LB Partners’s Remitly RELY Stock Holding History

LB Partners’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	$28.4M	Sell	1,268,000 -261,195	-17%	-$5.35M	19.38%	1
2026 Q1	$24M	Buy	1,529,195 +280,307	+22%	+$4.15M	21.48%	1
2025 Q4	$17.2M	Buy	1,248,888 +233,304	+23%	+$3.39M	15.91%	1
2025 Q3	$16.6M	Buy	1,015,584 +382,314	+60%	+$6.86M	10.63%	3
2025 Q2	$11.9M	Buy	633,270 +60,000	+10%	+$1.25M	7.59%	5
2025 Q1	$11.9M	Hold	573,270	–	–	8.54%	4
2024 Q4	$12.9M	Buy	573,270 +100,000	+21%	+$1.84M	9.7%	4
2024 Q3	$6.34M	Hold	473,270	–	–	5.5%	6
2024 Q2	$5.74M	Buy	+473,270	New	+$7.34M	4.78%	5
2024 Q1	–	Sell	-290,000	Closed	-$5.63M	–	27
2023 Q4	$5.63M	Buy	+290,000	New	+$6.5M	6.18%	6

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

LB Partners's RELY Position: Q2 2026 in Review

LB Partners reduced its Remitly (RELY) stake by 17% in Q2 2026, selling an estimated $5.35M and leaving 1,268,000 shares worth $28.4M. The position accounts for 19.38% of the portfolio, ranked #1.

LB Partners first reported a position in RELY in Q4 2023 and has held it in 10 quarters since. 351 funds tracked by Wall St. Rank hold RELY as of Q2 2026.

LB Partners held 1,268,000 shares of Remitly worth $28.4M as of Q2 2026.
LB Partners sold 261,195 Remitly shares in Q2 2026, an estimated $5.35M.
Remitly made up 19.38% of LB Partners's portfolio in Q2 2026, its #1 holding.
LB Partners first reported a position in Remitly in Q4 2023 and has held it in 10 quarters since.
351 funds tracked by Wall St. Rank held Remitly as of Q2 2026.

Based on LB Partners's 13F filing for Q2 2026, filed 30 Jul 2026.