Marathon Partners Equity Management’s Remitly RELY Stock Holding History

Marathon Partners Equity 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	$25M	Sell	1,117,000 -153,000	-12%	-$3.14M	23.36%	1
2026 Q1	$19.9M	Sell	1,270,000 -67,500	-5%	-$999K	22.54%	1
2025 Q4	$18.5M	Sell	1,337,500 -50,000	-4%	-$726K	18.35%	2
2025 Q3	$22.6M	Buy	1,387,500 +462,500	+50%	+$8.3M	16.27%	1
2025 Q2	$17.4M	Sell	925,000 -25,000	-3%	-$520K	15.08%	3
2025 Q1	$19.8M	Buy	950,000 +25,000	+3%	+$573K	20.23%	1
2024 Q4	$20.9M	Buy	+925,000	New	+$17M	18.14%	1
2023 Q4	–	Sell	-82,500	Closed	-$2.08M	–	23
2023 Q3	$2.08M	Sell	82,500 -82,500	-50%	-$1.86M	3.16%	10
2023 Q2	$3.11M	Buy	165,000 +22,500	+16%	+$409K	3.85%	7
2023 Q1	$2.42M	Sell	142,500 -157,500	-53%	-$2.14M	3.13%	11
2022 Q4	$3.44M	Sell	300,000 -52,500	-15%	-$544K	5.31%	6
2022 Q3	$3.92M	Buy	352,500 +107,500	+44%	+$1.12M	6.19%	7
2022 Q2	$1.88M	Buy	245,000 +120,000	+96%	+$1.19M	3.04%	9
2022 Q1	$1.23M	Buy	+125,000	New	+$1.49M	1.26%	10

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

Marathon Partners Equity Management's RELY Position: Q2 2026 in Review

Marathon Partners Equity Management reduced its Remitly (RELY) stake by 12% in Q2 2026, selling an estimated $3.14M and leaving 1,117,000 shares worth $25M. The position accounts for 23.36% of the portfolio, ranked #1.

Marathon Partners Equity Management first reported a position in RELY in Q1 2022 and has held it in 14 quarters since. 352 funds tracked by Wall St. Rank hold RELY as of Q2 2026.

Marathon Partners Equity Management held 1,117,000 shares of Remitly worth $25M as of Q2 2026.
Marathon Partners Equity Management sold 153,000 Remitly shares in Q2 2026, an estimated $3.14M.
Remitly made up 23.36% of Marathon Partners Equity Management's portfolio in Q2 2026, its #1 holding.
Marathon Partners Equity Management first reported a position in Remitly in Q1 2022 and has held it in 14 quarters since.
352 funds tracked by Wall St. Rank held Remitly as of Q2 2026.

Based on Marathon Partners Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.