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, Q1 2024
Institutional positions in Relay Therapeutics, Inc. as of Mar 31, 2024. 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
- 189
- +12 vs. Q4 2023
- Shares held
- 132.3M
- +5.07M (+4.0%) vs. Q4 2023
- Total value
- $1.10B
- −$302.4M (−21.6%) vs. Q4 2023
- New holders
- 31
- 73 more added
- Sold out
- 19
- 50 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Relay Therapeutics, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SB Investment Advisers (UK) Ltd | 27,904,963 | $231.6M | 2.29% | 00.0% | Unchanged |
| Vanguard Group Inc | 11,815,669 | $98.1M | 0.00% | +1,165,282+10.9% | Added |
| BlackRock Inc. | 9,796,210 | $81.3M | 0.00% | +222,787+2.3% | Added |
| Casdin Capital, LLC | 7,423,574 | $61.6M | 4.59% | +35,631+0.5% | Added |
| Price T Rowe Associates Inc | 6,879,597 | $57.1M | 0.01% | −1,701,570−19.8% | Reduced |
| State Street Corp | 6,020,988 | $50.0M | 0.00% | +1,117,410+22.8% | Added |
| Bellevue Group AG | 5,926,618 | $49.2M | 0.75% | −9,464−0.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 4,005,170 | $33.2M | 0.38% | +90,924+2.3% | Added |
| Nextech Invest AG | 3,846,409 | $31.9M | 5.06% | +2,500,000+185.7% | Added |
| Braidwell LP | 3,743,999 | $31.1M | 1.00% | +3,743,999 | New |
| JPMorgan Chase & Co | 3,717,268 | $30.9M | 0.00% | −2,348,327−38.7% | Reduced |
| Norges Bank | 3,392,625 | $28.2M | 0.00% | +323,652+10.5% | Added |
| Geode Capital Management, LLC | 2,216,793 | $18.4M | 0.00% | +135,283+6.5% | Added |
| Boxer Capital, LLC | 1,819,132 | $15.1M | 0.75% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,763,148 | $14.6M | 0.00% | +779,761+79.3% | Added |
| Jacobs Levy Equity Management, Inc | 1,675,403 | $13.9M | 0.06% | −8,896−0.5% | Reduced |
| Dimensional Fund Advisors LP | 1,600,814 | $13.3M | 0.00% | +241,659+17.8% | Added |
| Alphabet Inc. | 1,568,753 | $13.0M | 0.52% | 00.0% | Unchanged |
| Finepoint Capital LP | 1,490,170 | $12.4M | 3.17% | +172,300+13.1% | Added |
| Baker Bros. Advisors LP | 1,160,117 | $9.63M | 0.12% | 00.0% | Unchanged |
| Morgan Stanley | 1,157,021 | $9.60M | 0.00% | +428,317+58.8% | Added |
| FMR LLC | 1,086,089 | $9.01M | 0.00% | −368,854−25.4% | Reduced |
| Balyasny Asset Management LLC | 999,639 | $8.30M | 0.02% | +999,639 | New |
| Point72 Asset Management, L.P. | 952,019 | $7.90M | 0.02% | +952,019 | New |
| Charles Schwab Investment Management Inc | 912,157 | $7.57M | 0.00% | +34,344+3.9% | Added |
| MPM Oncology Impact Management LP | 832,017 | $6.91M | 1.11% | 00.0% | Unchanged |
| Northern Trust Corp | 828,407 | $6.88M | 0.00% | +4,057+0.5% | Added |
| Renaissance Technologies LLC | 763,200 | $6.33M | 0.01% | +439,500+135.8% | Added |
| Bank of America Corp | 741,703 | $6.16M | 0.00% | +429,513+137.6% | Added |
| Integral Health Asset Management, LLC | 725,000 | $6.02M | 0.59% | +125,000+20.8% | Added |
| Two Sigma Investments, LP | 587,690 | $4.88M | 0.01% | +182,774+45.1% | Added |
| Bessemer Group Inc | 584,463 | $4.85M | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 557,296 | $4.63M | 0.00% | −284,570−33.8% | Reduced |
| Alliancebernstein L.P. | 538,603 | $4.47M | 0.00% | +400,322+289.5% | Added |
| Candriam Luxembourg S.C.A. | 508,429 | $4.22M | 0.03% | −212,641−29.5% | Reduced |
| Rafferty Asset Management, LLC | 464,060 | $3.85M | 0.01% | +136,512+41.7% | Added |
| Ameriprise Financial Inc | 450,172 | $3.74M | 0.00% | −9,371−2.0% | Reduced |
| Prosight Management, LP | 450,000 | $3.73M | 1.04% | +450,000 | New |
| Citigroup Inc | 414,977 | $3.44M | 0.00% | +268,714+183.7% | Added |
| Driehaus Capital Management LLC | 397,918 | $3.30M | 0.03% | −195,084−32.9% | Reduced |
| Two Sigma Advisers, LP | 394,300 | $3.27M | 0.01% | +64,700+19.6% | Added |
| Prudential Financial Inc | 362,450 | $3.01M | 0.00% | +362,450 | New |
| TD Asset Management Inc | 358,656 | $2.98M | 0.00% | −109,310−23.4% | Reduced |
| Baillie Gifford & Co | 353,226 | $2.93M | 0.00% | −20,370−5.5% | Reduced |
| Federated Hermes, Inc. | 336,490 | $2.79M | 0.01% | +336,490 | New |
| Bank of New York Mellon Corp | 306,448 | $2.54M | 0.00% | −15,613−4.8% | Reduced |
| Algert Global LLC | 301,935 | $2.51M | 0.10% | +69,794+30.1% | Added |
| HarbourVest Partners LLC | 296,402 | $2.46M | 1.12% | 00.0% | Unchanged |
