LCM
RELY icon

Lakewood Capital Management’s Remitly RELY Stock Holding History

Lakewood 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
Q1 		$18.8M Buy
1,201,200
+80,000
+7% +$1.18M 1.19% 32
2025
Q4 		$15.5M Buy
+1,121,200
New +$16.3M 1.02% 38

Other funds holding RELY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
N
Naspers South Africa $253M AUM 25.32% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Lakewood Capital Management's RELY Position: Q1 2026 in Review

Lakewood Capital Management increased its Remitly (RELY) stake by 7.1% in Q1 2026, buying an estimated $1.18M and bringing the position to 1,201,200 shares worth $18.8M. The position accounts for 1.19% of the portfolio, ranked #32.

Lakewood Capital Management first reported a position in RELY in Q4 2025 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold RELY as of Q1 2026.

  • Lakewood Capital Management held 1,201,200 shares of Remitly worth $18.8M as of Q1 2026.
  • Lakewood Capital Management bought 80,000 Remitly shares in Q1 2026, an estimated $1.18M.
  • Remitly made up 1.19% of Lakewood Capital Management's portfolio in Q1 2026, its #32 holding.
  • Lakewood Capital Management first reported a position in Remitly in Q4 2025 and has held it in 2 quarters since.
  • 292 funds tracked by Wall St. Rank held Remitly as of Q1 2026.

Based on Lakewood Capital Management's 13F filing for Q1 2026, filed 15 May 2026.