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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, Q2 2024

Institutional positions in Relay Therapeutics, Inc. as of Jun 30, 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
179
−8 vs. Q1 2024
Shares held
126.8M
−5.43M (−4.1%) vs. Q1 2024
Total value
$826.8M
−$271.1M (−24.7%) vs. Q1 2024
New holders
22
76 more added
Sold out
30
49 more reduced

2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 179 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 heldQ2 2024: $826.8M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Relay Therapeutics, Inc.; share changes are against Q1 2024.

Institutions holding RLAY in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
SB Investment Advisers (UK) Ltd27,904,963$181.9M1.68%00.0%Unchanged
Vanguard Group Inc11,704,866$76.3M0.00%−110,803−0.9%Reduced
BlackRock Inc.10,542,667$68.7M0.00%+746,457+7.6%Added
Casdin Capital, LLC8,448,574$55.1M4.21%+1,025,000+13.8%Added
Bellevue Group AG6,377,115$41.6M0.68%+450,497+7.6%Added
Price T Rowe Associates Inc5,039,015$32.9M0.00%−1,840,582−26.8%Reduced
State Street Corp4,248,406$27.7M0.00%−1,772,582−29.4%Reduced
JPMorgan Chase & Co3,963,401$25.8M0.00%+246,133+6.6%Added
Nextech Invest AG3,846,409$25.1M4.22%00.0%Unchanged
Norges Bank3,319,342$21.6M0.00%−73,283−2.2%Reduced
Braidwell LP3,006,799$19.6M0.61%−737,200−19.7%Reduced
Geode Capital Management, LLC2,364,797$15.4M0.00%+148,004+6.7%Added
Boxer Capital, LLC1,819,132$11.9M0.62%00.0%Unchanged
Finepoint Capital LP1,605,346$10.5M2.97%+115,176+7.7%Added
Alphabet Inc.1,568,753$10.2M0.52%00.0%Unchanged
Dimensional Fund Advisors LP1,520,340$9.91M0.00%−80,474−5.0%Reduced
Goldman Sachs Group Inc1,484,518$9.68M0.00%−278,630−15.8%Reduced
Logos Global Management LP1,300,000$8.48M0.98%+1,300,000New
MPM Oncology Impact Management LP1,274,459$8.31M1.29%+442,442+53.2%Added
Morgan Stanley1,242,278$8.10M0.00%+85,257+7.4%Added
Voloridge Investment Management, LLC1,191,183$7.77M0.03%+984,427+476.1%Added
Citadel Advisors LLC1,163,336$7.58M0.01%+926,136+390.4%Added
Baker Bros. Advisors LP1,160,117$7.56M0.10%00.0%Unchanged
Millennium Management LLC1,149,177$7.49M0.01%+921,271+404.2%Added
Renaissance Technologies LLC909,037$5.93M0.01%+145,837+19.1%Added
Charles Schwab Investment Management Inc821,391$5.36M0.00%−90,766−10.0%Reduced
Northern Trust Corp814,412$5.31M0.00%−13,995−1.7%Reduced
Bank of America Corp795,482$5.19M0.00%+53,779+7.3%Added
Integral Health Asset Management, LLC750,000$4.89M0.49%+25,000+3.4%Added
Two Sigma Investments, LP730,022$4.76M0.01%+142,332+24.2%Added
Candriam Luxembourg S.C.A.703,429$4.59M0.03%+195,000+38.4%Added
Driehaus Capital Management LLC616,220$4.02M0.04%+218,302+54.9%Added
Bessemer Group Inc584,463$3.81M0.01%00.0%Unchanged
Alliancebernstein L.P.562,855$3.67M0.00%+24,252+4.5%Added
ArrowMark Colorado Holdings LLC541,124$3.53M0.04%−3,464,046−86.5%Reduced
Algert Global LLC476,888$3.11M0.10%+174,953+57.9%Added
Prudential Financial Inc450,345$2.94M0.00%+87,895+24.3%Added
Nuveen Asset Management, LLC446,808$2.91M0.00%+184,925+70.6%Added
Two Sigma Advisers, LP424,800$2.77M0.01%+30,500+7.7%Added
Prosight Management, LP385,000$2.51M0.75%−65,000−14.4%Reduced
Bank of New York Mellon Corp354,667$2.31M0.00%+48,219+15.7%Added
Federated Hermes, Inc.312,444$2.04M0.00%−24,046−7.1%Reduced
HighTower Advisors, LLC303,345$1.98M0.00%+56,054+22.7%Added
HarbourVest Partners LLC296,402$1.93M1.03%00.0%Unchanged
Baillie Gifford & Co284,058$1.85M0.00%−69,168−19.6%Reduced
