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 |
|---|---|---|---|---|---|
| Jain Global LLC | 39,770 | $137.6K | 0.00% | −3,965−9.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 40,983 | $148.8K | 0.00% | +25,511+164.9% | Added |
| Diadema Partners LP | 43,616 | $150.9K | 0.09% | −382,730−89.8% | Reduced |
| EntryPoint Capital, LLC | 46,959 | $162.5K | 0.08% | −24,527−34.3% | Reduced |
| TrueMark Investments, LLC | 49,628 | $171.7K | 0.04% | −1,908−3.7% | Reduced |
| Marshall Wace, LLP | 51,698 | $178.9K | 0.00% | +51,698 | New |
| PDT Partners, LLC | 53,637 | $185.6K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 54,243 | $187.7K | 0.00% | −27,185−33.4% | Reduced |
| Bank of Montreal | 55,174 | $190.9K | 0.00% | +23,396+73.6% | Added |
| CWM, LLC | 56,993 | $197.0K | 0.00% | +36,724+181.2% | Added |
| Sanctuary Advisors, LLC | 58,654 | $202.9K | 0.00% | +58,654 | New |
| Allspring Global Investments Holdings, LLC | 60,331 | $212.4K | 0.00% | −3,275−5.1% | Reduced |
| Intellectus Partners, LLC | 61,425 | $212.5K | 0.05% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 68,615 | $237.4K | 0.00% | +3,275+5.0% | Added |
| OP Asset Management Ltd | 70,542 | $244.1K | 0.00% | +70,542 | New |
| Federated Hermes, Inc. | 71,217 | $246.4K | 0.00% | −25,096−26.1% | Reduced |
| Creative Planning | 72,618 | $251.3K | 0.00% | +49,501+214.1% | Added |
| MetLife Investment Management | 75,117 | $259.9K | 0.00% | +9,845+15.1% | Added |
| Gsa Capital Partners LLP | 80,562 | $279.0K | 0.02% | +28,083+53.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 82,363 | $283.5K | 0.00% | −1,706−2.0% | Reduced |
| Wells Fargo & Company | 84,980 | $294.0K | 0.00% | +9,466+12.5% | Added |
| Squarepoint Ops LLC | 87,551 | $302.9K | 0.00% | −27,068−23.6% | Reduced |
| Alps Advisors Inc | 92,528 | $320.1K | 0.00% | +92,528 | New |
| ICONIQ Capital, LLC | 94,697 | $327.7K | 0.01% | 00.0% | Unchanged |
| 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 |
| TD Asset Management Inc | 99,056 | $342.7K | 0.00% | −57,400−36.7% | Reduced |
| Skopos Labs, Inc. | 101,057 | $349.7K | 0.05% | +95,002+1,569.0% | Added |
| HSBC Holdings PLC | 104,257 | $351.8K | 0.00% | −12,151−10.4% | Reduced |
| California State Teachers Retirement System | 106,287 | $367.8K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 109,787 | $379.9K | 0.00% | +39,018+55.1% | Added |
| Legal & General Group Plc | 112,316 | $388.6K | 0.00% | −16,899−13.1% | Reduced |
| Citigroup Inc | 123,393 | $426.9K | 0.00% | −136,920−52.6% | Reduced |
| UBS Oconnor LLC | 127,036 | $439.5K | 0.01% | −255,864−66.8% | Reduced |
| Alliancebernstein L.P. | 145,251 | $502.6K | 0.00% | −23,030−13.7% | Reduced |
| HighVista Strategies LLC | 149,701 | $518.0K | 0.19% | +149,701 | New |
| DekaBank Deutsche Girozentrale | 60,000 | $531.0K | 0.00% | −8,937−13.0% | Reduced |
| Congress Asset Management Co | 156,700 | $542.2K | 0.00% | +498+0.3% | Added |
| FMR LLC | 158,179 | $547.3K | 0.00% | +115,164+267.7% | Added |
| Thrivent Financial for Lutherans | 166,668 | $576.0K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 180,000 | $586.8K | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 170,196 | $589.0K | 0.01% | +170,196 | New |
| UBS Group AG | 173,090 | $598.9K | 0.00% | −102,468−37.2% | Reduced |
| Ieq Capital, LLC | 179,324 | $620.5K | 0.00% | +122,990+218.3% | Added |
| Rafferty Asset Management, LLC | 181,957 | $629.6K | 0.00% | −23,111−11.3% | Reduced |
| Congress Wealth Management LLC | 186,063 | $643.8K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 190,488 | $659.1K | 0.00% | +5,955+3.2% | Added |
| Manufacturers Life Insurance Company, The | 212,126 | $734.0K | 0.00% | +6,547+3.2% | Added |
| Rhumbline Advisers | 221,853 | $767.6K | 0.00% | +47,728+27.4% | Added |
| Boothbay Fund Management, LLC | 222,987 | $771.5K | 0.02% | −3,750−1.7% | Reduced |
| Swiss National Bank | 227,000 | $785.4K | 0.00% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 238,814 | $826.3K | 0.02% | +238,814 | New |
