Remitly Global (RELY)

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	478.46 mm	478.46 mm	478.46 mm	478.46 mm	478.46 mm	478.46 mm
Cash burn (monthly)	13.06 mm	(no burn)	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	32.61 mm	n/a	n/a	n/a	n/a	n/a
Cash remaining	445.85 mm	n/a	n/a	n/a	n/a	n/a
Runway (months of cash)	34.2	n/a	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2024

RELY institutional ownership history Ownership history

95.7% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	243	205	+18.5%
Opened positions	70	41	+70.7%
Closed positions	32	35	-8.6%
Increased positions	94	80	+17.5%
Reduced positions	48	54	-11.1%

13F shares	Current	Prev Q	Change
Total value	3.50 tn	2.04 tn	+71.4%
Total shares	200.05 mm	195.30 mm	+2.4%
Total puts	96.80 k	240.00 k	-59.7%
Total calls	424.20 k	414.90 k	+2.2%
Total put/call ratio	0.2	0.6	-60.6%

Largest owners	Shares	Value	Change
Naspers	37.34 mm	$842.80 bn	0.0%
N.V. Prosus	37.34 mm	$769.99 mm	0.0%
Vanguard	14.65 mm	$330.67 bn	+2.7%
BlackRock	12.17 mm	$274.58 bn	+7.8%
Baillie Gifford & Co	9.39 mm	$211.83 bn	+1.6%
Generation Investment Management	7.69 mm	$173.62 bn	0.0%
Cadian Capital Management	5.51 mm	$124.36 bn	-56.3%
ArrowMark Colorado	4.77 mm	$107.75 bn	+34.4%
MS Morgan Stanley	4.08 mm	$92.15 bn	-8.2%
Geode Capital Management	3.53 mm	$79.67 bn	+1.4%

Largest transactions	Shares	Bought/sold	Change
Cadian Capital Management	5.51 mm	-7.09 mm	-56.3%
Norges Bank	2.93 mm	+2.93 mm	NEW
Massachusetts Financial Services	1.42 mm	-2.24 mm	-61.2%
Millennium Management	218.55 k	-2.20 mm	-91.0%
FMR	2.16 mm	+2.16 mm	+31182.3%
JPM JPMorgan Chase & Co.	2.82 mm	-1.79 mm	-38.8%
Citadel Advisors	1.56 mm	+1.34 mm	+599.7%
T. Rowe Price	1.40 mm	+1.28 mm	+1032.4%
ArrowMark Colorado	4.77 mm	+1.22 mm	+34.4%
Praetorian PR	0.00	-1.10 mm	EXIT

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

RELY insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
10 Dec 25	Pankaj Sharma	Common Stock	Sell	Dispose S	No	Yes	15	3,000	45.00 k	220,830
1 Dec 25	Joshua Hug	Common Stock	Sell	Dispose S	No	Yes	13.33	40,776	543.54 k	3,654,764
25 Nov 25	Ankur Sinha	Common Stock	Payment of exercise	Dispose F	No	No	12.49	26,586	332.06 k	449,155
25 Nov 25	Ankur Sinha	Common Stock	Option exercise	Acquire M	No	No	0	66,581	0.00	475,741
25 Nov 25	Ankur Sinha	RSU Common Stock	Option exercise	Dispose M	No	No	0	66,581	0.00	66,581
25 Nov 25	Luke Tavis	Common Stock	Payment of exercise	Dispose F	No	No	12.49	402	5.02 k	6,544
25 Nov 25	Luke Tavis	Common Stock	Option exercise	Acquire M	No	No	0	1,610	0.00	6,946
25 Nov 25	Luke Tavis	Common Stock	Payment of exercise	Dispose F	No	No	12.49	970	12.12 k	5,336
25 Nov 25	Luke Tavis	Common Stock	Option exercise	Acquire M	No	No	0	3,890	0.00	6,306
25 Nov 25	Luke Tavis	RSU Common Stock	Option exercise	Dispose M	No	No	0	1,610	0.00	0

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

News

From Benzinga Pro

Remitly Global Expects Preliminary 2026 Revenue To Grow In High Teens Range; Sees Adj. EBITDA Between $300M And $320M

9 Dec 25

Financial OutlookRemitly is providing a preliminary outlook for the full year 2026 and medium-term financial targets for 2028.Preliminary 2026 OutlookRevenue: expected to grow in the high teens rangeAdjusted EBITDA:

JP Morgan Maintains Overweight on Remitly Global, Lowers Price Target to $23

6 Nov 25

JP Morgan analyst Tien-Tsin Huang maintains Remitly Global (NASDAQ:RELY) with a Overweight and lowers the price target from $25 to $23.

Remitly Global Raises FY2025 Sales Guidance from $1.610B-$1.620B to $1.619B-$1.621B vs $1.618B Est

5 Nov 25

Remitly Global (NASDAQ:RELY) raises FY2025 sales outlook from $1.610 billion-$1.620 billion to $1.619 billion-$1.621 billion vs $1.618 billion estimate.

Remitly Global Q3 EPS $0.04 Beats $0.03 Estimate, Sales $419.494M Beat $413.632M Estimate

5 Nov 25

Earnings Scheduled For November 5, 2025

5 Nov 25