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 ($1.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.22. Options: 7 managers hold calls ($8.8m notional), 5 hold puts ($1.5m).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 133 |
| Q4 2022 | 140 |
| Q1 2023 | 153 |
| Q2 2023 | 160 |
| Q3 2023 | 193 |
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 |
| Q3 2023 | 116 | 62 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $4.6m | $990.4k | 0.22 |
| Q1 2023 | $6.2m | $1.5m | 0.24 |
| Q2 2023 | $4.5m | $1.1m | 0.24 |
| Q3 2023 | $8.8m | $1.5m | 0.17 |
Biggest buyers
| BlackRock Inc. | Added | +2.9m |
| Driehaus Capital Management LLC | Added | +1.2m |
| VANGUARD GROUP INC | Added | +888.4k |
| Invesco Ltd. | Added | +877.9k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +831.2k |
| 3G Capital Partners LP | New | +700.0k |
| LOOMIS SAYLES & CO L P | New | +688.1k |
| STATE STREET CORP | Added | +612.9k |
| LORD, ABBETT & CO. LLC | Added | +538.4k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +503.1k |
Biggest sellers
| Blue Owl Capital Holdings LP | Sold out | -1.4m |
| PRUDENTIAL FINANCIAL INC | Reduced | -967.9k |
| GENERATION INVESTMENT MANAGEMENT LLP | Reduced | -503.2k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -392.8k |
| D. E. Shaw & Co., Inc. | Reduced | -209.4k |
| Robeco Institutional Asset Management B.V. | Reduced | -200.0k |
| G2 Investment Partners Management LLC | Reduced | -178.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -147.6k |
| BAILLIE GIFFORD & CO | Reduced | -133.7k |
| MORGAN STANLEY | Reduced | -120.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.0m239.2k shares |
| CITADEL ADVISORS LLC | Added | $1.3m53.0k shares |
| JANE STREET GROUP, LLC | Added | $723.8k28.7k shares |
| SIMPLEX TRADING, LLC | Added | $471.0k18.7k shares |
| GROUP ONE TRADING LLC | Reduced | $133.7k5.3k shares |
| PEAK6 Investments LLC | New | $63.0k2.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.1m42.5k shares |
| CITADEL ADVISORS LLC | Reduced | $305.2k12.1k shares |
| PEAK6 Investments LLC | Reduced | $118.5k4.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $20.0k800 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 Q3 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2023 | 0 | — | 4 | $3.8m | $3.7m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-09-15 | Yoakum Rene EVP, Customer and Culture | Sold plan | $384.1k15.0k shares |
| 2023-08-30 | Munipalli Hemanth Chief Financial Officer | Sold plan | $781.7k31.6k shares |
| 2023-08-29 | Sinha Ankur Chief Technology Officer | Sold | $155.2k6.1k shares |
| 2023-08-28 | Hug Joshua Chief Operating Officer, director | Sold plan | $549.3k22.3k shares |
| 2023-08-15 | Yoakum Rene EVP, Customer and Culture | Sold plan | $351.9k15.0k shares |
| 2023-07-24 | Hug Joshua Chief Operating Officer, director | Sold plan | $952.5k47.4k shares |
| 2023-07-17 | Yoakum Rene EVP, Customer and Culture | Sold plan | $295.6k15.0k shares |
| 2023-07-14 | Hug Joshua Chief Operating Officer, director | Sold plan | $342.2k17.1k 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, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| NASPERS LTD 41.63% of their portfolio | 37.3m $941.8m | Unchanged |
| VANGUARD GROUP INC 0.01% of their portfolio | 11.6m $293.6m | Added +888.4k |
| LORD, ABBETT & CO. LLC 0.50% of their portfolio | 10.7m $269.2m | Added +538.4k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 9.7m $244.4m | Reduced -39.1k |
| BlackRock Inc. 0.01% of their portfolio | 9.1m $229.7m | Added +2.9m |
| GENERATION INVESTMENT MANAGEMENT LLP 1.06% of their portfolio | 8.0m $201.6m | Reduced -503.2k |
| BAILLIE GIFFORD & CO 0.14% of their portfolio | 6.1m $153.2m | Reduced -133.7k |
