Monitor for any future conversion to Schedule 13D, which would signal activist intent. For now, Baillie Gifford remains a passive holder at 4.0% — no immediate catalyst.
Price Chart
Executive Summary
Baillie Gifford & Co filed an amended Schedule 13G disclosing a 4.0% passive stake in Remitly Global, Inc. as of September 30, 2026, representing 8,467,902 shares. The filing is a routine passive ownership update with no change in investment intent, indicating the fund maintains a meaningful but non-controlling position.
Key Financial Metrics
Key Facts
- Baillie Gifford & Co reported beneficial ownership of 8,467,902 shares of Remitly Global, Inc. common stock
- Stake represents 4.0% of outstanding shares as of September 30, 2026
- Filing is an amendment to Schedule 13G, confirming passive investment intent under Rule 13d-1(b)
- Sole voting power over 4,843,198 shares; sole dispositive power over 8,467,902 shares
- Filing date: October 21, 2026
Financial Impact
No financial impact — passive stake disclosure with no change in investment strategy
Risk Factors
- Baillie Gifford could reduce or exit the position without further public disclosure until below 5%
- Passive filing does not preclude future activist activity, but current intent is explicitly passive
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001088875-26-000072 |
| Document: 0001088875-26-000072-index.html | 0001088875-26-000072 |
| Document: 0001088875-26-000072.txt | 0001088875-26-000072 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 4d ago | Institutional Cluster | $25.32 | awaiting T+5 | — | $24.49 (−3.28%) |
Oct 21, 2026 4d ago | Press Release | $25.32 | awaiting T+5 | — | $24.49 (−3.28%) |
Oct 21, 2026 5d ago | SC 13G/A | $25.42 | awaiting T+5 | — | $24.49 (−3.66%) |
Oct 7, 2026 18d ago | 144 | $23.52 $24.65 | ▲ +4.80% | ▲ +5.08% | $24.49 (+4.12%) |
Oct 6, 2026 19d ago | 144 | $22.93 $23.49 | ▲ +2.44% | ▲ +3.42% | $24.49 (+6.80%) |
Sep 10, 2026 6w ago | Insider Cluster | $21.99 $21.93 | ▼ −0.27% | ▼ −0.05% | $24.49 (+11.37%) |
Sep 4, 2026 7w ago | Insider Cluster | $24.83 $21.83 | ▼ −12.08% | ▼ −10.96% | $24.49 (−1.37%) |
Aug 31, 2026 7w ago | Insider Cluster | $25.71 $24.07 | ▼ −6.38% | ▼ −6.46% | $24.49 (−4.75%) |
Aug 26, 2026 8w ago | Insider Cluster | $25.99 $26.92 | ▲ +3.60% | ▲ +3.33% | $24.49 (−5.75%) |
Aug 19, 2026 9w ago | Insider Cluster | $24.69 $25.99 | ▲ +5.25% | ▲ +4.13% | $24.49 (−0.81%) |
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