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, Q2 2025
Institutional positions in Relay Therapeutics, Inc. as of Jun 30, 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
- +1 vs. Q1 2025
- Shares held
- 171.0M
- +3.66M (+2.2%) vs. Q1 2025
- Total value
- $591.8M
- +$153.7M (+35.1%) vs. Q1 2025
- New holders
- 35
- 74 more added
- Sold out
- 34
- 55 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Relay Therapeutics, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SB Investment Advisers (UK) Ltd | 27,904,963 | $96.6M | 0.77% | 00.0% | Unchanged |
| BlackRock, Inc. | 13,954,486 | $48.3M | 0.00% | −524,312−3.6% | Reduced |
| Point72 Asset Management, L.P. | 13,445,704 | $46.5M | 0.11% | +2,618,637+24.2% | Added |
| Commodore Capital LP | 13,350,000 | $46.2M | 3.26% | +13,350,000 | New |
| Casdin Capital, LLC | 11,398,574 | $39.4M | 3.59% | +2,300,000+25.3% | Added |
| Vanguard Group Inc | 9,379,851 | $32.5M | 0.00% | −2,725,569−22.5% | Reduced |
| Bellevue Group AG | 8,230,870 | $28.5M | 0.63% | +853,578+11.6% | Added |
| Tang Capital Management LLC | 8,068,058 | $27.9M | 1.41% | 00.0% | Unchanged |
| State Street Corp | 5,202,791 | $18.0M | 0.00% | +43,599+0.8% | Added |
| JPMorgan Chase & Co | 4,338,403 | $15.0M | 0.00% | −571,368−11.6% | Reduced |
| Nextech Invest, Ltd. | 3,846,409 | $13.3M | 2.52% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 3,229,666 | $11.2M | 0.00% | +159,548+5.2% | Added |
| Kynam Capital Management, LP | 2,887,014 | $9.99M | 1.08% | −176,278−5.8% | Reduced |
| Price T Rowe Associates Inc | 2,875,936 | $9.95M | 0.00% | −601,855−17.3% | Reduced |
| Dimensional Fund Advisors LP | 2,789,460 | $9.65M | 0.00% | −9,631−0.3% | Reduced |
| MPM Oncology Impact Management LP | 2,282,680 | $7.90M | 1.37% | −13,244−0.6% | Reduced |
| Goldman Sachs Group Inc | 1,935,167 | $6.70M | 0.00% | −142,828−6.9% | Reduced |
| Millennium Management LLC | 1,870,362 | $6.47M | 0.01% | −1,072,513−36.4% | Reduced |
| Alphabet Inc. | 1,568,753 | $5.43M | 0.25% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 1,508,210 | $5.22M | 0.01% | −767,900−33.7% | Reduced |
| Morgan Stanley | 1,422,346 | $4.92M | 0.00% | −170,840−10.7% | Reduced |
| Bank of America Corp | 1,320,130 | $4.57M | 0.00% | +765,702+138.1% | Added |
| Northern Trust Corp | 1,162,092 | $4.02M | 0.00% | +19,164+1.7% | Added |
| Baker Bros. Advisors LP | 1,160,117 | $4.01M | 0.04% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 1,139,800 | $3.94M | 0.01% | +388,600+51.7% | Added |
| Charles Schwab Investment Management Inc | 1,106,260 | $3.83M | 0.00% | +41,402+3.9% | Added |
| AQR Capital Management LLC | 1,083,465 | $3.75M | 0.00% | +718,519+196.9% | Added |
| Two Sigma Investments, LP | 1,023,384 | $3.54M | 0.01% | +179,528+21.3% | Added |
| Woodline Partners LP | 1,018,115 | $3.52M | 0.02% | −500,446−33.0% | Reduced |
| Algert Global LLC | 1,002,016 | $3.47M | 0.07% | +70,765+7.6% | Added |
| Foresite Capital Management IV, LLC | 1,000,000 | $3.46M | 2.79% | 00.0% | Unchanged |
| Norges Bank | 835,874 | $2.89M | 0.00% | −3,799,263−82.0% | Reduced |
| Acadian Asset Management LLC | 794,619 | $2.75M | 0.01% | +112,591+16.5% | Added |
| Ikarian Capital, LLC | 743,308 | $2.57M | 0.85% | 00.0% | Unchanged |
| Polygon Management Ltd. | 699,000 | $2.42M | 0.44% | +80,000+12.9% | Added |
| Bessemer Group Inc | 584,530 | $2.02M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 556,522 | $1.93M | 0.00% | +87,351+18.6% | Added |
| ArrowMark Colorado Holdings LLC | 541,124 | $1.87M | 0.03% | 00.0% | Unchanged |
| Eversept Partners, LP | 533,409 | $1.85M | 0.19% | +533,409 | New |
| Rhenman & Partners Asset Management AB | 460,000 | $1.59M | 0.20% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 441,739 | $1.53M | 0.19% | +341,739+341.7% | Added |
| Royal Bank of Canada | 438,032 | $1.52M | 0.00% | +425,957+3,527.6% | Added |
| Ameriprise Financial Inc | 410,896 | $1.42M | 0.00% | +38,543+10.4% | Added |
| UBS Asset Management Americas Inc | 408,902 | $1.41M | 0.00% | +107,352+35.6% | Added |
| Franklin Resources Inc | 394,122 | $1.36M | 0.00% | +223,042+130.4% | Added |
| Bank of New York Mellon Corp | 358,371 | $1.24M | 0.00% | +28,466+8.6% | Added |
