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 ($391.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $12.12. Options: 8 managers hold calls ($3.0m notional), 5 hold puts ($652.3k).
Trends to Q2 2024
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 |
| Q1 2024 | 189 |
| Q2 2024 | 201 |
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 |
| Q1 2024 | 90 | 99 |
| Q2 2024 | 132 | 77 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $8.8m | $1.5m | 0.17 |
| Q4 2023 | $4.5m | $917.3k | 0.21 |
| Q1 2024 | $10.5m | $4.9m | 0.47 |
| Q2 2024 | $3.0m | $652.3k | 0.22 |
Biggest buyers
| MORGAN STANLEY | Added | +4.1m |
| CADIAN CAPITAL MANAGEMENT, LP | Added | +3.2m |
| MILLENNIUM MANAGEMENT LLC | Added | +2.1m |
| Kodai Capital Management LP | New | +1.7m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +1.5m |
| VANGUARD GROUP INC | Added | +1.2m |
| Praetorian PR LLC | New | +1.1m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Added | +1.1m |
| BARCLAYS PLC | Added | +1.1m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.0m |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -7.5m |
| LORD, ABBETT & CO. LLC | Sold out | -4.9m |
| FMR LLC | Reduced | -4.1m |
| CITADEL ADVISORS LLC | Reduced | -2.3m |
| Driehaus Capital Management LLC | Sold out | -862.3k |
| LOOMIS SAYLES & CO L P | Sold out | -681.9k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -673.5k |
| Hood River Capital Management LLC | Sold out | -616.6k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -558.8k |
| BAILLIE GIFFORD & CO | Reduced | -416.9k |
Biggest calls
| SIMPLEX TRADING, LLC | Added | $656.0k54.2k shares |
| GROUP ONE TRADING LLC | Reduced | $637.5k52.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $604.8k49.9k shares |
| CITADEL ADVISORS LLC | Reduced | $481.2k39.7k shares |
| JANE STREET GROUP, LLC | Reduced | $287.2k23.7k shares |
| Walleye Capital LLC | New | $164.8k13.6k shares |
| WOLVERINE TRADING, LLC | New | $138.2k11.4k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $549.0k45.3k shares |
| Walleye Capital LLC | New | $66.7k5.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $33.0k2.8k shares |
| GROUP ONE TRADING LLC | Reduced | $3.6k300 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 2024
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 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 |
| Q1 2024 | 0 | — | 6 | $5.0m | $4.2m |
| Q2 2024 | 0 | — | 3 | $3.2m | $2.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-05-29 | Hug Joshua Vice Chair, director | Sold | $347.1k26.2k shares |
| 2024-05-15 | Yoakum Rene EVP, Customer and Culture | Sold plan | $213.6k15.0k shares |
| 2024-05-14 | Oppenheimer Matthew B. Chief Executive Officer, director | Sold plan | $148.3k10.4k shares |
| 2024-05-13 | Oppenheimer Matthew B. Chief Executive Officer, director | Sold plan | $149.2k10.4k shares |
| 2024-04-25 | Oppenheimer Matthew B. Chief Executive Officer, director | Sold plan | $186.9k10.4k shares |
| 2024-04-24 | Oppenheimer Matthew B. Chief Executive Officer, director | Sold plan | $191.2k10.4k shares |
| 2024-04-15 | Yoakum Rene EVP, Customer and Culture | Sold plan | $280.1k15.0k shares |
| 2024-04-10 | Hug Joshua Chief Operating Officer, director | Sold plan | $406.0k20.0k shares |
| 2024-04-09 | Hug Joshua Chief Operating Officer, director | Sold plan | $420.6k20.0k shares |
| 2024-04-04 | Hug Joshua Chief Operating Officer, director | Sold plan | $413.8k20.0k shares |
| 2024-04-03 | Hug Joshua Chief Operating Officer, director | Sold plan | $408.4k20.0k 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, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| NASPERS LTD 62.04% of their portfolio | 37.3m $452.6m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 14.1m $170.6m | Added +1.2m |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 12.2m $148.4m | Reduced -7.5m |
