Relay Therapeutics, Inc.

RLAY

Exchange: Nasdaq
Industry: Biological Products, (No Diagnostic Substances)
SEC CIK: 0001812364

SEC filings (opens in a new tab)

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.

Q1 2024 vs. Q4 2023

How the institutions holding Relay Therapeutics, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of RLAY: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Q1 2024	Change
Holders	177	189	+12
Shares	127.2M	132.3M	+5.07M (+4.0%)
Value	$1.40B	$1.10B	−$302.4M (−21.6%)

New holders (31)

Institutions that held Relay Therapeutics, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to RLAY in Q1 2024
Institution	Shares	Value	% of portfolio
Braidwell LP	3,743,999	$31.1M	1.00%
Balyasny Asset Management LLC	999,639	$8.30M	0.02%
Point72 Asset Management, L.P.	952,019	$7.90M	0.02%
Prosight Management, LP	450,000	$3.73M	1.04%
Prudential Financial Inc	362,450	$3.01M	0.00%
Federated Hermes, Inc.	336,490	$2.79M	0.01%
Schroder Investment Management Group	153,769	$1.28M	0.00%
BIT Capital GmbH	152,439	$1.27M	0.11%
First Trust Advisors LP	118,644	$984.7K	0.00%
Sherbrooke Park Advisers LLC	44,692	$370.9K	0.07%
Bayesian Capital Management, LP	38,600	$320.4K	0.03%
Brevan Howard Capital Management LP	25,108	$208.4K	0.02%
Axq Capital, LP	21,000	$174.3K	0.04%
Oxford Asset Management LLP	16,018	$132.9K	0.14%
Susquehanna Fundamental Investments, LLC	15,325	$127.2K	0.01%
Capstone Investment Advisors, LLC	14,506	$120.4K	0.00%
Centiva Capital, LP	12,675	$105.2K	0.01%
Mackenzie Financial Corp	11,571	$96.0K	0.00%
Virtu Financial LLC	10,461	$87.0K	0.01%
Jump Financial, LLC	10,316	$85.6K	0.00%
Allspring Global Investments Holdings, LLC	9,569	$79.4K	0.00%
Danske Bank A/S	6,811	$56.5K	0.00%
Pacer Advisors, Inc.	2,157	$17.9K	0.00%
Cubist Systematic Strategies, LLC	1,229	$10.2K	0.00%
EntryPoint Capital, LLC	231	$1.92K	0.00%
Simplex Trading, LLC	150	$1.00K	0.00%
Westend Capital Management, LLC	77	$639	0.00%
First Command Advisory Services, Inc.	25	$208	0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	18	$149	0.00%
Rothschild Investment LLC	15	$125	0.00%
CWM, LLC	23	$0	0.00%

Sold out (19)

Institutions that held Relay Therapeutics, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of RLAY in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
BVF Inc	3,970,045	$43.7M
T. Rowe Price Investment Management, Inc.	814,814	$8.97M
Rock Springs Capital Management LP	673,966	$7.42M
Affinity Asset Advisors, LLC	300,000	$3.30M
Trexquant Investment LP	128,890	$1.42M
SG Americas Securities, LLC	91,973	$1.01M
ExodusPoint Capital Management, LP	82,761	$911.0K
Gilder Gagnon Howe & Co LLC	68,606	$755.3K
HRT Financial LP	61,039	$672.0K
Harbor Capital Advisors, Inc.	38,064	$419.1K
Lazard Asset Management LLC	29,669	$326.0K
Oracle Alpha Inc.	18,716	$206.1K
Gotham Asset Management, LLC	16,135	$177.6K
Nebula Research & Development LLC	14,314	$157.6K
Skandinaviska Enskilda Banken AB (publ)	7,900	$87.0K
Acadian Asset Management LLC	3,875	$42.0K
National Bank of Canada	1,600	$18.9K
Smithfield Trust Co	1,000	$11.0K
Comerica Bank	227	$2.50K