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 ($279.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $15.66. Options: 12 managers hold calls ($22.1m notional), 11 hold puts ($12.3m).
Trends to Q1 2026
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 |
| Q1 2026 | 292 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2026 | 172 | 125 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $63.5m | $12.8m | 0.20 |
| Q3 2025 | $62.1m | $23.0m | 0.37 |
| Q4 2025 | $20.9m | $13.1m | 0.62 |
| Q1 2026 | $22.1m | $12.3m | 0.56 |
Biggest buyers
| FMR LLC | Added | +10.5m |
| BANK OF AMERICA CORP /DE/ | Added | +4.3m |
| JANE STREET GROUP, LLC | Added | +2.1m |
| FULLER & THALER ASSET MANAGEMENT, INC. | New | +1.9m |
| PRUDENTIAL FINANCIAL INC | Added | +1.4m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.2m |
| Divisadero Street Capital Management, LP | Added | +992.1k |
| Balyasny Asset Management L.P. | Added | +953.2k |
| Capital International Investors | Added | +873.7k |
| Longaeva Partners L.P. | Added | +826.0k |
Biggest sellers
| NASPERS LTD | Reduced | -12.0m |
| CITADEL ADVISORS LLC | Reduced | -5.1m |
| Azora Capital LP | Sold out | -2.9m |
| ArrowMark Colorado Holdings LLC | Reduced | -1.4m |
| HRT FINANCIAL LP | Sold out | -1.2m |
| Point72 Asset Management, L.P. | Sold out | -1.2m |
| UBS Group AG | Reduced | -940.5k |
| BARCLAYS PLC | Reduced | -881.1k |
| BlackRock, Inc. | Reduced | -875.4k |
| DEUTSCHE BANK AG\ | Reduced | -783.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $9.0m575.9k shares |
| CITADEL ADVISORS LLC | Reduced | $3.7m233.1k shares |
| JANE STREET GROUP, LLC | Added | $2.1m133.2k shares |
| GROUP ONE TRADING LLC | Reduced | $1.6m99.5k shares |
| IMC-Chicago, LLC | Added | $1.4m86.9k shares |
| Walleye Capital LLC | Reduced | $944.9k60.3k shares |
| Walleye Trading LLC | Added | $901.0k57.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $747.5k47.7k shares |
| Marathon Partners Equity Management, LLC | New | $603.3k38.5k shares |
| SIG BROKERAGE, LP | Unchanged | $470.1k30.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.5m221.5k shares |
| JANE STREET GROUP, LLC | Added | $1.4m89.4k shares |
| CITADEL ADVISORS LLC | Reduced | $1.4m88.8k shares |
| IMC-Chicago, LLC | Added | $1.3m84.2k shares |
| SIMPLEX TRADING, LLC | Added | $1.2m74.5k shares |
| GROUP ONE TRADING LLC | Added | $1.1m72.3k shares |
| Walleye Trading LLC | Added | $792.9k50.6k shares |
| PEAK6 LLC | New | $783.5k50.0k shares |
| Jefferies Financial Group Inc. | New | $457.6k29.2k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $192.7k12.3k 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 Q1 2026
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 |
|---|---|---|---|---|---|
| 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 |
| Q1 2026 | 0 | — | 6 | $2.7m | $2.7m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-16 | Blignaut Ryno Director | Sold plan | $68.7k4.5k shares |
| 2026-03-12 | NASPERS LTD +2 Will cease to be 10% holder · See Footnotes | Sold | $191.8m12.0m shares |
| 2026-03-11 | Sinha Ankur Chief Product and Tech Officer | Sold plan | $165.0k9.7k shares |
| 2026-03-04 | Somalya Saema CLCAO | Sold plan | $661.8k36.8k shares |
| 2026-03-04 | Hug Joshua Director | Sold plan | $522.3k29.0k shares |
| 2026-03-03 | Mehta Vikas D Chief Financial Officer | Sold plan | $437.5k25.0k shares |
| 2026-03-02 | Hug Joshua Director | Sold plan | $682.2k40.8k shares |
| 2026-02-19 | Sharma Pankaj Chief Business Officer | Sold plan | $49.1k3.0k shares |
| 2026-02-17 | Blignaut Ryno Director | Sold plan | $58.0k4.5k shares |
| 2026-02-11 | Sharma Pankaj Chief Business Officer | Sold plan | $27.4k2.0k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 14.7m $230.1m | Reduced -875.4k |
| NASPERS LTD 83.28% of their portfolio | 13.4m $210.6m | Reduced -12.0m |
| BAILLIE GIFFORD & CO 0.19% of their portfolio | 11.8m $185.2m | Added +159.7k |
| FMR LLC 0.01% of their portfolio | 10.7m $168.2m | Added +10.5m |
