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 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.
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 |
|---|---|---|---|---|---|
| Bellevue Group AG | 7,377,292 | $19.3M | 0.43% | 00.0% | Unchanged |
| Tang Capital Management LLC | 8,068,058 | $21.1M | 1.17% | 00.0% | Unchanged |
| Casdin Capital, LLC | 9,098,574 | $23.8M | 1.95% | +150,000+1.7% | Added |
| Point72 Asset Management, L.P. | 10,827,067 | $28.4M | 0.08% | +9,234,314+579.8% | Added |
| Vanguard Group Inc | 12,105,420 | $31.7M | 0.00% | −2,924,789−19.5% | Reduced |
| BlackRock, Inc. | 14,478,798 | $37.9M | 0.00% | −195,464−1.3% | Reduced |
| SB Investment Advisers (UK) Ltd | 27,904,963 | $73.1M | 0.67% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 68,937 | – | – | +8,937+14.9% | Added |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −1,400,000−100.0% | Sold out |
| Exome Asset Management LLC | 0 | $0 | 0.00% | −1,083,487−100.0% | Sold out |
| Boxer Capital Management, LLC | 0 | $0 | 0.00% | −536,132−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −317,211−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −284,508−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −138,226−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −89,949−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −87,863−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −86,641−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −43,400−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −31,569−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −29,088−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −27,768−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −22,157−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,046−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −14,873−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −11,765−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −10,204−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Wingate Wealth Advisors, Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,774−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,180−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Nextech Invest AG | – | – | – | – | Not filed |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Fernwood Investment Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |