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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, 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.

Institutional holdersQ1 2024: 189 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 heldQ1 2024: $1.10B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Relay Therapeutics, Inc.; share changes are against Q4 2023.

Institutions holding RLAY in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd11$00.00%−1−8.3%Reduced
CWM, LLC23$00.00%+23New
Parallel Advisors, LLC14$1160.00%00.0%Unchanged
Rothschild Investment LLC15$1250.00%+15New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC18$1490.00%+18New
Farther Finance Advisors, LLC25$2010.00%−75−75.0%Reduced
First Command Advisory Services, Inc.25$2080.00%+25New
Westend Capital Management, LLC77$6390.00%+77New
Versant Capital Management, Inc78$6470.00%00.0%Unchanged
Allworth Financial LP100$8300.00%00.0%Unchanged
Your Advocates Ltd., LLP100$8300.00%00.0%Unchanged
Capital Advisors, Ltd. LLC92$1.00K0.00%+5+5.7%Added
Simplex Trading, LLC150$1.00K0.00%+150New
GAMMA Investing LLC181$1.50K0.00%−188−50.9%Reduced
Private Wealth Management Group, LLC182$1.51K0.00%00.0%Unchanged
Group One Trading, L.P.229$1.90K0.00%−798−77.7%Reduced
EntryPoint Capital, LLC231$1.92K0.00%+231New
The PNC Financial Services Group, Inc.246$2.04K0.00%+200+434.8%Added
Lindbrook Capital, LLC341$2.83K0.00%−106−23.7%Reduced
Adirondack Trust Co344$2.85K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.500$3.06K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd396$3.29K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)411$3.41K0.00%−16,989−97.6%Reduced
Daiwa Securities Group Inc.486$4.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.793$6.58K0.00%+146+22.6%Added
Nisa Investment Advisors, LLC905$7.51K0.00%+45+5.2%Added
Steward Partners Investment Advisory, LLC1,000$8.30K0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC1,229$10.2K0.00%+1,229New
US Bancorp1,678$13.9K0.00%−150−8.2%Reduced
Pacer Advisors, Inc.2,157$17.9K0.00%+2,157New
Royal Bank of Canada2,122$18.0K0.00%−25,675−92.4%Reduced
Amalgamated Bank3,072$25.0K0.00%−5,129−62.5%Reduced
Metropolitan Life Insurance Co5,222$43.3K0.00%00.0%Unchanged
Shell Asset Management Co7,010$46.0K0.00%−474−6.3%Reduced
Amundi7,775$47.5K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado5,888$49.0K0.00%00.0%Unchanged
Danske Bank A/S6,811$56.5K0.00%+6,811New
Great West Life Assurance Co8,624$71.0K0.00%00.0%Unchanged
Virtus ETF Advisers LLC8,702$72.2K0.04%−593−6.4%Reduced
Ameritas Investment Partners, Inc.8,970$74.5K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC9,569$79.4K0.00%+9,569New
Jump Financial, LLC10,316$85.6K0.00%+10,316New
Virtu Financial LLC10,461$87.0K0.01%+10,461New
SEI Investments Co10,692$88.7K0.00%−4,629−30.2%Reduced
Mackenzie Financial Corp11,571$96.0K0.00%+11,571New
Boston Family Office LLC12,397$103.0K0.01%00.0%Unchanged
Centiva Capital, LP12,675$105.2K0.01%+12,675New
Los Angeles Capital Management LLC13,939$115.7K0.00%+2,850+25.7%Added
Royce & Associates LP14,222$118.0K0.00%−17,803−55.6%Reduced
Capstone Investment Advisors, LLC14,506$120.4K0.00%+14,506New
