Get emailed when RELY changes direction
Insider selling: $486,550,006 sold by 18 insiders (30d)
Est. revisions:
+4.1%
(1 up, 0 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +1.8)
Factor Model
net +1.8 4.3 / 10
Est. Revisions
+0.3
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+1.0
Narrative Gap
+0.0
Profitability pivot and CEO transition at once
Watch: Watch for commentary on the CEO transition's impact on strategy and whether Q1 2026 guidance signals continued margin expansion or reinvestment in growth.
Remitly Global posted fiscal 2025 results that show real momentum: active clients hit 9.3 million, up 19%. Transaction volume jumped 37% to $74.9 billion. Revenue climbed 29% to $1.6 billion. The company flipped from a $37 million net loss in 2024 to a $67.9 million profit in 2025, while adjusted EBITDA nearly doubled to $272.2 million. Cantor Fitzgerald noted co-founder support following a CEO transition, though details on the leadership change aren't elaborated.
The swing to profitability while sustaining strong volume and client growth suggests Remitly's scaled enough to cover its cost base — a critical inflection for a fintech that's been investing heavily in expansion. The CEO transition introduces execution risk just as the business model is validating itself.
Evidence
1h ago
Keybanc main RELY: Overweight → Overweight
15h ago
Cantor Fitzgerald main RELY: Overweight → Overweight
8d ago
Insider sell by NASPERS LTD. (RELY): $272,331,500
8d ago
Insider sell by NASPERS LTD. (RELY): $191,760,000
48d ago
Cantor Fitzgerald Cites Co-Founder Support Following CEO Transition at Remitly Global, Inc. (RELY)
yahoo-finance
1 older signals
Fundamentals & Data ▾
Remitly Global, Inc.
Technology · Software - Infrastructure
Mkt Cap
$4B
P/E
66.6 fwd 13.5
Beta
0.09
52w Range
$12.08 - $24.70
Short Interest
6.2M 3.81%
Days to Cover
1.9 -5%
Technicals
downtrend
from 52w Hi
0.0%
1w return
+19.2%
Insiders
selling
0B / 9S
Analysts
mixed
EPS Estimate
$0.29
+4.1% 30d
1up / 0dn
Est. Dispersion
10%
3 analysts
Analyst Target
$22
$20 - $28
Options P/C
0.63
Insider Cluster
strong sell
0B / 7S
Fund Convergence
strong
Citadel, D.E. Shaw, Bridgewater, Renaissance
Financials
Revenue
$442M +26% YoY
FCF
$140M
Gross Margin
63%
Op Margin
9%
Momentum:
accelerating
Top Holders
Citadel
$88M
D.E. Shaw
$39M
Bridgewater
$9M
Renaissance
$3M
Recent Filings & Data
insider trade
129
net selling
· $486,550,006 sold
18 insiders · 129 transactions (30d)
Recent transactions
MILLER GAIL A · other
SHARMA PANKAJ · sell · $152,600
SHARMA PANKAJ · exercise · $17,000
BLIGNAUT RYNO · sell · $68,670
NASPERS LTD. · sell · $191,760,000
SINHA ANKUR · sell · $165,013
SOMALYA SAEMA · sell · $661,752
HUG JOSHUA DAVID · sell · $522,301
MEHTA VIKAS D · sell · $437,500
HUG JOSHUA DAVID · sell · $682,199
LE MOAL LAURENT · other
SINHA ANKUR · other
SHARMA PANKAJ · other
TAVIS LUKE · other
MORRIS NIGEL W · other
SMYTH MARGARET MARY · other
BLIGNAUT RYNO · other
SOMALYA SAEMA · other
CHUNG BORA · other
MEHTA VIKAS D · other
HUG JOSHUA DAVID · other
SHARMA PANKAJ · sell · $49,050
GUNNINGHAM SEBASTIAN J · award
BLIGNAUT RYNO · sell · $58,005
SHARMA PANKAJ · sell · $27,400
