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. Holder counts are more reliable. Implied quarter-end price ≈ $19.42. Options: 6 managers hold calls ($4.5m notional), 6 hold puts ($917.3k).
Trends to Q4 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 |
| Q4 2023 | 189 |
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 |
| Q4 2023 | 103 | 92 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $6.2m | $1.5m | 0.24 |
| Q2 2023 | $4.5m | $1.1m | 0.24 |
| Q3 2023 | $8.8m | $1.5m | 0.17 |
| Q4 2023 | $4.5m | $917.3k | 0.21 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +8.1m |
| BAILLIE GIFFORD & CO | Added | +5.1m |
| CITADEL ADVISORS LLC | Added | +2.3m |
| MILLENNIUM MANAGEMENT LLC | Added | +2.1m |
| VANGUARD GROUP INC | Added | +1.4m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +1.1m |
| Alyeska Investment Group, L.P. | New | +1.0m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +959.0k |
| MORGAN STANLEY | Added | +790.6k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | New | +634.1k |
Biggest sellers
| LORD, ABBETT & CO. LLC | Reduced | -6.8m |
| PRUDENTIAL FINANCIAL INC | Sold out | -1.2m |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -926.8k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | Sold out | -892.0k |
| Driehaus Capital Management LLC | Reduced | -769.3k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | -630.6k |
| Nuveen Asset Management, LLC | Reduced | -594.3k |
| G2 Investment Partners Management LLC | Reduced | -535.0k |
| 1832 Asset Management L.P. | Sold out | -455.3k |
| FEDERATED HERMES, INC. | Reduced | -405.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.1m108.4k shares |
| CITADEL ADVISORS LLC | Added | $1.7m85.5k shares |
| SIMPLEX TRADING, LLC | Added | $485.0k25.0k shares |
| JANE STREET GROUP, LLC | Reduced | $198.1k10.2k shares |
| GROUP ONE TRADING LLC | Reduced | $9.7k500 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $454.4k23.4k shares |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | New | $244.7k12.6k shares |
| CITADEL ADVISORS LLC | Reduced | $211.7k10.9k shares |
| GROUP ONE TRADING LLC | New | $5.8k300 shares |
| HighTower Advisors, LLC | New | $7003.5k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 |
| Q4 2023 | 1 | $5.8m | 6 | $3.6m | $1.6m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-12-15 | Yoakum Rene EVP, Customer and Culture | Sold plan | $271.6k15.0k shares |
| 2023-12-08 | Chung Bora Director | Sold | $210.6k11.1k shares |
| 2023-12-07 | Oppenheimer Matthew B. Chief Executive Officer, director | Sold plan | $197.8k10.4k shares |
| 2023-12-06 | Oppenheimer Matthew B. Chief Executive Officer, director | Sold plan | $207.2k10.4k shares |
| 2023-11-28 | Munipalli Hemanth Chief Financial Officer | Sold plan | $107.8k5.0k shares |
| 2023-11-27 | Hug Joshua Chief Operating Officer, director | Sold plan | $386.9k17.7k shares |
| 2023-11-15 | Yoakum Rene EVP, Customer and Culture | Sold | $336.8k15.0k shares |
| 2023-11-14 | Oppenheimer Matthew B. Chief Executive Officer, director | Sold | $228.0k10.4k shares |
| 2023-11-13 | Sinha Ankur Chief Technology Officer | Sold | $1.1m51.0k shares |
| 2023-11-13 | Oppenheimer Matthew B. Chief Executive Officer, director | Sold | $216.5k10.4k shares |
| 2023-11-06 | MORRIS NIGEL W Director | Bought | $990.5k50.0k shares |
| 2023-11-03 | MORRIS NIGEL W Director | Bought | $4.8m250.0k shares |
| 2023-10-16 | Yoakum Rene EVP, Customer and Culture | Sold plan | $402.4k15.0k 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, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| NASPERS LTD 80.74% of their portfolio | 37.3m $725.2m | Unchanged |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 17.8m $345.3m | Added +8.1m |
| VANGUARD GROUP INC 0.01% of their portfolio | 13.0m $252.3m | Added +1.4m |
| BAILLIE GIFFORD & CO 0.17% of their portfolio | 11.1m $216.2m | Added +5.1m |
| BlackRock Inc. 0.00% of their portfolio | 9.7m $188.7m | Added +611.2k |
