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 13 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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 37,313 | $410.3K | 0.00% | −58−0.2% | Reduced |
| New York State Common Retirement Fund | 36,678 | $403.8K | 0.00% | +1,127+3.2% | Added |
| Blackstone Group Inc. | 35,618 | $392.2K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 34,962 | $384.9K | 0.00% | +34,962 | New |
| Royce & Associates LP | 32,025 | $352.6K | 0.00% | +32,025 | New |
| Brandywine Managers, LLC | 31,807 | $350.2K | 0.38% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 31,314 | $344.8K | 0.00% | −24,679−44.1% | Reduced |
| Franklin Resources Inc | 29,911 | $329.3K | 0.00% | +29,911 | New |
| Lazard Asset Management LLC | 29,669 | $326.0K | 0.00% | +29,669 | New |
| Handelsbanken Fonder AB | 29,500 | $325.0K | 0.00% | +1,600+5.7% | Added |
| Fiduciary Trust Co | 27,971 | $308.0K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 27,849 | $306.6K | 0.00% | −63,741−69.6% | Reduced |
| Royal Bank of Canada | 27,797 | $306.0K | 0.00% | +12,639+83.4% | Added |
| Principal Financial Group Inc | 27,655 | $304.5K | 0.00% | −2,809−9.2% | Reduced |
| Engineers Gate Manager LP | 27,114 | $298.5K | 0.01% | −31,237−53.5% | Reduced |
| State Board of Administration of Florida Retirement System | 25,807 | $284.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 24,231 | $266.8K | 0.00% | −46−0.2% | Reduced |
| Erste Asset Management GmbH | 23,100 | $261.7K | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 23,088 | $254.2K | 0.04% | 00.0% | Unchanged |
| ProShare Advisors LLC | 22,820 | $251.2K | 0.00% | +3,107+15.8% | Added |
| Arizona State Retirement System | 22,193 | $244.3K | 0.00% | −314−1.4% | Reduced |
| NEOS Investment Management LLC | 22,110 | $243.4K | 0.02% | +22,110 | New |
| Gsa Capital Partners LLP | 21,922 | $241.0K | 0.02% | −90,179−80.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 20,763 | $228.0K | 0.02% | +6,125+41.8% | Added |
| HSBC Holdings PLC | 19,520 | $217.8K | 0.00% | +4,503+30.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,165 | $211.0K | 0.00% | 00.0% | Unchanged |
| Oracle Alpha Inc. | 18,716 | $206.1K | 0.27% | +18,716 | New |
| Raymond James & Associates | 18,406 | $202.7K | 0.00% | −2,399−11.5% | Reduced |
| Teacher Retirement System of Texas | 18,357 | $202.0K | 0.00% | −4,090−18.2% | Reduced |
| E Fund Management Co., Ltd. | 17,486 | $192.5K | 0.01% | −1,917−9.9% | Reduced |
| Tower Research Capital LLC (TRC) | 17,400 | $191.6K | 0.00% | +15,136+668.6% | Added |
| Verition Fund Management LLC | 16,170 | $178.0K | 0.00% | −42,655−72.5% | Reduced |
| Gotham Asset Management, LLC | 16,135 | $177.6K | 0.00% | +16,135 | New |
| SEI Investments Co | 15,321 | $168.8K | 0.00% | +2,405+18.6% | Added |
| Exchange Traded Concepts, LLC | 14,962 | $164.7K | 0.00% | +3,794+34.0% | Added |
| Nebula Research & Development LLC | 14,314 | $157.6K | 0.05% | +14,314 | New |
| China Universal Asset Management Co., Ltd. | 14,257 | $157.0K | 0.03% | +11,122+354.8% | Added |
| Quest Partners LLC | 13,380 | $147.3K | 0.03% | +13,380 | New |
| Boston Family Office LLC | 12,397 | $136.0K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 12,191 | $134.2K | 0.03% | +12,191 | New |
| AQR Capital Management LLC | 11,501 | $126.6K | 0.00% | +11,501 | New |
| Victory Capital Management Inc | 11,467 | $126.3K | 0.00% | +11,467 | New |
| Los Angeles Capital Management LLC | 11,089 | $122.1K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 11,069 | $121.9K | 0.03% | −11,862−51.7% | Reduced |
| Virtus ETF Advisers LLC | 9,295 | $102.3K | 0.06% | +1,023+12.4% | Added |
| Ameritas Investment Partners, Inc. | 8,970 | $98.8K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 8,624 | $94.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 7,775 | $92.3K | 0.00% | +7,775 | New |
| Amalgamated Bank | 8,201 | $90.0K | 0.00% | −914−10.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 7,900 | $87.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 7,484 | $82.0K | 0.00% | +7,484 | New |
| Public Employees Retirement Association of Colorado | 5,888 | $65.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,222 | $57.5K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 3,875 | $42.0K | 0.00% | +3,875 | New |
| US Bancorp | 1,828 | $20.1K | 0.00% | +1,828 | New |
| National Bank of Canada | 1,600 | $18.9K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,027 | $11.3K | 0.00% | −1,366−57.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,000 | $11.0K | 0.00% | +1,000 | New |
| Nisa Investment Advisors, LLC | 860 | $9.47K | 0.00% | −2,203−71.9% | Reduced |
| First Horizon Advisors, Inc. | 647 | $7.12K | 0.00% | +227+54.0% | Added |
| Wetzel Investment Advisors, Inc. | 500 | $6.00K | 0.00% | +500 | New |
| Daiwa Securities Group Inc. | 486 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 447 | $4.92K | 0.00% | +232+107.9% | Added |
| C M Bidwell & Associates Ltd | 396 | $4.36K | 0.00% | +396 | New |
| Adirondack Trust Co | 344 | $3.45K | 0.00% | +344 | New |
| GAMMA Investing LLC | 369 | $3.41K | 0.00% | +369 | New |
| Comerica Bank | 227 | $2.50K | 0.00% | −4−1.7% | Reduced |
| Private Wealth Management Group, LLC | 182 | $2.00K | 0.00% | +182 | New |
| Allworth Financial LP | 100 | $1.10K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 100 | $1.10K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 100 | $1.10K | 0.00% | +100 | New |
| Capital Advisors, Ltd. LLC | 87 | $1.00K | 0.00% | +87 | New |
| Versant Capital Management, Inc | 78 | $859 | 0.00% | +78 | New |
| The PNC Financial Services Group, Inc. | 46 | $506 | 0.00% | +46 | New |
| Parallel Advisors, LLC | 14 | $154 | 0.00% | −81−85.3% | Reduced |
| Covestor Ltd | 12 | $0 | 0.00% | +4+50.0% | Added |
| EcoR1 Capital, LLC | 0 | $0 | 0.00% | −4,163,824−100.0% | Sold out |
| Perceptive Advisors LLC | 0 | $0 | 0.00% | −1,943,097−100.0% | Sold out |
| OrbiMed Advisors LLC | 0 | $0 | 0.00% | −501,966−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −279,115−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −265,344−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −205,420−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −201,043−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −121,544−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −103,194−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −98,000−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −58,747−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −51,971−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −31,877−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −24,117−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −23,200−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −20,215−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −16,828−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −12,945−100.0% | Sold out |
| Fishman Jay A Ltd | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −5,754−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −337−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −177−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |