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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, 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.

Institutional holdersQ1 2023: 157 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 heldQ1 2023: $2.16B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Relay Therapeutics, Inc.; share changes are against Q4 2022.

Institutions holding RLAY in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Steward Financial Group LLC23$00.00%+15+187.5%Added
Covestor Ltd9$00.00%00.0%Unchanged
SJS Investment Consulting Inc.2$330.00%+2New
AdvisorNet Financial, Inc3$490.00%+3New
Disciplined Investments, LLC4$660.00%+4New
JFS Wealth Advisors, LLC10$1650.00%+5+100.0%Added
Schubert & Co11$1820.00%+10+1,000.0%Added
Group One Trading, L.P.35$5760.00%+35New
US Bancorp36$5930.00%+36New
C M Bidwell & Associates Ltd65$1.07K0.00%+65New
Your Advocates Ltd., LLP100$1.65K0.00%00.0%Unchanged
Allworth Financial LP100$1.65K0.00%+90+900.0%Added
Lindbrook Capital, LLC128$2.11K0.00%+116+966.7%Added
TCI Wealth Advisors, Inc.205$3.38K0.00%−207−50.2%Reduced
Bell Investment Advisors, Inc209$3.44K0.00%+32+18.1%Added
Slow Capital, Inc.300$4.94K0.00%+300New
Belvedere Trading LLC458$7.54K0.00%+458New
Daiwa Securities Group Inc.486$8.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.537$8.84K0.00%−49−8.4%Reduced
Signaturefd, LLC538$8.86K0.00%+538New
Steward Partners Investment Advisory, LLC1,000$16.5K0.00%00.0%Unchanged
China Universal Asset Management Co., Ltd.1,644$27.1K0.01%+416+33.9%Added
Nisa Investment Advisors, LLC2,365$39.0K0.00%+25+1.1%Added
Ci Investments Inc.2,894$48.0K0.00%−38−1.3%Reduced
Great West Life Assurance Co3,395$56.0K0.00%−1,004−22.8%Reduced
Tower Research Capital LLC (TRC)4,490$74.0K0.00%−5,916−56.9%Reduced
Royal Bank of Canada4,818$79.0K0.00%−9,632−66.7%Reduced
Metropolitan Life Insurance Co4,838$79.7K0.00%−426−8.1%Reduced
Aquatic Capital Management LLC5,100$84.0K0.01%−23,000−81.9%Reduced
Virtus ETF Advisers LLC5,786$95.3K0.05%−2,218−27.7%Reduced
Public Employees Retirement Association of Colorado5,888$97.0K0.00%00.0%Unchanged
Sandia Investment Management LP5,908$97.3K0.02%00.0%Unchanged
Ameritas Investment Partners, Inc.6,811$112.2K0.00%00.0%Unchanged
Simplex Trading, LLC8,083$133.0K0.01%+7,412+1,104.6%Added
Amalgamated Bank9,208$152.0K0.00%−2,114−18.7%Reduced
Fishman Jay A Ltd10,000$164.7K0.02%00.0%Unchanged
Delphia (USA) Inc.10,316$169.9K0.21%−1,883−15.4%Reduced
HSBC Holdings PLC10,553$175.2K0.00%−1,576−13.0%Reduced
Virginia Retirement Systems Et Al10,900$179.5K0.00%+10,900New
Zurcher Kantonalbank (Zurich Cantonalbank)11,632$191.6K0.00%−788−6.3%Reduced
Two Sigma Advisers, LP11,800$194.3K0.00%−29,800−71.6%Reduced
Boston Family Office LLC12,397$204.0K0.02%00.0%Unchanged
Corton Capital Inc.12,729$209.6K0.15%−548−4.1%Reduced
Allianz Asset Management GmbH16,100$265.2K0.00%00.0%Unchanged
Engineers Gate Manager LP17,397$286.5K0.01%−17,688−50.4%Reduced
ProShare Advisors LLC18,433$303.6K0.00%−2,517−12.0%Reduced
SEI Investments Co18,867$310.7K0.00%+18,867New
Citadel Advisors LLC20,719$341.2K0.00%−113,641−84.6%Reduced
Erste Asset Management GmbH23,100$367.5K0.01%00.0%Unchanged
