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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
Susquehanna International Group, LLP63,720$528.9K0.00%+26,082+69.3%Added
Tudor Investment Corp Et Al65,441$543.2K0.01%+34,127+109.0%Added
DekaBank Deutsche Girozentrale68,937$571.0K0.00%00.0%Unchanged
Victory Capital Management Inc68,859$571.5K0.00%+57,392+500.5%Added
Intellectus Partners, LLC69,260$574.9K0.15%+19,400+38.9%Added
Profund Advisors LLC72,349$600.5K0.02%+18,320+33.9%Added
Quest Partners LLC81,295$674.7K0.12%+67,915+507.6%Added
Credit Suisse AG82,750$686.8K0.00%00.0%Unchanged
California State Teachers Retirement System84,013$697.3K0.00%−1,522−1.8%Reduced
Mirae Asset Global Investments Co., Ltd.54,917$703.7K0.00%+3,684+7.2%Added
Legal & General Group Plc87,087$722.8K0.00%+11,288+14.9%Added
Public Employees Retirement System of Ohio94,341$783.0K0.00%−4,072−4.1%Reduced
ICONIQ Capital, LLC94,697$786.0K0.01%00.0%Unchanged
UBS Oconnor LLC100,039$830.3K0.02%−33,694−25.2%Reduced
Jefferies Financial Group Inc.101,563$843.0K0.02%−107,700−51.5%Reduced
Invesco Ltd.116,883$970.1K0.00%−30,198−20.5%Reduced
First Trust Advisors LP118,644$984.7K0.00%+118,644New
Caxton Associates LP130,816$1.09M0.07%−148,285−53.1%Reduced
Qube Research & Technologies Ltd137,434$1.14M0.00%+102,472+293.1%Added
Barclays PLC139,996$1.16M0.00%−154,789−52.5%Reduced
Jane Street Group, LLC141,439$1.17M0.00%+88,201+165.7%Added
Congress Asset Management Co149,082$1.24M0.01%+2,108+1.4%Added
American Century Companies Inc149,194$1.24M0.00%+61,922+71.0%Added
BIT Capital GmbH152,439$1.27M0.11%+152,439New
PDT Partners, LLC152,991$1.27M0.12%−41,898−21.5%Reduced
Schroder Investment Management Group153,769$1.28M0.00%+153,769New
Rhumbline Advisers156,387$1.30M0.00%+4,942+3.3%Added
Swiss National Bank163,500$1.36M0.00%+7,100+4.5%Added
Russell Investments Group, Ltd.179,972$1.49M0.00%+65,484+57.2%Added
Fernwood Investment Management, LLC185,763$1.54M0.45%+700+0.4%Added
Man Group plc187,982$1.56M0.00%+130,635+227.8%Added
Voloridge Investment Management, LLC206,756$1.72M0.01%−19,556−8.6%Reduced
Susquehanna Portfolio Strategies, LLC208,356$1.73M0.04%−1,647−0.8%Reduced
Millennium Management LLC227,906$1.89M0.00%+40,940+21.9%Added
Rhenman & Partners Asset Management AB230,000$1.91M0.18%−160,000−41.0%Reduced
Manufacturers Life Insurance Company, The235,186$1.95M0.00%−3,870−1.6%Reduced
Citadel Advisors LLC237,200$1.97M0.00%−360,394−60.3%Reduced
HighTower Advisors, LLC247,291$2.06M0.00%+34,500+16.2%Added
Nuveen Asset Management, LLC261,883$2.17M0.00%00.0%Unchanged
Woodline Partners LP273,008$2.27M0.02%+23,008+9.2%Added
UBS Group AG287,926$2.39M0.00%+101,627+54.6%Added
HarbourVest Partners LLC296,402$2.46M1.12%00.0%Unchanged
Algert Global LLC301,935$2.51M0.10%+69,794+30.1%Added
Bank of New York Mellon Corp306,448$2.54M0.00%−15,613−4.8%Reduced
Federated Hermes, Inc.336,490$2.79M0.01%+336,490New
Baillie Gifford & Co353,226$2.93M0.00%−20,370−5.5%Reduced
TD Asset Management Inc358,656$2.98M0.00%−109,310−23.4%Reduced
Prudential Financial Inc362,450$3.01M0.00%+362,450New
Two Sigma Advisers, LP394,300$3.27M0.01%+64,700+19.6%Added
