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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 2023

Institutional positions in Relay Therapeutics, Inc. as of Sep 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
172
+11 vs. Q2 2023
Shares held
130.5M
+275.2K (+0.2%) vs. Q2 2023
Total value
$1.10B
−$541.4M (−33.0%) vs. Q2 2023
New holders
23
67 more added
Sold out
12
47 more reduced

Compare with Q2 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 holdersQ3 2023: 172 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 2023: $1.10B
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 2023

Shares, value and share of portfolio for each institution holding Relay Therapeutics, Inc.; share changes are against Q2 2023.

Institutions holding RLAY in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
SB Investment Advisers (UK) Ltd27,904,963$234.7M1.93%00.0%Unchanged
Vanguard Group Inc10,552,362$88.7M0.00%+23,795+0.2%Added
Price T Rowe Associates Inc8,608,946$72.4M0.01%+263,429+3.2%Added
BlackRock Inc.8,329,767$70.1M0.00%−37,961−0.5%Reduced
Casdin Capital, LLC6,923,574$58.2M6.49%+925,000+15.4%Added
JPMorgan Chase & Co5,136,484$43.2M0.01%+141,579+2.8%Added
State Street Corp4,906,589$41.3M0.00%−2,304,208−32.0%Reduced
Bellevue Group AG4,885,000$41.1M0.66%+714,200+17.1%Added
EcoR1 Capital, LLC4,163,824$35.0M1.19%00.0%Unchanged
ArrowMark Colorado Holdings LLC3,810,579$32.0M0.39%+391,910+11.5%Added
BVF Inc2,365,805$19.9M0.54%−754,716−24.2%Reduced
T. Rowe Price Investment Management, Inc.2,263,360$19.0M0.01%00.0%Unchanged
FMR LLC2,107,733$17.7M0.00%−848,488−28.7%Reduced
Geode Capital Management, LLC1,970,988$16.6M0.00%+89,728+4.8%Added
Perceptive Advisors LLC1,943,097$16.3M0.55%00.0%Unchanged
Boxer Capital, LLC1,819,132$15.3M0.81%00.0%Unchanged
Citadel Advisors LLC1,682,849$14.2M0.02%+1,374,834+446.4%Added
Alphabet Inc.1,568,753$13.2M0.85%00.0%Unchanged
Norges Bank1,506,828$12.7M0.00%−106,956−6.6%Reduced
MPM Oncology Impact Management LP1,352,133$11.4M3.04%−2,235−0.2%Reduced
Alliancebernstein L.P.1,241,475$10.4M0.00%−629,555−33.6%Reduced
Nextech Invest AG1,196,409$10.1M3.05%+247,750+26.1%Added
Baker Bros. Advisors LP1,160,117$9.76M0.06%00.0%Unchanged
Dimensional Fund Advisors LP1,017,668$8.56M0.00%−146,718−12.6%Reduced
Candriam Luxembourg S.C.A.971,070$8.17M0.07%00.0%Unchanged
Millennium Management LLC958,198$8.06M0.01%−615,959−39.1%Reduced
Goldman Sachs Group Inc891,605$7.50M0.00%−397,846−30.9%Reduced
Finepoint Capital LP870,870$7.32M3.65%+169,300+24.1%Added
UBS Asset Management Americas Inc865,455$7.28M0.00%−21,087−2.4%Reduced
Northern Trust Corp801,358$6.74M0.00%+7,130+0.9%Added
Integral Health Asset Management, LLC800,000$6.73M0.95%+100,000+14.3%Added
Charles Schwab Investment Management Inc714,805$6.01M0.00%+42,411+6.3%Added
Rock Springs Capital Management LP673,966$5.67M0.15%00.0%Unchanged
Morgan Stanley657,541$5.53M0.00%−119,926−15.4%Reduced
Driehaus Capital Management LLC593,002$4.99M0.06%00.0%Unchanged
Bessemer Group Inc584,463$4.92M0.01%00.0%Unchanged
OrbiMed Advisors LLC501,966$4.22M0.10%+501,966New
TD Asset Management Inc497,490$4.18M0.01%+233,983+88.8%Added
Two Sigma Investments, LP400,673$3.37M0.01%+400,673New
Baillie Gifford & Co394,450$3.32M0.00%−16,858−4.1%Reduced
American Century Companies Inc384,536$3.23M0.00%+20,653+5.7%Added
Rafferty Asset Management, LLC377,745$3.18M0.02%−249,268−39.8%Reduced
Jefferies Financial Group Inc.362,609$3.05M0.08%−71,600−16.5%Reduced
