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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Naspers South Africa $253M AUM 25.32% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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 London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Marathon Partners Equity Management's RELY Position: Q1 2026 in Review

Marathon Partners Equity Management reduced its Remitly (RELY) stake by 5% in Q1 2026, selling an estimated $999K and leaving 1,270,000 shares worth $19.9M. The position accounts for 22.54% of the portfolio, ranked #1.

Marathon Partners Equity Management first reported a position in RELY in Q1 2022 and has held it in 13 quarters since. The position peaked at $22.6M in Q3 2025. 291 funds tracked by Wall St. Rank hold RELY as of Q1 2026.

Marathon Partners Equity Management held 1,270,000 shares of Remitly worth $19.9M as of Q1 2026.
Marathon Partners Equity Management sold 67,500 Remitly shares in Q1 2026, an estimated $999K.
Remitly made up 22.54% of Marathon Partners Equity Management's portfolio in Q1 2026, its #1 holding.
Marathon Partners Equity Management first reported a position in Remitly in Q1 2022 and has held it in 13 quarters since.
Marathon Partners Equity Management's Remitly position peaked at $22.6M in Q3 2025.
291 funds tracked by Wall St. Rank held Remitly as of Q1 2026.

Based on Marathon Partners Equity Management's 13F filing for Q1 2026, filed 15 May 2026.