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 2022
Institutional positions in Relay Therapeutics, Inc. as of Dec 31, 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
- 165
- +3 vs. Q3 2022
- Shares held
- 128.1M
- +4.64M (+3.8%) vs. Q3 2022
- Total value
- $1.91B
- −$848.0M (−30.7%) vs. Q3 2022
- New holders
- 29
- 71 more added
- Sold out
- 26
- 37 more reduced
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 259 | $4.58B |
| Q1 2026 | 244 | $1.83B |
| Q4 2025 | 227 | $1.47B |
| Q3 2025 | 199 | $867.4M |
| Q2 2025 | 208 | $591.8M |
| Q1 2025 | 208 | $438.1M |
| Q4 2024 | 200 | $675.8M |
| Q3 2024 | 195 | $1.16B |
| Q2 2024 | 179 | $826.8M |
| Q1 2024 | 189 | $1.10B |
| Q4 2023 | 177 | $1.40B |
| Q3 2023 | 172 | $1.10B |
| Q2 2023 | 161 | $1.64B |
| Q1 2023 | 157 | $2.16B |
| Q4 2022 | 165 | $1.91B |
| Q3 2022 | 162 | $2.76B |
| Q2 2022 | 148 | $2.02B |
| Q1 2022 | 140 | $3.38B |
| Q4 2021 | 131 | $3.41B |
| Q3 2021 | 132 | $2.89B |
| Q2 2021 | 125 | $3.26B |
| Q1 2021 | 137 | $2.96B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Relay Therapeutics, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SB Investment Advisers (UK) Ltd | 27,904,963 | $416.9M | 3.48% | 00.0% | Unchanged |
| Vanguard Group Inc | 10,384,218 | $155.1M | 0.00% | +2,024,698+24.2% | Added |
| FMR LLC | 9,733,848 | $145.4M | 0.01% | −2,224,364−18.6% | Reduced |
| BlackRock Inc. | 7,997,985 | $119.5M | 0.00% | +1,240,348+18.4% | Added |
| State Street Corp | 6,264,497 | $93.6M | 0.01% | +2,596,427+70.8% | Added |
| Price T Rowe Associates Inc | 4,493,004 | $67.1M | 0.01% | −68,359−1.5% | Reduced |
| JPMorgan Chase & Co | 4,469,898 | $66.8M | 0.01% | −548,589−10.9% | Reduced |
| Bellevue Group AG | 4,204,820 | $62.8M | 0.83% | 00.0% | Unchanged |
| EcoR1 Capital, LLC | 4,163,824 | $62.2M | 1.90% | 00.0% | Unchanged |
| BVF Inc | 3,876,021 | $57.9M | 2.44% | −463,500−10.7% | Reduced |
| Casdin Capital, LLC | 3,030,648 | $45.3M | 3.54% | −1,652,784−35.3% | Reduced |
| ArrowMark Colorado Holdings LLC | 2,686,711 | $40.1M | 0.48% | +174,243+6.9% | Added |
| Morgan Stanley | 2,369,344 | $35.4M | 0.00% | +2,027,003+592.1% | Added |
| Boxer Capital, LLC | 2,169,132 | $32.4M | 1.74% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 2,006,541 | $30.0M | 0.02% | +194,938+10.8% | Added |
| Perceptive Advisors LLC | 1,943,097 | $29.0M | 0.84% | 00.0% | Unchanged |
| Norges Bank | 1,788,323 | $26.7M | 0.01% | +57,636+3.3% | Added |
| Geode Capital Management, LLC | 1,694,121 | $25.3M | 0.00% | +143,146+9.2% | Added |
| Alliancebernstein L.P. | 1,690,021 | $25.2M | 0.01% | +286,596+20.4% | Added |
| Driehaus Capital Management LLC | 1,618,353 | $24.2M | 0.36% | −1,349,092−45.5% | Reduced |
| Alphabet Inc. | 1,568,753 | $23.4M | 1.36% | 00.0% | Unchanged |
| Artal Group S.A. | 1,454,716 | $21.7M | 1.25% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,273,415 | $19.0M | 0.01% | −152,888−10.7% | Reduced |
| Candriam Luxembourg S.C.A. | 1,238,872 | $18.5M | 0.12% | +79,451+6.9% | Added |