AQR Capital Management LLC14,550$120.8K0.00%+3,049+26.5%Added
Susquehanna Fundamental Investments, LLC15,325$127.2K0.01%+15,325New
Oxford Asset Management LLP16,018$132.9K0.14%+16,018New
Corton Capital Inc.18,109$150.3K0.06%−24,677−57.7%Reduced
Teacher Retirement System of Texas18,436$153.0K0.00%+79+0.4%Added
HSBC Holdings PLC18,939$157.2K0.00%−581−3.0%Reduced
Verition Fund Management LLC19,394$161.0K0.00%+3,224+19.9%Added
Axq Capital, LP21,000$174.3K0.04%+21,000New
Zurcher Kantonalbank (Zurich Cantonalbank)21,514$178.6K0.00%+2,349+12.3%Added
E Fund Management Co., Ltd.21,930$182.0K0.01%+4,444+25.4%Added
Erste Asset Management GmbH23,100$188.5K0.00%00.0%Unchanged
Arizona State Retirement System22,769$189.0K0.00%+576+2.6%Added
NEOS Investment Management LLC22,780$189.1K0.01%+670+3.0%Added
Cornercap Investment Counsel Inc23,088$191.6K0.03%00.0%Unchanged
Advisor Group Holdings, Inc.24,373$202.3K0.00%+142+0.6%Added
Brevan Howard Capital Management LP25,108$208.4K0.02%+25,108New
China Universal Asset Management Co., Ltd.25,210$209.2K0.03%+10,953+76.8%Added
Principal Financial Group Inc25,775$213.9K0.00%−1,880−6.8%Reduced
ProShare Advisors LLC26,214$217.6K0.00%+3,394+14.9%Added
Raymond James & Associates26,277$218.1K0.00%+7,871+42.8%Added
Fox Run Management, L.L.C.26,391$219.0K0.05%+14,200+116.5%Added
Gsa Capital Partners LLP27,421$228.0K0.02%+5,499+25.1%Added
Fiduciary Trust Co27,971$232.2K0.00%00.0%Unchanged
Franklin Resources Inc29,887$248.1K0.00%−24−0.1%Reduced
Voya Investment Management LLC30,051$249.4K0.00%−7,496−20.0%Reduced
Brandywine Managers, LLC31,807$264.0K0.26%00.0%Unchanged
Wells Fargo & Company33,531$278.3K0.00%+5,682+20.4%Added
Exchange Traded Concepts, LLC34,876$289.5K0.01%+19,914+133.1%Added
Blackstone Group Inc.35,618$295.6K0.00%00.0%Unchanged
XTX Topco Ltd36,331$301.5K0.04%+25,262+228.2%Added
New York State Common Retirement Fund36,678$304.4K0.00%00.0%Unchanged
Janus Henderson Group PLC37,342$309.2K0.00%+29+0.1%Added
Bayesian Capital Management, LP38,600$320.4K0.03%+38,600New
Handelsbanken Fonder AB39,200$325.0K0.00%+9,700+32.9%Added
Pennant Investors, LP42,400$351.9K0.10%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.43,382$360.1K0.00%−22,954−34.6%Reduced
Dynamic Technology Lab Private Ltd44,632$370.0K0.04%+23,869+115.0%Added
Ensign Peak Advisors, Inc44,600$370.2K0.00%−2,250−4.8%Reduced
Sherbrooke Park Advisers LLC44,692$370.9K0.07%+44,692New
MetLife Investment Management46,053$382.2K0.00%00.0%Unchanged
American International Group, Inc.46,686$387.5K0.00%+1,810+4.0%Added
Engineers Gate Manager LP49,374$409.8K0.01%+22,260+82.1%Added
State Board of Administration of Florida Retirement System25,217$415.3K0.00%−590−2.3%Reduced
Deutsche Bank AG51,615$428.4K0.00%+1,248+2.5%Added
Wellington Management Group LLP53,414$443.3K0.00%−47,747−47.2%Reduced
M&T Bank Corp54,250$450.7K0.00%−35−0.1%Reduced
TrueMark Investments, LLC54,445$451.9K0.41%+6,487+13.5%Added
Raymond James Financial Services Advisors, Inc.54,888$455.6K0.00%−3,465−5.9%Reduced
Martingale Asset Management L P57,826$480.0K0.01%+11,130+23.8%Added
State of Wisconsin Investment Board58,353$484.3K0.00%−39,033−40.1%Reduced