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 ($516.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $13.80. Options: 13 managers hold calls ($20.9m notional), 11 hold puts ($13.1m).
Trends to Q4 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 |
| Q4 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 |
|---|---|---|
| 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 |
| Q4 2025 | 153 | 141 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $23.9m | $11.5m | 0.48 |
| Q2 2025 | $63.5m | $12.8m | 0.20 |
| Q3 2025 | $62.1m | $23.0m | 0.37 |
| Q4 2025 | $20.9m | $13.1m | 0.62 |
Biggest buyers
| BAILLIE GIFFORD & CO | Added | +3.8m |
| Capital International Investors | New | +1.8m |
| Lead Edge Capital Management, LLC | Added | +1.4m |
| MARSHALL WACE, LLP | Added | +1.4m |
| HRT FINANCIAL LP | New | +1.2m |
| D. E. Shaw & Co., Inc. | Added | +1.2m |
| LAKEWOOD CAPITAL MANAGEMENT, LP | New | +1.1m |
| Azora Capital LP | Added | +964.7k |
| MILLENNIUM MANAGEMENT LLC | Added | +819.2k |
| Ararat Capital Management LP | New | +702.2k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -4.1m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -3.7m |
| ArrowMark Colorado Holdings LLC | Reduced | -2.9m |
| FMR LLC | Reduced | -2.2m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -1.3m |
| BlackRock, Inc. | Reduced | -1.3m |
| CADIAN CAPITAL MANAGEMENT, LP | Sold out | -1.3m |
| GOLDMAN SACHS GROUP INC | Reduced | -1.0m |
| Squarepoint Ops LLC | Reduced | -959.5k |
| UBS Group AG | Reduced | -811.6k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $4.8m350.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.2m303.9k shares |
| Jefferies Financial Group Inc. | Added | $2.7m196.0k shares |
| GROUP ONE TRADING LLC | Reduced | $2.4m174.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.9m138.6k shares |
| Balyasny Asset Management L.P. | New | $1.4m100.0k shares |
| Walleye Capital LLC | New | $1.0m72.5k shares |
| Walleye Trading LLC | Reduced | $676.2k49.0k shares |
| IMC-Chicago, LLC | Added | $452.6k32.8k shares |
| JANE STREET GROUP, LLC | Reduced | $443.0k32.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.6m334.0k shares |
| BARCLAYS PLC | Unchanged | $2.8m200.0k shares |
| CITADEL ADVISORS LLC | Reduced | $2.7m198.5k shares |
| SIMPLEX TRADING, LLC | Added | $803.2k58.2k shares |
| JANE STREET GROUP, LLC | Reduced | $771.4k55.9k shares |
| IMC-Chicago, LLC | Added | $407.1k29.5k shares |
| GROUP ONE TRADING LLC | Added | $382.3k27.7k shares |
| Point72 Asset Management, L.P. | New | $267.7k19.4k shares |
| TUDOR INVESTMENT CORP ET AL | New | $143.5k10.4k shares |
| Walleye Capital LLC | New | $109.0k7.9k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q4 2025 | 0 | — | 4 | $1.2m | $1.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-15 | Blignaut Ryno Director | Sold plan | $65.5k4.5k shares |
| 2025-12-10 | Sharma Pankaj Chief Business Officer | Sold | $45.0k3.0k shares |
| 2025-12-01 | Hug Joshua Director | Sold plan | $543.5k40.8k shares |
| 2025-11-26 | Blignaut Ryno Director | Sold plan | $59.6k4.5k shares |
| 2025-11-12 | Sharma Pankaj Chief Business Officer | Sold plan | $24.9k2.0k shares |
| 2025-10-16 | Oppenheimer Matthew B. Chief Executive Officer, director | Sold plan | $224.4k14.6k shares |
| 2025-10-15 | Oppenheimer Matthew B. Chief Executive Officer, director | Sold plan | $227.3k14.6k 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, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| NASPERS LTD 75.79% of their portfolio | 25.4m $351.1m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 16.0m $221.4m | Reduced -98.2k |
| BlackRock, Inc. 0.00% of their portfolio | 15.6m $214.7m | Reduced -1.3m |
| BAILLIE GIFFORD & CO 0.13% of their portfolio | 11.7m $160.9m | Added +3.8m |
| GENERATION INVESTMENT MANAGEMENT LLP 0.74% of their portfolio | 7.7m $106.2m | Unchanged |