| Dimensional Fund Advisors LP | 1,058,543 | $15.8M | 0.01% | +422,936+66.5% | Added |
| Wellington Management Group LLP | 1,051,425 | $15.7M | 0.00% | +393,040+59.7% | Added |
| Northern Trust Corp | 882,295 | $13.2M | 0.00% | +64,460+7.9% | Added |
| UBS Asset Management Americas Inc | 815,998 | $12.2M | 0.01% | −13,562−1.6% | Reduced |
| Finepoint Capital LP | 714,848 | $10.7M | 3.45% | +714,848 | New |
| Rock Springs Capital Management LP | 673,966 | $10.1M | 0.24% | +55,699+9.0% | Added |
| Charles Schwab Investment Management Inc | 654,443 | $9.78M | 0.00% | +35,476+5.7% | Added |
| Integral Health Asset Management, LLC | 625,000 | $9.34M | 2.10% | +25,000+4.2% | Added |
| Bessemer Group Inc | 584,463 | $8.73M | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 575,136 | $8.59M | 0.01% | +534,902+1,329.5% | Added |
| Harvard Management Co Inc | 541,124 | $8.08M | 1.02% | 00.0% | Unchanged |
| Nextech Invest AG | 475,485 | $7.10M | 2.83% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 474,279 | $7.09M | 0.06% | +278,160+141.8% | Added |
| Baillie Gifford & Co | 414,522 | $6.19M | 0.01% | +9,902+2.4% | Added |
| Bank of New York Mellon Corp | 388,485 | $5.80M | 0.00% | +46,233+13.5% | Added |
| Bank of America Corp | 354,489 | $5.30M | 0.00% | +202,463+133.2% | Added |
| Woodline Partners LP | 331,663 | $4.96M | 0.07% | 00.0% | Unchanged |
| Sessa Capital IM, L.P. | 301,200 | $4.50M | 0.28% | 00.0% | Unchanged |
| HarbourVest Partners LLC | 296,402 | $4.43M | 1.48% | 00.0% | Unchanged |
| Artisan Partners Limited Partnership | 295,454 | $4.41M | 0.01% | −10,172−3.3% | Reduced |
| Ghisallo Capital Management LLC | 274,773 | $4.11M | 0.73% | 00.0% | Unchanged |
| Barclays PLC | 271,839 | $4.06M | 0.00% | +121,628+81.0% | Added |
| UBS Group AG | 263,100 | $3.93M | 0.00% | +242,674+1,188.1% | Added |
| Schroder Investment Management Group | 238,242 | $3.56M | 0.01% | +90,606+61.4% | Added |
| Deutsche Bank AG | 236,964 | $3.54M | 0.00% | −153,144−39.3% | Reduced |
| Nuveen Asset Management, LLC | 235,203 | $3.51M | 0.00% | −38,975−14.2% | Reduced |
| American Century Companies Inc | 219,365 | $3.28M | 0.00% | +330+0.2% | Added |
| Citigroup Inc | 209,240 | $3.13M | 0.00% | +27,462+15.1% | Added |
| Twinbeech Capital LP | 204,399 | $3.05M | 0.06% | +181,881+807.7% | Added |
| Balyasny Asset Management LLC | 203,168 | $3.04M | 0.01% | +203,168 | New |
| Rhenman & Partners Asset Management AB | 200,000 | $2.99M | 0.31% | +200,000 | New |
| Swiss National Bank | 188,700 | $2.82M | 0.00% | +3,800+2.1% | Added |
| Fernwood Investment Management, LLC | 185,063 | $2.76M | 1.14% | 00.0% | Unchanged |
| HighVista Strategies LLC | 176,521 | $2.64M | 1.57% | +9,138+5.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 162,000 | $2.42M | 0.01% | +162,000 | New |
| Citadel Advisors LLC | 134,360 | $2.01M | 0.00% | −118,380−46.8% | Reduced |
| Rhumbline Advisers | 128,864 | $1.93M | 0.00% | +10,305+8.7% | Added |
| State of New Jersey Common Pension Fund D | 124,496 | $1.86M | 0.01% | +32,182+34.9% | Added |
