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 2025
Institutional positions in Relay Therapeutics, Inc. as of Mar 31, 2025. 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
- 208
- +12 vs. Q4 2024
- Shares held
- 167.3M
- +8.03M (+5.0%) vs. Q4 2024
- Total value
- $438.1M
- −$218.3M (−33.3%) vs. Q4 2024
- New holders
- 36
- 73 more added
- Sold out
- 24
- 59 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Relay Therapeutics, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SB Investment Advisers (UK) Ltd | 27,904,963 | $73.1M | 0.67% | 00.0% | Unchanged |
| BlackRock, Inc. | 14,478,798 | $37.9M | 0.00% | −195,464−1.3% | Reduced |
| Vanguard Group Inc | 12,105,420 | $31.7M | 0.00% | −2,924,789−19.5% | Reduced |
| Point72 Asset Management, L.P. | 10,827,067 | $28.4M | 0.08% | +9,234,314+579.8% | Added |
| Casdin Capital, LLC | 9,098,574 | $23.8M | 1.95% | +150,000+1.7% | Added |
| Tang Capital Management LLC | 8,068,058 | $21.1M | 1.17% | 00.0% | Unchanged |
| Bellevue Group AG | 7,377,292 | $19.3M | 0.43% | 00.0% | Unchanged |
| State Street Corp | 5,159,192 | $13.5M | 0.00% | −120,534−2.3% | Reduced |
| JPMorgan Chase & Co | 4,909,771 | $12.9M | 0.00% | −68,672−1.4% | Reduced |
| Norges Bank | 4,635,137 | $12.1M | 0.00% | −1,146,741−19.8% | Reduced |
| Nextech Invest, Ltd. | 3,846,409 | $10.1M | 2.34% | +3,846,409 | New |
| Price T Rowe Associates Inc | 3,477,791 | $9.11M | 0.00% | +156,050+4.7% | Added |
| Geode Capital Management, LLC | 3,070,118 | $8.05M | 0.00% | +39,961+1.3% | Added |
| Kynam Capital Management, LP | 3,063,292 | $8.03M | 0.69% | +2,063,292+206.3% | Added |
| Millennium Management LLC | 2,942,875 | $7.71M | 0.01% | +374,491+14.6% | Added |
| Dimensional Fund Advisors LP | 2,799,091 | $7.33M | 0.00% | −165,906−5.6% | Reduced |
| Eventide Asset Management, LLC | 2,682,083 | $7.03M | 0.14% | 00.0% | Unchanged |
| MPM Oncology Impact Management LP | 2,295,924 | $6.02M | 1.03% | +27,099+1.2% | Added |
| Renaissance Technologies LLC | 2,276,110 | $5.96M | 0.01% | +726,920+46.9% | Added |
| Finepoint Capital LP | 2,117,646 | $5.55M | 0.94% | −58,000−2.7% | Reduced |
| Goldman Sachs Group Inc | 2,077,995 | $5.44M | 0.00% | −627,974−23.2% | Reduced |
| Morgan Stanley | 1,593,186 | $4.17M | 0.00% | +292,416+22.5% | Added |
| Alphabet Inc. | 1,568,753 | $4.11M | 0.26% | 00.0% | Unchanged |
| Woodline Partners LP | 1,518,561 | $3.98M | 0.03% | +1,241,657+448.4% | Added |
| Baker Bros. Advisors LP | 1,160,117 | $3.04M | 0.03% | 00.0% | Unchanged |
| Northern Trust Corp | 1,142,928 | $2.99M | 0.00% | −27,051−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,064,858 | $2.79M | 0.00% | +54,051+5.3% | Added |
| Foresite Capital Management IV, LLC | 1,000,000 | $2.62M | 2.36% | 00.0% | Unchanged |
| Algert Global LLC | 931,251 | $2.44M | 0.06% | −63,672−6.4% | Reduced |
| Two Sigma Investments, LP | 843,856 | $2.21M | 0.00% | +27,771+3.4% | Added |
| Two Sigma Advisers, LP | 751,200 | $1.97M | 0.00% | +112,300+17.6% | Added |
| Ikarian Capital, LLC | 743,308 | $1.95M | 0.63% | +50,000+7.2% | Added |
| Acadian Asset Management LLC | 682,028 | $1.78M | 0.01% | +653,081+2,256.1% | Added |
| EcoR1 Capital, LLC | 641,426 | $1.68M | 0.10% | 00.0% | Unchanged |
| Polygon Management Ltd. | 619,000 | $1.62M | 0.52% | +619,000 | New |
| Bessemer Group Inc | 584,530 | $1.53M | 0.00% | +670.0% | Added |
| Candriam Luxembourg S.C.A. | 580,136 | $1.52M | 0.01% | −1,149,063−66.5% | Reduced |
| Bank of America Corp | 554,428 | $1.45M | 0.00% | +97,134+21.2% | Added |
| ArrowMark Colorado Holdings LLC | 541,124 | $1.42M | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 469,171 | $1.23M | 0.00% | +155,969+49.8% | Added |
| Rhenman & Partners Asset Management AB | 460,000 | $1.21M | 0.14% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 431,150 | $1.13M | 0.00% | −192,189−30.8% | Reduced |
| Diadema Partners LP | 426,346 | $1.12M | 0.89% | −79,432−15.7% | Reduced |
| Dark Forest Capital Management LP | 405,995 | $1.06M | 0.05% | +405,995 | New |
| Prudential Financial Inc | 393,375 | $1.03M | 0.00% | −156,270−28.4% | Reduced |
| UBS Oconnor LLC | 382,900 | $1.00M | 0.02% | +52,201+15.8% | Added |
| Ameriprise Financial Inc | 372,353 | $975.6K | 0.00% | +66,912+21.9% | Added |
