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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, 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.

Institutional holdersQ4 2023: 177 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 heldQ4 2023: $1.40B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Relay Therapeutics, Inc.; share changes are against Q3 2023.

Institutions holding RLAY in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd12$00.00%+4+50.0%Added
Parallel Advisors, LLC14$1540.00%−81−85.3%Reduced
The PNC Financial Services Group, Inc.46$5060.00%+46New
Versant Capital Management, Inc78$8590.00%+78New
Capital Advisors, Ltd. LLC87$1.00K0.00%+87New
Allworth Financial LP100$1.10K0.00%00.0%Unchanged
Your Advocates Ltd., LLP100$1.10K0.00%00.0%Unchanged
Farther Finance Advisors, LLC100$1.10K0.00%+100New
Private Wealth Management Group, LLC182$2.00K0.00%+182New
Comerica Bank227$2.50K0.00%−4−1.7%Reduced
GAMMA Investing LLC369$3.41K0.00%+369New
Adirondack Trust Co344$3.45K0.00%+344New
C M Bidwell & Associates Ltd396$4.36K0.00%+396New
Lindbrook Capital, LLC447$4.92K0.00%+232+107.9%Added
Daiwa Securities Group Inc.486$5.00K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.500$6.00K0.00%+500New
First Horizon Advisors, Inc.647$7.12K0.00%+227+54.0%Added
Nisa Investment Advisors, LLC860$9.47K0.00%−2,203−71.9%Reduced
Smithfield Trust Co1,000$11.0K0.00%+1,000New
Steward Partners Investment Advisory, LLC1,000$11.0K0.00%00.0%Unchanged
Group One Trading, L.P.1,027$11.3K0.00%−1,366−57.1%Reduced
National Bank of Canada1,600$18.9K0.00%00.0%Unchanged
US Bancorp1,828$20.1K0.00%+1,828New
Acadian Asset Management LLC3,875$42.0K0.00%+3,875New
Metropolitan Life Insurance Co5,222$57.5K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado5,888$65.0K0.00%00.0%Unchanged
Shell Asset Management Co7,484$82.0K0.00%+7,484New
Skandinaviska Enskilda Banken AB (publ)7,900$87.0K0.00%00.0%Unchanged
Amalgamated Bank8,201$90.0K0.00%−914−10.0%Reduced
Amundi7,775$92.3K0.00%+7,775New
Great West Life Assurance Co8,624$94.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.8,970$98.8K0.00%00.0%Unchanged
Virtus ETF Advisers LLC9,295$102.3K0.06%+1,023+12.4%Added
XTX Topco Ltd11,069$121.9K0.03%−11,862−51.7%Reduced
Los Angeles Capital Management LLC11,089$122.1K0.00%00.0%Unchanged
Victory Capital Management Inc11,467$126.3K0.00%+11,467New
AQR Capital Management LLC11,501$126.6K0.00%+11,501New
Fox Run Management, L.L.C.12,191$134.2K0.03%+12,191New
Boston Family Office LLC12,397$136.0K0.01%00.0%Unchanged
Quest Partners LLC13,380$147.3K0.03%+13,380New
China Universal Asset Management Co., Ltd.14,257$157.0K0.03%+11,122+354.8%Added
Nebula Research & Development LLC14,314$157.6K0.05%+14,314New
Exchange Traded Concepts, LLC14,962$164.7K0.00%+3,794+34.0%Added
SEI Investments Co15,321$168.8K0.00%+2,405+18.6%Added
Gotham Asset Management, LLC16,135$177.6K0.00%+16,135New
Verition Fund Management LLC16,170$178.0K0.00%−42,655−72.5%Reduced
Tower Research Capital LLC (TRC)17,400$191.6K0.00%+15,136+668.6%Added
E Fund Management Co., Ltd.17,486$192.5K0.01%−1,917−9.9%Reduced
Teacher Retirement System of Texas18,357$202.0K0.00%−4,090−18.2%Reduced
