Compound Planning, Inc.

Position in RELY — Remitly Global, Inc.

CIK 1978879 NEW YORK, NY

Position in RELY

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$302,624

+$96,329 QoQ

Shares Held

13,504

+2.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#230

of 348 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Compound Planning, Inc. holds $97,759,553 across 23 Software - Infrastructure names. RELY ranks #18 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	135,077	$50,386,421
2	CRWV	CoreWeave, Inc.	94,752	$9,431,614
3	PLTR	Palantir Technologies Inc.	73,535	$8,579,328
4	ORCL	Oracle Corp	43,573	$6,385,622
5	PANW	Palo Alto Networks Inc	16,091	$5,487,352
6	FTNT	Fortinet, Inc.	28,846	$4,431,321
7	CRWD	CrowdStrike Holdings, Inc.	18,140	$3,460,839
8	TWLO	Twilio Inc	8,590	$1,772,373

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$302,624	13,504	+2.6%	Shares	Other	2026-08-04
2026-03-31	$206,295	13,165	+0.9%	Shares	Sole	2026-05-14
2025-12-31	$179,993	13,043	-1.8%	Shares	Defined	2026-02-19
2025-09-30	$216,496	13,282	+3.8%	Shares	Sole	2025-11-10
2025-06-30	$240,162	12,795	-0.1%	Shares	Sole	2025-08-14
2025-03-31	$266,406	12,808	+1.0%	Shares	Sole	2025-05-14
2024-12-31	$286,074	12,675	0.0%	Shares	Sole	2025-01-17
2024-09-30	$169,718	12,675	+2.3%	Shares	Sole	2024-10-08
2024-06-30	$150,227	12,395	0.0%	Shares	Sole	2024-07-26
2024-03-31	$257,072	12,395	0.0%	Shares	Sole	2024-05-07
2023-12-31	$240,710	12,395	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.