| UBS Group AG | 287,926 | $2.39M | 0.00% | +101,627+54.6% | Added |
| Woodline Partners LP | 273,008 | $2.27M | 0.02% | +23,008+9.2% | Added |
| Nuveen Asset Management, LLC | 261,883 | $2.17M | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 247,291 | $2.06M | 0.00% | +34,500+16.2% | Added |
| Citadel Advisors LLC | 237,200 | $1.97M | 0.00% | −360,394−60.3% | Reduced |
| Manufacturers Life Insurance Company, The | 235,186 | $1.95M | 0.00% | −3,870−1.6% | Reduced |
| Rhenman & Partners Asset Management AB | 230,000 | $1.91M | 0.18% | −160,000−41.0% | Reduced |
| Millennium Management LLC | 227,906 | $1.89M | 0.00% | +40,940+21.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 208,356 | $1.73M | 0.04% | −1,647−0.8% | Reduced |
| Voloridge Investment Management, LLC | 206,756 | $1.72M | 0.01% | −19,556−8.6% | Reduced |
| Man Group plc | 187,982 | $1.56M | 0.00% | +130,635+227.8% | Added |
| Fernwood Investment Management, LLC | 185,763 | $1.54M | 0.45% | +700+0.4% | Added |
| Russell Investments Group, Ltd. | 179,972 | $1.49M | 0.00% | +65,484+57.2% | Added |
| Swiss National Bank | 163,500 | $1.36M | 0.00% | +7,100+4.5% | Added |
| Rhumbline Advisers | 156,387 | $1.30M | 0.00% | +4,942+3.3% | Added |
| Schroder Investment Management Group | 153,769 | $1.28M | 0.00% | +153,769 | New |
| PDT Partners, LLC | 152,991 | $1.27M | 0.12% | −41,898−21.5% | Reduced |
| BIT Capital GmbH | 152,439 | $1.27M | 0.11% | +152,439 | New |
| American Century Companies Inc | 149,194 | $1.24M | 0.00% | +61,922+71.0% | Added |
| Congress Asset Management Co | 149,082 | $1.24M | 0.01% | +2,108+1.4% | Added |
| Jane Street Group, LLC | 141,439 | $1.17M | 0.00% | +88,201+165.7% | Added |
| Barclays PLC | 139,996 | $1.16M | 0.00% | −154,789−52.5% | Reduced |
| Qube Research & Technologies Ltd | 137,434 | $1.14M | 0.00% | +102,472+293.1% | Added |
| Caxton Associates LP | 130,816 | $1.09M | 0.07% | −148,285−53.1% | Reduced |
| First Trust Advisors LP | 118,644 | $984.7K | 0.00% | +118,644 | New |
| Invesco Ltd. | 116,883 | $970.1K | 0.00% | −30,198−20.5% | Reduced |
| Jefferies Financial Group Inc. | 101,563 | $843.0K | 0.02% | −107,700−51.5% | Reduced |
| UBS Oconnor LLC | 100,039 | $830.3K | 0.02% | −33,694−25.2% | Reduced |
| ICONIQ Capital, LLC | 94,697 | $786.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 94,341 | $783.0K | 0.00% | −4,072−4.1% | Reduced |
| Legal & General Group Plc | 87,087 | $722.8K | 0.00% | +11,288+14.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 54,917 | $703.7K | 0.00% | +3,684+7.2% | Added |
| California State Teachers Retirement System | 84,013 | $697.3K | 0.00% | −1,522−1.8% | Reduced |
| Credit Suisse AG | 82,750 | $686.8K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 81,295 | $674.7K | 0.12% | +67,915+507.6% | Added |
| Profund Advisors LLC | 72,349 | $600.5K | 0.02% | +18,320+33.9% | Added |
| Intellectus Partners, LLC | 69,260 | $574.9K | 0.15% | +19,400+38.9% | Added |
| Victory Capital Management Inc | 68,859 | $571.5K | 0.00% | +57,392+500.5% | Added |
| DekaBank Deutsche Girozentrale | 68,937 | $571.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 65,441 | $543.2K | 0.01% | +34,127+109.0% | Added |
| Susquehanna International Group, LLP | 63,720 | $528.9K | 0.00% | +26,082+69.3% | Added |
| State of Wisconsin Investment Board | 58,353 | $484.3K | 0.00% | −39,033−40.1% | Reduced |
| Martingale Asset Management L P | 57,826 | $480.0K | 0.01% | +11,130+23.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 54,888 | $455.6K | 0.00% | −3,465−5.9% | Reduced |
| TrueMark Investments, LLC | 54,445 | $451.9K | 0.41% | +6,487+13.5% | Added |
| M&T Bank Corp | 54,250 | $450.7K | 0.00% | −35−0.1% | Reduced |
| Wellington Management Group LLP | 53,414 | $443.3K | 0.00% | −47,747−47.2% | Reduced |
| Deutsche Bank AG | 51,615 | $428.4K | 0.00% | +1,248+2.5% | Added |
| State Board of Administration of Florida Retirement System | 25,217 | $415.3K | 0.00% | −590−2.3% | Reduced |
| Engineers Gate Manager LP | 49,374 | $409.8K | 0.01% | +22,260+82.1% | Added |
| American International Group, Inc. | 46,686 | $387.5K | 0.00% | +1,810+4.0% | Added |
| MetLife Investment Management | 46,053 | $382.2K | 0.00% | 00.0% | Unchanged |