| GENERATION INVESTMENT MANAGEMENT LLP 1.08% of their portfolio | 7.7m $120.5m | Unchanged |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 7.5m $118.0m | First filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 7.5m $116.9m | First filing |
| MARSHALL WACE, LLP 0.11% of their portfolio | 6.4m $100.3m | Added +403.7k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 5.2m $80.8m | Added +4.3m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 4.7m $74.2m | Reduced -67.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 4.3m $67.2m | Added +137.3k |
| STATE STREET CORP 0.00% of their portfolio | 3.9m $60.8m | Added +95.5k |
| Lead Edge Capital Management, LLC 14.49% of their portfolio | 3.8m $59.1m | Reduced -288.5k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 3.1m $49.1m | Added +350.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 2.9m $45.5m | Added +72.2k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.07% of their portfolio | 2.7m $42.5m | Added +310.0k |
| Capital International Investors 0.01% of their portfolio | 2.6m $41.3m | Added +873.7k |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 2.5m $39.9m | Added +2.1m |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 2.3m $36.5m | Added +693.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.3m $35.8m | Added +265.8k |
| BARCLAYS PLC 0.01% of their portfolio | 2.0m $31.1m | Reduced -881.1k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 2.0m $31.0m | Added +1.2m |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.10% of their portfolio | 1.9m $30.3m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.6m $24.4m | Added +64.2k |
| Siren, L.L.C. 0.67% of their portfolio | 1.5m $24.2m | Reduced -75.0k |
| LB Partners LLC 21.48% of their portfolio | 1.5m $24.0m | Added +280.3k |
| PRUDENTIAL FINANCIAL INC 0.03% of their portfolio | 1.5m $23.4m | Added +1.4m |
| Balyasny Asset Management L.P. 0.05% of their portfolio | 1.5m $23.3m | Added +953.2k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.67% of their portfolio | 1.5m $22.8m | Added +451.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.4m $22.1m | Reduced -19.6k |
| Marathon Partners Equity Management, LLC 22.70% of their portfolio | 1.3m $19.9m | Reduced -67.5k |
| Nuveen, LLC 0.01% of their portfolio | 1.2m $19.5m | Added +38.9k |
| ArrowMark Colorado Holdings LLC 0.51% of their portfolio | 1.2m $19.1m | Reduced -1.4m |
| LAKEWOOD CAPITAL MANAGEMENT, LP 1.21% of their portfolio | 1.2m $18.8m | Added +80.0k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 1.2m $18.6m | First filing |
| Longaeva Partners L.P. 0.85% of their portfolio | 1.1m $17.6m | Added +826.0k |
| Divisadero Street Capital Management, LP 0.77% of their portfolio | 1.1m $16.5m | Added +992.1k |
| Trexquant Investment LP 0.12% of their portfolio | 1.0m $16.2m | Reduced -559.3k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 1.0m $16.1m | Added +61.2k |
| Ararat Capital Management LP 8.95% of their portfolio | 1.0m $15.9m | Added +312.8k |
| MORGAN STANLEY 0.00% of their portfolio | 1.0m $15.8m | Added +90.6k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% of their portfolio | 968.7k $15.2m | Added +14.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 906.9k $14.2m | Reduced -115.3k |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 831.5k $13.0m | Added +190.0k |
| Portolan Capital Management, LLC 0.58% of their portfolio | 698.2k $10.9m | Added +70.1k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 685.2k $10.7m | Reduced -5.1m |
| MOORE CAPITAL MANAGEMENT, LP 0.39% of their portfolio | 680.0k $10.7m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 666.4k $10.4m | Added +238.9k |
| UBS Group AG 0.00% of their portfolio | 665.9k $10.4m | Reduced -940.5k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.39% of their portfolio | 662.0k $10.4m | Added +563.9k |
| Summit Creek Advisors LLC 2.05% of their portfolio | 637.1k $10.0m | Reduced -101.5k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 628.0k $9.8m | Reduced -273.9k |
