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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, Q2 2023

Institutional positions in Relay Therapeutics, Inc. as of Jun 30, 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
161
+4 vs. Q1 2023
Shares held
130.2M
−858.7K (−0.7%) vs. Q1 2023
Total value
$1.64B
−$517.9M (−24.0%) vs. Q1 2023
New holders
28
63 more added
Sold out
24
39 more reduced

Compare with Q1 2023: 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 holdersQ2 2023: 161 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 heldQ2 2023: $1.64B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Relay Therapeutics, Inc.; share changes are against Q1 2023.

Institutions holding RLAY in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Congress Asset Management Co146,227$1.84M0.02%+146,227New
Rhumbline Advisers148,406$1.86M0.00%+12,846+9.5%Added
Swiss National Bank171,800$2.16M0.00%+2,100+1.2%Added
Cubist Systematic Strategies, LLC177,503$2.23M0.02%+177,503New
Fernwood Investment Management, LLC185,063$2.32M0.82%00.0%Unchanged
Gilder Gagnon Howe & Co LLC186,102$2.34M0.03%+83,502+81.4%Added
Rhenman & Partners Asset Management AB190,000$2.39M0.25%00.0%Unchanged
UBS Group AG194,697$2.45M0.00%+24,034+14.1%Added
Citigroup Inc201,706$2.53M0.00%−154,406−43.4%Reduced
Manufacturers Life Insurance Company, The205,561$2.58M0.00%+37,406+22.2%Added
Schroder Investment Management Group220,482$2.77M0.00%−47,626−17.8%Reduced
Woodline Partners LP250,000$3.14M0.04%−25,000−9.1%Reduced
Nuveen Asset Management, LLC260,082$3.27M0.00%+9,145+3.6%Added
TD Asset Management Inc263,507$3.31M0.00%+46,690+21.5%Added
Point72 Asset Management, L.P.276,540$3.47M0.01%+276,540New
HarbourVest Partners LLC296,402$3.72M1.06%00.0%Unchanged
Citadel Advisors LLC308,015$3.87M0.00%+287,296+1,386.6%Added
Barclays PLC309,179$3.88M0.00%+114,709+59.0%Added
Balyasny Asset Management LLC317,969$3.99M0.01%+317,969New
Bank of New York Mellon Corp321,761$4.04M0.00%−54,240−14.4%Reduced
American Century Companies Inc363,883$4.57M0.00%+123,502+51.4%Added
Bank of America Corp378,756$4.76M0.00%−247,147−39.5%Reduced
Baillie Gifford & Co411,308$5.17M0.00%−4,355−1.0%Reduced
Jefferies Financial Group Inc.434,209$5.45M0.12%+306,909+241.1%Added
Bessemer Group Inc584,463$7.34M0.02%00.0%Unchanged
Driehaus Capital Management LLC593,002$7.45M0.09%−989,249−62.5%Reduced
Rafferty Asset Management, LLC627,013$7.88M0.04%+183,387+41.3%Added
Charles Schwab Investment Management Inc672,394$8.45M0.00%+18,512+2.8%Added
Rock Springs Capital Management LP673,966$8.47M0.20%00.0%Unchanged
Integral Health Asset Management, LLC700,000$8.79M1.15%−70,000−9.1%Reduced
Finepoint Capital LP701,570$8.81M3.05%−144,700−17.1%Reduced
Morgan Stanley777,467$9.76M0.00%+215,333+38.3%Added
Northern Trust Corp794,228$9.98M0.00%−78,194−9.0%Reduced
Nextech Invest AG948,659$11.9M4.05%+323,174+51.7%Added
Candriam Luxembourg S.C.A.971,070$12.2M0.09%−267,802−21.6%Reduced
Baker Bros. Advisors LP1,160,117$14.6M0.08%+876,117+308.5%Added
UBS Asset Management Americas Inc886,542$14.6M0.01%00.0%Unchanged
Dimensional Fund Advisors LP1,164,386$14.6M0.00%−71,409−5.8%Reduced
Artal Group S.A.1,213,725$15.2M0.49%−460,018−27.5%Reduced
Goldman Sachs Group Inc1,289,451$16.2M0.00%−109,648−7.8%Reduced
MPM Oncology Impact Management LP1,354,368$17.0M3.43%+128,734+10.5%Added
Alphabet Inc.1,568,753$19.7M1.06%00.0%Unchanged
Millennium Management LLC1,574,157$19.8M0.02%+1,574,157New
Norges Bank1,613,784$20.3M0.00%00.0%Unchanged
Boxer Capital, LLC1,819,132$22.8M1.06%−350,000−16.1%Reduced
Alliancebernstein L.P.1,871,030$23.5M0.01%+385,116+25.9%Added
Geode Capital Management, LLC1,881,260$23.6M0.00%+126,730+7.2%Added
Perceptive Advisors LLC1,943,097$24.4M0.71%00.0%Unchanged
T. Rowe Price Investment Management, Inc.2,263,360$28.4M0.02%+41,780+1.9%Added
FMR LLC2,956,221$37.1M0.00%−5,850,770−66.4%Reduced
BVF Inc3,120,521$39.2M1.09%00.0%Unchanged
ArrowMark Colorado Holdings LLC3,418,669$42.9M0.47%+748,472+28.0%Added
EcoR1 Capital, LLC4,163,824$52.3M1.38%00.0%Unchanged
Bellevue Group AG4,170,800$52.4M0.75%−1,8000.0%Reduced
JPMorgan Chase & Co4,994,905$62.7M0.01%+694,079+16.1%Added
Casdin Capital, LLC5,998,574$75.3M6.58%+300,000+5.3%Added
State Street Corp7,210,797$90.6M0.00%+1,330,516+22.6%Added
Price T Rowe Associates Inc8,345,517$104.8M0.01%+1,482,557+21.6%Added
BlackRock Inc.8,367,728$105.1M0.00%+432,038+5.4%Added
Vanguard Group Inc10,528,567$132.2M0.00%+29,053+0.3%Added
SB Investment Advisers (UK) Ltd27,904,963$350.5M2.67%00.0%Unchanged
Great Point Partners LLC0$00.00%−658,127−100.0%Sold out
Harvard Management Co Inc0$00.00%−541,124−100.0%Sold out
Artisan Partners Limited Partnership0$00.00%−294,726−100.0%Sold out
Sio Capital Management, LLC0$00.00%−230,013−100.0%Sold out
State of New Jersey Common Pension Fund D0$00.00%−131,158−100.0%Sold out
Opaleye Management Inc.0$00.00%−125,500−100.0%Sold out
Renaissance Technologies LLC0$00.00%−118,854−100.0%Sold out
Industrial Alliance Investment Management Inc.0$00.00%−110,590−100.0%Sold out
Twinbeech Capital LP0$00.00%−98,599−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−74,500−100.0%Sold out
BIT Capital GmbH0$00.00%−58,761−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−30,500−100.0%Sold out
Capula Management Ltd0$00.00%−30,380−100.0%Sold out
Caption Management, LLC0$00.00%−25,487−100.0%Sold out
Engineers Gate Manager LP0$00.00%−17,397−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−16,100−100.0%Sold out
Sandia Investment Management LP0$00.00%−5,908−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−5,100−100.0%Sold out
Belvedere Trading LLC0$00.00%−458−100.0%Sold out
Slow Capital, Inc.0$00.00%−300−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−205−100.0%Sold out
C M Bidwell & Associates Ltd0$00.00%−65−100.0%Sold out
Schubert & Co0$00.00%−11−100.0%Sold out
Steward Financial Group LLC0$00.00%−23−100.0%Sold out