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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 64,900 | $170.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 65,272 | $171.0K | 0.00% | −8,894−12.0% | Reduced |
| Los Angeles Capital Management LLC | 65,340 | $171.2K | 0.00% | +12,570+23.8% | Added |
| Polymer Capital Management (US) LLC | 69,404 | $181.8K | 0.05% | +69,404 | New |
| Deutsche Bank AG | 70,769 | $185.4K | 0.00% | −11,691−14.2% | Reduced |
| EntryPoint Capital, LLC | 71,486 | $187.3K | 0.09% | +49,161+220.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 71,649 | $187.7K | 0.05% | +71,649 | New |
| Wells Fargo & Company | 75,514 | $197.8K | 0.00% | +4,089+5.7% | Added |
| XTX Topco Ltd | 79,913 | $209.4K | 0.01% | +20,161+33.7% | Added |
| Martingale Asset Management L P | 80,371 | $210.6K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 81,428 | $213.3K | 0.00% | +33,783+70.9% | Added |
| Tudor Investment Corp Et Al | 83,158 | $217.9K | 0.00% | −3,199−3.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 84,069 | $221.2K | 0.00% | +5,238+6.6% | Added |
| Omers Administration Corp | 85,200 | $223.2K | 0.00% | +85,200 | New |
| 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 |
| ICONIQ Capital, LLC | 94,697 | $248.1K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 96,313 | $252.3K | 0.00% | +46,213+92.2% | Added |
| Private Capital Advisors, Inc. | 100,000 | $262.0K | 0.03% | +100,000 | New |
| Persistent Asset Partners Ltd | 100,484 | $263.3K | 0.23% | −45,344−31.1% | Reduced |
| State of Wisconsin Investment Board | 100,555 | $263.5K | 0.00% | +33,377+49.7% | Added |
| Walleye Capital LLC | 101,548 | $266.1K | 0.00% | −825,589−89.0% | Reduced |
| California State Teachers Retirement System | 106,287 | $278.5K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 111,472 | $292.1K | 0.00% | +35,962+47.6% | Added |
| HSBC Holdings PLC | 116,408 | $300.0K | 0.00% | +4,639+4.2% | Added |
| Squarepoint Ops LLC | 114,619 | $300.3K | 0.00% | −47,969−29.5% | Reduced |
| Legal & General Group Plc | 129,215 | $338.5K | 0.00% | +4,329+3.5% | Added |
| Verition Fund Management LLC | 139,244 | $364.8K | 0.00% | +48,770+53.9% | Added |
| Congress Asset Management Co | 156,202 | $409.2K | 0.00% | −1,283−0.8% | Reduced |
| TD Asset Management Inc | 156,456 | $409.9K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 166,668 | $436.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 168,281 | $440.9K | 0.00% | +30,000+21.7% | Added |
| Franklin Resources Inc | 171,080 | $448.2K | 0.00% | +112,275+190.9% | Added |
| Rhumbline Advisers | 174,125 | $456.2K | 0.00% | +2,681+1.6% | Added |
| Raymond James Financial Inc | 184,533 | $483.5K | 0.00% | −4,513−2.4% | Reduced |
| Invesco Ltd. | 184,831 | $484.3K | 0.00% | +65,414+54.8% | Added |
| Congress Wealth Management LLC | 186,063 | $487.5K | 0.01% | +186,063 | New |
| Raiffeisen Bank International AG | 180,000 | $489.6K | 0.01% | 00.0% | Unchanged |
| Parkman Healthcare Partners LLC | 188,052 | $492.7K | 0.06% | −312,496−62.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 204,055 | $534.6K | 0.00% | −150,445−42.4% | Reduced |
| Rafferty Asset Management, LLC | 205,068 | $537.3K | 0.00% | −44,493−17.8% | Reduced |
| Manufacturers Life Insurance Company, The | 205,579 | $538.6K | 0.00% | −13,293−6.1% | Reduced |
| Man Group plc | 205,721 | $539.0K | 0.00% | +32,116+18.5% | Added |
| Boothbay Fund Management, LLC | 226,737 | $594.1K | 0.02% | +12,338+5.8% | Added |
| Swiss National Bank | 227,000 | $594.7K | 0.00% | +7,400+3.4% | Added |
| Balyasny Asset Management LLC | 231,442 | $606.4K | 0.00% | −460,837−66.6% | Reduced |
| HighTower Advisors, LLC | 247,176 | $647.6K | 0.00% | +47,433+23.7% | Added |
| Susquehanna International Group, LLP | 256,783 | $672.8K | 0.00% | +180,465+236.5% | Added |
| Citigroup Inc | 260,313 | $682.0K | 0.00% | +54,637+26.6% | Added |
| UBS Group AG | 275,558 | $722.0K | 0.00% | −67,688−19.7% | Reduced |
