Bailard’s Remitly RELY Stock Holding History

Bailard’s Portfolio RELY Stock Details RELY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$672K	Sell	30,000 -29,500	-50%	-$605K	0.01%	460
2026 Q1	$932K	Buy	59,500 +29,500	+98%	+$437K	0.02%	332
2025 Q4	$414K	Sell	30,000 -18,487	-38%	-$269K	0.01%	507
2025 Q3	$790K	Hold	48,487	–	–	0.02%	380
2025 Q2	$910K	Sell	48,487 -152	-0.3%	-$3.16K	0.02%	339
2025 Q1	$1.01M	Hold	48,639	–	–	0.03%	304
2024 Q4	$1.1M	Buy	48,639 +287	+0.6%	+$5.28K	0.03%	288
2024 Q3	$647K	Sell	48,352 -1,092	-2%	-$14.8K	0.02%	416
2024 Q2	$599K	Hold	49,444	–	–	0.02%	415
2024 Q1	$1.03M	Hold	49,444	–	–	0.03%	303
2023 Q4	$960K	Hold	49,444	–	–	0.03%	305
2023 Q3	$1.25M	Buy	49,444 +419	+0.9%	+$9.45K	0.04%	244
2023 Q2	$923K	Buy	49,025 +825	+2%	+$15K	0.03%	277
2023 Q1	$817K	Hold	48,200	–	–	0.03%	297
2022 Q4	$552K	Buy	+48,200	New	+$500K	0.02%	382

Other funds holding RELY

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Bailard's RELY Position: Q2 2026 in Review

Bailard reduced its Remitly (RELY) stake by 50% in Q2 2026, selling an estimated $605K and leaving 30,000 shares worth $672K. The position accounts for 0.01% of the portfolio, ranked #460.

Bailard first reported a position in RELY in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.25M in Q3 2023. 352 funds tracked by Wall St. Rank hold RELY as of Q2 2026.

Bailard held 30,000 shares of Remitly worth $672K as of Q2 2026.
Bailard sold 29,500 Remitly shares in Q2 2026, an estimated $605K.
Remitly made up 0.01% of Bailard's portfolio in Q2 2026, its #460 holding.
Bailard first reported a position in Remitly in Q4 2022 and has held it in 15 quarters since.
Bailard's Remitly position peaked at $1.25M in Q3 2023.
352 funds tracked by Wall St. Rank held Remitly as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.