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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 259 | $4.58B |
| Q1 2026 | 244 | $1.83B |
| Q4 2025 | 227 | $1.47B |
| Q3 2025 | 199 | $867.4M |
| Q2 2025 | 208 | $591.8M |
| Q1 2025 | 208 | $438.1M |
| Q4 2024 | 200 | $675.8M |
| Q3 2024 | 195 | $1.16B |
| Q2 2024 | 179 | $826.8M |
| Q1 2024 | 189 | $1.10B |
| Q4 2023 | 177 | $1.40B |
| Q3 2023 | 172 | $1.10B |
| Q2 2023 | 161 | $1.64B |
| Q1 2023 | 157 | $2.16B |
| Q4 2022 | 165 | $1.91B |
| Q3 2022 | 162 | $2.76B |
| Q2 2022 | 148 | $2.02B |
| Q1 2022 | 140 | $3.38B |
| Q4 2021 | 131 | $3.41B |
| Q3 2021 | 132 | $2.89B |
| Q2 2021 | 125 | $3.26B |
| Q1 2021 | 137 | $2.96B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Relay Therapeutics, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Braidwell LP | 0 | $0 | 0.00% | −3,499,427−100.0% | Sold out |
| Boxer Capital, LLC | 0 | $0 | 0.00% | −1,819,132−100.0% | Sold out |
| First Light Asset Management, LLC | 0 | $0 | 0.00% | −1,542,406−100.0% | Sold out |
| First Turn Management, LLC | 0 | $0 | 0.00% | −1,226,354−100.0% | Sold out |
| Sio Capital Management, LLC | 0 | $0 | 0.00% | −945,839−100.0% | Sold out |
| Soleus Capital Management, L.P. | 0 | $0 | 0.00% | −910,000−100.0% | Sold out |
| Ally Bridge Group (NY) LLC | 0 | $0 | 0.00% | −626,058−100.0% | Sold out |
| Silverarc Capital Management, LLC | 0 | $0 | 0.00% | −419,242−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −376,014−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −337,426−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −320,000−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −51,856−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −50,351−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −45,302−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −29,763−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −26,330−100.0% | Sold out |
| Valence8 US LP | 0 | $0 | 0.00% | −26,200−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −18,891−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −18,727−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −18,553−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −13,324−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −12,202−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −10,811−100.0% | Sold out |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −10,579−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −8,894−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,770−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −818−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −543−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −372−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |