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, Q1 2023
Institutional positions in Relay Therapeutics, Inc. as of Mar 31, 2023. 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
- 157
- −7 vs. Q4 2022
- Shares held
- 131.0M
- +3.03M (+2.4%) vs. Q4 2022
- Total value
- $2.16B
- +$243.9M (+12.8%) vs. Q4 2022
- New holders
- 25
- 50 more added
- Sold out
- 32
- 50 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Relay Therapeutics, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SB Investment Advisers (UK) Ltd | 27,904,963 | $459.6M | 3.78% | 00.0% | Unchanged |
| Vanguard Group Inc | 10,499,514 | $172.9M | 0.00% | +115,296+1.1% | Added |
| FMR LLC | 8,806,991 | $145.1M | 0.01% | −926,857−9.5% | Reduced |
| BlackRock Inc. | 7,935,690 | $130.7M | 0.00% | −62,295−0.8% | Reduced |
| Price T Rowe Associates Inc | 6,862,960 | $113.0M | 0.02% | +2,369,956+52.7% | Added |
| State Street Corp | 5,880,281 | $96.8M | 0.01% | −384,216−6.1% | Reduced |
| Casdin Capital, LLC | 5,698,574 | $93.9M | 7.75% | +2,667,926+88.0% | Added |
| JPMorgan Chase & Co | 4,300,826 | $70.8M | 0.01% | −169,072−3.8% | Reduced |
| Bellevue Group AG | 4,172,600 | $68.7M | 1.00% | −32,220−0.8% | Reduced |
| EcoR1 Capital, LLC | 4,163,824 | $68.6M | 2.21% | 00.0% | Unchanged |
| BVF Inc | 3,120,521 | $51.4M | 1.88% | −755,500−19.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 2,670,197 | $44.0M | 0.50% | −16,514−0.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,221,580 | $36.6M | 0.03% | +215,039+10.7% | Added |
| Boxer Capital, LLC | 2,169,132 | $35.7M | 1.76% | 00.0% | Unchanged |
| Perceptive Advisors LLC | 1,943,097 | $32.0M | 0.95% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,754,530 | $28.9M | 0.00% | +60,409+3.6% | Added |
| Artal Group S.A. | 1,673,743 | $27.6M | 1.64% | +219,027+15.1% | Added |
| Norges Bank | 1,613,784 | $26.6M | 0.01% | −174,539−9.8% | Reduced |
| Driehaus Capital Management LLC | 1,582,251 | $26.1M | 0.37% | −36,102−2.2% | Reduced |
| Alphabet Inc. | 1,568,753 | $25.8M | 1.43% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 1,485,914 | $24.5M | 0.01% | −204,107−12.1% | Reduced |
| Goldman Sachs Group Inc | 1,399,099 | $23.0M | 0.01% | +125,684+9.9% | Added |
| Dimensional Fund Advisors LP | 1,235,795 | $20.4M | 0.01% | +177,252+16.7% | Added |
| MPM Oncology Impact Management LP | 1,225,634 | $20.2M | 5.24% | +1,225,634 | New |
| Candriam Luxembourg S.C.A. | 1,238,872 | $18.8M | 0.13% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 886,542 | $14.6M | 0.01% | +70,544+8.6% | Added |
| Northern Trust Corp | 872,422 | $14.4M | 0.00% | −9,873−1.1% | Reduced |
| Wellington Management Group LLP | 850,500 | $14.0M | 0.00% | −200,925−19.1% | Reduced |
| Finepoint Capital LP | 846,270 | $13.9M | 5.32% | +131,422+18.4% | Added |
| Integral Health Asset Management, LLC | 770,000 | $12.7M | 2.63% | +145,000+23.2% | Added |
| Rock Springs Capital Management LP | 673,966 | $11.1M | 0.27% | 00.0% | Unchanged |
| Great Point Partners LLC | 658,127 | $10.8M | 2.14% | +658,127 | New |
| Charles Schwab Investment Management Inc | 653,882 | $10.8M | 0.00% | −561−0.1% | Reduced |
| Bank of America Corp | 625,903 | $10.3M | 0.00% | +271,414+76.6% | Added |
| Nextech Invest AG | 625,485 | $10.3M | 4.30% | +150,000+31.5% | Added |
| Bessemer Group Inc | 584,463 | $9.63M | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 562,134 | $9.26M | 0.00% | −1,807,210−76.3% | Reduced |
| Harvard Management Co Inc | 541,124 | $8.91M | 0.94% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 443,626 | $7.31M | 0.05% | −30,653−6.5% | Reduced |
| Baillie Gifford & Co | 415,663 | $6.85M | 0.01% | +1,141+0.3% | Added |
| Bank of New York Mellon Corp | 376,001 | $6.19M | 0.00% | −12,484−3.2% | Reduced |
| Citigroup Inc | 356,112 | $5.87M | 0.01% | +146,872+70.2% | Added |
| HarbourVest Partners LLC | 296,402 | $4.88M | 1.64% | 00.0% | Unchanged |
| Artisan Partners Limited Partnership | 294,726 | $4.85M | 0.01% | −728−0.2% | Reduced |
| Baker Bros. Advisors LP | 284,000 | $4.68M | 0.03% | +284,000 | New |
| Woodline Partners LP | 275,000 | $4.53M | 0.06% | −56,663−17.1% | Reduced |
| Schroder Investment Management Group | 268,108 | $4.42M | 0.01% | +29,866+12.5% | Added |
