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Relay Therapeutics, Inc.

RLAY
Exchange
Nasdaq
Industry
Biological Products, (No Diagnostic Substances)
SEC CIK
0001812364

In the last 90 days, Relay Therapeutics, Inc. insiders filed 0 open-market purchases and 14 sales; 259 institutions reported holding it in 13F filings for Q2 2026, worth $4.58B in total; Duquesne Family Office is the only superinvestor holding it.

13F holders, Q3 2021

Institutional positions in Relay Therapeutics, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
132
+7 vs. Q2 2021
Shares held
91.8M
+2.63M (+3.0%) vs. Q2 2021
Total value
$2.89B
−$366.8M (−11.2%) vs. Q2 2021
New holders
21
55 more added
Sold out
14
29 more reduced

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting RLAY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 132 institutions
Q1 2021: 137 institutionsQ2 2021: 125 institutionsQ3 2021: 132 institutionsQ4 2021: 131 institutionsQ1 2022: 140 institutionsQ2 2022: 148 institutionsQ3 2022: 162 institutionsQ4 2022: 165 institutionsQ1 2023: 157 institutionsQ2 2023: 161 institutionsQ3 2023: 172 institutionsQ4 2023: 177 institutionsQ1 2024: 189 institutionsQ2 2024: 179 institutionsQ3 2024: 195 institutionsQ4 2024: 200 institutionsQ1 2025: 208 institutionsQ2 2025: 208 institutionsQ3 2025: 199 institutionsQ4 2025: 227 institutionsQ1 2026: 244 institutionsQ2 2026: 259 institutions
Value heldQ3 2021: $2.89B
Q1 2021: $2.96BQ2 2021: $3.26BQ3 2021: $2.89BQ4 2021: $3.41BQ1 2022: $3.38BQ2 2022: $2.02BQ3 2022: $2.76BQ4 2022: $1.91BQ1 2023: $2.16BQ2 2023: $1.64BQ3 2023: $1.10BQ4 2023: $1.40BQ1 2024: $1.10BQ2 2024: $826.8MQ3 2024: $1.16BQ4 2024: $675.8MQ1 2025: $438.1MQ2 2025: $591.8MQ3 2025: $867.4MQ4 2025: $1.47BQ1 2026: $1.83BQ2 2026: $4.58B
Institutions holding RLAY and their total value by quarter
QuarterHoldersValue
Q2 2026259$4.58B
Q1 2026244$1.83B
Q4 2025227$1.47B
Q3 2025199$867.4M
Q2 2025208$591.8M
Q1 2025208$438.1M
Q4 2024200$675.8M
Q3 2024195$1.16B
Q2 2024179$826.8M
Q1 2024189$1.10B
Q4 2023177$1.40B
Q3 2023172$1.10B
Q2 2023161$1.64B
Q1 2023157$2.16B
Q4 2022165$1.91B
Q3 2022162$2.76B
Q2 2022148$2.02B
Q1 2022140$3.38B
Q4 2021131$3.41B
Q3 2021132$2.89B
Q2 2021125$3.26B
Q1 2021137$2.96B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Relay Therapeutics, Inc.; share changes are against Q2 2021.

Institutions holding RLAY in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Woodline Partners LP255,601$8.06M0.13%−32,956−11.4%Reduced
HarbourVest Partners LLC296,402$9.35M0.88%00.0%Unchanged
Artal Group S.A.400,000$12.6M0.31%00.0%Unchanged
Charles Schwab Investment Management Inc428,322$13.5M0.00%+205,352+92.1%Added
ArrowMark Colorado Holdings LLC442,733$14.0M0.11%+70,538+19.0%Added
Morgan Stanley446,791$14.1M0.00%−122,854−21.6%Reduced
Rock Springs Capital Management LP469,560$14.8M0.31%+19,302+4.3%Added
Norges Bank497,765$15.7M0.00%+267,135+115.8%Added
Harvard Management Co Inc541,124$17.1M1.00%00.0%Unchanged
Candriam Luxembourg S.C.A.562,938$17.7M0.12%00.0%Unchanged
Northern Trust Corp575,928$18.2M0.00%+53,822+10.3%Added
Bessemer Group Inc584,463$18.4M0.04%00.0%Unchanged
Federated Hermes, Inc.600,000$18.9M0.04%00.0%Unchanged
Gilder Gagnon Howe & Co LLC761,743$24.0M0.12%−73,795−8.8%Reduced
Geode Capital Management, LLC1,065,260$33.6M0.00%+357,365+50.5%Added
Boxer Capital, LLC1,294,132$40.8M1.43%00.0%Unchanged
Alliancebernstein L.P.1,354,263$42.7M0.02%+109,498+8.8%Added
EcoR1 Capital, LLC1,385,276$43.7M1.54%−3,102,500−69.1%Reduced
Wellington Management Group LLP1,407,841$44.4M0.01%+139,654+11.0%Added
JPMorgan Chase & Co1,426,982$45.0M0.01%+3,655+0.3%Added
Price T Rowe Associates Inc1,617,953$51.0M0.00%+444,471+37.9%Added
Alphabet Inc.1,641,497$51.8M1.23%−185,379−10.1%Reduced
Perceptive Advisors LLC1,943,097$61.3M0.89%−75,000−3.7%Reduced
BVF Inc2,049,113$64.6M2.52%−889,089−30.3%Reduced
State Street Corp2,681,676$84.6M0.00%+463,516+20.9%Added
Driehaus Capital Management LLC3,050,702$96.2M1.14%+196,662+6.9%Added
Casdin Capital, LLC3,668,574$115.7M2.89%+293,516+8.7%Added
Bellevue Group AG3,755,962$118.4M1.20%+1,115,000+42.2%Added
Vanguard Group Inc4,884,037$154.0M0.00%+590,595+13.8%Added
BlackRock Inc.5,352,612$168.8M0.00%+812,282+17.9%Added
FMR LLC13,686,804$431.5M0.03%+3,324,804+32.1%Added
SB Investment Advisers (UK) Ltd27,904,963$879.8M2.73%00.0%Unchanged
Foresite Capital Management IV, LLC0$00.00%−556,380−100.0%Sold out
Foresite Capital Management V, LLC0$00.00%−400,000−100.0%Sold out
OrbiMed Advisors LLC0$00.00%−350,000−100.0%Sold out
California Public Employees Retirement System0$00.00%−125,651−100.0%Sold out
Darwin Global Management, Ltd.0$00.00%−119,775−100.0%Sold out
TCW Group Inc0$00.00%−80,943−100.0%Sold out
Hershey Trust Co0$00.00%−59,360−100.0%Sold out
Nomura Asset Management Co Ltd0$00.00%−14,000−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−8,448−100.0%Sold out
Quantitative Systematic Strategies LLC0$00.00%−8,246−100.0%Sold out
Dimensional Fund Advisors LP0$00.00%−6,236−100.0%Sold out
FORA Capital, LLC0$00.00%−1,010−100.0%Sold out
Savior LLC0$00.00%−40−100.0%Sold out
Captrust Financial Advisors0$00.00%−7−100.0%Sold out