| MARSHALL WACE, LLP 0.08% of their portfolio | 6.0m $82.7m | Added +1.4m |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 5.8m $80.2m | Added +522.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 4.8m $66.3m | Reduced -748.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 4.1m $57.3m | Added +67.7k |
| Lead Edge Capital Management, LLC 14.37% of their portfolio | 4.1m $56.0m | Added +1.4m |
| STATE STREET CORP 0.00% of their portfolio | 3.8m $52.2m | Added +168.9k |
| Azora Capital LP 2.50% of their portfolio | 2.9m $39.7m | Added +964.7k |
| BARCLAYS PLC 0.02% of their portfolio | 2.9m $39.6m | Reduced -700.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 2.8m $39.1m | Reduced -62.9k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 2.8m $38.4m | Reduced -27.8k |
| ArrowMark Colorado Holdings LLC 0.80% of their portfolio | 2.6m $36.2m | Reduced -2.9m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.05% of their portfolio | 2.4m $33.1m | Added +165.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.0m $27.8m | Reduced -1.0m |
| Capital International Investors 0.00% of their portfolio | 1.8m $24.3m | New |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 1.6m $22.6m | Added +1.2m |
| Siren, L.L.C. 0.67% of their portfolio | 1.6m $22.3m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 1.6m $22.2m | Reduced -811.6k |
| Trexquant Investment LP 0.20% of their portfolio | 1.6m $22.0m | Added +73.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.5m $20.6m | Reduced -89.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.4m $19.7m | Added +3.8k |
| Marathon Partners Equity Management, LLC 18.35% of their portfolio | 1.3m $18.5m | Reduced -50.0k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 1.3m $17.3m | Reduced -65.9k |
| LB Partners LLC 15.91% of their portfolio | 1.2m $17.2m | Added +233.3k |
| Nuveen, LLC 0.00% of their portfolio | 1.2m $16.6m | Reduced -231.6k |
| HRT FINANCIAL LP 0.07% of their portfolio | 1.2m $16.6m | New |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 1.2m $16.4m | Reduced -444.2k |
| LAKEWOOD CAPITAL MANAGEMENT, LP 1.08% of their portfolio | 1.1m $15.5m | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio | 1.0m $14.1m | Reduced -386.9k |
| NORGES BANK 0.00% of their portfolio | 1.0m $13.9m | Not comparable |
| OBERWEIS ASSET MANAGEMENT INC/ 0.51% of their portfolio | 1.0m $13.8m | Unchanged |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 967.9k $13.4m | Reduced -472.7k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 954.1k $13.2m | Added +293.0k |
| MORGAN STANLEY 0.00% of their portfolio | 919.0k $12.7m | Reduced -689.6k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 901.9k $12.4m | Added +819.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 901.4k $12.4m | Added +423.6k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 813.9k $11.2m | Added +580.2k |
| Summit Creek Advisors LLC 1.60% of their portfolio | 738.6k $10.2m | Reduced -17.8k |
| Ararat Capital Management LP 4.77% of their portfolio | 702.2k $9.7m | New |
| MOORE CAPITAL MANAGEMENT, LP 0.19% of their portfolio | 680.0k $9.4m | New |
| Bridgewater Associates, LP 0.03% of their portfolio | 661.1k $9.1m | Reduced -101.4k |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 641.5k $8.9m | New |
| Portolan Capital Management, LLC 0.46% of their portfolio | 628.0k $8.7m | New |
| Whetstone Capital Advisors, LLC 2.49% of their portfolio | 579.3k $8.0m | Added +59.2k |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 562.8k $7.8m | Added +284.7k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.05% of their portfolio | 560.3k $7.7m | Added +251.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 545.7k $7.5m | Reduced -348.1k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 534.0k $7.4m | Reduced -137.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 529.8k $7.3m | Reduced -14.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 522.0k $7.2m | New |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 471.5k $6.5m | Reduced -144.7k |
| CAPITAL FUND MANAGEMENT S.A. 0.06% of their portfolio | 465.9k $6.4m | Added +240.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 427.5k $5.9m | Added +167.6k |
| Corient Private Wealth LP 0.00% of their portfolio | 412.0k $5.7m | Added +214.3k |
| GSA CAPITAL PARTNERS LLP 0.43% of their portfolio | 361.0k $5.0m | Added +338.2k |
| Swiss National Bank 0.00% of their portfolio | 345.5k $4.8m | Added +9.5k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 340.1k $4.7m | Added +100.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 337.8k $4.7m | Added +65.4k |
| BRIGHTON JONES LLC 0.17% of their portfolio | 337.5k $4.7m | Added +5.0k |
| Longaeva Partners L.P. 0.49% of their portfolio | 297.7k $4.1m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 293.8k $4.1m | Reduced -2.4k |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.06% of their portfolio | 290.0k $4.0m | Added +160.0k |
| Integrated Advisors Network LLC 0.16% of their portfolio | 269.4k $3.7m | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 267.7k $3.7m | Added +43.8k |
| SORA INVESTORS LLC 0.31% of their portfolio | 260.1k $3.6m | New |
| Pathstone Holdings, LLC 0.01% of their portfolio | 242.8k $3.4m | Reduced -20.6k |
| Legal & General Group Plc 0.00% of their portfolio | 223.0k $3.1m | Added +1.3k |
| Penserra Capital Management LLC 0.04% of their portfolio | 220.5k $3.0m | Reduced -20.7k |
| FMR LLC 0.00% of their portfolio | 218.2k $3.0m | Reduced -2.2m |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 212.2k $2.9m | Reduced -31.8k |
| Badgley Phelps Wealth Managers, LLC 0.05% of their portfolio | 208.2k $2.9m | Reduced -7.7k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.13% of their portfolio | 201.8k $2.8m | New |
| Headlands Technologies LLC 0.23% of their portfolio | 198.8k $2.7m | Added +76.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 196.4k $2.7m | Reduced -1.3m |
| Invesco Ltd. 0.00% of their portfolio | 194.0k $2.7m | Added +556 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 189.2k $2.6m | Reduced -3.7m |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 186.2k $2.6m | Added +82.6k |
| Palisades Investment Partners, LLC 0.94% of their portfolio | 179.5k $2.5m | Added +2.6k |
| ZACKS INVESTMENT MANAGEMENT 0.02% of their portfolio | 177.8k $2.5m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 170.7k $2.4m | Reduced -130.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 167.2k $2.3m | Added +5.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 166.3k $2.3m | Reduced -27.6k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 157.7k $2.2m | Reduced -44.5k |
| Squarepoint Ops LLC 0.00% of their portfolio | 151.1k $2.1m | Reduced -959.5k |
| Creek Drive Management Group LLC 1.50% of their portfolio | 147.5k $2.0m | First filing |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 138.8k $1.9m | Reduced -4.1m |
| CITIGROUP INC 0.00% of their portfolio | 136.0k $1.9m | Reduced -61.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 127.3k $1.8m | Added +6.2k |
| Pekin Hardy Strauss, Inc. 0.16% of their portfolio | 122.7k $1.7m | Added +104.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 117.4k $1.6m | Added +108.2k |
| ALGERT GLOBAL LLC 0.03% of their portfolio | 117.4k $1.6m | Reduced -14.2k |
| Creative Planning 0.00% of their portfolio | 116.8k $1.6m | Added +55.4k |
| STEINBERG ASSET MANAGEMENT LLC 1.15% of their portfolio | 111.6k $1.5m | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 106.3k $1.5m | Added +14.8k |
| Brevan Howard Capital Management LP 0.03% of their portfolio | 101.9k $1.4m | Added +12.6k |
| Compagnie Lombard Odier SCmA 0.02% of their portfolio | 100.0k $1.4m | New |