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 |
|---|---|---|---|---|---|
| Tang Capital Management LLC | 8,068,058 | $27.9M | 1.41% | 00.0% | Unchanged |
| Bellevue Group AG | 8,230,870 | $28.5M | 0.63% | +853,578+11.6% | Added |
| Vanguard Group Inc | 9,379,851 | $32.5M | 0.00% | −2,725,569−22.5% | Reduced |
| Casdin Capital, LLC | 11,398,574 | $39.4M | 3.59% | +2,300,000+25.3% | Added |
| Commodore Capital LP | 13,350,000 | $46.2M | 3.26% | +13,350,000 | New |
| Point72 Asset Management, L.P. | 13,445,704 | $46.5M | 0.11% | +2,618,637+24.2% | Added |
| BlackRock, Inc. | 13,954,486 | $48.3M | 0.00% | −524,312−3.6% | Reduced |
| SB Investment Advisers (UK) Ltd | 27,904,963 | $96.6M | 0.77% | 00.0% | Unchanged |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −2,682,083−100.0% | Sold out |
| Finepoint Capital LP | 0 | $0 | 0.00% | −2,117,646−100.0% | Sold out |
| EcoR1 Capital, LLC | 0 | $0 | 0.00% | −641,426−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −580,136−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −431,150−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −405,995−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −337,268−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −324,469−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −231,442−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −204,055−100.0% | Sold out |
| Parkman Healthcare Partners LLC | 0 | $0 | 0.00% | −188,052−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −111,472−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −101,548−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −100,555−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −85,200−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −83,158−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −80,371−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −71,649−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −64,900−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −61,637−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −46,548−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −36,293−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −32,916−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −20,519−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −12,650−100.0% | Sold out |
| AssuredPartners Investment Advisors, LLC | 0 | $0 | 0.00% | −11,229−100.0% | Sold out |
| Murchinson Ltd. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −4,663−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −940−100.0% | Sold out |
| Adirondack Trust Co | 0 | $0 | 0.00% | −344−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −341−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |