Y-Intercept (Hong Kong) Ltd RELY — REMITLY GLOBAL INC

Ownership history in Y-Intercept (Hong Kong) Ltd  ·  8 quarters on record

AI Ownership Summary

Y-Intercept (Hong Kong) Ltd reported REMITLY GLOBAL INC (RELY) in 8 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.1% in 2025 Q1. The latest visible filing shows RELY at 0.05% 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 Y-Intercept (Hong Kong) Ltd'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
2026 Q1

RELY was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q1

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 2026 Q1

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.

RELY stock page Y-Intercept (Hong Kong) Ltd fund profile Y-Intercept (Hong Kong) Ltd full holdings
How Y-Intercept (Hong Kong) Ltd held RELY — position size vs. price
% of Fund (quarterly)    RELY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 155,418 +60,696 +64.1% 0.05% $2.4M 2026-04-27 $21.26
2025 Q4 REDUCED 13.6% +13.6% ❌ 94,722 -14,931 -13.6% 0.03% $1.3M 2026-02-13 $12.76
2025 Q3 ADDED — — — 109,653 +8,026 +7.9% 0.04% $1.8M 2025-10-31 $16.04
2025 Q2 ADDED — — — 101,627 +33,901 +50.1% 0.05% $1.9M 2025-08-01 $15.79
2025 Q1 REDUCED 47.9% -9.8% ✅ 67,726 -62,288 -47.9% 0.10% $1.4M 2025-05-06 $21.20
2024 Q2 ADDED — — — 130,014 +109,121 +522.3% 0.09% $1.6M 2024-08-14 $13.85
2024 Q1 REDUCED 17.1% -41.8% ✅ 20,893 -4,295 -17.1% 0.03% $433K 2024-05-10 $14.33
2023 Q4 INITIATED — — — 25,188 — — 0.05% $489K 2024-02-13 $17.67

🏢 Other funds also holding RELY

As of 2026 Q1 — sorted by position size

NASPERS LTD 3Y 83.28% Marathon Partners Equity Management, LLC 3Y 7Y 22.54% LB Partners LLC 21.48% Lead Edge Capital Management, LLC 3Y 14.49% Ararat Capital Management LP 3Y 8.95% Summit Creek Advisors LLC 3Y 7Y 2.05% LAKEWOOD CAPITAL MANAGEMENT, LP 3Y 7Y 1.19% Palisades Investment Partners, LLC 3Y 7Y 1.17% GENERATION INVESTMENT MANAGEMENT LLP 3Y 7Y 1.08% STEINBERG ASSET MANAGEMENT LLC 3Y 7Y 0.85%

FAQ About Y-Intercept (Hong Kong) Ltd and RELY

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

How long has Y-Intercept (Hong Kong) Ltd reported owning RELY?

Y-Intercept (Hong Kong) Ltd reported RELY across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RELY position in Y-Intercept (Hong Kong) Ltd's portfolio?

The largest reported portfolio weight for RELY was 0.10% in 2025 Q1.

What is the latest reported RELY position on this page?

The most recent filing on this page is 2026 Q1, when Y-Intercept (Hong Kong) Ltd reported 155,418 shares, equal to 0.05% of portfolio, with an estimated market value of $2.4M.

What does the chart on this RELY ownership page compare?

The chart compares Y-Intercept (Hong Kong) Ltd'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.

How well did Y-Intercept (Hong Kong) Ltd time their RELY position?

Based on 13F filing dates vs. subsequent RELY price moves, Y-Intercept (Hong Kong) Ltd correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on RELY relative to SPY over the holding period was -33.5%.

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