| BlackRock Inc. 0.00% of their portfolio | 10.8m $130.5m | Added +990.6k |
| BAILLIE GIFFORD & CO 0.10% of their portfolio | 10.2m $123.3m | Reduced -416.9k |
| CADIAN CAPITAL MANAGEMENT, LP 5.84% of their portfolio | 9.7m $117.3m | Added +3.2m |
| GENERATION INVESTMENT MANAGEMENT LLP 0.45% of their portfolio | 7.7m $93.2m | Unchanged |
| MORGAN STANLEY 0.01% of their portfolio | 6.4m $77.3m | Added +4.1m |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 4.7m $57.2m | Added +1.0m |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 4.0m $48.3m | Added +2.1m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 3.5m $42.3m | Added +1.5m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.4m $40.9m | Added +272.8k |
| STATE STREET CORP 0.00% of their portfolio | 3.1m $37.9m | Added +250.9k |
| ArrowMark Colorado Holdings LLC 0.45% of their portfolio | 3.1m $37.8m | Added +73.8k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 2.1m $25.8m | Added +435.8k |
| NORGES BANK 0.00% of their portfolio | 1.9m $22.7m | Added +464.6k |
| Kodai Capital Management LP 0.38% of their portfolio | 1.7m $20.2m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.4m $16.9m | Added +901.8k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 1.3m $16.2m | Added +1.1m |
| EVENTIDE ASSET MANAGEMENT, LLC 0.26% of their portfolio | 1.3m $15.4m | Added +238.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.2m $14.6m | Added +78.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.2m $14.6m | Reduced -3.2k |
| BARCLAYS PLC 0.01% of their portfolio | 1.2m $14.3m | Added +1.1m |
| Praetorian PR LLC 5.12% of their portfolio | 1.1m $13.9m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 915.3k $11.1m | Added +396.3k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 844.8k $10.2m | Added +363.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 785.2k $9.5m | Reduced -558.8k |
| Herr Investment Group LLC 2.75% of their portfolio | 766.0k $9.3m | New |
| Cercano Management LLC 0.25% of their portfolio | 760.2k $9.2m | Unchanged |
| Robeco Institutional Asset Management B.V. 0.02% of their portfolio | 609.0k $7.4m | Added +27.0k |
| Trexquant Investment LP 0.11% of their portfolio | 602.7k $7.3m | Added +346.1k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 576.6k $7.0m | Added +9.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 564.1k $6.8m | Added +490.2k |
| Phase 2 Partners, LLC 3.94% of their portfolio | 540.2k $6.5m | Added +261.9k |
| LB Partners LLC 4.77% of their portfolio | 473.3k $5.7m | New |
| Summit Creek Advisors LLC 0.75% of their portfolio | 451.4k $5.5m | New |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 394.9k $4.8m | Added +296.2k |
| BRIGHTON JONES LLC 0.15% of their portfolio | 365.0k $4.4m | Added +94 |
| Pathstone Holdings, LLC 0.02% of their portfolio | 348.4k $4.2m | Added +230.3k |
| TWINBEECH CAPITAL LP 0.07% of their portfolio | 308.9k $3.7m | Added +71.4k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 286.8k $3.5m | Reduced -155.5k |
| Swiss National Bank 0.00% of their portfolio | 278.1k $3.4m | Added +3.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 275.3k $3.3m | Added +114.6k |
| Cubist Systematic Strategies, LLC 0.06% of their portfolio | 270.8k $3.3m | Added +71.2k |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 269.6k $3.3m | Reduced -1.1k |
| Integrated Advisors Network LLC 0.17% of their portfolio | 269.5k $3.3m | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 258.8k $3.1m | Reduced -2.3m |
| UBS Group AG 0.00% of their portfolio | 243.2k $2.9m | Added +71.4k |
| Squarepoint Ops LLC 0.01% of their portfolio | 214.7k $2.6m | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 211.3k $2.6m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 204.7k $2.5m | Added +19.9k |
| Whetstone Capital Advisors, LLC 1.14% of their portfolio | 202.6k $2.5m | New |