| TUDOR INVESTMENT CORP ET AL 0.05% of their portfolio | 595.9k $9.3m | New |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.06% of their portfolio | 569.7k $8.9m | Added +9.4k |
| CAPITAL FUND MANAGEMENT S.A. 0.08% of their portfolio | 550.1k $8.6m | Added +84.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 527.9k $8.3m | Reduced -1.9k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 508.7k $8.0m | Reduced -13.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 470.5k $7.4m | Reduced -783.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 411.3k $6.3m | Added +272.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 403.9k $5.6m | Added +110.1k |
| Swiss National Bank 0.00% of their portfolio | 351.5k $5.5m | Added +6.0k |
| SEVEN GRAND MANAGERS, LLC 0.37% of their portfolio | 350.0k $5.5m | New |
| BRIGHTON JONES LLC 0.12% of their portfolio | 348.1k $5.5m | Added +10.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 338.6k $5.3m | Added +823 |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 327.7k $5.1m | Reduced -235.2k |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.07% of their portfolio | 310.0k $4.9m | Added +20.0k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 262.0k $4.1m | Reduced -5.8k |
| Pathstone Holdings, LLC 0.02% of their portfolio | 258.9k $4.1m | Added +16.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 252.8k $4.0m | Added +167.8k |
| IEQ CAPITAL, LLC 0.02% of their portfolio | 246.9k $3.9m | Added +154.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 244.8k $3.8m | Added +74.2k |
| Bridgewater Associates, LP 0.02% of their portfolio | 234.7k $3.7m | Reduced -426.4k |
| Invesco Ltd. 0.00% of their portfolio | 232.3k $3.6m | Added +38.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 218.9k $3.4m | Added +29.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 212.2k $3.3m | Added +18 |
| Creative Planning 0.00% of their portfolio | 212.1k $3.3m | Added +95.3k |
| GSA CAPITAL PARTNERS LLP 0.20% of their portfolio | 208.8k $3.3m | Reduced -152.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 208.4k $3.3m | Added +41.2k |
| Badgley Phelps Wealth Managers, LLC 0.06% of their portfolio | 208.2k $3.3m | Reduced -26 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.21% of their portfolio | 208.1k $3.3m | New |
| ZACKS INVESTMENT MANAGEMENT 0.03% of their portfolio | 206.6k $3.2m | Added +28.8k |
| ExodusPoint Capital Management, LP 0.03% of their portfolio | 202.8k $3.2m | New |
| G2 Investment Partners Management LLC 0.77% of their portfolio | 199.4k $3.1m | New |
| Corient Private Wealth LP 0.00% of their portfolio | 198.6k $3.1m | Reduced -213.3k |
| Mariner, LLC 0.00% of their portfolio | 193.3k $3.0m | Added +96.3k |
| Palisades Investment Partners, LLC 1.17% of their portfolio | 189.9k $3.0m | Added +10.4k |
| Legal & General Group Plc 0.00% of their portfolio | 186.6k $2.9m | Reduced -36.4k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 159.5k $2.5m | Reduced -6.8k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.22% of their portfolio | 156.8k $2.5m | Reduced -45.0k |
| Y-Intercept (Hong Kong) Ltd 0.05% of their portfolio | 155.4k $2.4m | Added +60.7k |
| Penserra Capital Management LLC 0.03% of their portfolio | 154.7k $2.4m | Reduced -65.8k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 149.7k $2.3m | First filing |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 135.8k $2.1m | Reduced -204.3k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 131.2k $2.1m | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% of their portfolio | 129.7k $2.0m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 127.3k $2.0m | Unchanged |
| Quantinno Capital Management LP 0.00% of their portfolio | 120.0k $1.9m | Added +52.1k |
| CWM, LLC 0.00% of their portfolio | 114.7k $1.8m | Added +81.4k |
| One Capital Management, LLC 0.05% of their portfolio | 106.0k $1.7m | Added +22.3k |
| Future Fund LLC 0.58% of their portfolio | 105.9k $1.7m | Added +22.2k |