Skip to main content

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, Q4 2024

Institutional positions in Relay Therapeutics, Inc. as of Dec 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
200
+7 vs. Q3 2024
Shares held
163.9M
+697.7K (+0.4%) vs. Q3 2024
Total value
$675.8M
−$479.8M (−41.5%) vs. Q3 2024
New holders
44
87 more added
Sold out
37
36 more reduced

2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 200 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 heldQ4 2024: $675.8M
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, Q4 2024

Shares, value and share of portfolio for each institution holding Relay Therapeutics, Inc.; share changes are against Q3 2024.

Institutions holding RLAY in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
SB Investment Advisers (UK) Ltd27,904,963$115.0M1.01%00.0%Unchanged
Vanguard Group Inc15,030,209$61.9M0.00%+566,595+3.9%Added
BlackRock, Inc.14,674,262$60.5M0.00%+2,932,115+25.0%Added
Casdin Capital, LLC8,948,574$36.9M2.47%−302,534−3.3%Reduced
Tang Capital Management LLC8,068,058$33.2M2.20%+4,500,000+126.1%Added
Bellevue Group AG7,377,292$30.4M0.59%+1080.0%Added
Norges Bank5,781,878$23.8M0.00%−135,637−2.3%Reduced
State Street Corp5,279,726$21.8M0.00%+979,510+22.8%Added
JPMorgan Chase & Co4,978,443$20.5M0.00%−539,073−9.8%Reduced
Nextech Invest AG3,846,409$15.8M2.57%00.0%Unchanged
Price T Rowe Associates Inc3,321,741$13.7M0.00%−1,958,550−37.1%Reduced
Geode Capital Management, LLC3,030,157$12.5M0.00%+297,887+10.9%Added
Dimensional Fund Advisors LP2,964,997$12.2M0.00%+1,216,334+69.6%Added
Goldman Sachs Group Inc2,705,969$11.1M0.00%+730,504+37.0%Added
Eventide Asset Management, LLC2,682,083$11.1M0.20%00.0%Unchanged
Millennium Management LLC2,568,384$10.6M0.01%+1,508,777+142.4%Added
MPM Oncology Impact Management LP2,268,825$9.35M1.33%+235,784+11.6%Added
Finepoint Capital LP2,175,646$8.96M1.03%+549,500+33.8%Added
Candriam Luxembourg S.C.A.1,729,199$7.12M0.04%+636,494+58.2%Added
Point72 Asset Management, L.P.1,592,753$6.56M0.02%+243,353+18.0%Added
Alphabet Inc.1,568,753$6.46M0.38%00.0%Unchanged
Renaissance Technologies LLC1,549,190$6.38M0.01%+878,095+130.8%Added
Adage Capital Partners GP, L.L.C.1,400,000$5.77M0.01%−250,000−15.2%Reduced
Morgan Stanley1,300,770$5.36M0.00%+338,659+35.2%Added
Northern Trust Corp1,169,979$4.82M0.00%+231,713+24.7%Added
Baker Bros. Advisors LP1,160,117$4.78M0.05%00.0%Unchanged
Exome Asset Management LLC1,083,487$4.46M3.36%+668,858+161.3%Added
Charles Schwab Investment Management Inc1,010,807$4.16M0.00%−24,982−2.4%Reduced
Foresite Capital Management IV, LLC1,000,000$4.12M3.79%00.0%Unchanged
Kynam Capital Management, LP1,000,000$4.12M0.27%+1,000,000New
Algert Global LLC994,923$4.10M0.10%+481,646+93.8%Added
Trexquant Investment LP978,137$4.03M0.05%+566,275+137.5%Added
Walleye Capital LLC927,137$3.82M0.04%−892,846−49.1%Reduced
Two Sigma Investments, LP816,085$3.36M0.01%−199,482−19.6%Reduced
Ikarian Capital, LLC693,308$2.86M0.82%−420.0%Reduced
Balyasny Asset Management LLC692,279$2.85M0.01%+692,279New
Citadel Advisors LLC686,878$2.83M0.00%−2,222,493−76.4%Reduced
Nuveen Asset Management, LLC653,428$2.69M0.00%+378,322+137.5%Added
EcoR1 Capital, LLC641,426$2.64M0.11%−1,858,574−74.3%Reduced
Two Sigma Advisers, LP638,900$2.63M0.01%+24,700+4.0%Added
Voloridge Investment Management, LLC623,339$2.57M0.01%−607,037−49.3%Reduced
Bessemer Group Inc584,463$2.41M0.00%−1700.0%Reduced
Prudential Financial Inc549,645$2.26M0.00%+173,000+45.9%Added
