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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 2022

Institutional positions in Relay Therapeutics, Inc. as of Sep 30, 2022. 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
162
+14 vs. Q2 2022
Shares held
123.5M
+2.86M (+2.4%) vs. Q2 2022
Total value
$2.76B
+$741.8M (+36.7%) vs. Q2 2022
New holders
31
69 more added
Sold out
17
31 more reduced

Compare with Q2 2022: 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 2022: 162 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 2022: $2.76B
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 2022

Shares, value and share of portfolio for each institution holding Relay Therapeutics, Inc.; share changes are against Q2 2022.

Institutions holding RLAY in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
SB Investment Advisers (UK) Ltd27,904,963$624.2M4.78%00.0%Unchanged
FMR LLC11,958,212$267.5M0.03%−1,376,843−10.3%Reduced
Vanguard Group Inc8,359,520$187.0M0.01%+1,261,066+17.8%Added
BlackRock Inc.6,757,637$151.2M0.01%+180,459+2.7%Added
JPMorgan Chase & Co5,018,487$112.3M0.02%+76,225+1.5%Added
Casdin Capital, LLC4,683,432$104.8M6.91%+614,858+15.1%Added
Price T Rowe Associates Inc4,561,363$102.0M0.02%−738,944−13.9%Reduced
BVF Inc4,339,521$97.1M4.01%−45,284−1.0%Reduced
Bellevue Group AG4,204,820$94.1M1.35%+172,558+4.3%Added
EcoR1 Capital, LLC4,163,824$93.1M2.75%+440,283+11.8%Added
State Street Corp3,668,070$82.1M0.01%−1,110,349−23.2%Reduced
Driehaus Capital Management LLC2,967,445$66.4M1.01%−125,281−4.1%Reduced
ArrowMark Colorado Holdings LLC2,512,468$56.2M0.69%−328,205−11.6%Reduced
Boxer Capital, LLC2,169,132$48.5M2.73%−500,000−18.7%Reduced
Perceptive Advisors LLC1,943,097$43.5M1.26%00.0%Unchanged
T. Rowe Price Investment Management, Inc.1,811,603$40.5M0.03%+1,811,603New
Norges Bank1,730,687$38.7M0.01%+313,499+22.1%Added
Alphabet Inc.1,568,753$35.1M1.79%00.0%Unchanged
Geode Capital Management, LLC1,550,975$34.7M0.01%+124,251+8.7%Added
Artal Group S.A.1,454,716$32.5M1.70%+754,716+107.8%Added
Goldman Sachs Group Inc1,426,303$31.9M0.01%+466,520+48.6%Added
Alliancebernstein L.P.1,403,425$31.4M0.02%−469,839−25.1%Reduced
Candriam Luxembourg S.C.A.1,159,421$25.9M0.18%+601,604+107.8%Added
UBS Asset Management Americas Inc829,560$18.6M0.01%+47,917+6.1%Added
Northern Trust Corp817,835$18.3M0.00%+18,886+2.4%Added
Ra Capital Management, L.P.717,618$16.1M0.34%+168,563+30.7%Added
Wellington Management Group LLP658,385$14.7M0.00%−1,388,967−67.8%Reduced
Dimensional Fund Advisors LP635,607$14.2M0.01%+241,816+61.4%Added
Charles Schwab Investment Management Inc618,967$13.8M0.00%+73,483+13.5%Added
Rock Springs Capital Management LP618,267$13.8M0.36%00.0%Unchanged
Integral Health Asset Management, LLC600,000$13.4M2.72%+163,738+37.5%Added
Bessemer Group Inc584,463$13.1M0.03%00.0%Unchanged
Harvard Management Co Inc541,124$12.1M1.51%00.0%Unchanged
Nextech Invest AG475,485$10.6M3.44%00.0%Unchanged
Baillie Gifford & Co404,620$9.05M0.01%+184,998+84.2%Added
Avoro Capital Advisors LLC400,000$8.95M0.17%00.0%Unchanged
Deutsche Bank AG390,108$8.73M0.01%+230,993+145.2%Added
Morgan Stanley342,341$7.66M0.00%−283,783−45.3%Reduced
Bank of New York Mellon Corp342,252$7.66M0.00%+44,636+15.0%Added
Woodline Partners LP331,663$7.42M0.11%00.0%Unchanged
Voloridge Investment Management, LLC312,584$6.99M0.04%+268,406+607.6%Added
Artisan Partners Limited Partnership305,626$6.84M0.01%+1,718+0.6%Added
Sessa Capital IM, L.P.301,200$6.74M0.48%00.0%Unchanged
