Intrinsic Edge Capital Management’s Remitly RELY Stock Holding History

Intrinsic Edge 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
2026 Q2	$5.6M	Buy	+250,000	New	+$5.12M	0.58%	70
2023 Q4	–	Sell	-891,968	Closed	-$20M	–	160
2023 Q3	$22.5M	Buy	891,968 +30,704	+4%	+$693K	2.54%	4
2023 Q2	$16.2M	Buy	861,264 +491,946	+133%	+$8.94M	1.16%	26
2023 Q1	$6.26M	Sell	369,318 -874,882	-70%	-$11.9M	0.63%	62
2022 Q4	$14.2M	Buy	1,244,200 +411,726	+49%	+$4.27M	1.42%	15
2022 Q3	$9.26M	Buy	+832,474	New	+$8.68M	1.01%	39
2022 Q2	–	Sell	-150,000	Closed	-$1.48M	–	210
2022 Q1	$1.48M	Buy	+150,000	New	+$1.79M	0.11%	154

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

Intrinsic Edge Capital Management's RELY Position: Q2 2026 in Review

Intrinsic Edge Capital Management opened a new position in Remitly (RELY) in Q2 2026: 250,000 shares worth $5.6M. The stake represents 0.58% of the portfolio and ranks #70 among its holdings. This is a return to the name: Intrinsic Edge Capital Management previously reported a position in RELY as recently as Q3 2023.

Intrinsic Edge Capital Management first reported a position in RELY in Q1 2022 and has held it in 7 quarters since. The position peaked at $22.5M in Q3 2023. 352 funds tracked by Wall St. Rank hold RELY as of Q2 2026.

Intrinsic Edge Capital Management held 250,000 shares of Remitly worth $5.6M as of Q2 2026.
Remitly was a new Intrinsic Edge Capital Management position in Q2 2026.
Remitly made up 0.58% of Intrinsic Edge Capital Management's portfolio in Q2 2026, its #70 holding.
Intrinsic Edge Capital Management first reported a position in Remitly in Q1 2022 and has held it in 7 quarters since.
Intrinsic Edge Capital Management's Remitly position peaked at $22.5M in Q3 2023.
352 funds tracked by Wall St. Rank held Remitly as of Q2 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.