Relay Therapeutics, Inc.

RLAY

Exchange: Nasdaq
Industry: Biological Products, (No Diagnostic Substances)
SEC CIK: 0001812364

SEC filings (opens in a new tab)

In the last 90 days, Relay Therapeutics, Inc. insiders filed 0 open-market purchases and 13 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.

Q1 2025 vs. Q4 2024

How the institutions holding Relay Therapeutics, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of RLAY: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	200	4	208	+12
Shares	163.9M	4.69M	167.3M	+8.03M (+5.0%)
Value	$675.8M	$19.3M	$438.1M	−$218.3M (−33.3%)

4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (36)

Institutions that held Relay Therapeutics, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to RLAY in Q1 2025
Institution	Shares	Value	% of portfolio
Nextech Invest, Ltd.	3,846,409	$10.1M	2.34%
Polygon Management Ltd.	619,000	$1.62M	0.52%
Dark Forest Capital Management LP	405,995	$1.06M	0.05%
HRT Financial LP	368,579	$965.0K	0.01%
Nuveen, LLC	320,395	$839.4K	0.00%
Congress Wealth Management LLC	186,063	$487.5K	0.01%
Private Capital Advisors, Inc.	100,000	$262.0K	0.03%
Omers Administration Corp	85,200	$223.2K	0.00%
Point72 Asia (Singapore) Pte. Ltd.	71,649	$187.7K	0.05%
Polymer Capital Management (US) LLC	69,404	$181.8K	0.05%
Ieq Capital, LLC	56,334	$147.6K	0.00%
Brevan Howard Capital Management LP	46,548	$122.0K	0.00%
Jain Global LLC	43,735	$114.6K	0.00%
Virtus Investment Advisers, Inc.	34,345	$90.0K	0.02%
Bank of Montreal	31,778	$83.3K	0.00%
Engineers Gate Manager LP	29,438	$77.1K	0.00%
Cresset Asset Management, LLC	29,379	$77.0K	0.00%
Arkadios Wealth Advisors	25,669	$67.3K	0.00%
SEI Investments Co	25,630	$67.2K	0.00%
Dynamic Technology Lab Private Ltd	20,067	$53.0K	0.01%
Wealth Enhancement Advisory Services, LLC	15,472	$40.5K	0.00%
Quantessence Capital LLC	12,650	$33.1K	0.01%
AssuredPartners Investment Advisors, LLC	11,229	$29.4K	0.01%
DRW Securities, LLC	10,757	$28.2K	0.00%
Catalyst Funds Management Pty Ltd	10,100	$26.5K	0.01%
Murchinson Ltd.	10,000	$26.2K	0.00%
FNY Investment Advisers, LLC	5,000	$13.0K	0.01%
Point72 (DIFC) Ltd	4,663	$12.2K	0.00%
Lindbrook Capital, LLC	2,195	$5.75K	0.00%
Versant Capital Management, Inc	1,458	$3.82K	0.00%
Coldstream Capital Management Inc	341	$894	0.00%
Hughes Financial Services, LLC	308	$761	0.00%
Jones Financial Companies LLLP	154	$419	0.00%
Parkside Financial Bank & Trust	125	$327	0.00%
Parallel Advisors, LLC	74	$194	0.00%
Massmutual Trust Co FSB	28	$73	0.00%

Sold out (24)

Institutions that held Relay Therapeutics, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of RLAY in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Adage Capital Partners GP, L.L.C.	1,400,000	$5.77M
Exome Asset Management LLC	1,083,487	$4.46M
Boxer Capital Management, LLC	536,132	$2.21M
Cubist Systematic Strategies, LLC	317,211	$1.31M
BIT Capital GmbH	284,508	$1.17M
Jump Financial, LLC	138,226	$569.5K
First Trust Advisors LP	89,949	$370.6K
Qube Research & Technologies Ltd	87,863	$362.0K
Nebula Research & Development LLC	86,641	$357.0K
Aristides Capital LLC	43,400	$178.8K
Graham Capital Management, L.P.	31,569	$130.1K
Savant Capital, LLC	29,088	$119.8K
Marshall Wace, LLP	27,768	$114.4K
Syon Capital LLC	22,157	$91.3K
Virtu Financial LLC	15,046	$62.0K
Virtus ETF Advisers LLC	14,873	$61.3K
Atom Investors LP	11,765	$48.5K
Twinbeech Capital LP	10,204	$42.0K
Stifel Financial Corp	10,200	$42.0K
Wingate Wealth Advisors, Inc.	5,000	$20.6K
Group One Trading, L.P.	4,774	$19.7K
R Squared Ltd	1,180	$4.86K
Ancora Advisors, LLC	110	$453
WealthTrak Capital Management LLC	30	$124

Not filed for Q1 2025 yet (4)

Institutions that held Relay Therapeutics, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding RLAY in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Nextech Invest AG	3,846,409	$15.8M
Nuveen Asset Management, LLC	653,428	$2.69M
Fernwood Investment Management, LLC	185,763	$765.3K
Global Retirement Partners, LLC	562	$2.31K