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 ($3.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $16.30. Options: 16 managers hold calls ($62.1m notional), 11 hold puts ($23.0m).
Trends to Q3 2025
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 |
| Q3 2024 | 206 |
| Q4 2024 | 242 |
| Q1 2025 | 280 |
| Q2 2025 | 283 |
| Q3 2025 | 282 |
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 2023 | 103 | 92 |
| Q1 2024 | 90 | 99 |
| Q2 2024 | 132 | 77 |
| Q3 2024 | 122 | 87 |
| Q4 2024 | 153 | 82 |
| Q1 2025 | 154 | 99 |
| Q2 2025 | 163 | 121 |
| Q3 2025 | 159 | 137 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $17.2m | $9.7m | 0.57 |
| Q1 2025 | $23.9m | $11.5m | 0.48 |
| Q2 2025 | $63.5m | $12.8m | 0.20 |
| Q3 2025 | $62.1m | $23.0m | 0.37 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +3.7m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +2.6m |
| JPMORGAN CHASE & CO | Added | +2.2m |
| MARSHALL WACE, LLP | Added | +2.0m |
| Azora Capital LP | New | +1.9m |
| ArrowMark Colorado Holdings LLC | Added | +1.7m |
| Point72 Asset Management, L.P. | New | +1.6m |
| UBS Group AG | Added | +1.6m |
| CADIAN CAPITAL MANAGEMENT, LP | New | +1.3m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Added | +1.3m |
Biggest sellers
| Divisadero Street Capital Management, LP | Reduced | -5.0m |
| CITIGROUP INC | Reduced | -4.0m |
| ALLIANCEBERNSTEIN L.P. | Reduced | -3.6m |
| BlackRock, Inc. | Reduced | -2.2m |
| EVENTIDE ASSET MANAGEMENT, LLC | Sold out | -1.4m |
| LORD, ABBETT & CO. LLC | Sold out | -1.3m |
| BANK OF AMERICA CORP /DE/ | Reduced | -1.0m |
| Man Group plc | Reduced | -1.0m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -848.3k |
| Driehaus Capital Management LLC | Sold out | -770.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $13.5m829.5k shares |
| GROUP ONE TRADING LLC | Added | $10.1m621.0k shares |
| J. Goldman & Co LP | New | $6.5m400.0k shares |
| WOLVERINE TRADING, LLC | Added | $5.9m358.9k shares |
| SIMPLEX TRADING, LLC | Added | $5.9m359.7k shares |
| Marathon Partners Equity Management, LLC | Added | $4.8m292.5k shares |
| CITADEL ADVISORS LLC | Added | $4.8m291.9k shares |
| JANE STREET GROUP, LLC | Reduced | $3.9m241.4k shares |
| Jefferies Financial Group Inc. | New | $2.8m170.7k shares |
| Walleye Trading LLC | Added | $1.1m69.3k shares |
Biggest puts
| PEAK6 LLC | New | $6.4m394.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.5m274.3k shares |
| CITADEL ADVISORS LLC | Reduced | $3.9m239.5k shares |
| BARCLAYS PLC | New | $3.3m200.0k shares |
| Walleye Trading LLC | Added | $2.3m139.6k shares |
| JANE STREET GROUP, LLC | Added | $1.1m69.1k shares |
| D. E. Shaw & Co., Inc. | New | $379.8k23.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $374.0k23.0k shares |
| WOLVERINE TRADING, LLC | Added | $345.3k20.9k shares |
| IMC-Chicago, LLC | Reduced | $223.3k13.7k 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 2025
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 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 |
| Q3 2024 | 0 | — | 3 | $1.1m | $1.1m |
| Q4 2024 | 0 | — | 5 | $4.6m | $4.3m |
| Q1 2025 | 0 | — | 5 | $3.2m | $2.9m |
| Q2 2025 | 0 | — | 8 | $8.8m | $6.8m |
| Q3 2025 | 0 | — | 6 | $4.1m | $4.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-09-24 | Oppenheimer Matthew B. Chief Executive Officer, director | Sold plan | $241.8k14.6k shares |
| 2025-09-23 | Oppenheimer Matthew B. Chief Executive Officer, director | Sold plan | $243.2k14.6k shares |
| 2025-09-05 | Riese Phillip John Director | Sold plan | $100.0k5.0k shares |
| 2025-09-05 | Tavis Luke Chief Accounting Officer | Sold plan | $58.4k2.9k shares |
| 2025-08-29 | Hug Joshua Director | Sold plan | $750.7k40.8k shares |
| 2025-08-28 | Somalya Saema CLCAO | Sold plan | $82.4k4.5k shares |
| 2025-08-25 | Somalya Saema CLCAO | Sold plan | $108.2k5.7k shares |
| 2025-08-15 | Hug Joshua Director | Sold plan | $197.2k10.0k shares |
| 2025-08-14 | Hug Joshua Director | Sold plan | $196.5k10.0k shares |
| 2025-08-14 | Riese Phillip John Director | Sold plan | $100.0k5.0k shares |
| 2025-08-14 | Sharma Pankaj Chief Business Officer | Sold plan | $80.0k4.0k shares |
| 2025-08-13 | Oppenheimer Matthew B. Chief Executive Officer, director | Sold plan | $287.4k14.6k shares |
| 2025-08-13 | Sharma Pankaj Chief Business Officer | Sold plan | $98.5k5.0k shares |