| TD Asset Management Inc | 123,562 | $1.85M | 0.00% | +4,200+3.5% | Added |
| Gilder Gagnon Howe & Co LLC | 107,958 | $1.61M | 0.03% | −35,562−24.8% | Reduced |
| Manufacturers Life Insurance Company, The | 106,333 | $1.58M | 0.00% | +3,188+3.1% | Added |
| ExodusPoint Capital Management, LP | 104,736 | $1.56M | 0.02% | +104,736 | New |
| Walleye Capital LLC | 104,000 | $1.55M | 0.03% | −23,049−18.1% | Reduced |
| Voya Investment Management LLC | 102,176 | $1.53M | 0.00% | +3,214+3.2% | Added |
| California State Teachers Retirement System | 101,974 | $1.52M | 0.00% | +4,632+4.8% | Added |
| ICONIQ Capital, LLC | 94,697 | $1.41M | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 92,413 | $1.38M | 0.07% | +92,413 | New |
| Monarch Partners Asset Management LLC | 85,139 | $1.27M | 0.38% | +42,579+100.0% | Added |
| Ameriprise Financial Inc | 84,477 | $1.26M | 0.00% | −806−0.9% | Reduced |
| State of Wisconsin Investment Board | 76,145 | $1.14M | 0.00% | +7,312+10.6% | Added |
| Credit Suisse AG | 76,116 | $1.14M | 0.00% | +11,608+18.0% | Added |
| Algert Global LLC | 75,691 | $1.13M | 0.06% | +75,691 | New |
| New York State Common Retirement Fund | 68,347 | $1.02M | 0.00% | −190.0% | Reduced |
| Cubist Systematic Strategies, LLC | 62,560 | $934.6K | 0.01% | +10,626+20.5% | Added |
| Legal & General Group Plc | 62,334 | $931.3K | 0.00% | −883−1.4% | Reduced |
| Renaissance Technologies LLC | 60,800 | $908.0K | 0.00% | +60,800 | New |
| Invesco Ltd. | 58,868 | $879.5K | 0.00% | +1,061+1.8% | Added |
| Victory Capital Management Inc | 45,560 | $680.7K | 0.00% | −21,570−32.1% | Reduced |
| MetLife Investment Management | 44,634 | $666.8K | 0.01% | +3,817+9.4% | Added |
| Qube Research & Technologies Ltd | 42,602 | $636.5K | 0.00% | +42,602 | New |
| Two Sigma Advisers, LP | 41,600 | $621.5K | 0.00% | +22,100+113.3% | Added |
| American International Group, Inc. | 40,263 | $601.5K | 0.00% | +3,944+10.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 40,061 | $598.5K | 0.00% | +5,271+15.2% | Added |
| BIT Capital GmbH | 38,717 | $578.4K | 0.12% | +14,289+58.5% | Added |
| Susquehanna International Group, LLP | 36,115 | $539.6K | 0.00% | −69,038−65.7% | Reduced |
| Blackstone Group Inc. | 35,618 | $532.1K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 35,085 | $524.2K | 0.03% | +35,085 | New |
| Caas Capital Management LP | 34,000 | $508.0K | 0.10% | −75,598−69.0% | Reduced |
| Brandywine Managers, LLC | 31,807 | $475.2K | 1.66% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 30,100 | $445.0K | 0.00% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 28,785 | $430.0K | 0.15% | +2,800+10.8% | Added |
| Fiduciary Trust Co | 27,971 | $417.9K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 28,100 | $412.0K | 0.03% | +28,100 | New |
| M&T Bank Corp | 27,394 | $409.6K | 0.00% | +4,194+18.1% | Added |
| State Board of Administration of Florida Retirement System | 25,217 | $376.7K | 0.00% | −7,200−22.2% | Reduced |
| E Fund Management Co., Ltd. | 24,680 | $369.0K | 0.03% | +11,197+83.0% | Added |