| FMR LLC 0.01% of their portfolio | 4.8m $120.8m | Added +32.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 4.2m $105.9m | Added +503.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.8m $69.7m | Added +831.2k |
| STATE STREET CORP 0.00% of their portfolio | 2.5m $63.3m | Added +612.9k |
| Driehaus Capital Management LLC 0.53% of their portfolio | 1.6m $40.8m | Added +1.2m |
| NORGES BANK 0.01% of their portfolio | 1.3m $32.5m | Not comparable |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.2m $30.8m | Added +377.0k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.2m $29.8m | Added +420.7k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 1.2m $29.8m | Added +4.7k |
| PRUDENTIAL FINANCIAL INC 0.05% of their portfolio | 1.2m $29.5m | Reduced -967.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 1.2m $29.4m | Reduced -392.8k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 1.2m $29.3m | Added +342.8k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.06% of their portfolio | 1.1m $27.8m | Reduced -11.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.1m $27.0m | Added +353.8k |
| Engle Capital Management, L.P. 9.15% of their portfolio | 1.0m $25.2m | Added +63.0k |
| Invesco Ltd. 0.01% of their portfolio | 978.7k $24.7m | Added +877.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.13% of their portfolio | 927.6k $23.4m | Added +73.3k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 2.78% of their portfolio | 892.0k $22.5m | Added +30.7k |
| MORGAN STANLEY 0.00% of their portfolio | 770.5k $19.4m | Reduced -120.6k |
| Cercano Management LLC 0.68% of their portfolio | 760.2k $19.2m | Unchanged |
| 3G Capital Partners LP 9.82% of their portfolio | 700.0k $17.7m | New |
| LOOMIS SAYLES & CO L P 0.03% of their portfolio | 688.1k $17.4m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 655.0k $16.5m | Added +313.1k |
| G2 Investment Partners Management LLC 3.73% of their portfolio | 601.7k $15.2m | Reduced -178.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 531.0k $13.4m | Added +148.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 513.3k $12.9m | Added +266.1k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 496.5k $12.5m | Added +55.6k |
| Robeco Institutional Asset Management B.V. 0.03% of their portfolio | 481.0k $12.1m | Reduced -200.0k |
| 1832 Asset Management L.P. 0.02% of their portfolio | 455.3k $11.5m | Unchanged |
| FEDERATED HERMES, INC. 0.03% of their portfolio | 406.5k $10.3m | Reduced -2.5k |
| BRIGHTON JONES LLC 0.48% of their portfolio | 376.4k $9.5m | Added +78.7k |
| Visa Inc. 9.29% of their portfolio | 328.0k $8.3m | Unchanged |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 274.6k $6.9m | Added +61.4k |
| Swiss National Bank 0.01% of their portfolio | 273.9k $6.9m | Added +8.4k |
| Integrated Advisors Network LLC 0.42% of their portfolio | 269.5k $6.8m | Reduced -40 |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 262.9k $6.6m | Added +28.7k |
| Lisanti Capital Growth, LLC 1.04% of their portfolio | 261.0k $6.6m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 260.4k $6.6m | Added +67.9k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 258.7k $6.5m | Added +37.8k |
| Hillsdale Investment Management Inc. 0.55% of their portfolio | 237.9k $6.0m | Reduced -60.4k |
| Tabor Asset Management, LP 3.10% of their portfolio | 233.9k $5.9m | Reduced -52.8k |
| CASTLEARK MANAGEMENT LLC 0.29% of their portfolio | 228.0k $5.8m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 214.4k $5.4m | Added +147.9k |
| Legal & General Group Plc 0.00% of their portfolio | 189.3k $4.8m | Added +51.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 189.1k $4.8m | Reduced -14.2k |
| Calamos Advisors LLC 0.03% of their portfolio | 186.4k $4.7m | Added +56.9k |
