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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, Q4 2021

Institutional positions in Relay Therapeutics, Inc. as of Dec 31, 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
131
0 vs. Q3 2021
Shares held
111.0M
+19.2M (+20.9%) vs. Q3 2021
Total value
$3.41B
+$513.0M (+17.7%) vs. Q3 2021
New holders
18
70 more added
Sold out
18
20 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 131 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 heldQ4 2021: $3.41B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Relay Therapeutics, Inc.; share changes are against Q3 2021.

Institutions holding RLAY in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
SB Investment Advisers (UK) Ltd27,904,963$857.0M2.50%00.0%Unchanged
FMR LLC16,206,601$497.7M0.04%+2,519,797+18.4%Added
Vanguard Group Inc6,198,442$190.4M0.00%+1,314,405+26.9%Added
BlackRock Inc.5,993,613$184.1M0.00%+641,001+12.0%Added
Price T Rowe Associates Inc4,155,341$127.6M0.01%+2,537,388+156.8%Added
Bellevue Group AG4,105,962$126.1M1.30%+350,000+9.3%Added
Driehaus Capital Management LLC4,034,356$123.9M1.26%+983,654+32.2%Added
Casdin Capital, LLC3,857,253$118.5M3.34%+188,679+5.1%Added
JPMorgan Chase & Co3,367,312$103.4M0.01%+1,940,330+136.0%Added
State Street Corp3,186,522$97.9M0.00%+504,846+18.8%Added
BVF Inc3,130,605$96.1M3.49%+1,081,492+52.8%Added
Boxer Capital, LLC2,669,132$82.0M3.26%+1,375,000+106.2%Added
ArrowMark Colorado Holdings LLC2,033,324$62.4M0.50%+1,590,591+359.3%Added
Wellington Management Group LLP1,998,548$61.4M0.01%+590,707+42.0%Added
Perceptive Advisors LLC1,943,097$59.7M0.92%00.0%Unchanged
EcoR1 Capital, LLC1,779,084$54.6M1.75%+393,808+28.4%Added
Alliancebernstein L.P.1,745,627$53.6M0.02%+391,364+28.9%Added
Alphabet Inc.1,564,173$48.0M1.16%−77,324−4.7%Reduced
Geode Capital Management, LLC1,305,016$40.1M0.00%+239,756+22.5%Added
Norges Bank820,000$25.2M0.01%+322,235+64.7%Added
Gilder Gagnon Howe & Co LLC796,747$24.5M0.14%+35,004+4.6%Added
Artal Group S.A.750,000$23.0M0.68%+350,000+87.5%Added
Northern Trust Corp684,390$21.0M0.00%+108,462+18.8%Added
UBS Asset Management Americas Inc615,258$18.9M0.01%+381,012+162.7%Added
Federated Hermes, Inc.600,000$18.4M0.03%00.0%Unchanged
Rock Springs Capital Management LP597,767$18.4M0.42%+128,207+27.3%Added
Bessemer Group Inc584,463$17.9M0.04%00.0%Unchanged
Ra Capital Management, L.P.549,055$16.9M0.30%+549,055New
Harvard Management Co Inc541,124$16.6M1.56%00.0%Unchanged
Candriam Luxembourg S.C.A.529,885$16.3M0.10%−33,053−5.9%Reduced
Charles Schwab Investment Management Inc528,018$16.2M0.00%+99,696+23.3%Added
Morgan Stanley523,493$16.1M0.00%+76,702+17.2%Added
Goldman Sachs Group Inc443,001$13.6M0.00%+283,420+177.6%Added
HarbourVest Partners LLC296,402$9.10M1.16%00.0%Unchanged
Bank of New York Mellon Corp280,928$8.63M0.00%+46,046+19.6%Added
Woodline Partners LP255,601$7.85M0.12%00.0%Unchanged
Citadel Advisors LLC252,759$7.76M0.01%+66,512+35.7%Added
Baillie Gifford & Co225,041$6.91M0.00%+11,952+5.6%Added
Integral Health Asset Management, LLC225,000$6.91M1.93%+85,000+60.7%Added
American Century Companies Inc204,822$6.29M0.00%+6,755+3.4%Added
Nuveen Asset Management, LLC212,051$5.93M0.00%−2,167−1.0%Reduced
Rafferty Asset Management, LLC190,002$5.83M0.03%+92,906+95.7%Added
Fernwood Investment Management, LLC185,063$5.68M1.86%00.0%Unchanged
Grace Capital183,112$5.62M3.34%00.0%Unchanged
