Remitly Global Inc (RELY) Hedge Fund Ownership (Q2 2026)

Remitly Global Inc (RELY)

345 + Investors. Track Smart Money conviction in RELY. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — RELY

Based on 351 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added RELY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

351 hedge funds hold RELY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q

+70 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 67% buying

240 buying117 selling

Last quarter: 240 funds were net buyers (98 opened a brand new position + 142 added to an existing one). Only 117 were sellers (78 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+35 vs last Q)

new funds entering per quarter

Funds opening a new RELY position: 53 → 63 → 63 → 98. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 25% medium ■ 34% new

144 out of 351 hedge funds have held RELY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +56% but shares only +7% — price-driven

Value

+56%

+7%

Last quarter: the total dollar value of institutional holdings rose +56%, but actual share count only changed +7%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

42 → 53 → 63 → 63 → 98 new funds/Q

New funds entering each quarter: 53 → 63 → 63 → 98. A growing number of institutions are discovering RELY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 51% veterans vs 35% newcomers

■ 51% veterans ■ 14% 1-2yr ■ 35% new

Entry-cohort mix of 369 holders: 189 (51%) are 2+ year veterans, 50 entered 1–2 years ago, and 130 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds

58 of 347 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in RELY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	345	292	18.15%
13F Shares	186M	177M	4.65%
Total Value	$4.13B	$2.78B	48.75%
New Positions	98	63	+35
Increased Positions	135	112	+23
Closed Positions	41	50	-9
Reduced Positions	74	77	-3
Total Calls	14	9	55.56%
Total Puts	8	8	-
PUT/CALL Ratio	0.57	0.89	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

345

292

18.15%

13F Shares

186M

177M

4.65%

Total Value

$4.13B

$2.78B

48.75%

New Positions

+35

Increased Positions

135

112

+23

Closed Positions

-9

Reduced Positions

-3

Total Calls

55.56%

Total Puts

PUT/CALL Ratio

0.57

0.89

Bullish

Institutional Holders (2026 Q2)

345 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RELY. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 RELY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Marathon Partners Equity Management, LLC	23.36%	1,117,000	$25.0M
2	LB Partners LLC	19.38%	1,268,000	$28.4M
3	Lead Edge Capital Management, LLC	10.94%	2,687,772	$60.2M
4	Ararat Capital Management LP	9.03%	859,890	$19.3M
5	Estuary Capital Management LP	3.79%	996,184	$22.3M
6	G2 Investment Partners Management LLC	2.71%	664,208	$14.9M
7	Summit Creek Advisors LLC	2.35%	307,737	$6.9M
8	Marathon Partners Equity Management, LLC	1.96%	93,500	$2.1M
9	Divisadero Street Capital Management, LP	1.89%	3,719,086	$83.3M
10	Palisades Investment Partners, LLC	1.23%	192,842	$4.3M
11	Generation Investment Management LLP	1.07%	4,892,320	$109.6M
12	Lisanti Capital Growth, LLC	0.96%	194,070	$4.3M
13	Ardsley Advisory Partners LP	0.88%	375,000	$8.4M
14	Lakewood Capital Management, LP	0.87%	751,200	$16.8M
15	Portolan Capital Management, LLC	0.85%	1,017,592	$22.8M
16	Steinberg Asset Management LLC	0.82%	58,661	$1.3M
17	ArrowMark Colorado Holdings LLC	0.78%	840,610	$18.8M
18	Oberweis Asset Management Inc/	0.73%	1,570,400	$35.2M
19	Legend Financial Advisors, Inc.	0.71%	56,074	$1.3M
20	Siren, L.L.C.	0.70%	1,543,271	$34.6M
21	Intrinsic Edge Capital Management LLC	0.58%	250,000	$5.6M
22	Seelaus Asset Management LLC	0.45%	28,639	$642K
23	Future Fund LLC	0.43%	66,236	$1.5M
24	Eventide Asset Management, LLC	0.40%	1,332,003	$29.9M
25	Renaissance Group LLC	0.39%	425,594	$9.5M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Remitly Global Inc (RELY)

What does the Smart Money Trend signal show for RELY?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added RELY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for RELY?

More buyers than sellers — 67% buying: Last quarter: 240 funds were net buyers (98 opened a brand new position + 142 added to an existing one). Only 117 were sellers (78 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RELY holders?

Elite ownership — 55% AUM from top-100 funds: 58 of 347 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in RELY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held RELY?

41% of holders stayed for 2+ years: 144 out of 351 hedge funds have held RELY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Remitly Global Inc (RELY)

Smart Money Signals — RELY

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +25% more funds vs a year ago

More buyers than sellers — 67% buying

More new buyers each quarter (+35 vs last Q)

41% of holders stayed for 2+ years

Value +56% but shares only +7% — price-driven

Growing discovery — still being found

Veteran-anchored — 51% veterans vs 35% newcomers

Elite ownership — 55% AUM from top-100 funds

Institutional Sentiment Summary — RELY

Hedge Fund Ownership: RELY

Market Analysis: RELY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: RELY

Hedge Fund Positioning: RELY

Statistics: RELY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Remitly Global Inc (RELY)

Welcome to 13Foresight!