| 2025-08-12 | Oppenheimer Matthew B. Chief Executive Officer, director | Sold plan | $282.3k14.6k shares |
| 2025-08-07 | Hug Joshua Director | Sold plan | $381.6k20.0k shares |
| 2025-08-07 | Somalya Saema CLCAO | Sold plan | $344.3k18.0k shares |
| 2025-07-17 | Oppenheimer Matthew B. Chief Executive Officer, director | Sold plan | $252.3k14.6k shares |
| 2025-07-16 | Oppenheimer Matthew B. Chief Executive Officer, director | Sold plan | $252.0k14.6k 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 2025
| Manager | Shares | Change |
|---|---|---|
| NASPERS LTD 62.66% of their portfolio | 25.4m $414.7m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 16.9m $275.2m | Reduced -2.2m |
| VANGUARD GROUP INC 0.00% of their portfolio | 16.1m $263.2m | Reduced -124.2k |
| BAILLIE GIFFORD & CO 0.10% of their portfolio | 7.9m $128.3m | Reduced -164.8k |
| GENERATION INVESTMENT MANAGEMENT LLP 0.83% of their portfolio | 7.7m $125.4m | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.06% of their portfolio | 5.6m $90.5m | Added +2.6m |
| ArrowMark Colorado Holdings LLC 1.67% of their portfolio | 5.5m $90.2m | Added +1.7m |
| CITADEL ADVISORS LLC 0.07% of their portfolio | 5.3m $86.3m | Added +219.9k |
| MARSHALL WACE, LLP 0.08% of their portfolio | 4.6m $75.0m | Added +2.0m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 4.3m $69.7m | Added +2.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 4.1m $66.6m | Added +334.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 3.8m $62.6m | Added +3.7m |
| STATE STREET CORP 0.00% of their portfolio | 3.6m $58.9m | Added +173.9k |
| BARCLAYS PLC 0.02% of their portfolio | 3.6m $58.1m | Added +988.4k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 3.0m $49.7m | Added +527.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 2.9m $47.2m | Added +1.1m |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 2.8m $45.9m | Added +263.6k |
| Lead Edge Capital Management, LLC 11.35% of their portfolio | 2.6m $43.0m | Added +426.2k |
| FMR LLC 0.00% of their portfolio | 2.4m $39.7m | Added +367.0k |
| UBS Group AG 0.01% of their portfolio | 2.4m $39.4m | Added +1.6m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.06% of their portfolio | 2.2m $36.4m | Added +1.3m |
| Azora Capital LP 1.45% of their portfolio | 1.9m $31.2m | New |
| Point72 Asset Management, L.P. 0.06% of their portfolio | 1.6m $26.6m | New |
| Siren, L.L.C. 1.03% of their portfolio | 1.6m $26.4m | Added +1.1m |
| MORGAN STANLEY 0.00% of their portfolio | 1.6m $26.2m | Added +105.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.6m $25.8m | Added +118.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 1.5m $24.9m | Added +272.7k |
| Trexquant Investment LP 0.26% of their portfolio | 1.5m $24.7m | Added +234.6k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 1.4m $23.5m | Reduced -499.5k |
| Nuveen, LLC 0.01% of their portfolio | 1.4m $23.4m | Reduced -93.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.4m $23.3m | Added +142.8k |
| Connor, Clark & Lunn Investment Management Ltd. 0.07% of their portfolio | 1.4m $23.0m | Added +394.0k |
| Marathon Partners Equity Management, LLC 18.04% of their portfolio | 1.4m $22.6m | Added +462.5k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 1.3m $21.5m | Reduced -400.6k |
| CADIAN CAPITAL MANAGEMENT, LP 1.25% of their portfolio | 1.3m $21.0m | New |
| Squarepoint Ops LLC 0.04% of their portfolio | 1.1m $18.1m | Added +496.5k |
| LB Partners LLC 10.63% of their portfolio | 1.0m $16.6m | Added +382.3k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.63% of their portfolio | 1.0m $16.3m | Added +408.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 893.8k $14.6m | Added +35.9k |
| Bridgewater Associates, LP 0.05% of their portfolio | 762.6k $12.4m | Reduced -67.1k |
| Summit Creek Advisors LLC 1.80% of their portfolio | 756.4k $12.3m | Added +35.1k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 671.1k $10.9m | Added +433.0k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 661.1k $10.8m | Reduced -68.1k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 616.2k $10.0m | Reduced -529.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 543.9k $8.9m | Reduced -239.5k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 539.8k $8.8m | Added +137.0k |
| Whetstone Capital Advisors, LLC 2.35% of their portfolio | 520.1k $8.5m | New |