| HRT Financial LP | 368,579 | $965.0K | 0.01% | +368,579 | New |
| AQR Capital Management LLC | 364,946 | $956.2K | 0.00% | +38,812+11.9% | Added |
| Susquehanna Fundamental Investments, LLC | 356,165 | $933.2K | 0.02% | +9,877+2.9% | Added |
| Citadel Advisors LLC | 337,268 | $883.6K | 0.00% | −349,610−50.9% | Reduced |
| Bank of New York Mellon Corp | 329,905 | $864.4K | 0.00% | +1,008+0.3% | Added |
| Trexquant Investment LP | 324,469 | $850.1K | 0.01% | −653,668−66.8% | Reduced |
| Nuveen, LLC | 320,395 | $839.4K | 0.00% | +320,395 | New |
| American Century Companies Inc | 308,752 | $808.9K | 0.00% | +36,586+13.4% | Added |
| UBS Asset Management Americas Inc | 301,550 | $790.1K | 0.00% | +68,968+29.7% | Added |
| HarbourVest Partners LLC | 296,402 | $776.6K | 0.51% | 00.0% | Unchanged |
| UBS Group AG | 275,558 | $722.0K | 0.00% | −67,688−19.7% | Reduced |
| Citigroup Inc | 260,313 | $682.0K | 0.00% | +54,637+26.6% | Added |
| Susquehanna International Group, LLP | 256,783 | $672.8K | 0.00% | +180,465+236.5% | Added |
| HighTower Advisors, LLC | 247,176 | $647.6K | 0.00% | +47,433+23.7% | Added |
| Balyasny Asset Management LLC | 231,442 | $606.4K | 0.00% | −460,837−66.6% | Reduced |
| Swiss National Bank | 227,000 | $594.7K | 0.00% | +7,400+3.4% | Added |
| Boothbay Fund Management, LLC | 226,737 | $594.1K | 0.02% | +12,338+5.8% | Added |
| Man Group plc | 205,721 | $539.0K | 0.00% | +32,116+18.5% | Added |
| Manufacturers Life Insurance Company, The | 205,579 | $538.6K | 0.00% | −13,293−6.1% | Reduced |
| Rafferty Asset Management, LLC | 205,068 | $537.3K | 0.00% | −44,493−17.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 204,055 | $534.6K | 0.00% | −150,445−42.4% | Reduced |
| Parkman Healthcare Partners LLC | 188,052 | $492.7K | 0.06% | −312,496−62.4% | Reduced |
| Raiffeisen Bank International AG | 180,000 | $489.6K | 0.01% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 186,063 | $487.5K | 0.01% | +186,063 | New |
| Invesco Ltd. | 184,831 | $484.3K | 0.00% | +65,414+54.8% | Added |
| Raymond James Financial Inc | 184,533 | $483.5K | 0.00% | −4,513−2.4% | Reduced |
| Rhumbline Advisers | 174,125 | $456.2K | 0.00% | +2,681+1.6% | Added |
| Franklin Resources Inc | 171,080 | $448.2K | 0.00% | +112,275+190.9% | Added |
| Alliancebernstein L.P. | 168,281 | $440.9K | 0.00% | +30,000+21.7% | Added |
| Thrivent Financial for Lutherans | 166,668 | $436.0K | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 156,456 | $409.9K | 0.00% | 00.0% | Unchanged |
| Congress Asset Management Co | 156,202 | $409.2K | 0.00% | −1,283−0.8% | Reduced |
| Verition Fund Management LLC | 139,244 | $364.8K | 0.00% | +48,770+53.9% | Added |
| Legal & General Group Plc | 129,215 | $338.5K | 0.00% | +4,329+3.5% | Added |
| Squarepoint Ops LLC | 114,619 | $300.3K | 0.00% | −47,969−29.5% | Reduced |
| HSBC Holdings PLC | 116,408 | $300.0K | 0.00% | +4,639+4.2% | Added |
| Jane Street Group, LLC | 111,472 | $292.1K | 0.00% | +35,962+47.6% | Added |
| California State Teachers Retirement System | 106,287 | $278.5K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 101,548 | $266.1K | 0.00% | −825,589−89.0% | Reduced |
| State of Wisconsin Investment Board | 100,555 | $263.5K | 0.00% | +33,377+49.7% | Added |
| Persistent Asset Partners Ltd | 100,484 | $263.3K | 0.23% | −45,344−31.1% | Reduced |
| Private Capital Advisors, Inc. | 100,000 | $262.0K | 0.03% | +100,000 | New |
| Federated Hermes, Inc. | 96,313 | $252.3K | 0.00% | +46,213+92.2% | Added |
| ICONIQ Capital, LLC | 94,697 | $248.1K | 0.00% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 89,110 | $233.5K | 0.00% | +24,455+37.8% | Added |
| Tema ETFs LLC | 89,110 | $233.5K | 0.07% | +24,455+37.8% | Added |
| Omers Administration Corp | 85,200 | $223.2K | 0.00% | +85,200 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 84,069 | $221.2K | 0.00% | +5,238+6.6% | Added |
| Tudor Investment Corp Et Al | 83,158 | $217.9K | 0.00% | −3,199−3.7% | Reduced |
| Intech Investment Management LLC | 81,428 | $213.3K | 0.00% | +33,783+70.9% | Added |
| Martingale Asset Management L P | 80,371 | $210.6K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 79,913 | $209.4K | 0.01% | +20,161+33.7% | Added |
| Wells Fargo & Company | 75,514 | $197.8K | 0.00% | +4,089+5.7% | Added |