | Added +94.8k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 762.8k $14.4m | Added +518.3k |
| Cercano Management LLC 0.50% of their portfolio | 760.2k $14.3m | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 717.3k $13.5m | Reduced -12.9k |
| Robeco Institutional Asset Management B.V. 0.03% of their portfolio | 681.0k $12.8m | Added +125.0k |
| 1832 Asset Management L.P. 0.02% of their portfolio | 455.3k $8.6m | New |
| Driehaus Capital Management LLC 0.11% of their portfolio | 449.4k $8.5m | Added +202.7k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 440.9k $8.3m | Added +383.7k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 409.0k $7.7m | Reduced -9.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 382.3k $7.2m | Reduced -47.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 341.9k $6.4m | Reduced -758.2k |
| Visa Inc. 8.72% of their portfolio | 328.0k $6.2m | Unchanged |
| Hillsdale Investment Management Inc. 0.52% of their portfolio | 298.3k $5.6m | Reduced -39.4k |
| BRIGHTON JONES LLC 0.28% of their portfolio | 297.7k $5.6m | Reduced -4.5k |
| Tabor Asset Management, LP 2.95% of their portfolio | 286.7k $5.4m | Reduced -153.8k |
| Integrated Advisors Network LLC 0.29% of their portfolio | 269.5k $5.1m | Unchanged |
| Swiss National Bank 0.00% of their portfolio | 265.5k $5.0m | Added +81.3k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 247.4k $4.7m | Added +203.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 247.2k $4.7m | Added +139.8k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 234.2k $4.4m | Reduced -284 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 223.3k $4.2m | Reduced -81.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 220.9k $4.2m | Reduced -319.2k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 213.2k $4.0m | Added +57.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 203.4k $3.8m | Reduced -23.9k |
| Informed Momentum Co LLC 0.70% of their portfolio | 200.8k $3.8m | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 192.5k $3.6m | New |
| Corient Private Wealth LP 0.01% of their portfolio | 179.6k $3.4m | Unchanged |
| ClariVest Asset Management LLC 0.16% of their portfolio | 169.5k $3.2m | Reduced -25.7k |
| Marathon Partners Equity Management, LLC 3.89% of their portfolio | 165.0k $3.1m | Added +22.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 153.9k $2.9m | Reduced -32.6k |
| UBS Group AG 0.00% of their portfolio | 148.2k $2.8m | Added +107.8k |
| Schneider Downs Wealth Management Advisors, LP 0.63% of their portfolio | 146.7k $2.8m | Reduced -4.4k |
| Jump Financial, LLC 0.10% of their portfolio | 139.7k $2.6m | New |
| Legal & General Group Plc 0.00% of their portfolio | 138.1k $2.6m | Added +43.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 135.4k $2.5m | Added +23.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 132.9k $2.5m | Added +95.8k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 130.6k $2.5m | New |
| Calamos Advisors LLC 0.01% of their portfolio | 129.5k $2.4m | Added +31.3k |
| PATHSTONE FAMILY OFFICE, LLC 0.03% of their portfolio | 119.5k $2.2m | Added +2.0k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 118.9k $2.2m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 118.7k $2.2m | Reduced -12.0k |
| Laird Norton Wetherby Trust Company, LLC 0.26% of their portfolio | 115.5k $2.2m | Unchanged |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 114.2k $2.2m | Added +38.4k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 111.9k $2.1m | Added +58.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 111.5k $2.1m | Added +38.8k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.07% of their portfolio | 101.9k $1.9m | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 100.8k $1.9m | Added +3.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 97.3k $1.6m | Unchanged |
| PDT Partners, LLC 0.21% of their portfolio | 82.3k $1.5m | Reduced -23.2k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.04% of their portfolio | 76.5k $1.4m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 66.4k $1.3m | Reduced -60.8k |
| SVB WEALTH LLC 0.02% of their portfolio | 65.9k $1.2m | Unchanged |
| Squarepoint Ops LLC 0.01% of their portfolio | 64.5k $1.2m | Added +26.1k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 61.6k $1.2m | Added +12.1k |
| Quantbot Technologies LP 0.07% of their portfolio | 60.8k $1.1m | New |
| Badgley Phelps Wealth Managers, LLC 0.04% of their portfolio | 58.8k $1.1m | Added +27.9k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 58.4k $1.1m | Added +2.8k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 57.8k $1.1m | Added +20.4k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 54.3k $1.0m | Reduced -60 |
| MARSHALL WACE, LLP 0.00% of their portfolio | 51.9k $976.0k | New |
| BARCLAYS PLC 0.00% of their portfolio | 50.3k $946.3k | Reduced -436 |
| BAILARD, INC. 0.03% of their portfolio | 49.0k $922.7k | Added +825 |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 48.9k $920.6k | New |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 45.4k $853.9k | Unchanged |
| MetLife Investment Management, LLC 0.01% of their portfolio | 44.8k $842.9k | Reduced -9.5k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 43.1k $810.8k | Unchanged |
| Empowered Funds, LLC 0.03% of their portfolio | 41.4k $778.2k | Reduced -504 |
| EA Series Trust 0.03% of their portfolio | 41.4k $778.2k | First filing |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 40.6k $764.3k | Reduced -7.8k |
| HRT FINANCIAL LP 0.01% of their portfolio | 38.3k $721.0k | New |
| GILDER GAGNON HOWE & CO LLC 0.01% of their portfolio | 38.1k $716.1k | Added +20.2k |
| J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio | 37.5k $705.8k | Reduced -59.6k |
| NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio | 37.4k $704.4k | Added +8.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 37.4k $703.1k | Added +14.9k |
| Caprock Group, LLC 0.05% of their portfolio | 36.8k $691.7k | Reduced -4.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 36.6k $688.7k | Reduced -5.9k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 35.9k $675.3k | Reduced -101.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 35.0k $658.3k | Reduced -11.0k |