| RENAISSANCE GROUP LLC 0.30% of their portfolio | 495.0k $8.1m | Added +169.3k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 484.7k $7.9m | Added +185.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 477.8k $7.8m | Reduced -1.0m |
| M&G PLC 0.04% of their portfolio | 459.6k $7.4m | Added +14.8k |
| Jump Financial, LLC 0.08% of their portfolio | 404.3k $6.6m | Reduced -678.8k |
| Swiss National Bank 0.00% of their portfolio | 336.0k $5.5m | Added +48.2k |
| BRIGHTON JONES LLC 0.13% of their portfolio | 332.6k $5.4m | Added +45 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.03% of their portfolio | 308.5k $5.0m | Added +140.5k |
| PEAK6 LLC 0.06% of their portfolio | 304.7k $5.0m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 301.4k $4.9m | Reduced -31.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 296.2k $4.8m | Reduced -3.6m |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 280.2k $4.6m | Reduced -47.8k |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 278.1k $4.5m | Added +2.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 272.4k $4.4m | Reduced -208.4k |
| Integrated Advisors Network LLC 0.18% of their portfolio | 269.4k $4.4m | Reduced -80 |
| Pathstone Holdings, LLC 0.02% of their portfolio | 263.4k $4.3m | Added +281 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 259.9k $4.2m | Reduced -486.8k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 252.2k $4.1m | Reduced -77.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 244.1k $4.0m | Added +7.7k |
| Penserra Capital Management LLC 0.05% of their portfolio | 241.2k $3.9m | Reduced -28.2k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 239.8k $3.9m | Reduced -102.9k |
| Susquehanna Portfolio Strategies, LLC 0.06% of their portfolio | 237.7k $3.9m | New |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 236.0k $3.8m | Added +149.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 233.7k $3.8m | Added +56.7k |
| Pictet Asset Management Holding SA 0.00% of their portfolio | 232.7k $3.8m | Added +31.0k |
| Gotham Asset Management, LLC 0.02% of their portfolio | 230.4k $3.8m | Added +69.7k |
| CAPITAL FUND MANAGEMENT S.A. 0.04% of their portfolio | 225.1k $3.7m | Reduced -177.3k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 223.9k $3.6m | Reduced -66.5k |
| Legal & General Group Plc 0.00% of their portfolio | 221.8k $3.6m | Added +18.9k |
| Badgley Phelps Wealth Managers, LLC 0.07% of their portfolio | 215.9k $3.5m | Unchanged |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 202.2k $3.3m | Reduced -69.6k |
| Corient Private Wealth LP 0.01% of their portfolio | 197.7k $3.2m | Reduced -5.4k |
| CITIGROUP INC 0.00% of their portfolio | 197.7k $3.2m | Reduced -4.0m |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 193.9k $3.2m | Added +32.9k |
| Invesco Ltd. 0.00% of their portfolio | 193.4k $3.2m | Added +31.6k |
| GC Wealth Management RIA, LLC 0.10% of their portfolio | 193.2k $3.1m | Unchanged |
| LGT Fund Management Co Ltd. 0.25% of their portfolio | 189.2k $3.1m | Unchanged |
| Engineers Gate Manager LP 0.03% of their portfolio | 178.7k $2.9m | Reduced -160.9k |
| Palisades Investment Partners, LLC 1.13% of their portfolio | 176.9k $2.9m | Added +418 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 162.1k $2.6m | Added +26.3k |
| Cubist Systematic Strategies, LLC 0.04% of their portfolio | 153.3k $2.5m | New |
| ALGERT GLOBAL LLC 0.04% of their portfolio | 131.7k $2.1m | Added +16.4k |
| Walleye Trading LLC 0.03% of their portfolio | 130.3k $2.1m | Added +82.7k |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.03% of their portfolio | 130.0k $2.1m | Added +10.0k |
| Man Group plc 0.00% of their portfolio | 125.0k $2.0m | Reduced -1.0m |
| Quantbot Technologies LP 0.05% of their portfolio | 123.6k $2.0m | New |
| Headlands Technologies LLC 0.16% of their portfolio | 122.7k $2.0m | Added +91.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 121.1k $2.0m | Unchanged |
| Dynamic Technology Lab Private Ltd 0.33% of their portfolio | 120.7k $2.0m | Reduced -17.6k |
| Jefferies Financial Group Inc. 0.02% of their portfolio | 114.8k $1.9m | Reduced -22.5k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 114.2k $1.9m | Added +31.1k |
| Y-Intercept (Hong Kong) Ltd 0.04% of their portfolio | 109.7k $1.8m | Added +8.0k |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 107.8k $1.8m | Added +21.0k |