| GENERATION INVESTMENT MANAGEMENT LLP 0.68% of their portfolio | 7.7m $149.4m | Reduced -300.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 5.2m $100.2m | Added +959.0k |
| FMR LLC 0.01% of their portfolio | 4.6m $90.0m | Reduced -157.3k |
| LORD, ABBETT & CO. LLC 0.13% of their portfolio | 3.9m $75.3m | Reduced -6.8m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.0m $57.7m | Added +208.3k |
| STATE STREET CORP 0.00% of their portfolio | 2.8m $54.9m | Added +316.5k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 2.6m $50.4m | Added +2.1m |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 2.6m $50.2m | Added +2.3m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 2.2m $43.3m | Added +1.1m |
| MORGAN STANLEY 0.00% of their portfolio | 1.6m $30.3m | Added +790.6k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.5m $28.2m | Added +268.9k |
| NORGES BANK 0.00% of their portfolio | 1.4m $26.8m | Added +91.9k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 1.3m $25.7m | Added +162.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.2m $23.8m | Added +4.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.1m $21.5m | Added +37.8k |
| Alyeska Investment Group, L.P. 0.14% of their portfolio | 1.0m $20.3m | New |
| Driehaus Capital Management LLC 0.20% of their portfolio | 847.7k $16.5m | Reduced -769.3k |
| Engle Capital Management, L.P. 5.39% of their portfolio | 792.0k $15.4m | Reduced -208.0k |
| Invesco Ltd. 0.00% of their portfolio | 762.9k $14.8m | Reduced -215.8k |
| Cercano Management LLC 0.49% of their portfolio | 760.2k $14.8m | Unchanged |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 684.3k $13.3m | Reduced -3.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.06% of their portfolio | 634.1k $12.3m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 624.6k $12.1m | Added +610.6k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 587.7k $11.4m | Reduced -594.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 540.4k $10.5m | Added +9.4k |
| Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio | 481.4k $9.3m | Added +331.5k |
| AXIOM INVESTORS LLC /DE 0.09% of their portfolio | 471.5k $9.2m | Added +347.4k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 470.2k $9.1m | Reduced -630.6k |
| Robeco Institutional Asset Management B.V. 0.02% of their portfolio | 433.0k $8.4m | Reduced -48.0k |
| ArrowMark Colorado Holdings LLC 0.09% of their portfolio | 432.8k $8.4m | New |
| BRIGHTON JONES LLC 0.30% of their portfolio | 371.9k $7.2m | Reduced -4.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 349.1k $6.8m | Reduced -305.9k |
| Cubist Systematic Strategies, LLC 0.08% of their portfolio | 334.1k $6.5m | Added +333.7k |
| 3G Capital Partners LP 3.73% of their portfolio | 315.0k $6.1m | Reduced -385.0k |
| LB Partners LLC 6.18% of their portfolio | 290.0k $5.6m | First filing |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 271.9k $5.3m | New |
| Integrated Advisors Network LLC 0.30% of their portfolio | 269.5k $5.2m | Unchanged |
| Tabor Asset Management, LP 2.45% of their portfolio | 269.1k $5.2m | Added +35.2k |
| Swiss National Bank 0.00% of their portfolio | 267.8k $5.2m | Reduced -6.1k |
| GSA CAPITAL PARTNERS LLP 0.41% of their portfolio | 253.6k $4.9m | Added +169.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 231.0k $4.5m | Added +81.5k |
| Trexquant Investment LP 0.10% of their portfolio | 224.6k $4.4m | Added +151.3k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 209.9k $4.1m | New |
| BARCLAYS PLC 0.00% of their portfolio | 209.8k $4.1m | Added +163.6k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 199.8k $3.9m | Added +173.3k |
| Hillsdale Investment Management Inc. 0.29% of their portfolio | 183.3k $3.6m | Reduced -54.6k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 181.8k $3.5m | Added +4.3k |
| Corient Private Wealth LP 0.01% of their portfolio | 179.6k $3.5m | Reduced -5 |