Driehaus Capital Management LLC397,918$3.30M0.03%−195,084−32.9%Reduced
Citigroup Inc414,977$3.44M0.00%+268,714+183.7%Added
Prosight Management, LP450,000$3.73M1.04%+450,000New
Ameriprise Financial Inc450,172$3.74M0.00%−9,371−2.0%Reduced
Rafferty Asset Management, LLC464,060$3.85M0.01%+136,512+41.7%Added
Candriam Luxembourg S.C.A.508,429$4.22M0.03%−212,641−29.5%Reduced
Alliancebernstein L.P.538,603$4.47M0.00%+400,322+289.5%Added
UBS Asset Management Americas Inc557,296$4.63M0.00%−284,570−33.8%Reduced
Bessemer Group Inc584,463$4.85M0.01%00.0%Unchanged
Two Sigma Investments, LP587,690$4.88M0.01%+182,774+45.1%Added
Integral Health Asset Management, LLC725,000$6.02M0.59%+125,000+20.8%Added
Bank of America Corp741,703$6.16M0.00%+429,513+137.6%Added
Renaissance Technologies LLC763,200$6.33M0.01%+439,500+135.8%Added
Northern Trust Corp828,407$6.88M0.00%+4,057+0.5%Added
MPM Oncology Impact Management LP832,017$6.91M1.11%00.0%Unchanged
Charles Schwab Investment Management Inc912,157$7.57M0.00%+34,344+3.9%Added
Point72 Asset Management, L.P.952,019$7.90M0.02%+952,019New
Balyasny Asset Management LLC999,639$8.30M0.02%+999,639New
FMR LLC1,086,089$9.01M0.00%−368,854−25.4%Reduced
Morgan Stanley1,157,021$9.60M0.00%+428,317+58.8%Added
Baker Bros. Advisors LP1,160,117$9.63M0.12%00.0%Unchanged
Finepoint Capital LP1,490,170$12.4M3.17%+172,300+13.1%Added
Alphabet Inc.1,568,753$13.0M0.52%00.0%Unchanged
Dimensional Fund Advisors LP1,600,814$13.3M0.00%+241,659+17.8%Added
Jacobs Levy Equity Management, Inc1,675,403$13.9M0.06%−8,896−0.5%Reduced
Goldman Sachs Group Inc1,763,148$14.6M0.00%+779,761+79.3%Added
Boxer Capital, LLC1,819,132$15.1M0.75%00.0%Unchanged
Geode Capital Management, LLC2,216,793$18.4M0.00%+135,283+6.5%Added
Norges Bank3,392,625$28.2M0.00%+323,652+10.5%Added
JPMorgan Chase & Co3,717,268$30.9M0.00%−2,348,327−38.7%Reduced
Braidwell LP3,743,999$31.1M1.00%+3,743,999New
Nextech Invest AG3,846,409$31.9M5.06%+2,500,000+185.7%Added
ArrowMark Colorado Holdings LLC4,005,170$33.2M0.38%+90,924+2.3%Added
Bellevue Group AG5,926,618$49.2M0.75%−9,464−0.2%Reduced
State Street Corp6,020,988$50.0M0.00%+1,117,410+22.8%Added
Price T Rowe Associates Inc6,879,597$57.1M0.01%−1,701,570−19.8%Reduced
Casdin Capital, LLC7,423,574$61.6M4.59%+35,631+0.5%Added
BlackRock Inc.9,796,210$81.3M0.00%+222,787+2.3%Added
Vanguard Group Inc11,815,669$98.1M0.00%+1,165,282+10.9%Added
SB Investment Advisers (UK) Ltd27,904,963$231.6M2.29%00.0%Unchanged
BVF Inc0$00.00%−3,970,045−100.0%Sold out
T. Rowe Price Investment Management, Inc.0$00.00%−814,814−100.0%Sold out
Rock Springs Capital Management LP0$00.00%−673,966−100.0%Sold out
Affinity Asset Advisors, LLC0$00.00%−300,000−100.0%Sold out
Trexquant Investment LP0$00.00%−128,890−100.0%Sold out
SG Americas Securities, LLC0$00.00%−91,973−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−82,761−100.0%Sold out
Gilder Gagnon Howe & Co LLC0$00.00%−68,606−100.0%Sold out
HRT Financial LP0$00.00%−61,039−100.0%Sold out
Harbor Capital Advisors, Inc.0$00.00%−38,064−100.0%Sold out
Lazard Asset Management LLC0$00.00%−29,669−100.0%Sold out