Jacobs Levy Equity Management, Inc335,071$2.82M0.02%+335,071New
Bank of New York Mellon Corp322,520$2.71M0.00%+759+0.2%Added
Two Sigma Advisers, LP305,200$2.57M0.01%+290,800+2,019.4%Added
HarbourVest Partners LLC296,402$2.49M0.85%00.0%Unchanged
HighTower Advisors, LLC285,343$2.40M0.00%+285,343New
Cubist Systematic Strategies, LLC279,115$2.35M0.03%+101,612+57.2%Added
Twinbeech Capital LP265,344$2.23M0.04%+265,344New
Bank of America Corp264,354$2.22M0.00%−114,402−30.2%Reduced
Nuveen Asset Management, LLC258,470$2.17M0.00%−1,612−0.6%Reduced
Woodline Partners LP250,000$2.10M0.02%00.0%Unchanged
Jane Street Group, LLC240,670$2.02M0.00%+179,158+291.3%Added
Manufacturers Life Insurance Company, The240,096$2.02M0.00%+34,535+16.8%Added
Barclays PLC215,469$1.81M0.00%−93,710−30.3%Reduced
Susquehanna International Group, LLP214,775$1.81M0.00%+155,358+261.5%Added
Schroder Investment Management Group205,420$1.73M0.00%−15,062−6.8%Reduced
Walleye Capital LLC201,043$1.69M0.02%+201,043New
Algert Global LLC200,823$1.69M0.08%+76,573+61.6%Added
Trexquant Investment LP198,671$1.67M0.04%+179,317+926.5%Added
Rhenman & Partners Asset Management AB190,000$1.60M0.17%00.0%Unchanged
Fernwood Investment Management, LLC185,063$1.56M0.56%00.0%Unchanged
Swiss National Bank173,800$1.46M0.00%+2,000+1.2%Added
Citigroup Inc171,084$1.44M0.00%−30,622−15.2%Reduced
Invesco Ltd.153,308$1.29M0.00%+26,424+20.8%Added
Rhumbline Advisers153,177$1.29M0.00%+4,771+3.2%Added
UBS Oconnor LLC146,846$1.23M0.02%+50,461+52.4%Added
Congress Asset Management Co146,434$1.23M0.01%+207+0.1%Added
Renaissance Technologies LLC144,700$1.22M0.00%+144,700New
Voloridge Investment Management, LLC143,722$1.21M0.01%+143,722New
PDT Partners, LLC140,849$1.18M0.15%+117,757+509.9%Added
Voya Investment Management LLC135,136$1.14M0.00%+58,411+76.1%Added
Gilder Gagnon Howe & Co LLC132,210$1.11M0.02%−53,892−29.0%Reduced
Squarepoint Ops LLC121,544$1.02M0.00%+91,215+300.8%Added
Gsa Capital Partners LLP112,101$943.0K0.08%+52,712+88.8%Added
Jump Financial, LLC103,194$867.9K0.03%−13,313−11.4%Reduced
HRT Financial LP102,032$858.0K0.01%+65,533+179.5%Added
Healthcare of Ontario Pension Plan Trust Fund98,000$824.2K0.00%+25,200+34.6%Added
Ameriprise Financial Inc95,216$800.8K0.00%+6,958+7.9%Added
ICONIQ Capital, LLC94,697$796.4K0.02%00.0%Unchanged
Wells Fargo & Company91,590$770.3K0.00%−49,651−35.2%Reduced
California State Teachers Retirement System89,763$754.9K0.00%−9,682−9.7%Reduced
Wellington Management Group LLP89,102$749.3K0.00%+1,369+1.6%Added
Credit Suisse AG88,996$748.5K0.00%−29,573−24.9%Reduced
State of Wisconsin Investment Board85,388$718.1K0.00%+16,562+24.1%Added
Legal & General Group Plc75,799$637.5K0.00%−849−1.1%Reduced
Profund Advisors LLC63,931$537.7K0.03%−49,182−43.5%Reduced
UBS Group AG60,959$512.7K0.00%−133,738−68.7%Reduced
Raymond James Financial Services Advisors, Inc.60,034$504.9K0.00%+1,300+2.2%Added
Verition Fund Management LLC58,825$494.7K0.01%+24,387+70.8%Added
Point72 Middle East FZE58,747$494.1K0.03%+58,747New
DekaBank Deutsche Girozentrale60,000$494.0K0.00%00.0%Unchanged
Engineers Gate Manager LP58,351$490.7K0.02%+58,351New
Tudor Investment Corp Et Al55,993$470.9K0.01%+55,993New
Mirae Asset Global Investments Co., Ltd.52,019$437.5K0.00%−9,174−15.0%Reduced
Balyasny Asset Management LLC51,971$437.1K0.00%−265,998−83.7%Reduced
Deutsche Bank AG51,779$435.5K0.00%+6,119+13.4%Added
Intellectus Partners, LLC50,560$425.2K0.13%+2,000+4.1%Added
M&T Bank Corp46,013$387.5K0.00%+14,645+46.7%Added