| XTX Topco Ltd | 241,230 | $834.7K | 0.03% | +161,317+201.9% | Added |
| Invesco Ltd. | 273,383 | $945.9K | 0.00% | +88,552+47.9% | Added |
| Susquehanna Fundamental Investments, LLC | 279,212 | $966.1K | 0.03% | −76,953−21.6% | Reduced |
| Nuveen, LLC | 288,450 | $998.0K | 0.00% | −31,945−10.0% | Reduced |
| Verition Fund Management LLC | 290,599 | $1.01M | 0.01% | +151,355+108.7% | Added |
| HarbourVest Partners LLC | 296,402 | $1.03M | 1.12% | 00.0% | Unchanged |
| Man Group plc | 298,510 | $1.03M | 0.00% | +92,789+45.1% | Added |
| Susquehanna International Group, LLP | 306,069 | $1.06M | 0.00% | +49,286+19.2% | Added |
| American Century Companies Inc | 349,420 | $1.21M | 0.00% | +40,668+13.2% | Added |
| Prudential Financial Inc | 358,225 | $1.24M | 0.00% | −35,150−8.9% | Reduced |
| Bank of New York Mellon Corp | 358,371 | $1.24M | 0.00% | +28,466+8.6% | Added |
| Franklin Resources Inc | 394,122 | $1.36M | 0.00% | +223,042+130.4% | Added |
| UBS Asset Management Americas Inc | 408,902 | $1.41M | 0.00% | +107,352+35.6% | Added |
| Ameriprise Financial Inc | 410,896 | $1.42M | 0.00% | +38,543+10.4% | Added |
| Royal Bank of Canada | 438,032 | $1.52M | 0.00% | +425,957+3,527.6% | Added |
| Private Capital Advisors, Inc. | 441,739 | $1.53M | 0.19% | +341,739+341.7% | Added |
| Rhenman & Partners Asset Management AB | 460,000 | $1.59M | 0.20% | 00.0% | Unchanged |
| Eversept Partners, LP | 533,409 | $1.85M | 0.19% | +533,409 | New |
| ArrowMark Colorado Holdings LLC | 541,124 | $1.87M | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 556,522 | $1.93M | 0.00% | +87,351+18.6% | Added |
| Bessemer Group Inc | 584,530 | $2.02M | 0.00% | 00.0% | Unchanged |
| Polygon Management Ltd. | 699,000 | $2.42M | 0.44% | +80,000+12.9% | Added |
| Ikarian Capital, LLC | 743,308 | $2.57M | 0.85% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 794,619 | $2.75M | 0.01% | +112,591+16.5% | Added |
| Norges Bank | 835,874 | $2.89M | 0.00% | −3,799,263−82.0% | Reduced |
| Foresite Capital Management IV, LLC | 1,000,000 | $3.46M | 2.79% | 00.0% | Unchanged |
| Algert Global LLC | 1,002,016 | $3.47M | 0.07% | +70,765+7.6% | Added |
| Woodline Partners LP | 1,018,115 | $3.52M | 0.02% | −500,446−33.0% | Reduced |
| Two Sigma Investments, LP | 1,023,384 | $3.54M | 0.01% | +179,528+21.3% | Added |
| AQR Capital Management LLC | 1,083,465 | $3.75M | 0.00% | +718,519+196.9% | Added |
| Charles Schwab Investment Management Inc | 1,106,260 | $3.83M | 0.00% | +41,402+3.9% | Added |
| Two Sigma Advisers, LP | 1,139,800 | $3.94M | 0.01% | +388,600+51.7% | Added |
| Baker Bros. Advisors LP | 1,160,117 | $4.01M | 0.04% | 00.0% | Unchanged |
| Northern Trust Corp | 1,162,092 | $4.02M | 0.00% | +19,164+1.7% | Added |
| Bank of America Corp | 1,320,130 | $4.57M | 0.00% | +765,702+138.1% | Added |
| Morgan Stanley | 1,422,346 | $4.92M | 0.00% | −170,840−10.7% | Reduced |
| Renaissance Technologies LLC | 1,508,210 | $5.22M | 0.01% | −767,900−33.7% | Reduced |
| Alphabet Inc. | 1,568,753 | $5.43M | 0.25% | 00.0% | Unchanged |
| Millennium Management LLC | 1,870,362 | $6.47M | 0.01% | −1,072,513−36.4% | Reduced |
| Goldman Sachs Group Inc | 1,935,167 | $6.70M | 0.00% | −142,828−6.9% | Reduced |
| MPM Oncology Impact Management LP | 2,282,680 | $7.90M | 1.37% | −13,244−0.6% | Reduced |
| Dimensional Fund Advisors LP | 2,789,460 | $9.65M | 0.00% | −9,631−0.3% | Reduced |
| Price T Rowe Associates Inc | 2,875,936 | $9.95M | 0.00% | −601,855−17.3% | Reduced |
| Kynam Capital Management, LP | 2,887,014 | $9.99M | 1.08% | −176,278−5.8% | Reduced |
| Geode Capital Management, LLC | 3,229,666 | $11.2M | 0.00% | +159,548+5.2% | Added |
| Nextech Invest, Ltd. | 3,846,409 | $13.3M | 2.52% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,338,403 | $15.0M | 0.00% | −571,368−11.6% | Reduced |
| State Street Corp | 5,202,791 | $18.0M | 0.00% | +43,599+0.8% | Added |