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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
PDT Partners, LLC140,849$1.18M0.15%+117,757+509.9%Added
Voloridge Investment Management, LLC143,722$1.21M0.01%+143,722New
Renaissance Technologies LLC144,700$1.22M0.00%+144,700New
Congress Asset Management Co146,434$1.23M0.01%+207+0.1%Added
UBS Oconnor LLC146,846$1.23M0.02%+50,461+52.4%Added
Rhumbline Advisers153,177$1.29M0.00%+4,771+3.2%Added
Invesco Ltd.153,308$1.29M0.00%+26,424+20.8%Added
Citigroup Inc171,084$1.44M0.00%−30,622−15.2%Reduced
Swiss National Bank173,800$1.46M0.00%+2,000+1.2%Added
Fernwood Investment Management, LLC185,063$1.56M0.56%00.0%Unchanged
Rhenman & Partners Asset Management AB190,000$1.60M0.17%00.0%Unchanged
Trexquant Investment LP198,671$1.67M0.04%+179,317+926.5%Added
Algert Global LLC200,823$1.69M0.08%+76,573+61.6%Added
Walleye Capital LLC201,043$1.69M0.02%+201,043New
Schroder Investment Management Group205,420$1.73M0.00%−15,062−6.8%Reduced
Susquehanna International Group, LLP214,775$1.81M0.00%+155,358+261.5%Added
Barclays PLC215,469$1.81M0.00%−93,710−30.3%Reduced
Manufacturers Life Insurance Company, The240,096$2.02M0.00%+34,535+16.8%Added
Jane Street Group, LLC240,670$2.02M0.00%+179,158+291.3%Added
Woodline Partners LP250,000$2.10M0.02%00.0%Unchanged
Nuveen Asset Management, LLC258,470$2.17M0.00%−1,612−0.6%Reduced
Bank of America Corp264,354$2.22M0.00%−114,402−30.2%Reduced
Twinbeech Capital LP265,344$2.23M0.04%+265,344New
Cubist Systematic Strategies, LLC279,115$2.35M0.03%+101,612+57.2%Added
HighTower Advisors, LLC285,343$2.40M0.00%+285,343New
HarbourVest Partners LLC296,402$2.49M0.85%00.0%Unchanged
Two Sigma Advisers, LP305,200$2.57M0.01%+290,800+2,019.4%Added
Bank of New York Mellon Corp322,520$2.71M0.00%+759+0.2%Added
Jacobs Levy Equity Management, Inc335,071$2.82M0.02%+335,071New
Jefferies Financial Group Inc.362,609$3.05M0.08%−71,600−16.5%Reduced
Rafferty Asset Management, LLC377,745$3.18M0.02%−249,268−39.8%Reduced
American Century Companies Inc384,536$3.23M0.00%+20,653+5.7%Added
Baillie Gifford & Co394,450$3.32M0.00%−16,858−4.1%Reduced
Two Sigma Investments, LP400,673$3.37M0.01%+400,673New
TD Asset Management Inc497,490$4.18M0.01%+233,983+88.8%Added
OrbiMed Advisors LLC501,966$4.22M0.10%+501,966New
Bessemer Group Inc584,463$4.92M0.01%00.0%Unchanged
Driehaus Capital Management LLC593,002$4.99M0.06%00.0%Unchanged
Morgan Stanley657,541$5.53M0.00%−119,926−15.4%Reduced
Rock Springs Capital Management LP673,966$5.67M0.15%00.0%Unchanged
Charles Schwab Investment Management Inc714,805$6.01M0.00%+42,411+6.3%Added
Integral Health Asset Management, LLC800,000$6.73M0.95%+100,000+14.3%Added
Northern Trust Corp801,358$6.74M0.00%+7,130+0.9%Added
UBS Asset Management Americas Inc865,455$7.28M0.00%−21,087−2.4%Reduced
Finepoint Capital LP870,870$7.32M3.65%+169,300+24.1%Added
Goldman Sachs Group Inc891,605$7.50M0.00%−397,846−30.9%Reduced
Millennium Management LLC958,198$8.06M0.01%−615,959−39.1%Reduced
Candriam Luxembourg S.C.A.971,070$8.17M0.07%00.0%Unchanged
Dimensional Fund Advisors LP1,017,668$8.56M0.00%−146,718−12.6%Reduced
Baker Bros. Advisors LP1,160,117$9.76M0.06%00.0%Unchanged
Nextech Invest AG1,196,409$10.1M3.05%+247,750+26.1%Added
Alliancebernstein L.P.1,241,475$10.4M0.00%−629,555−33.6%Reduced
MPM Oncology Impact Management LP1,352,133$11.4M3.04%−2,235−0.2%Reduced
Norges Bank1,506,828$12.7M0.00%−106,956−6.6%Reduced
Alphabet Inc.1,568,753$13.2M0.85%00.0%Unchanged
Citadel Advisors LLC1,682,849$14.2M0.02%+1,374,834+446.4%Added
Boxer Capital, LLC1,819,132$15.3M0.81%00.0%Unchanged
Perceptive Advisors LLC1,943,097$16.3M0.55%00.0%Unchanged
Geode Capital Management, LLC1,970,988$16.6M0.00%+89,728+4.8%Added
FMR LLC2,107,733$17.7M0.00%−848,488−28.7%Reduced
T. Rowe Price Investment Management, Inc.2,263,360$19.0M0.01%00.0%Unchanged
BVF Inc2,365,805$19.9M0.54%−754,716−24.2%Reduced
ArrowMark Colorado Holdings LLC3,810,579$32.0M0.39%+391,910+11.5%Added
EcoR1 Capital, LLC4,163,824$35.0M1.19%00.0%Unchanged
Bellevue Group AG4,885,000$41.1M0.66%+714,200+17.1%Added
State Street Corp4,906,589$41.3M0.00%−2,304,208−32.0%Reduced
JPMorgan Chase & Co5,136,484$43.2M0.01%+141,579+2.8%Added
Casdin Capital, LLC6,923,574$58.2M6.49%+925,000+15.4%Added
BlackRock Inc.8,329,767$70.1M0.00%−37,961−0.5%Reduced
Price T Rowe Associates Inc8,608,946$72.4M0.01%+263,429+3.2%Added
Vanguard Group Inc10,552,362$88.7M0.00%+23,795+0.2%Added
SB Investment Advisers (UK) Ltd27,904,963$234.7M1.93%00.0%Unchanged
Artal Group S.A.0$00.00%−1,213,725−100.0%Sold out
HighVista Strategies LLC0$00.00%−32,197−100.0%Sold out
NinePointTwo Capital0$00.00%−22,907−100.0%Sold out
Delphia (USA) Inc.0$00.00%−16,848−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−16,777−100.0%Sold out
US Bancorp0$00.00%−129−100.0%Sold out
Red Tortoise LLC0$00.00%−126−100.0%Sold out
Versant Capital Management, Inc0$00.00%−90−100.0%Sold out
Signaturefd, LLC0$00.00%−75−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−17−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−3−100.0%Sold out
Disciplined Investments, LLC0$00.00%−3−100.0%Sold out