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, Q4 2023
Institutional positions in Relay Therapeutics, Inc. as of Dec 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
- 177
- +8 vs. Q3 2023
- Shares held
- 127.2M
- −3.19M (−2.4%) vs. Q3 2023
- Total value
- $1.40B
- +$304.1M (+27.7%) vs. Q3 2023
- New holders
- 33
- 55 more added
- Sold out
- 25
- 57 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Relay Therapeutics, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SB Investment Advisers (UK) Ltd | 27,904,963 | $307.2M | 2.73% | 00.0% | Unchanged |
| Vanguard Group Inc | 10,650,387 | $117.3M | 0.00% | +98,025+0.9% | Added |
| BlackRock Inc. | 9,573,423 | $105.4M | 0.00% | +1,243,656+14.9% | Added |
| Price T Rowe Associates Inc | 8,581,167 | $94.5M | 0.01% | −27,779−0.3% | Reduced |
| Casdin Capital, LLC | 7,387,943 | $81.3M | 8.02% | +464,369+6.7% | Added |
| JPMorgan Chase & Co | 6,065,595 | $66.8M | 0.01% | +929,111+18.1% | Added |
| Bellevue Group AG | 5,936,082 | $65.4M | 1.00% | +1,051,082+21.5% | Added |
| State Street Corp | 4,903,578 | $54.0M | 0.00% | −3,011−0.1% | Reduced |
| BVF Inc | 3,970,045 | $43.7M | 1.09% | +1,604,240+67.8% | Added |
| ArrowMark Colorado Holdings LLC | 3,914,246 | $43.1M | 0.48% | +103,667+2.7% | Added |
| Norges Bank | 3,068,973 | $33.8M | 0.01% | +1,562,145+103.7% | Added |
| Geode Capital Management, LLC | 2,081,510 | $22.9M | 0.00% | +110,522+5.6% | Added |
| Boxer Capital, LLC | 1,819,132 | $20.0M | 1.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 1,684,299 | $18.5M | 0.09% | +1,349,228+402.7% | Added |
| Alphabet Inc. | 1,568,753 | $17.3M | 0.80% | 00.0% | Unchanged |
| FMR LLC | 1,454,943 | $16.0M | 0.00% | −652,790−31.0% | Reduced |
| Dimensional Fund Advisors LP | 1,359,155 | $15.0M | 0.00% | +341,487+33.6% | Added |
| Nextech Invest AG | 1,346,409 | $14.8M | 2.76% | +150,000+12.5% | Added |
| Finepoint Capital LP | 1,317,870 | $14.5M | 5.02% | +447,000+51.3% | Added |
| Baker Bros. Advisors LP | 1,160,117 | $12.8M | 0.15% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 983,387 | $10.8M | 0.00% | +91,782+10.3% | Added |
| Charles Schwab Investment Management Inc | 877,813 | $9.66M | 0.00% | +163,008+22.8% | Added |
| UBS Asset Management Americas Inc | 841,866 | $9.27M | 0.00% | −23,589−2.7% | Reduced |
| MPM Oncology Impact Management LP | 832,017 | $9.16M | 2.14% | −520,116−38.5% | Reduced |
| Northern Trust Corp | 824,350 | $9.08M | 0.00% | +22,992+2.9% | Added |
| T. Rowe Price Investment Management, Inc. | 814,814 | $8.97M | 0.01% | −1,448,546−64.0% | Reduced |
| Morgan Stanley | 728,704 | $8.02M | 0.00% | +71,163+10.8% | Added |
| Candriam Luxembourg S.C.A. | 721,070 | $7.94M | 0.05% | −250,000−25.7% | Reduced |
| Rock Springs Capital Management LP | 673,966 | $7.42M | 0.18% | 00.0% | Unchanged |
| Integral Health Asset Management, LLC | 600,000 | $6.61M | 0.95% | −200,000−25.0% | Reduced |
| Citadel Advisors LLC | 597,594 | $6.58M | 0.01% | −1,085,255−64.5% | Reduced |
| Driehaus Capital Management LLC | 593,002 | $6.53M | 0.08% | 00.0% | Unchanged |
| Bessemer Group Inc | 584,463 | $6.43M | 0.01% | 00.0% | Unchanged |
| TD Asset Management Inc | 467,966 | $5.15M | 0.01% | −29,524−5.9% | Reduced |
| Ameriprise Financial Inc | 459,543 | $5.06M | 0.00% | +364,327+382.6% | Added |
| Two Sigma Investments, LP | 404,916 | $4.46M | 0.01% | +4,243+1.1% | Added |
| Rhenman & Partners Asset Management AB | 390,000 | $4.29M | 0.43% | +200,000+105.3% | Added |
| Baillie Gifford & Co | 373,596 | $4.11M | 0.00% | −20,854−5.3% | Reduced |
| Two Sigma Advisers, LP | 329,600 | $3.63M | 0.01% | +24,400+8.0% | Added |
| Rafferty Asset Management, LLC | 327,548 | $3.61M | 0.02% | −50,197−13.3% | Reduced |
| Renaissance Technologies LLC | 323,700 | $3.56M | 0.01% | +179,000+123.7% | Added |
| Bank of New York Mellon Corp | 322,061 | $3.55M | 0.00% | −459−0.1% | Reduced |
| Bank of America Corp | 312,190 | $3.44M | 0.00% | +47,836+18.1% | Added |
| Affinity Asset Advisors, LLC | 300,000 | $3.30M | 0.66% | +300,000 | New |
| HarbourVest Partners LLC | 296,402 | $3.26M | 1.09% | 00.0% | Unchanged |
| Barclays PLC | 294,785 | $3.25M | 0.00% | +79,316+36.8% | Added |
| Caxton Associates LP | 279,101 | $3.07M | 0.16% | +241,247+637.3% | Added |
