Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

REMITLY GLOBAL INC (RELY)

279 + 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
→ 0
Streak
1Q —
Buyers last Q
52%

Smart Money Signals — RELY

Based on 265 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
265 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.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

156 buying144 selling
Last quarter: 156 funds bought or added vs 144 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new RELY position: 65 → 39 → 50 → 59. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 30% medium ■ 26% new
117 out of 265 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.
➡️

Steady discovery — ~59 new funds/quarter

64 → 65 → 39 → 50 → 59 new funds/Q
New funds entering each quarter: 65 → 39 → 50 → 59. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 18% 1-2yr ■ 29% new
Of 279 current holders: 150 (54%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
38 of 265 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 2025 Q4, 156 hedge funds were net buyers of RELY (59 opened a new position, 97 added to an existing one), while 144 reduced or exited (85 trimmed, 59 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 31% of total institutional value in RELY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 265.

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

Technology Software - Infrastructure

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

49 top-rated funds 1 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: RELY
2026 Q1 Stats Unlock in 8 days 279 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 279 284 -1.76%
13F Shares 175M 181M -3.58%
Total Value $2.41B $2.90B -16.71%
New Positions 61 53 +8
Increased Positions 111 131 -20
Closed Positions 62 53 +9
Reduced Positions 107 104 +3
Total Calls 9 12 -25.0%
Total Puts 8 8 -
PUT/CALL Ratio 0.89 0.67 Neutral

Statistics: RELY

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

279 + investors

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

Top 25 institutional holders of RELY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LB Partners LLC 21.48% 1,529,195 $24.0M
2 Summit Creek Advisors LLC 2.05% 637,090 $10.0M
3 Palisades Investment Partners, LLC 1.17% 189,916 $3.0M
4 STEINBERG ASSET MANAGEMENT LLC 0.85% 83,790 $1.3M
5 Future Fund LLC 0.58% 105,926 $1.7M
6 SEVEN GRAND MANAGERS, LLC 0.37% 350,000 $5.5M
7 GSA CAPITAL PARTNERS LLP 0.20% 208,798 $3K
8 BAILLIE GIFFORD & CO 0.19% 11,818,307 $185.2M
9 Green Alpha Advisors, LLC 0.16% 10,137 $159K
10 CHANNEL WEALTH LLC 0.15% 39,800 $624K
11 Seelaus Asset Management LLC 0.14% 12,148 $190K
12 FOX RUN MANAGEMENT, L.L.C. 0.10% 36,494 $559K
13 Bayforest Capital Ltd 0.09% 5,207 $82K
14 OAK RIDGE INVESTMENTS LLC 0.09% 82,576 $1.3M
15 Counterpoint Mutual Funds LLC 0.08% 35,534 $557K
16 HARBOR CAPITAL ADVISORS, INC. 0.07% 53,415 —
17 Pekin Hardy Strauss, Inc. 0.07% 41,076 $644K
18 Badgley Phelps Wealth Managers, LLC 0.06% 208,221 $3.3M
19 Auxano Advisors, LLC 0.06% 20,118 $315K
20 Y-Intercept (Hong Kong) Ltd 0.05% 155,418 $2.4M
21 Quent Capital, LLC 0.04% 40,000 $627K
22 VILLERE ST DENIS J & CO LLC 0.04% 25,000 $392K
23 MIRABELLA FINANCIAL SERVICES LLP 0.04% 27,118 $425K
24 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% 129,664 $2.0M
25 CenterBook Partners LP 0.03% 39,732 $623K
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for RELY?

Slight buying edge — 52% buying: Last quarter: 156 funds bought or added vs 144 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?

Strong quality — 31% AUM from major funds: 38 of 265 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held RELY?

44% of holders stayed for 2+ years: 117 out of 265 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.

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.