| HarbourVest Partners LLC | 296,402 | $776.6K | 0.51% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 301,550 | $790.1K | 0.00% | +68,968+29.7% | Added |
| American Century Companies Inc | 308,752 | $808.9K | 0.00% | +36,586+13.4% | Added |
| Nuveen, LLC | 320,395 | $839.4K | 0.00% | +320,395 | New |
| Trexquant Investment LP | 324,469 | $850.1K | 0.01% | −653,668−66.8% | Reduced |
| Bank of New York Mellon Corp | 329,905 | $864.4K | 0.00% | +1,008+0.3% | Added |
| Citadel Advisors LLC | 337,268 | $883.6K | 0.00% | −349,610−50.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 356,165 | $933.2K | 0.02% | +9,877+2.9% | Added |
| AQR Capital Management LLC | 364,946 | $956.2K | 0.00% | +38,812+11.9% | Added |
| HRT Financial LP | 368,579 | $965.0K | 0.01% | +368,579 | New |
| Ameriprise Financial Inc | 372,353 | $975.6K | 0.00% | +66,912+21.9% | Added |
| UBS Oconnor LLC | 382,900 | $1.00M | 0.02% | +52,201+15.8% | Added |
| Prudential Financial Inc | 393,375 | $1.03M | 0.00% | −156,270−28.4% | Reduced |
| Dark Forest Capital Management LP | 405,995 | $1.06M | 0.05% | +405,995 | New |
| Diadema Partners LP | 426,346 | $1.12M | 0.89% | −79,432−15.7% | Reduced |
| Voloridge Investment Management, LLC | 431,150 | $1.13M | 0.00% | −192,189−30.8% | Reduced |
| Rhenman & Partners Asset Management AB | 460,000 | $1.21M | 0.14% | 00.0% | Unchanged |
| Barclays PLC | 469,171 | $1.23M | 0.00% | +155,969+49.8% | Added |
| ArrowMark Colorado Holdings LLC | 541,124 | $1.42M | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 554,428 | $1.45M | 0.00% | +97,134+21.2% | Added |
| Candriam Luxembourg S.C.A. | 580,136 | $1.52M | 0.01% | −1,149,063−66.5% | Reduced |
| Bessemer Group Inc | 584,530 | $1.53M | 0.00% | +670.0% | Added |
| Polygon Management Ltd. | 619,000 | $1.62M | 0.52% | +619,000 | New |
| EcoR1 Capital, LLC | 641,426 | $1.68M | 0.10% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 682,028 | $1.78M | 0.01% | +653,081+2,256.1% | Added |
| Ikarian Capital, LLC | 743,308 | $1.95M | 0.63% | +50,000+7.2% | Added |
| Two Sigma Advisers, LP | 751,200 | $1.97M | 0.00% | +112,300+17.6% | Added |
| Two Sigma Investments, LP | 843,856 | $2.21M | 0.00% | +27,771+3.4% | Added |
| Algert Global LLC | 931,251 | $2.44M | 0.06% | −63,672−6.4% | Reduced |
| Foresite Capital Management IV, LLC | 1,000,000 | $2.62M | 2.36% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,064,858 | $2.79M | 0.00% | +54,051+5.3% | Added |
| Northern Trust Corp | 1,142,928 | $2.99M | 0.00% | −27,051−2.3% | Reduced |
| Baker Bros. Advisors LP | 1,160,117 | $3.04M | 0.03% | 00.0% | Unchanged |
| Woodline Partners LP | 1,518,561 | $3.98M | 0.03% | +1,241,657+448.4% | Added |
| Alphabet Inc. | 1,568,753 | $4.11M | 0.26% | 00.0% | Unchanged |
| Morgan Stanley | 1,593,186 | $4.17M | 0.00% | +292,416+22.5% | Added |
| Goldman Sachs Group Inc | 2,077,995 | $5.44M | 0.00% | −627,974−23.2% | Reduced |
| Finepoint Capital LP | 2,117,646 | $5.55M | 0.94% | −58,000−2.7% | Reduced |
| Renaissance Technologies LLC | 2,276,110 | $5.96M | 0.01% | +726,920+46.9% | Added |
| MPM Oncology Impact Management LP | 2,295,924 | $6.02M | 1.03% | +27,099+1.2% | Added |
| Eventide Asset Management, LLC | 2,682,083 | $7.03M | 0.14% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 2,799,091 | $7.33M | 0.00% | −165,906−5.6% | Reduced |
| Millennium Management LLC | 2,942,875 | $7.71M | 0.01% | +374,491+14.6% | Added |
| Kynam Capital Management, LP | 3,063,292 | $8.03M | 0.69% | +2,063,292+206.3% | Added |
| Geode Capital Management, LLC | 3,070,118 | $8.05M | 0.00% | +39,961+1.3% | Added |
| Price T Rowe Associates Inc | 3,477,791 | $9.11M | 0.00% | +156,050+4.7% | Added |
| Nextech Invest, Ltd. | 3,846,409 | $10.1M | 2.34% | +3,846,409 | New |
| Norges Bank | 4,635,137 | $12.1M | 0.00% | −1,146,741−19.8% | Reduced |
| JPMorgan Chase & Co | 4,909,771 | $12.9M | 0.00% | −68,672−1.4% | Reduced |
| State Street Corp | 5,159,192 | $13.5M | 0.00% | −120,534−2.3% | Reduced |