Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Remitly Global Inc (RELY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — RELY

Based on 290 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
290 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding RELY is almost the same as a year ago (+8 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 57% buying

177 buying131 selling
Last quarter: 177 funds bought or added vs 131 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~62 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 41 → 53 → 62 → 62. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 29% medium ■ 29% new
123 out of 290 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.
📈

Growing discovery — still being found

67 → 41 → 53 → 62 → 62 new funds/Q
New funds entering each quarter: 41 → 53 → 62 → 62. A growing number of institutions are discovering RELY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 54% veterans vs 30% newcomers

■ 54% veterans ■ 16% 1-2yr ■ 30% new
Entry-cohort mix of 306 holders: 166 (54%) are 2+ year veterans, 49 entered 1–2 years ago, and 91 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
53 of 289 holders are among the 100 largest funds by AUM, controlling 42% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — RELY

In 2026 Q1, 177 hedge funds were net buyers of RELY (62 opened a new position, 115 added to an existing one), while 131 reduced or exited (81 trimmed, 50 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 42% of total institutional value in RELY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 290.

Hedge Fund Ownership: RELY

How many hedge funds hold RELY — quarterly history vs. share price
Quarterly hedge fund ownership of RELY vs. share price

Market Analysis: RELY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RELY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Remitly Global Inc (RELY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RELY has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
RELY
+21.8%
XLK
+39.1%

RELY outperformed XLK by -17.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
RELY
-15.5%
XLK
+4.8%

Since the filing became public, RELY outperformed XLK by -20.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 1 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: RELY
289 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 289 278 3.96%
13F Shares 175M 176M -0.56%
Total Value $2.73B $2.43B 12.47%
New Positions 61 62 -1
Increased Positions 111 96 +15
Closed Positions 50 64 -14
Reduced Positions 77 87 -10
Total Calls 9 9 -
Total Puts 8 8 -
PUT/CALL Ratio 0.89 0.89 Neutral

Statistics: RELY

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

289 + 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:
Top 25 RELY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Naspers Ltd 83.28% 13,441,745 $210.6M
2 Marathon Partners Equity Management, LLC 22.54% 1,270,000 $19.9M
3 LB Partners LLC 21.48% 1,529,195 $24.0M
4 Lead Edge Capital Management, LLC 14.49% 3,771,955 $59.1M
5 Ararat Capital Management LP 8.95% 1,014,991 $15.9M
6 Summit Creek Advisors LLC 2.05% 637,090 $10.0M
7 Lakewood Capital Management, LP 1.19% 1,201,200 $18.8M
8 Palisades Investment Partners, LLC 1.17% 189,916 $3.0M
9 Generation Investment Management LLP 1.08% 7,692,320 $120.5M
10 Steinberg Asset Management LLC 0.85% 83,790 $1.3M
11 G2 Investment Partners Management LLC 0.77% 199,398 $3.1M
12 Divisadero Street Capital Management, LP 0.69% 1,053,557 $16.5M
13 Marathon Partners Equity Management, LLC 0.68% 38,500 $603K
14 Oberweis Asset Management Inc/ 0.67% 1,454,300 $22.8M
15 Siren, L.L.C. 0.67% 1,543,271 $24.2M
16 Longaeva Partners L.P. 0.65% 1,123,723 $17.6M
17 Future Fund LLC 0.58% 105,926 $1.7M
18 Portolan Capital Management, LLC 0.58% 698,166 $10.9M
19 ArrowMark Colorado Holdings LLC 0.51% 1,220,942 $19.1M
20 Odyssean, LLC 0.47% 81,494 $1.3M
21 Susquehanna Fundamental Investments, LLC 0.39% 661,978 $10.4M
22 Seven Grand Managers, LLC 0.37% 350,000 $5.5M
23 Nebula Research & Development LLC 0.30% 185,433 $3.5M
24 Dark Forest Capital Management LP 0.22% 156,816 $2.5M
25 Moore Capital Management, LP 0.22% 680,000 $10.7M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 57% buying: Last quarter: 177 funds bought or added vs 131 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for RELY holders?

Elite ownership — 42% AUM from top-100 funds: 53 of 289 holders are among the 100 largest funds by AUM, controlling 42% 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?

42% of holders stayed for 2+ years: 123 out of 290 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.

Is it too late to buy Remitly Global Inc (RELY) following the 2026 Q1 hedge fund 13F filings?

As of today, RELY has moved -15.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLK sector ETF — an outperformance of -20.3%. Since the quarter end (March 31, 2026), RELY has gained +21.8% vs +39.1% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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