| Schonfeld Strategic Advisors LLC 0.03% of their portfolio | 172.0k $3.3m | Added +22.5k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 162.6k $3.2m | Reduced -100.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 157.1k $3.1m | Reduced -356.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 156.3k $3.0m | Added +10.4k |
| Legal & General Group Plc 0.00% of their portfolio | 152.9k $3.0m | Reduced -36.4k |
| Laird Norton Wetherby Trust Company, LLC 0.33% of their portfolio | 143.2k $2.8m | Added +27.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 143.0k $2.8m | Added +3.9k |
| SVB WEALTH LLC 0.07% of their portfolio | 140.8k $2.7m | Added +72.4k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 138.2k $2.7m | Reduced -8.2k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 137.1k $2.7m | Added +18.0k |
| Weiss Asset Management LP 0.18% of their portfolio | 126.4k $2.5m | New |
| Pathstone Holdings, LLC 0.01% of their portfolio | 122.0k $2.4m | First filing |
| OSTERWEIS CAPITAL MANAGEMENT INC 0.15% of their portfolio | 119.2k $2.3m | Reduced -24.8k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 118.5k $2.3m | Reduced -156.1k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 115.9k $2.3m | Added +15.3k |
| Aberdeen Group plc 0.00% of their portfolio | 113.7k $2.2m | New |
| ClariVest Asset Management LLC 0.11% of their portfolio | 101.9k $2.0m | Reduced -67.7k |
| Point72 Middle East FZE 0.13% of their portfolio | 99.0k $1.9m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 95.0k $1.8m | Reduced -119.4k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 91.9k $1.8m | Added +37.6k |
| Susquehanna Portfolio Strategies, LLC 0.03% of their portfolio | 89.3k $1.7m | First filing |
| Renaissance Capital LLC 0.80% of their portfolio | 84.3k $1.6m | Added +18.9k |
| Aquatic Capital Management LLC 0.04% of their portfolio | 83.6k $1.6m | Added +21.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 80.6k $1.6m | Added +4.8k |
| Schneider Downs Wealth Management Advisors, LP 0.41% of their portfolio | 80.3k $1.6m | Reduced -35.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 78.8k $1.5m | Reduced -110.3k |
| NOMURA ASSET MANAGEMENT CO LTD 0.01% of their portfolio | 75.7k $1.5m | Added +38.2k |
| Aigen Investment Management, LP 0.26% of their portfolio | 75.3k $1.5m | Added +66.0k |
| Engineers Gate Manager LP 0.04% of their portfolio | 70.1k $1.4m | Added +13.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 69.7k $1.4m | Added +837 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 69.2k $1.3m | Reduced -515 |
| MetLife Investment Management, LLC 0.01% of their portfolio | 68.9k $1.3m | Unchanged |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 68.5k $1.3m | New |
| G2 Investment Partners Management LLC 0.40% of their portfolio | 66.7k $1.3m | Reduced -535.0k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.01% of their portfolio | 66.2k $1.3m | Added +925 |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 65.2k $1.3m | Added +7.3k |
| Quantbot Technologies LP 0.07% of their portfolio | 63.3k $1.2m | Reduced -58.6k |
| Mariner, LLC 0.00% of their portfolio | 62.2k $1.2m | Added +52.0k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 61.6k $1.2m | Unchanged |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 59.5k $1.2m | Added +1.4k |
| Badgley Phelps Wealth Managers, LLC 0.03% of their portfolio | 58.8k $1.1m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 54.5k $1.1m | Reduced -82.8k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.01% of their portfolio | 53.5k $1.0m | Added +4.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 52.2k $1.0m | Reduced -79.0k |
| BAILARD, INC. 0.03% of their portfolio | 49.4k $960.2k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 47.6k $925.0k | Added +23.6k |
| Intellectus Partners, LLC 0.26% of their portfolio | 46.6k $905.9k | Added +21.8k |