13FPulse
RE

RELY REMITLY GLOBAL INC

2026Q2 · CUSIP 75960P104 · Sector: Other

Piling in

Net holder growth ranks near the top of the market

Funds that own it
344
Institutions that reported holding it to the SEC
Net increase in holders
+54
Last quarter 290 → now 344
How unusual is that
Top 5%
Stronger buying than 95% of US stocks
What the filings say, in one paragraph

344 funds held RELY at the end of 2026Q2, up 54 from the quarter before. That is stronger buying than 95.3% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $1.8B(YoY +23.8%), the P/E is 18.5x, return on equity is 27.1%. RELY has had 8 buying rushes in its history, and the price moved +0.6% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2021Q4: holders=69 2022Q1: holders=93 2022Q2: holders=113 2022Q3: holders=130 2022Q4: holders=136 2023Q1: holders=148 2023Q2: holders=156 2023Q3: holders=187 2023Q4: holders=186 2024Q1: holders=185 2024Q2: holders=198 2024Q3: holders=203 2024Q4: holders=241 2025Q1: holders=277 2025Q2: holders=280 2025Q3: holders=282 2025Q4: holders=280 2026Q1: holders=290 2026Q2: holders=344 -54 -27 +0 +27 +54 62212362 21Q422Q222Q423Q223Q424Q224Q425Q225Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 8 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2025Q1 Top 5% -17.8% -16.4%
2024Q4 Top 20% -21.2% -16.0%
2023Q3 Top 5% -14.0% -17.4%
2023Q1 Top 20% -1.5% +22.2%
2022Q3 Top 10% +9.8% +15.0%
2022Q2 Top 10% -8.0% -3.9%
2022Q1 Top 10% -6.8% +20.4%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
171
Change in large funds
+28
Total value they hold
$4.1B
Funds buying for the first time
97
Funds that sold out entirely
43
Price change that quarter
+19.9%
Funds holding puts (bearish)
7
Funds holding calls (bullish)
13

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
18.5
EPS (TTM)
$1.39
EPS YoY
+2216.7%
Revenue (TTM)
$1.8B
Revenue YoY
+23.8%
Net margin
16.9%
ROE
27.1%
Debt ratio
28.1%
FCF (TTM)
$388M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-03-31: EPS -0.14 2022-06-30: EPS -0.23 2022-09-30: EPS -0.20 2022-12-31: EPS -0.11 2023-03-31: EPS -0.16 2023-06-30: EPS -0.11 2023-09-30: EPS -0.20 2023-12-31: EPS -0.18 2024-03-31: EPS -0.11 2024-06-30: EPS -0.06 2024-09-30: EPS 0.01 2024-12-31: EPS -0.03 2025-03-31: EPS 0.05 2025-06-30: EPS 0.03 2025-09-30: EPS 0.04 2025-12-31: EPS 0.19 2026-03-31: EPS 0.23 2026-06-30: EPS 0.93 0M 248M 495M $M -0.25 0.39 1.02 202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
17 180 343 20252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-79M33M146M 2020202120222023202420252026
Latest quarter $76M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.