Generation Investment Management’s Remitly RELY Stock Holding History

Generation Investment 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
2026 Q2	$110M	Sell	4,892,320 -2,800,000	-36%	-$57.4M	1.07%	20
2026 Q1	$121M	Hold	7,692,320	–	–	1.08%	20
2025 Q4	$106M	Hold	7,692,320	–	–	0.74%	25
2025 Q3	$125M	Hold	7,692,320	–	–	0.83%	23
2025 Q2	$144M	Hold	7,692,320	–	–	0.92%	25
2025 Q1	$160M	Hold	7,692,320	–	–	0.97%	28
2024 Q4	$174M	Hold	7,692,320	–	–	0.91%	29
2024 Q3	$103M	Hold	7,692,320	–	–	0.48%	31
2024 Q2	$93.2M	Hold	7,692,320	–	–	0.45%	30
2024 Q1	$160M	Hold	7,692,320	–	–	0.73%	30
2023 Q4	$149M	Sell	7,692,320 -300,000	-4%	-$6.72M	0.68%	31
2023 Q3	$202M	Sell	7,992,320 -503,228	-6%	-$11.4M	1.06%	28
2023 Q2	$160M	Sell	8,495,548 -765,440	-8%	-$13.9M	0.77%	30
2023 Q1	$157M	Sell	9,260,988 -1,814,883	-16%	-$24.7M	0.84%	30
2022 Q4	$127M	Hold	11,075,871	–	–	0.73%	30
2022 Q3	$123M	Hold	11,075,871	–	–	0.73%	31
2022 Q2	$84.8M	Hold	11,075,871	–	–	0.46%	35
2022 Q1	$109M	Hold	11,075,871	–	–	0.5%	37
2021 Q4	$228M	Hold	11,075,871	–	–	0.94%	34
2021 Q3	$406M	Buy	+11,075,871	New	+$453M	1.69%	24

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

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

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Generation Investment Management's RELY Position: Q2 2026 in Review

Generation Investment Management reduced its Remitly (RELY) stake by 36% in Q2 2026, selling an estimated $57.4M and leaving 4,892,320 shares worth $110M. The position accounts for 1.07% of the portfolio, ranked #20.

Generation Investment Management first reported a position in RELY in Q3 2021 and has held it in 20 quarters since. The position peaked at $406M in Q3 2021. 351 funds tracked by Wall St. Rank hold RELY as of Q2 2026.

Generation Investment Management held 4,892,320 shares of Remitly worth $110M as of Q2 2026.
Generation Investment Management sold 2,800,000 Remitly shares in Q2 2026, an estimated $57.4M.
Remitly made up 1.07% of Generation Investment Management's portfolio in Q2 2026, its #20 holding.
Generation Investment Management first reported a position in Remitly in Q3 2021 and has held it in 20 quarters since.
Generation Investment Management's Remitly position peaked at $406M in Q3 2021.
351 funds tracked by Wall St. Rank held Remitly as of Q2 2026.

Based on Generation Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.