| Susquehanna International Group, LLP | 254,897 | $4.20M | 0.01% | +218,782+605.8% | Added |
| Nuveen Asset Management, LLC | 250,937 | $4.13M | 0.00% | +15,734+6.7% | Added |
| American Century Companies Inc | 240,381 | $3.95M | 0.00% | +21,016+9.6% | Added |
| Sio Capital Management, LLC | 230,013 | $3.79M | 1.87% | +230,013 | New |
| TD Asset Management Inc | 216,817 | $3.57M | 0.00% | +93,255+75.5% | Added |
| Barclays PLC | 194,470 | $3.20M | 0.00% | −77,369−28.5% | Reduced |
| Fernwood Investment Management, LLC | 185,063 | $3.05M | 1.17% | 00.0% | Unchanged |
| Rhenman & Partners Asset Management AB | 190,000 | $3.02M | 0.33% | −10,000−5.0% | Reduced |
| UBS Group AG | 170,663 | $2.81M | 0.00% | −92,437−35.1% | Reduced |
| Swiss National Bank | 169,700 | $2.79M | 0.00% | −19,000−10.1% | Reduced |
| Manufacturers Life Insurance Company, The | 168,155 | $2.77M | 0.00% | +61,822+58.1% | Added |
| Deutsche Bank AG | 157,343 | $2.59M | 0.00% | −79,621−33.6% | Reduced |
| Rhumbline Advisers | 135,560 | $2.23M | 0.00% | +6,696+5.2% | Added |
| State of New Jersey Common Pension Fund D | 131,158 | $2.16M | 0.01% | +6,662+5.4% | Added |
| HighVista Strategies LLC | 129,245 | $2.13M | 1.73% | −47,276−26.8% | Reduced |
| Jefferies Financial Group Inc. | 127,300 | $2.10M | 0.04% | +127,300 | New |
| Opaleye Management Inc. | 125,500 | $2.07M | 0.62% | +125,500 | New |
| Renaissance Technologies LLC | 118,854 | $1.96M | 0.00% | +58,054+95.5% | Added |
| Industrial Alliance Investment Management Inc. | 110,590 | $1.82M | 0.05% | +110,590 | New |
| Ameriprise Financial Inc | 104,397 | $1.72M | 0.00% | +19,920+23.6% | Added |
| Gilder Gagnon Howe & Co LLC | 102,600 | $1.69M | 0.03% | −5,358−5.0% | Reduced |
| Voya Investment Management LLC | 102,176 | $1.68M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 100,702 | $1.66M | 0.00% | −1,272−1.2% | Reduced |
| Twinbeech Capital LP | 98,599 | $1.62M | 0.03% | −105,800−51.8% | Reduced |
| ICONIQ Capital, LLC | 94,697 | $1.56M | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 89,725 | $1.48M | 0.00% | +88,819+9,803.4% | Added |
| Profund Advisors LLC | 82,311 | $1.36M | 0.08% | +82,311 | New |
| Credit Suisse AG | 81,462 | $1.34M | 0.00% | +5,346+7.0% | Added |
| Legal & General Group Plc | 75,060 | $1.24M | 0.00% | +12,726+20.4% | Added |
| Canada Pension Plan Investment Board | 74,500 | $1.23M | 0.00% | +74,500 | New |
| Invesco Ltd. | 73,953 | $1.22M | 0.00% | +15,085+25.6% | Added |
| State of Wisconsin Investment Board | 72,492 | $1.19M | 0.00% | −3,653−4.8% | Reduced |
| BIT Capital GmbH | 58,761 | $967.8K | 0.15% | +20,044+51.8% | Added |
| DekaBank Deutsche Girozentrale | 60,000 | $955.0K | 0.00% | +29,900+99.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 56,808 | $935.6K | 0.00% | +16,747+41.8% | Added |
| New York State Common Retirement Fund | 55,916 | $920.9K | 0.00% | −12,431−18.2% | Reduced |
| Jane Street Group, LLC | 45,592 | $750.9K | 0.00% | +33,588+279.8% | Added |
| MetLife Investment Management | 44,634 | $735.1K | 0.01% | 00.0% | Unchanged |
| UBS Oconnor LLC | 44,100 | $726.3K | 0.02% | +44,100 | New |
| American International Group, Inc. | 41,081 | $676.6K | 0.00% | +818+2.0% | Added |
| Qube Research & Technologies Ltd | 40,079 | $660.1K | 0.00% | −2,523−5.9% | Reduced |
| Ensign Peak Advisors, Inc | 38,900 | $640.7K | 0.00% | +38,900 | New |
| Janus Henderson Group PLC | 37,420 | $616.9K | 0.00% | +19,090+104.1% | Added |
| Blackstone Group Inc. | 35,618 | $586.6K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 34,211 | $563.5K | 0.03% | −41,480−54.8% | Reduced |
| Brandywine Managers, LLC | 31,807 | $523.9K | 0.37% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 30,500 | $502.3K | 0.06% | +30,500 | New |
| Capula Management Ltd | 30,380 | $500.4K | 0.04% | +30,380 | New |
| Fiduciary Trust Co | 27,971 | $460.7K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 27,394 | $451.6K | 0.00% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 26,885 | $442.8K | 0.14% | −1,900−6.6% | Reduced |
| Principal Financial Group Inc | 26,708 | $439.9K | 0.00% | +3,020+12.7% | Added |
| Caption Management, LLC | 25,487 | $419.8K | 0.09% | +25,487 | New |