HarbourVest Partners LLC296,402$6.63M2.17%00.0%Unchanged
Ghisallo Capital Management LLC274,773$6.15M0.82%+274,773New
Nuveen Asset Management, LLC274,178$6.13M0.00%+4,332+1.6%Added
Citadel Advisors LLC252,740$5.65M0.01%+223,821+774.0%Added
American Century Companies Inc219,035$4.90M0.00%−2,049−0.9%Reduced
Rafferty Asset Management, LLC196,119$4.39M0.05%+14,021+7.7%Added
Fernwood Investment Management, LLC185,063$4.14M1.75%00.0%Unchanged
Swiss National Bank184,900$4.14M0.00%+31,900+20.8%Added
Citigroup Inc181,778$4.07M0.01%−4,380−2.4%Reduced
HighVista Strategies LLC167,383$3.74M2.14%+54,070+47.7%Added
Bank of America Corp152,026$3.40M0.00%+30,665+25.3%Added
Barclays PLC150,211$3.36M0.00%+80,404+115.2%Added
Schroder Investment Management Group147,636$3.30M0.01%−23,500−13.7%Reduced
Gilder Gagnon Howe & Co LLC143,520$3.21M0.06%+8,637+6.4%Added
Walleye Capital LLC127,049$2.84M0.06%+127,049New
TD Asset Management Inc119,362$2.76M0.00%+19,365+19.4%Added
Rhumbline Advisers118,559$2.65M0.00%+8,122+7.4%Added
Caas Capital Management LP109,598$2.45M0.32%+109,598New
Manufacturers Life Insurance Company, The103,145$2.36M0.00%+6,977+7.3%Added
Susquehanna International Group, LLP105,153$2.35M0.00%+19,916+23.4%Added
BNP Paribas Arbitrage, SA103,147$2.31M0.01%+103,147New
Third Point LLCSuperinvestorThird Point100,000$2.24M0.04%+100,000New
Voya Investment Management LLC98,962$2.21M0.00%+70,190+244.0%Added
California State Teachers Retirement System97,342$2.18M0.00%+9,311+10.6%Added
Hudson Bay Capital Management LP96,290$2.15M0.02%+96,290New
ICONIQ Capital, LLC94,697$2.12M0.03%00.0%Unchanged
State of New Jersey Common Pension Fund D92,314$2.06M0.01%+92,314New
Ameriprise Financial Inc85,283$1.91M0.00%+227+0.3%Added
State of Wisconsin Investment Board68,833$1.54M0.00%+16,228+30.8%Added
New York State Common Retirement Fund68,366$1.53M0.00%+4,973+7.8%Added
First Trust Advisors LP67,397$1.51M0.00%+53,014+368.6%Added
Victory Capital Management Inc67,130$1.50M0.00%−1,660−2.4%Reduced
Credit Suisse AG64,508$1.44M0.00%+6,497+11.2%Added
Legal & General Group Plc63,217$1.41M0.00%+2,640+4.4%Added
Putnam Investments LLC60,418$1.35M0.00%−1,098−1.8%Reduced
Invesco Ltd.57,807$1.29M0.00%+188+0.3%Added
Cubist Systematic Strategies, LLC51,934$1.16M0.01%−7,286−12.3%Reduced
Monarch Partners Asset Management LLC42,560$952.0K0.29%+42,560New
MetLife Investment Management40,817$913.1K0.01%+2,855+7.5%Added
Millennium Management LLC40,234$900.0K0.00%−145,323−78.3%Reduced
Squarepoint Ops LLC39,162$876.0K0.01%+3,731+10.5%Added
American International Group, Inc.36,319$812.0K0.01%+512+1.4%Added
Blackstone Group Inc.35,618$797.0K0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.34,790$778.0K0.00%+11,051+46.6%Added
State Board of Administration of Florida Retirement System32,417$725.0K0.00%00.0%Unchanged
Brandywine Managers, LLC31,807$712.0K2.34%00.0%Unchanged
DekaBank Deutsche Girozentrale30,100$704.0K0.00%00.0%Unchanged
Discovery Capital Management, LLC31,200$698.0K0.11%+31,200New
Monashee Investment Management LLC30,400$680.0K0.25%+30,400New
Fiduciary Trust Co27,971$626.0K0.01%00.0%Unchanged
Intellectus Partners, LLC25,985$581.0K0.21%+1,725+7.1%Added
BIT Capital GmbH24,428$546.5K0.11%+19,938+444.1%Added
Advisor Group Holdings, Inc.24,352$544.0K0.00%+149+0.6%Added
Erste Asset Management GmbH23,100$534.5K0.01%00.0%Unchanged
Teacher Retirement System of Texas23,797$532.0K0.00%+13,309+126.9%Added
M&T Bank Corp23,200$518.0K0.00%−3,902−14.4%Reduced
Twinbeech Capital LP22,518$504.0K0.01%+22,518New