| GSA CAPITAL PARTNERS LLP 0.17% of their portfolio | 201.6k $2.4m | Added +125.1k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 197.5k $2.4m | Added +182.4k |
| GC Wealth Management RIA, LLC 0.46% of their portfolio | 193.2k $2.3m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 188.6k $2.3m | Reduced -2.3k |
| CAPITAL FUND MANAGEMENT S.A. 0.03% of their portfolio | 181.9k $2.2m | Added +159.3k |
| Corient Private Wealth LP 0.00% of their portfolio | 181.1k $2.2m | Unchanged |
| Portolan Capital Management, LLC 0.18% of their portfolio | 179.9k $2.2m | Added +4.1k |
| Verition Fund Management LLC 0.02% of their portfolio | 178.8k $2.2m | Added +153.5k |
| First Eagle Investment Management, LLC 0.00% of their portfolio | 165.3k $2.0m | New |
| Legal & General Group Plc 0.00% of their portfolio | 163.0k $2.0m | Added +5.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 161.6k $2.0m | Reduced -81.2k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 161.0k $2.0m | Reduced -71.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 156.0k $1.9m | Reduced -66.0k |
| BLAIR WILLIAM & CO/IL 0.01% of their portfolio | 139.2k $1.7m | Added +104.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 138.2k $1.7m | Reduced -382 |
| Y-Intercept (Hong Kong) Ltd 0.09% of their portfolio | 130.0k $1.6m | Added +109.1k |
| Renaissance Capital LLC 0.88% of their portfolio | 129.3k $1.6m | Added +40.6k |
| Aquatic Capital Management LLC 0.05% of their portfolio | 122.2k $1.5m | Added +93.6k |
| Aberdeen Group plc 0.00% of their portfolio | 120.0k $1.5m | Added +4.8k |
| Laird Norton Wetherby Trust Company, LLC 0.20% of their portfolio | 115.3k $1.4m | Reduced -27.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 113.5k $1.4m | Reduced -11.3k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 110.2k $1.3m | Reduced -4.7k |
| Man Group plc 0.00% of their portfolio | 107.7k $1.3m | Reduced -177.7k |
| SORA INVESTORS LLC 0.22% of their portfolio | 100.0k $1.2m | New |
| Invesco Ltd. 0.00% of their portfolio | 97.9k $1.2m | Added +2.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 95.9k $1.2m | Added +9.7k |
| OAK RIDGE INVESTMENTS LLC 0.11% of their portfolio | 92.8k $1.1m | New |
| Engineers Gate Manager LP 0.02% of their portfolio | 91.2k $1.1m | Added +7.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 85.4k $1.0m | Added +7.5k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 84.2k $1.0m | Added +14.6k |
| Corebridge Financial, Inc. 0.01% of their portfolio | 78.0k $945.8k | First filing |
| ALGERT GLOBAL LLC 0.03% of their portfolio | 76.0k $920.6k | New |
| Schneider Downs Wealth Management Advisors, LP 0.20% of their portfolio | 73.9k $896.0k | Reduced -800 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 68.3k $828.2k | First filing |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 66.8k $809.3k | Reduced -10.0k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 64.5k $781.3k | Reduced -708 |
| CITIGROUP INC 0.00% of their portfolio | 61.8k $749.5k | Added +19.2k |
| Badgley Phelps Wealth Managers, LLC 0.02% of their portfolio | 58.8k $712.1k | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 58.4k $707.5k | Added +19.2k |
| Empowered Funds, LLC 0.01% of their portfolio | 55.9k $677.9k | Reduced -47.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 54.5k $661.1k | Added +53 |
| Mariner, LLC 0.00% of their portfolio | 51.8k $627.4k | Added +1.3k |
| Susquehanna Portfolio Strategies, LLC 0.03% of their portfolio | 51.2k $620.5k | Unchanged |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.01% of their portfolio | 50.3k $610.0k | Unchanged |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 49.9k $605.0k | Reduced -11.5k |
| BAILARD, INC. 0.02% of their portfolio | 49.4k $599.3k | Unchanged |
| SVB WEALTH LLC 0.01% of their portfolio | 48.6k $588.8k | Reduced -77.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 48.2k $584.6k | Added +4.3k |