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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
Q2 		$16.8M Sell
751,200
-450,000
-37% -$9.22M 0.87% 36
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Lakewood Capital Management's RELY Position: Q2 2026 in Review

Lakewood Capital Management reduced its Remitly (RELY) stake by 37% in Q2 2026, selling an estimated $9.22M and leaving 751,200 shares worth $16.8M. The position accounts for 0.87% of the portfolio, ranked #36.

Lakewood Capital Management first reported a position in RELY in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.8M in Q1 2026. 352 funds tracked by Wall St. Rank hold RELY as of Q2 2026.

  • Lakewood Capital Management held 751,200 shares of Remitly worth $16.8M as of Q2 2026.
  • Lakewood Capital Management sold 450,000 Remitly shares in Q2 2026, an estimated $9.22M.
  • Remitly made up 0.87% of Lakewood Capital Management's portfolio in Q2 2026, its #36 holding.
  • Lakewood Capital Management first reported a position in Remitly in Q4 2025 and has held it in 3 quarters since.
  • Lakewood Capital Management's Remitly position peaked at $18.8M in Q1 2026.
  • 352 funds tracked by Wall St. Rank held Remitly as of Q2 2026.

Based on Lakewood Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.