RELY β€” REMITLY GLOBAL INC

Ownership history in LB Partners LLC  Β·  8 quarters on record

AI Ownership Summary

LB Partners LLC reported REMITLY GLOBAL INC (RELY) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 15.91% in 2025 Q4. The latest visible filing shows RELY at 15.91% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RELY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LB Partners LLC's position in REMITLY GLOBAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RELY was reported at 15.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.91% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LB Partners LLC held RELY β€” position size vs. price
% of Fund (quarterly)    RELY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,248,888 +233,304 +23.0% 15.91% $17.2M 2026-02-14 (Est.) $12.76
2025 Q3 ADDED 1,015,584 +382,314 +60.4% 10.63% $16.6M 2025-10-31 $16.04
2025 Q2 ADDED 633,270 +60,000 +10.5% 7.59% $11.9M 2025-07-29 $16.87
2025 Q1 UNCHANGED 573,270 β€” 0% 8.54% $11.9M 2025-04-29 $20.41
2024 Q4 ADDED 573,270 +100,000 +21.1% 9.70% $12.9M 2025-01-24 $23.02
2024 Q3 UNCHANGED 473,270 β€” 0% 5.50% $6.3M 2024-10-21 $14.73
2024 Q2 ADDED 473,270 +183,270 +63.2% 4.77% $5.7M 2024-07-29 $13.59
2023 Q4 INITIATED 290,000 β€” β€” 6.18% $5.6M 2024-01-26 $16.90

FAQ About LB Partners LLC and RELY

These are the practical questions this page is built to answer before you even open the full history table.

How long has LB Partners LLC reported owning RELY?

LB Partners LLC reported RELY across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported RELY position in LB Partners LLC's portfolio?

The largest reported portfolio weight for RELY was 15.91% in 2025 Q4.

What is the latest reported RELY position on this page?

The most recent filing on this page is 2025 Q4, when LB Partners LLC reported 1,248,888 shares, equal to 15.91% of portfolio, with an estimated market value of $17.2M.

What does the chart on this RELY ownership page compare?

The chart compares LB Partners LLC's quarterly RELY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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