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Cadian Capital Management’s Remitly RELY Stock Holding History

Cadian Capital Management’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
2025
Q4 		– Sell
-1,289,122
Closed -$21M – 30
2025
Q3 		$21M Buy
+1,289,122
New +$23.1M 1.25% 20
2025
Q2 		– Sell
-3,002,788
Closed -$62.5M – 31
2025
Q1 		$62.5M Sell
3,002,788
-2,507,026
-46% -$57.5M 2.67% 16
2024
Q4 		$124M Sell
5,509,814
-7,091,512
-56% -$131M 7.16% 5
2024
Q3 		$169M Buy
12,601,326
+2,920,466
+30% +$39.6M 8.64% 3
2024
Q2 		$117M Buy
9,680,860
+3,214,859
+50% +$49.9M 5.84% 6
2024
Q1 		$134M Buy
+6,466,001
New +$123M 4.77% 8

Other funds holding RELY

N
Naspers South Africa $84.4M AUM 76.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return

Cadian Capital Management's RELY Position: Q4 2025 in Review

Cadian Capital Management sold out of Remitly (RELY) in Q4 2025, closing a stake of 1,289,122 shares — an estimated $21M sold.

Cadian Capital Management first reported a position in RELY in Q1 2024 and held it in 6 quarters. The position peaked at $169M in Q3 2024. 282 funds tracked by Wall St. Rank hold RELY as of Q4 2025.

  • Cadian Capital Management reported no remaining Remitly position as of Q4 2025 after selling out during the quarter.
  • Cadian Capital Management sold 1,289,122 Remitly shares in Q4 2025, an estimated $21M.
  • Cadian Capital Management first reported a position in Remitly in Q1 2024 and held it in 6 quarters.
  • Cadian Capital Management's Remitly position peaked at $169M in Q3 2024.
  • 282 funds tracked by Wall St. Rank held Remitly as of Q4 2025.

Based on Cadian Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.