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.

Q2 2025 vs. Q1 2025

How the institutions holding Relay Therapeutics, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025 All holders in Q1 2025

13F holders of RLAY: Q1 2025 compared with Q2 2025
Measure	Q1 2025	Of which not filed for Q2 2025	Q2 2025	Change
Holders	208	1	208	+1
Shares	167.3M	2.19K	171.0M	+3.66M (+2.2%)
Value	$438.1M	$5.75K	$591.8M	+$153.7M (+35.1%)

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (35)

Institutions that held Relay Therapeutics, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to RLAY in Q2 2025
Institution	Shares	Value	% of portfolio
Commodore Capital LP	13,350,000	$46.2M	3.26%
Eversept Partners, LP	533,409	$1.85M	0.19%
Susquehanna Portfolio Strategies, LLC	238,814	$826.3K	0.02%
ExodusPoint Capital Management, LP	170,196	$589.0K	0.01%
HighVista Strategies LLC	149,701	$518.0K	0.19%
Alps Advisors Inc	92,528	$320.1K	0.00%
OP Asset Management Ltd	70,542	$244.1K	0.00%
Sanctuary Advisors, LLC	58,654	$202.9K	0.00%
Marshall Wace, LLP	51,698	$178.9K	0.00%
111 Capital	24,911	$86.2K	0.01%
Pallas Capital Advisors LLC	24,758	$85.7K	0.00%
Alpine Global Management, LLC	23,851	$82.5K	0.02%
Merit Financial Group, LLC	20,492	$70.9K	0.00%
Colony Group, LLC	19,647	$68.0K	0.00%
Zacks Investment Management	15,307	$53.0K	0.00%
Jump Financial, LLC	15,301	$52.9K	0.00%
Cerity Partners LLC	14,833	$51.3K	0.00%
Captrust Financial Advisors	14,111	$48.8K	0.00%
Mariner, LLC	13,662	$47.3K	0.00%
Quadrature Capital Ltd	13,496	$46.8K	0.00%
Buckingham Strategic Partners	11,162	$38.6K	0.00%
May Hill Capital, LLC	10,914	$37.8K	0.01%
Xponance, Inc.	10,273	$35.5K	0.00%
Quinn Opportunity Partners LLC	10,000	$34.6K	0.00%
Essential Partners LLC	5,160	$17.9K	0.01%
Highline Wealth Partners LLC	5,000	$17.3K	0.01%
Plante Moran Financial Advisors, LLC	2,000	$6.92K	0.00%
Group One Trading, L.P.	1,774	$6.14K	0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	1,618	$6.00K	0.00%
Red Tortoise LLC	698	$2.42K	0.00%
MAI Capital Management	181	$627	0.00%
Fortitude Family Office, LLC	156	$540	0.00%
Global Retirement Partners, LLC	130	$450	0.00%
Clearstead Advisors, LLC	13	$45	0.00%
Avion Wealth	136	$0	0.00%

Sold out (34)

Institutions that held Relay Therapeutics, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of RLAY in Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Eventide Asset Management, LLC	2,682,083	$7.03M
Finepoint Capital LP	2,117,646	$5.55M
EcoR1 Capital, LLC	641,426	$1.68M
Candriam Luxembourg S.C.A.	580,136	$1.52M
Voloridge Investment Management, LLC	431,150	$1.13M
Dark Forest Capital Management LP	405,995	$1.06M
Citadel Advisors LLC	337,268	$883.6K
Trexquant Investment LP	324,469	$850.1K
Balyasny Asset Management LLC	231,442	$606.4K
Schonfeld Strategic Advisors LLC	204,055	$534.6K
Parkman Healthcare Partners LLC	188,052	$492.7K
Jane Street Group, LLC	111,472	$292.1K
Walleye Capital LLC	101,548	$266.1K
State of Wisconsin Investment Board	100,555	$263.5K
Omers Administration Corp	85,200	$223.2K
Tudor Investment Corp Et Al	83,158	$217.9K
Martingale Asset Management L P	80,371	$210.6K
Point72 Asia (Singapore) Pte. Ltd.	71,649	$187.7K
Ensign Peak Advisors, Inc	64,900	$170.0K
Corebridge Financial, Inc.	61,637	$161.5K
Brevan Howard Capital Management LP	46,548	$122.0K
Exchange Traded Concepts, LLC	36,293	$95.1K
Mesirow Financial Investment Management, Inc.	32,916	$84.6K
Sherbrooke Park Advisers LLC	20,519	$53.8K
Quantessence Capital LLC	12,650	$33.1K
AssuredPartners Investment Advisors, LLC	11,229	$29.4K
Murchinson Ltd.	10,000	$26.2K
Point72 (DIFC) Ltd	4,663	$12.2K
Caitong International Asset Management Co., Ltd	940	$2.46K
Adirondack Trust Co	344	$897
Coldstream Capital Management Inc	341	$894
Parkside Financial Bank & Trust	125	$327
Amundi	36	$82
Massmutual Trust Co FSB	28	$73

Not filed for Q2 2025 yet (1)

Institutions that held Relay Therapeutics, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding RLAY in Q1 2025 that haven't filed for Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Lindbrook Capital, LLC	2,195	$5.75K