| Corient Private Wealth LP 0.01% of their portfolio | 179.6k $4.5m | Added +10 |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 177.5k $4.5m | Added +58.8k |
| ClariVest Asset Management LLC 0.23% of their portfolio | 169.7k $4.3m | Added +174 |
| Empowered Funds, LLC 0.12% of their portfolio | 167.8k $4.2m | Added +126.5k |
| Global IMC LLC 1.10% of their portfolio | 160.9k $4.1m | New |
| Penserra Capital Management LLC 0.08% of their portfolio | 156.8k $4.0m | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 149.9k $3.8m | Added +91.5k |
| Schonfeld Strategic Advisors LLC 0.03% of their portfolio | 149.5k $3.8m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 149.4k $3.8m | Reduced -4.5k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 146.4k $3.7m | Added +34.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 146.0k $3.7m | Added +48.6k |
| OSTERWEIS CAPITAL MANAGEMENT INC 0.27% of their portfolio | 144.0k $3.6m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 139.1k $3.5m | Added +3.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 137.3k $3.5m | Added +103.1k |
| Informed Momentum Co LLC 0.66% of their portfolio | 136.0k $3.4m | Reduced -64.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 131.2k $3.3m | Reduced -1.7k |
| AXIOM INVESTORS LLC /DE 0.05% of their portfolio | 124.1k $3.1m | New |
| Quantbot Technologies LP 0.21% of their portfolio | 121.9k $3.1m | Added +61.1k |
| PATHSTONE FAMILY OFFICE, LLC 0.02% of their portfolio | 119.7k $3.0m | Added +165 |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 119.1k $3.0m | Added +4.9k |
| Schneider Downs Wealth Management Advisors, LP 0.68% of their portfolio | 115.7k $2.9m | Reduced -31.1k |
| Laird Norton Wetherby Trust Company, LLC 0.37% of their portfolio | 115.5k $2.9m | Unchanged |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.17% of their portfolio | 101.9k $2.6m | Unchanged |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 100.6k $2.5m | Reduced -30.0k |
| UBS Group AG 0.00% of their portfolio | 86.7k $2.2m | Reduced -61.5k |
| GSA CAPITAL PARTNERS LLP 0.18% of their portfolio | 84.1k $2.1m | Added +69.9k |
| Marathon Partners Equity Management, LLC 3.16% of their portfolio | 82.5k $2.1m | Reduced -82.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 75.7k $1.9m | Reduced -147.6k |
| Trexquant Investment LP 0.05% of their portfolio | 73.3k $1.8m | New |
| COMERICA BANK 0.01% of their portfolio | 71.4k $1.8m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 69.7k $1.8m | Reduced -41.8k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.06% of their portfolio | 69.4k $1.8m | Reduced -7.0k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 68.9k $1.7m | Added +24.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 68.8k $1.7m | Added +32.2k |
| SVB WEALTH LLC 0.04% of their portfolio | 68.4k $1.7m | Added +2.5k |
| Renaissance Capital LLC 0.88% of their portfolio | 65.5k $1.7m | New |
| AMERICAN INTERNATIONAL GROUP, INC. 0.01% of their portfolio | 65.3k $1.6m | Added +24.7k |
| Aquatic Capital Management LLC 0.07% of their portfolio | 62.3k $1.6m | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 61.6k $1.6m | Unchanged |
| Badgley Phelps Wealth Managers, LLC 0.05% of their portfolio | 58.8k $1.5m | Unchanged |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 58.0k $1.5m | Added +14.9k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 57.8k $1.5m | Added +49 |
| Engineers Gate Manager LP 0.05% of their portfolio | 56.9k $1.4m | Added +32.5k |
| Bayesian Capital Management, LP 0.16% of their portfolio | 54.5k $1.4m | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 54.4k $1.4m | Added +33.1k |
| BAILARD, INC. 0.04% of their portfolio | 49.4k $1.2m | Added +419 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.01% of their portfolio | 49.3k $1.2m | New |