| Prudential Financial Inc | 358,225 | $1.24M | 0.00% | −35,150−8.9% | Reduced |
| American Century Companies Inc | 349,420 | $1.21M | 0.00% | +40,668+13.2% | Added |
| Susquehanna International Group, LLP | 306,069 | $1.06M | 0.00% | +49,286+19.2% | Added |
| Man Group plc | 298,510 | $1.03M | 0.00% | +92,789+45.1% | Added |
| HarbourVest Partners LLC | 296,402 | $1.03M | 1.12% | 00.0% | Unchanged |
| Verition Fund Management LLC | 290,599 | $1.01M | 0.01% | +151,355+108.7% | Added |
| Nuveen, LLC | 288,450 | $998.0K | 0.00% | −31,945−10.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 279,212 | $966.1K | 0.03% | −76,953−21.6% | Reduced |
| Invesco Ltd. | 273,383 | $945.9K | 0.00% | +88,552+47.9% | Added |
| XTX Topco Ltd | 241,230 | $834.7K | 0.03% | +161,317+201.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 238,814 | $826.3K | 0.02% | +238,814 | New |
| Swiss National Bank | 227,000 | $785.4K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 222,987 | $771.5K | 0.02% | −3,750−1.7% | Reduced |
| Rhumbline Advisers | 221,853 | $767.6K | 0.00% | +47,728+27.4% | Added |
| Manufacturers Life Insurance Company, The | 212,126 | $734.0K | 0.00% | +6,547+3.2% | Added |
| Raymond James Financial Inc | 190,488 | $659.1K | 0.00% | +5,955+3.2% | Added |
| Congress Wealth Management LLC | 186,063 | $643.8K | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 181,957 | $629.6K | 0.00% | −23,111−11.3% | Reduced |
| Ieq Capital, LLC | 179,324 | $620.5K | 0.00% | +122,990+218.3% | Added |
| UBS Group AG | 173,090 | $598.9K | 0.00% | −102,468−37.2% | Reduced |
| ExodusPoint Capital Management, LP | 170,196 | $589.0K | 0.01% | +170,196 | New |
| Raiffeisen Bank International AG | 180,000 | $586.8K | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 166,668 | $576.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 158,179 | $547.3K | 0.00% | +115,164+267.7% | Added |
| Congress Asset Management Co | 156,700 | $542.2K | 0.00% | +498+0.3% | Added |
| DekaBank Deutsche Girozentrale | 60,000 | $531.0K | 0.00% | −8,937−13.0% | Reduced |
| HighVista Strategies LLC | 149,701 | $518.0K | 0.19% | +149,701 | New |
| Alliancebernstein L.P. | 145,251 | $502.6K | 0.00% | −23,030−13.7% | Reduced |
| UBS Oconnor LLC | 127,036 | $439.5K | 0.01% | −255,864−66.8% | Reduced |
| Citigroup Inc | 123,393 | $426.9K | 0.00% | −136,920−52.6% | Reduced |
| Legal & General Group Plc | 112,316 | $388.6K | 0.00% | −16,899−13.1% | Reduced |
| Deutsche Bank AG | 109,787 | $379.9K | 0.00% | +39,018+55.1% | Added |
| California State Teachers Retirement System | 106,287 | $367.8K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 104,257 | $351.8K | 0.00% | −12,151−10.4% | Reduced |
| Skopos Labs, Inc. | 101,057 | $349.7K | 0.05% | +95,002+1,569.0% | Added |
| TD Asset Management Inc | 99,056 | $342.7K | 0.00% | −57,400−36.7% | Reduced |
| NEOS Investment Management LLC | 97,150 | $336.1K | 0.00% | +8,040+9.0% | Added |
| Tema ETFs LLC | 97,150 | $336.1K | 0.09% | +8,040+9.0% | Added |
| ICONIQ Capital, LLC | 94,697 | $327.7K | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 92,528 | $320.1K | 0.00% | +92,528 | New |
| Squarepoint Ops LLC | 87,551 | $302.9K | 0.00% | −27,068−23.6% | Reduced |
| Wells Fargo & Company | 84,980 | $294.0K | 0.00% | +9,466+12.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 82,363 | $283.5K | 0.00% | −1,706−2.0% | Reduced |
| Gsa Capital Partners LLP | 80,562 | $279.0K | 0.02% | +28,083+53.5% | Added |
| MetLife Investment Management | 75,117 | $259.9K | 0.00% | +9,845+15.1% | Added |
| Creative Planning | 72,618 | $251.3K | 0.00% | +49,501+214.1% | Added |
| Federated Hermes, Inc. | 71,217 | $246.4K | 0.00% | −25,096−26.1% | Reduced |
| OP Asset Management Ltd | 70,542 | $244.1K | 0.00% | +70,542 | New |
| Los Angeles Capital Management LLC | 68,615 | $237.4K | 0.00% | +3,275+5.0% | Added |
| Intellectus Partners, LLC | 61,425 | $212.5K | 0.05% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 60,331 | $212.4K | 0.00% | −3,275−5.1% | Reduced |
| Sanctuary Advisors, LLC | 58,654 | $202.9K | 0.00% | +58,654 | New |
| CWM, LLC | 56,993 | $197.0K | 0.00% | +36,724+181.2% | Added |
| Bank of Montreal | 55,174 | $190.9K | 0.00% | +23,396+73.6% | Added |