Remitly Global Inc (RELY) Hedge Fund & Institutional Holdings (Q2 2026)

RELY ranks #1767 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

RELY is a disclosed holding of Baillie Gifford (Baillie Gifford & Co.), one of the tracked superinvestors on AlphaSMO — it makes up 0.3% of that fund's own 13F portfolio.

RELY is a top-conviction position for Marathon Partners Equity Management, LLC — at 25.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in RELY belongs to FMR LLC, but the position matters far more to Marathon Partners Equity Management, LLC, who has 25.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Fidelity has added to its RELY position for two straight quarters, increasing it by $484.7M to reach $487.7M today.

Ken Griffin has trimmed its RELY position for two straight quarters, cutting it by $82.8M while still holding $5.0M.

RELY is down 3.9% today, but institutions show net buying of $746.4M this quarter — a divergence between today's price move and the underlying institutional flow.

RELY posted net income of $305.0M over the trailing twelve months, and currently trades at a P/E of 18.3.

• Profitable — net income of $305.0M over the trailing twelve months
• Revenue grew 23.8% year over year
• Net income improved year over year, from $14.1M to $305.0M
• Generated $325.1M in positive operating cash flow
• Current ratio of 3.30x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.68x equity — within a conventional range