Capital Impact Advisors, LLC22,612$372.4K0.46%+6,184+37.6%Added
Nomura Asset Management Co Ltd22,615$372.5K0.00%00.0%Unchanged
Arizona State Retirement System22,769$375.0K0.00%+719+3.3%Added
Handelsbanken Fonder AB23,500$387.0K0.00%00.0%Unchanged
Teacher Retirement System of Texas24,208$399.0K0.00%+388+1.6%Added
Advisor Group Holdings, Inc.24,379$401.5K0.00%+60+0.2%Added
E Fund Management Co., Ltd.25,192$415.0K0.03%+512+2.1%Added
State Board of Administration of Florida Retirement System25,217$415.3K0.00%00.0%Unchanged
Caption Management, LLC25,487$419.8K0.09%+25,487New
Principal Financial Group Inc26,708$439.9K0.00%+3,020+12.7%Added
Intellectus Partners, LLC26,885$442.8K0.14%−1,900−6.6%Reduced
M&T Bank Corp27,394$451.6K0.00%00.0%Unchanged
Fiduciary Trust Co27,971$460.7K0.01%00.0%Unchanged
Capula Management Ltd30,380$500.4K0.04%+30,380New
Bayesian Capital Management, LP30,500$502.3K0.06%+30,500New
Brandywine Managers, LLC31,807$523.9K0.37%00.0%Unchanged
Algert Global LLC34,211$563.5K0.03%−41,480−54.8%Reduced
Blackstone Group Inc.35,618$586.6K0.00%00.0%Unchanged
Janus Henderson Group PLC37,420$616.9K0.00%+19,090+104.1%Added
Ensign Peak Advisors, Inc38,900$640.7K0.00%+38,900New
Qube Research & Technologies Ltd40,079$660.1K0.00%−2,523−5.9%Reduced
American International Group, Inc.41,081$676.6K0.00%+818+2.0%Added
UBS Oconnor LLC44,100$726.3K0.02%+44,100New
MetLife Investment Management44,634$735.1K0.01%00.0%Unchanged
Jane Street Group, LLC45,592$750.9K0.00%+33,588+279.8%Added
New York State Common Retirement Fund55,916$920.9K0.00%−12,431−18.2%Reduced
Mirae Asset Global Investments Co., Ltd.56,808$935.6K0.00%+16,747+41.8%Added
DekaBank Deutsche Girozentrale60,000$955.0K0.00%+29,900+99.3%Added
BIT Capital GmbH58,761$967.8K0.15%+20,044+51.8%Added
State of Wisconsin Investment Board72,492$1.19M0.00%−3,653−4.8%Reduced
Invesco Ltd.73,953$1.22M0.00%+15,085+25.6%Added
Canada Pension Plan Investment Board74,500$1.23M0.00%+74,500New
Legal & General Group Plc75,060$1.24M0.00%+12,726+20.4%Added
Credit Suisse AG81,462$1.34M0.00%+5,346+7.0%Added
Profund Advisors LLC82,311$1.36M0.08%+82,311New
Wells Fargo & Company89,725$1.48M0.00%+88,819+9,803.4%Added
ICONIQ Capital, LLC94,697$1.56M0.02%00.0%Unchanged
Twinbeech Capital LP98,599$1.62M0.03%−105,800−51.8%Reduced
California State Teachers Retirement System100,702$1.66M0.00%−1,272−1.2%Reduced
Voya Investment Management LLC102,176$1.68M0.00%00.0%Unchanged
Gilder Gagnon Howe & Co LLC102,600$1.69M0.03%−5,358−5.0%Reduced
Ameriprise Financial Inc104,397$1.72M0.00%+19,920+23.6%Added
Industrial Alliance Investment Management Inc.110,590$1.82M0.05%+110,590New
Renaissance Technologies LLC118,854$1.96M0.00%+58,054+95.5%Added
Opaleye Management Inc.125,500$2.07M0.62%+125,500New
Jefferies Financial Group Inc.127,300$2.10M0.04%+127,300New
HighVista Strategies LLC129,245$2.13M1.73%−47,276−26.8%Reduced
State of New Jersey Common Pension Fund D131,158$2.16M0.01%+6,662+5.4%Added
Rhumbline Advisers135,560$2.23M0.00%+6,696+5.2%Added
Deutsche Bank AG157,343$2.59M0.00%−79,621−33.6%Reduced
Manufacturers Life Insurance Company, The168,155$2.77M0.00%+61,822+58.1%Added