What smart money is saying about Remitly
RELY
No fund has written a full thesis on Remitly in our archive, but 3 fund letters report a position in it, most recently Baillie Gifford Positive Change Strategy in September 2026.
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3
Reported positions
0
Bought
1
Sold
3
Letters
Position history
Between Q1 2025 and Q3 2026, 3 fund letters reported a position in Remitly, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 1 move
- September 2026
“The share price has also recovered, and we trimmed the position on strength, reflecting our valuation discipline. We also reduced our holdings in Deere and digital remittances provider Remitly for the same reason.”
Remitly - June 2026
Listed in Night Watch Investment Management Global Value Strategy’s reported holdings.
Remitly - HoldsPernas Resarch WiseMarch 2025
“Thesis This Initiation Report will read differently than most — as a contrast piece against one of our core positions: Remitly.”
Remitly
Read the letters behind these Remitly positions
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