Marshall Wace, LLP276,702$1.80M0.00%+276,702New
Woodline Partners LP273,616$1.78M0.02%+608+0.2%Added
Rhenman & Partners Asset Management AB230,000$1.50M0.14%00.0%Unchanged
PDT Partners, LLC226,632$1.48M0.14%+73,641+48.1%Added
Ameriprise Financial Inc219,725$1.43M0.00%−230,447−51.2%Reduced
Manufacturers Life Insurance Company, The215,588$1.41M0.00%−19,598−8.3%Reduced
UBS Asset Management Americas Inc209,649$1.37M0.00%−347,647−62.4%Reduced
Susquehanna Portfolio Strategies, LLC208,356$1.36M0.06%00.0%Unchanged
TD Asset Management Inc206,056$1.34M0.00%−152,600−42.5%Reduced
Jane Street Group, LLC198,402$1.29M0.00%+56,963+40.3%Added
Rafferty Asset Management, LLC193,932$1.26M0.00%−270,128−58.2%Reduced
UBS Group AG189,320$1.23M0.00%−98,606−34.2%Reduced
Fernwood Investment Management, LLC185,763$1.21M0.38%00.0%Unchanged
Trexquant Investment LP184,621$1.20M0.02%+184,621New
American Century Companies Inc178,088$1.16M0.00%+28,894+19.4%Added
Swiss National Bank167,800$1.09M0.00%+4,300+2.6%Added
Rhumbline Advisers163,895$1.07M0.00%+7,508+4.8%Added
Qube Research & Technologies Ltd156,254$1.02M0.00%+18,820+13.7%Added
Schroder Investment Management Group153,769$1.00M0.00%00.0%Unchanged
Congress Asset Management Co147,610$962.4K0.01%−1,472−1.0%Reduced
Squarepoint Ops LLC144,986$945.3K0.00%+144,986New
Thrivent Financial for Lutherans120,011$782.0K0.00%+120,011New
Barclays PLC115,278$751.6K0.00%−24,718−17.7%Reduced
Invesco Ltd.114,513$746.6K0.00%−2,370−2.0%Reduced
Caxton Associates LP107,568$701.3K0.03%−23,248−17.8%Reduced
Los Angeles Capital Management LLC106,169$692.2K0.00%+92,230+661.7%Added
Schonfeld Strategic Advisors LLC105,518$688.0K0.01%+105,518New
Man Group plc101,365$660.9K0.00%−86,617−46.1%Reduced
State of Wisconsin Investment Board99,796$650.7K0.00%+41,443+71.0%Added
Gsa Capital Partners LLP98,404$642.0K0.04%+70,983+258.9%Added
ICONIQ Capital, LLC94,697$617.4K0.01%00.0%Unchanged
Legal & General Group Plc87,806$572.5K0.00%+719+0.8%Added
California State Teachers Retirement System84,431$550.5K0.00%+418+0.5%Added
Martingale Asset Management L P76,971$501.9K0.01%+19,145+33.1%Added
Victory Capital Management Inc76,539$499.0K0.00%+7,680+11.2%Added
DekaBank Deutsche Girozentrale60,000$490.0K0.00%−8,937−13.0%Reduced
Wellington Management Group LLP71,913$468.9K0.00%+18,499+34.6%Added
FMR LLC70,476$459.5K0.00%−1,015,613−93.5%Reduced
Intellectus Partners, LLC67,675$441.2K0.12%−1,585−2.3%Reduced
AQR Capital Management LLC67,243$438.4K0.00%+52,693+362.2%Added
Tudor Investment Corp Et Al66,150$431.3K0.00%+709+1.1%Added
Balyasny Asset Management LLC65,989$430.2K0.00%−933,650−93.4%Reduced
Raymond James Financial Services Advisors, Inc.64,265$419.0K0.00%+9,377+17.1%Added
Lazard Asset Management LLC61,424$400.0K0.00%+61,424New
MetLife Investment Management57,689$376.1K0.00%+11,636+25.3%Added
Mirae Asset Global ETFs Holdings Ltd.56,111$364.2K0.00%+56,111New
Ensign Peak Advisors, Inc55,450$361.5K0.00%+10,850+24.3%Added
NEOS Investment Management LLC54,605$356.0K0.01%+31,825+139.7%Added
TrueMark Investments, LLC54,445$355.0K0.12%00.0%Unchanged
Susquehanna International Group, LLP54,391$354.6K0.00%−9,329−14.6%Reduced
Corebridge Financial, Inc.53,514$348.9K0.00%+53,514New
Susquehanna Fundamental Investments, LLC53,442$348.4K0.01%+38,117+248.7%Added
Royce & Associates LP48,381$315.4K0.00%+34,159+240.2%Added
Engineers Gate Manager LP48,300$314.9K0.01%−1,074−2.2%Reduced
Deerfield Management Company, L.P. (Series C)46,702$304.5K0.01%+46,702New