Raymond James & Associates18,406$202.7K0.00%−2,399−11.5%Reduced
Oracle Alpha Inc.18,716$206.1K0.27%+18,716New
Zurcher Kantonalbank (Zurich Cantonalbank)19,165$211.0K0.00%00.0%Unchanged
HSBC Holdings PLC19,520$217.8K0.00%+4,503+30.0%Added
Dynamic Technology Lab Private Ltd20,763$228.0K0.02%+6,125+41.8%Added
Gsa Capital Partners LLP21,922$241.0K0.02%−90,179−80.4%Reduced
NEOS Investment Management LLC22,110$243.4K0.02%+22,110New
Arizona State Retirement System22,193$244.3K0.00%−314−1.4%Reduced
ProShare Advisors LLC22,820$251.2K0.00%+3,107+15.8%Added
Cornercap Investment Counsel Inc23,088$254.2K0.04%00.0%Unchanged
Erste Asset Management GmbH23,100$261.7K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.24,231$266.8K0.00%−46−0.2%Reduced
State Board of Administration of Florida Retirement System25,807$284.1K0.00%00.0%Unchanged
Engineers Gate Manager LP27,114$298.5K0.01%−31,237−53.5%Reduced
Principal Financial Group Inc27,655$304.5K0.00%−2,809−9.2%Reduced
Royal Bank of Canada27,797$306.0K0.00%+12,639+83.4%Added
Wells Fargo & Company27,849$306.6K0.00%−63,741−69.6%Reduced
Fiduciary Trust Co27,971$308.0K0.01%00.0%Unchanged
Handelsbanken Fonder AB29,500$325.0K0.00%+1,600+5.7%Added
Lazard Asset Management LLC29,669$326.0K0.00%+29,669New
Franklin Resources Inc29,911$329.3K0.00%+29,911New
Tudor Investment Corp Et Al31,314$344.8K0.00%−24,679−44.1%Reduced
Brandywine Managers, LLC31,807$350.2K0.38%00.0%Unchanged
Royce & Associates LP32,025$352.6K0.00%+32,025New
Qube Research & Technologies Ltd34,962$384.9K0.00%+34,962New
Blackstone Group Inc.35,618$392.2K0.00%00.0%Unchanged
New York State Common Retirement Fund36,678$403.8K0.00%+1,127+3.2%Added
Janus Henderson Group PLC37,313$410.3K0.00%−58−0.2%Reduced
Voya Investment Management LLC37,547$413.4K0.00%−97,589−72.2%Reduced
Susquehanna International Group, LLP37,638$414.4K0.00%−177,137−82.5%Reduced
Harbor Capital Advisors, Inc.38,064$419.1K0.08%−3,128−7.6%Reduced
Pennant Investors, LP42,400$466.8K0.14%+42,400New
Corton Capital Inc.42,786$471.1K0.15%+3,384+8.6%Added
American International Group, Inc.44,876$494.1K0.00%−181−0.4%Reduced
MetLife Investment Management46,053$507.0K0.00%00.0%Unchanged
Martingale Asset Management L P46,696$514.1K0.01%+17,330+59.0%Added
Ensign Peak Advisors, Inc46,850$515.8K0.00%+7,950+20.4%Added
TrueMark Investments, LLC47,958$528.0K0.52%+47,958New
Intellectus Partners, LLC49,860$549.0K0.16%−700−1.4%Reduced
Deutsche Bank AG50,367$554.5K0.00%−1,412−2.7%Reduced
Mirae Asset Global Investments Co., Ltd.51,233$564.1K0.00%−786−1.5%Reduced
Jane Street Group, LLC53,238$586.2K0.00%−187,432−77.9%Reduced
Profund Advisors LLC54,029$594.9K0.03%−9,902−15.5%Reduced
M&T Bank Corp54,285$597.8K0.00%+8,272+18.0%Added
Man Group plc57,347$631.4K0.00%+57,347New
Raymond James Financial Services Advisors, Inc.58,353$642.5K0.00%−1,681−2.8%Reduced
HRT Financial LP61,039$672.0K0.00%−40,993−40.2%Reduced
Connor, Clark & Lunn Investment Management Ltd.66,336$730.4K0.00%+27,134+69.2%Added
Gilder Gagnon Howe & Co LLC68,606$755.3K0.01%−63,604−48.1%Reduced
DekaBank Deutsche Girozentrale68,937$763.0K0.00%+8,937+14.9%Added
Legal & General Group Plc75,799$834.5K0.00%00.0%Unchanged