BLIGNAUT RYNO · sell · $65,520
HUG JOSHUA DAVID · other
SHARMA PANKAJ · sell · $45,000
HUG JOSHUA DAVID · sell · $543,544
BLIGNAUT RYNO · sell · $59,625
SINHA ANKUR · other
SHARMA PANKAJ · other
TAVIS LUKE · other
MORRIS NIGEL W · other
SMYTH MARGARET MARY · other
BLIGNAUT RYNO · other
SOMALYA SAEMA · other
CHUNG BORA · other
MEHTA VIKAS D · other
HUG JOSHUA DAVID · other
SHARMA PANKAJ · sell · $24,940
OPPENHEIMER MATTHEW B. · sell · $451,781
OPPENHEIMER MATTHEW B. · sell · $485,031
OPPENHEIMER MATTHEW B. · other
OPPENHEIMER MATTHEW B. · exercise · $2,895,146
TAVIS LUKE · sell · $58,400
RIESE PHILLIP JOHN · sell · $100,000
RIESE PHILLIP JOHN · exercise · $3,200
HUG JOSHUA DAVID · sell · $750,705
SOMALYA SAEMA · sell · $82,414
SINHA ANKUR · other
MORRIS NIGEL W · other
SOMALYA SAEMA · sell · $108,235
MEHTA VIKAS D · other
HUG JOSHUA DAVID · sell · $393,700
SHARMA PANKAJ · sell · $178,550
OPPENHEIMER MATTHEW B. · sell · $569,758
SOMALYA SAEMA · sell · $344,299
HUG JOSHUA DAVID · sell · $381,600
OPPENHEIMER MATTHEW B. · sell · $504,280
SOMALYA SAEMA · sell · $359,637
RIESE PHILLIP JOHN · sell · $102,400
HUG JOSHUA DAVID · sell · $403,198
LE MOAL LAURENT · other
RIESE PHILLIP JOHN · other
MORRIS NIGEL W · other
CAMPBELL PHYLLIS J · other
SMYTH MARGARET MARY · other
BLIGNAUT RYNO · other
SOMALYA SAEMA · sell · $367,071
CHUNG BORA · other
RIESE PHILLIP JOHN · sell · $101,700
OPPENHEIMER MATTHEW B. · sell · $592,945
HUG JOSHUA DAVID · sell · $1,710,826
TAVIS LUKE · sell · $61,758
TAVIS LUKE · sell · $21,660
LE MOAL LAURENT · other
RIESE PHILLIP JOHN · other
MORRIS NIGEL W · other
SMYTH MARGARET MARY · other
BLIGNAUT RYNO · other
SOMALYA SAEMA · other
CHUNG BORA · other
HUG JOSHUA DAVID · other
OPPENHEIMER MATTHEW B. · sell · $655,506
HUG JOSHUA DAVID · sell · $456,400
CHUNG BORA · sell · $295,880
SHARMA PANKAJ · sell · $207,630
NASPERS LTD. · sell · $272,331,500
SINHA ANKUR · sell · $1,654,766
HUG JOSHUA DAVID · sell · $841,954
HUG JOSHUA DAVID · sell · $389,400
CAMPBELL PHYLLIS J · other
BLIGNAUT RYNO · other
OPPENHEIMER MATTHEW B. · sell · $567,425
SINHA ANKUR · sell · $95,050
HUG JOSHUA DAVID · sell · $649,262
LE MOAL LAURENT · other
HUG JOSHUA DAVID · sell · $22,866
SHARMA PANKAJ · other
SMYTH MARGARET MARY · other
SOMALYA SAEMA · sell · $251,250
SOMALYA SAEMA · other
CHUNG BORA · other
HUG JOSHUA DAVID · other
SHARMA PANKAJ · sell · $218,070
OPPENHEIMER MATTHEW B. · sell · $740,087
OPPENHEIMER MATTHEW B. · sell · $675,630
YOAKUM RENE · sell · $321,615
YOAKUM RENE · exercise · $30,000
OPPENHEIMER MATTHEW B. · sell · $619,340
HUG JOSHUA DAVID · other
HUG JOSHUA DAVID · sell · $457,723
SINHA ANKUR · sell · $195,130
YOAKUM RENE · other
MILLER GAIL A · other
SHARMA PANKAJ · sell · $42,080
MORRIS NIGEL W · other
BLIGNAUT RYNO · other
CHUNG BORA · other
SINHA ANKUR · sell · $22,796
YOAKUM RENE · sell · $293,799
YOAKUM RENE · exercise · $29,310
YOAKUM RENE · sell · $6,900
YOAKUM RENE · exercise · $690
OPPENHEIMER MATTHEW B. · other
CAMPBELL PHYLLIS J · other
SOMALYA SAEMA · sell · $650,185
HUG JOSHUA DAVID · sell · $434,695
9 signals · latest 1h ago
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