ArrowMark Colorado Holdings LLC541,124$2.23M0.03%00.0%Unchanged
Boxer Capital Management, LLC536,132$2.21M0.19%+536,132New
Diadema Partners LP505,778$2.08M2.35%+505,778New
Parkman Healthcare Partners LLC500,548$2.06M0.27%+500,548New
Rhenman & Partners Asset Management AB460,000$1.90M0.19%00.0%Unchanged
Bank of America Corp457,294$1.88M0.00%−794,029−63.5%Reduced
Schonfeld Strategic Advisors LLC354,500$1.46M0.01%+354,500New
Susquehanna Fundamental Investments, LLC346,288$1.43M0.02%+346,288New
UBS Group AG343,246$1.41M0.00%+151,522+79.0%Added
UBS Oconnor LLC330,699$1.36M0.03%+218,651+195.1%Added
Bank of New York Mellon Corp328,897$1.36M0.00%+50,190+18.0%Added
AQR Capital Management LLC326,134$1.34M0.00%+302,742+1,294.2%Added
Cubist Systematic Strategies, LLC317,211$1.31M0.02%−42,121−11.7%Reduced
Barclays PLC313,202$1.29M0.00%+61,383+24.4%Added
Ameriprise Financial Inc305,441$1.26M0.00%+28,989+10.5%Added
Prelude Capital Management, LLC297,165$1.22M0.10%+187,253+170.4%Added
HarbourVest Partners LLC296,402$1.22M0.60%00.0%Unchanged
BIT Capital GmbH284,508$1.17M0.10%+284,508New
Woodline Partners LP276,904$1.14M0.01%00.0%Unchanged
American Century Companies Inc272,166$1.12M0.00%+51,499+23.3%Added
Rafferty Asset Management, LLC249,561$1.03M0.00%+69,531+38.6%Added
BNP Paribas Arbitrage, SA239,668$987.4K0.00%+239,668New
UBS Asset Management Americas Inc232,582$958.2K0.00%+9,293+4.2%Added
Swiss National Bank219,600$904.8K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The218,872$901.8K0.00%+3,325+1.5%Added
Boothbay Fund Management, LLC214,399$883.3K0.03%+5,691+2.7%Added
Citigroup Inc205,676$847.4K0.00%+118,290+135.4%Added
HighTower Advisors, LLC199,743$822.9K0.00%+44,823+28.9%Added
Raymond James Financial Inc189,046$778.9K0.00%+189,046New
Fernwood Investment Management, LLC185,763$765.3K0.27%00.0%Unchanged
Raiffeisen Bank International AG180,000$752.4K0.01%+180,000New
Man Group plc173,605$715.3K0.00%+173,605New
Rhumbline Advisers171,444$706.3K0.00%+13,532+8.6%Added
Thrivent Financial for Lutherans166,668$687.0K0.00%+6,210+3.9%Added
Squarepoint Ops LLC162,588$669.9K0.00%+137,020+535.9%Added
Voya Investment Management LLC161,827$666.7K0.00%+128,934+392.0%Added
Persistent Asset Partners Ltd145,828$651.9K0.56%+145,828New
Congress Asset Management Co157,485$648.8K0.00%+11,061+7.6%Added
TD Asset Management Inc156,456$644.6K0.00%−30,200−16.2%Reduced
Alliancebernstein L.P.138,281$569.7K0.00%00.0%Unchanged
Jump Financial, LLC138,226$569.5K0.01%+36,251+35.5%Added
Gsa Capital Partners LLP129,948$535.0K0.04%+114,541+743.4%Added
Legal & General Group Plc124,886$514.5K0.00%+1,589+1.3%Added
Invesco Ltd.119,417$492.0K0.00%+5,261+4.6%Added
DekaBank Deutsche Girozentrale60,000$464.0K0.00%00.0%Unchanged
HSBC Holdings PLC111,769$458.3K0.00%+77,349+224.7%Added
PDT Partners, LLC108,599$447.4K0.04%−18,673−14.7%Reduced
California State Teachers Retirement System106,287$437.9K0.00%+23,760+28.8%Added
FMR LLC96,682$398.3K0.00%+6,910+7.7%Added
ICONIQ Capital, LLC94,697$390.2K0.01%00.0%Unchanged
Verition Fund Management LLC90,474$372.8K0.00%+14,335+18.8%Added
First Trust Advisors LP89,949$370.6K0.00%+89,949New
Qube Research & Technologies Ltd87,863$362.0K0.00%+87,863New
Nebula Research & Development LLC86,641$357.0K0.04%+47,057+118.9%Added
Tudor Investment Corp Et Al86,357$355.8K0.00%+5,674+7.0%Added
Deutsche Bank AG82,460$339.7K0.00%+30,278+58.0%Added
Martingale Asset Management L P80,371$331.1K0.01%+2,700+3.5%Added