Fred Alger Management, LLC177,771$5.46M0.01%+83,833+89.2%Added
Citigroup Inc159,615$4.90M0.00%+25,382+18.9%Added
Bank of America Corp153,144$4.70M0.00%+116,834+321.8%Added
Deutsche Bank AG100,218$3.08M0.00%+57,417+134.1%Added
TD Asset Management Inc99,099$3.04M0.00%+72,092+266.9%Added
ICONIQ Capital, LLC94,697$2.91M0.02%00.0%Unchanged
Susquehanna International Group, LLP94,394$2.90M0.00%+39,328+71.4%Added
UBS Group AG94,238$2.89M0.00%+83,354+765.8%Added
Swiss National Bank93,400$2.87M0.00%+21,900+30.6%Added
State of Wisconsin Investment Board93,100$2.86M0.01%+17,400+23.0%Added
California State Teachers Retirement System73,904$2.27M0.00%+15,061+25.6%Added
PDT Partners, LLC70,100$2.15M0.16%−17,552−20.0%Reduced
Rhumbline Advisers70,001$2.15M0.00%+8,260+13.4%Added
Putnam Investments LLC66,995$2.06M0.00%+66,995New
Ameriprise Financial Inc64,898$1.99M0.00%+21,723+50.3%Added
Toronto Dominion Bank55,643$1.71M0.00%+55,643New
Legal & General Group Plc50,664$1.56M0.00%+11,121+28.1%Added
Ratan Capital Management LP50,000$1.54M0.23%+2,000+4.2%Added
Advisor Group Holdings, Inc.48,403$1.49M0.00%00.0%Unchanged
SG Americas Securities, LLC47,775$1.47M0.01%−42,965−47.3%Reduced
Wells Fargo & Company46,820$1.44M0.00%−3,646−7.2%Reduced
HighVista Strategies LLC45,992$1.41M1.12%+8,249+21.9%Added
New York State Common Retirement Fund43,692$1.34M0.00%+492+1.1%Added
Parametric Portfolio Associates LLC40,243$1.24M0.00%−2,740−6.4%Reduced
American International Group, Inc.37,184$1.14M0.01%+4,328+13.2%Added
Manufacturers Life Insurance Company, The35,186$1.10M0.00%+3,992+12.8%Added
Blackstone Group Inc.35,618$1.09M0.00%00.0%Unchanged
Royal Bank of Canada30,728$944.0K0.00%+11,578+60.5%Added
ProShare Advisors LLC30,500$936.0K0.00%+3,005+10.9%Added
Credit Suisse AG30,218$928.0K0.00%−2,643−8.0%Reduced
DekaBank Deutsche Girozentrale30,400$918.0K0.00%+700+2.4%Added
Invesco Ltd.29,835$917.0K0.00%+2,440+8.9%Added
Fiduciary Trust Co27,971$859.0K0.01%00.0%Unchanged
Intellectus Partners, LLC26,170$804.0K0.20%−8,024−23.5%Reduced
Brandywine Managers, LLC25,425$781.0K0.88%+3,702+17.0%Added
Voya Investment Management LLC24,787$761.0K0.00%+1,866+8.1%Added
MetLife Investment Management24,426$750.1K0.01%+3,157+14.8%Added
Erste Asset Management GmbH23,100$697.4K0.01%00.0%Unchanged
Principal Financial Group Inc22,400$688.0K0.00%−7,776−25.8%Reduced
Millennium Management LLC21,033$646.0K0.00%+3,275+18.4%Added
Laurion Capital Management LP20,000$614.0K0.01%+20,000New
Allspring Global Investments Holdings, LLC18,988$583.0K0.00%+18,988New
Metropolitan Life Insurance Co18,094$555.7K0.01%+1,810+11.1%Added
State Board of Administration of Florida Retirement System17,077$524.0K0.00%+2,651+18.4%Added
Natixis Advisors, L.P.16,632$511.0K0.00%+6,179+59.1%Added
Cna Financial Corp15,989$491.0K0.13%+3,190+24.9%Added
AlphaCrest Capital Management LLC14,253$438.0K0.02%+14,253New
Nomura Asset Management Co Ltd14,000$429.9K0.00%+14,000New
Handelsbanken Fonder AB13,900$427.0K0.00%+13,900New
Brown Advisory Inc12,914$397.0K0.00%+12,914New
Boston Family Office LLC12,747$391.0K0.03%+350+2.8%Added
Amalgamated Bank11,915$366.0K0.00%+1,554+15.0%Added
Arizona State Retirement System11,401$350.0K0.00%+2,594+29.5%Added
Jump Financial, LLC10,700$329.0K0.02%−59,400−84.7%Reduced
M&T Bank Corp10,516$323.0K0.00%+2,727+35.0%Added
Victory Capital Management Inc9,746$299.0K0.00%+1,403+16.8%Added