| Nuveen Asset Management, LLC | 261,883 | $2.88M | 0.00% | +3,413+1.3% | Added |
| Woodline Partners LP | 250,000 | $2.75M | 0.03% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 239,056 | $2.63M | 0.00% | −1,040−0.4% | Reduced |
| Algert Global LLC | 232,141 | $2.56M | 0.10% | +31,318+15.6% | Added |
| Voloridge Investment Management, LLC | 226,312 | $2.49M | 0.01% | +82,590+57.5% | Added |
| HighTower Advisors, LLC | 212,791 | $2.34M | 0.00% | −72,552−25.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 210,003 | $2.31M | 0.04% | +210,003 | New |
| Jefferies Financial Group Inc. | 209,263 | $2.30M | 0.04% | −153,346−42.3% | Reduced |
| PDT Partners, LLC | 194,889 | $2.15M | 0.24% | +54,040+38.4% | Added |
| Millennium Management LLC | 186,966 | $2.06M | 0.00% | −771,232−80.5% | Reduced |
| UBS Group AG | 186,299 | $2.05M | 0.00% | +125,340+205.6% | Added |
| Fernwood Investment Management, LLC | 185,063 | $2.04M | 0.67% | 00.0% | Unchanged |
| Swiss National Bank | 156,400 | $1.72M | 0.00% | −17,400−10.0% | Reduced |
| Rhumbline Advisers | 151,445 | $1.67M | 0.00% | −1,732−1.1% | Reduced |
| Invesco Ltd. | 147,081 | $1.62M | 0.00% | −6,227−4.1% | Reduced |
| Congress Asset Management Co | 146,974 | $1.62M | 0.01% | +540+0.4% | Added |
| Citigroup Inc | 146,263 | $1.61M | 0.00% | −24,821−14.5% | Reduced |
| Alliancebernstein L.P. | 138,281 | $1.52M | 0.00% | −1,103,194−88.9% | Reduced |
| UBS Oconnor LLC | 133,733 | $1.47M | 0.05% | −13,113−8.9% | Reduced |
| Trexquant Investment LP | 128,890 | $1.42M | 0.03% | −69,781−35.1% | Reduced |
| Russell Investments Group, Ltd. | 114,488 | $1.26M | 0.00% | +108,355+1,766.8% | Added |
| Wellington Management Group LLP | 101,161 | $1.11M | 0.00% | +12,059+13.5% | Added |
| Public Employees Retirement System of Ohio | 98,413 | $1.08M | 0.00% | +98,413 | New |
| State of Wisconsin Investment Board | 97,386 | $1.07M | 0.00% | +11,998+14.1% | Added |
| ICONIQ Capital, LLC | 94,697 | $1.04M | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 91,973 | $1.01M | 0.01% | +53,559+139.4% | Added |
| American Century Companies Inc | 87,272 | $960.9K | 0.00% | −297,264−77.3% | Reduced |
| California State Teachers Retirement System | 85,535 | $941.7K | 0.00% | −4,228−4.7% | Reduced |
| Credit Suisse AG | 82,750 | $911.1K | 0.00% | −6,246−7.0% | Reduced |
| ExodusPoint Capital Management, LP | 82,761 | $911.0K | 0.01% | +82,761 | New |
| Legal & General Group Plc | 75,799 | $834.5K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 68,937 | $763.0K | 0.00% | +8,937+14.9% | Added |
| Gilder Gagnon Howe & Co LLC | 68,606 | $755.3K | 0.01% | −63,604−48.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 66,336 | $730.4K | 0.00% | +27,134+69.2% | Added |
| HRT Financial LP | 61,039 | $672.0K | 0.00% | −40,993−40.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 58,353 | $642.5K | 0.00% | −1,681−2.8% | Reduced |
| Man Group plc | 57,347 | $631.4K | 0.00% | +57,347 | New |
| M&T Bank Corp | 54,285 | $597.8K | 0.00% | +8,272+18.0% | Added |
| Profund Advisors LLC | 54,029 | $594.9K | 0.03% | −9,902−15.5% | Reduced |
| Jane Street Group, LLC | 53,238 | $586.2K | 0.00% | −187,432−77.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 51,233 | $564.1K | 0.00% | −786−1.5% | Reduced |
| Deutsche Bank AG | 50,367 | $554.5K | 0.00% | −1,412−2.7% | Reduced |
| Intellectus Partners, LLC | 49,860 | $549.0K | 0.16% | −700−1.4% | Reduced |
| TrueMark Investments, LLC | 47,958 | $528.0K | 0.52% | +47,958 | New |
| Ensign Peak Advisors, Inc | 46,850 | $515.8K | 0.00% | +7,950+20.4% | Added |
| Martingale Asset Management L P | 46,696 | $514.1K | 0.01% | +17,330+59.0% | Added |
| MetLife Investment Management | 46,053 | $507.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 44,876 | $494.1K | 0.00% | −181−0.4% | Reduced |
| Corton Capital Inc. | 42,786 | $471.1K | 0.15% | +3,384+8.6% | Added |
| Pennant Investors, LP | 42,400 | $466.8K | 0.14% | +42,400 | New |
| Harbor Capital Advisors, Inc. | 38,064 | $419.1K | 0.08% | −3,128−7.6% | Reduced |
| Susquehanna International Group, LLP | 37,638 | $414.4K | 0.00% | −177,137−82.5% | Reduced |
| Voya Investment Management LLC | 37,547 | $413.4K | 0.00% | −97,589−72.2% | Reduced |