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Lead Edge Capital Management’s Remitly RELY Stock Holding History

Lead 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 		$60.2M Sell
2,687,772
-1,084,183
-29% -$22.2M 10.94% 5
2026
Q1 		$59.1M Sell
3,771,955
-288,458
-7% -$4.27M 14.49% 2
2025
Q4 		$56M Buy
4,060,413
+1,425,420
+54% +$20.7M 14.37% 3
2025
Q3 		$43M Buy
2,634,993
+426,160
+19% +$7.65M 11.35% 5
2025
Q2 		$41.5M Hold
2,208,833
– – 11.48% 5
2025
Q1 		$45.9M Buy
2,208,833
+414,733
+23% +$9.51M 13.95% 2
2024
Q4 		$40.5M Buy
1,794,100
+726,000
+68% +$13.4M 13.7% 3
2024
Q3 		$14.3M Buy
+1,068,100
New +$14.5M 4.14% 9
2021
Q4 		– Sell
-200,000
Closed -$7.34M – 10
2021
Q3 		$7.34M Buy
+200,000
New +$8.18M 0.87% 5

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 $3.37T 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
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

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

Lead Edge Capital Management reduced its Remitly (RELY) stake by 29% in Q2 2026, selling an estimated $22.2M and leaving 2,687,772 shares worth $60.2M. The position accounts for 10.94% of the portfolio, ranked #5.

Lead Edge Capital Management first reported a position in RELY in Q3 2021 and has held it in 9 quarters since. 351 funds tracked by Wall St. Rank hold RELY as of Q2 2026.

  • Lead Edge Capital Management held 2,687,772 shares of Remitly worth $60.2M as of Q2 2026.
  • Lead Edge Capital Management sold 1,084,183 Remitly shares in Q2 2026, an estimated $22.2M.
  • Remitly made up 10.94% of Lead Edge Capital Management's portfolio in Q2 2026, its #5 holding.
  • Lead Edge Capital Management first reported a position in Remitly in Q3 2021 and has held it in 9 quarters since.
  • 351 funds tracked by Wall St. Rank held Remitly as of Q2 2026.

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