D.A. Davidson & Co
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D.A. Davidson & Co’s Remitly RELY Stock Holding History

D.A. Davidson & Co’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
Q3 		$1.24M Sell
58,307
-1,299
-2% -$31K 0.01% 887
2026
Q2 		$1.34M Sell
59,606
-1,007
-2% -$20.6K 0.01% 874
2026
Q1 		$950K Buy
+60,613
New +$897K 0.01% 948

Other funds holding RELY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Schneider Downs Wealth Management Advisors
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

D.A. Davidson & Co's RELY Position: Q3 2026 in Review

D.A. Davidson & Co reduced its Remitly (RELY) stake by 2.2% in Q3 2026, selling an estimated $31K and leaving 58,307 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #887.

D.A. Davidson & Co first reported a position in RELY in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.34M in Q2 2026. 77 funds tracked by Wall St. Rank hold RELY as of Q3 2026.

  • D.A. Davidson & Co held 58,307 shares of Remitly worth $1.24M as of Q3 2026.
  • D.A. Davidson & Co sold 1,299 Remitly shares in Q3 2026, an estimated $31K.
  • Remitly made up 0.01% of D.A. Davidson & Co's portfolio in Q3 2026, its #887 holding.
  • D.A. Davidson & Co first reported a position in Remitly in Q1 2026 and has held it in 3 quarters since.
  • D.A. Davidson & Co's Remitly position peaked at $1.34M in Q2 2026.
  • 77 funds tracked by Wall St. Rank held Remitly as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.