The cluster is driven by one large new position (Assenagon) and three trivial adds. Monitor next 13F filing to see if Assenagon maintained or exited the position. The lack of hedge fund or activist participation and the small size of the other adds suggest limited conviction breadth.
Executive Summary
Four institutional asset managers accumulated $32.2M in Remitly Global (RELY) during Q3 2026, led by a $32.0M new position from Assenagon Asset Management. No institutional sellers were detected in the cluster. The buying is concentrated in a single large new position, with three smaller adds from other managers.
Key Financial Metrics
Institutional Positions
Net institutional flow: $32.2M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | NEW | +100% | $32.0M | $32.0M |
| Robeco Institutional Asset Management B.v. | ADD | +27.6% | $782.0K | $139.0K |
| Nisa Investment Advisors | ADD | +53.6% | $104.0K | $33.0K |
| Assetmark | ADD | +42.9% | $3.0K | $848.00 |
Key Facts
- 4 institutional buyers, 0 sellers in Q3 2026 cluster
- Assenagon Asset Management opened a $32.0M new position (1.50M shares)
- Robeco Institutional Asset Management added 27.6% ($139K increase)
- Nisa Investment Advisors added 53.6% ($33K increase)
- Assetmark added 42.9% ($848 increase)
- Total net institutional inflow: $32.2M
- All buyers are asset managers (active/passive mix, no activists or hedge funds)
Financial Impact
4 institutions accumulated $32.2M in new positions; no sellers. The $32.0M Assenagon position dominates the cluster.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- Cluster is dominated by one large position; three adds are de minimis (<$140K each)
- All buyers are asset managers, not hedge funds or activists — signal strength is moderate
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-RELY-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 4d ago | Institutional Cluster | $25.32 | awaiting T+5 | — | — |
Oct 21, 2026 4d ago | Press Release | $25.32 | awaiting T+5 | — | — |
Oct 21, 2026 5d ago | SC 13G/A | $25.42 | awaiting T+5 | — | — |
Oct 7, 2026 18d ago | 144 | $23.52 $24.65 | ▲ +4.80% | ▲ +5.08% | — |
Oct 6, 2026 19d ago | 144 | $22.93 $23.49 | ▲ +2.44% | ▲ +3.42% | — |
Sep 10, 2026 6w ago | Insider Cluster | $21.99 $21.93 | ▼ −0.27% | ▼ −0.05% | — |
Sep 4, 2026 7w ago | Insider Cluster | $24.83 $21.83 | ▼ −12.08% | ▼ −10.96% | — |
Aug 31, 2026 7w ago | Insider Cluster | $25.71 $24.07 | ▼ −6.38% | ▼ −6.46% | — |
Aug 26, 2026 8w ago | Insider Cluster | $25.99 $26.92 | ▲ +3.60% | ▲ +3.33% | — |
Aug 19, 2026 9w ago | Insider Cluster | $24.69 $25.99 | ▲ +5.25% | ▲ +4.13% | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers