NASDAQ · Consumer Discretionary

Remitly Global Inc RELY

Remitly Global, Inc., a cross-border payment company engages in the provision of digital financial services in the United States, Canada, and internationally. It offers cross-border remittances and complementary financial services through mobile application and website.

Business Services

Company profile

Business mix

  • It offers cross-border remittances and complementary financial services through mobile application and website.
  • Remitly Global, Inc. was incorporated in 2011 and is headquartered in Seattle, Washington.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - infrastructure?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 38.3 FCF 7.63% Buyback -9.92%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 0.2% $185.2M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $52.8M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +39.9% +3,367,653 / 8,450,654
Baillie Gifford legacy James Anderson 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -4.9% 13F value change -$25.0M
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -2.1% 13F value change -$22.5M
13F 2025-12-31 Filed 2026-01-23
Major increase Shares 48.2% 13F value change +$32.6M
13F 2026-03-31 Filed 2026-05-08
Minor increase Shares 1.4% 13F value change +$24.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 8,450,654 Last 4 periods +3,367,653 (+39.9%) Total shares 11,818,307 Value $185.2M

Recent mentions

No public mentions.