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, Q3 2025
Institutional positions in Relay Therapeutics, Inc. as of Sep 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
- 199
- −5 vs. Q2 2025
- Shares held
- 166.2M
- −3.73M (−2.2%) vs. Q2 2025
- Total value
- $867.4M
- +$279.3M (+47.5%) vs. Q2 2025
- New holders
- 20
- 63 more added
- Sold out
- 25
- 63 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Relay Therapeutics, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SB Investment Advisers (UK) Ltd | 27,904,963 | $145.7M | 1.10% | 00.0% | Unchanged |
| Commodore Capital LP | 17,000,000 | $88.7M | 4.33% | +3,650,000+27.3% | Added |
| Point72 Asset Management, L.P. | 14,773,676 | $77.1M | 0.17% | +1,327,972+9.9% | Added |
| BlackRock, Inc. | 13,759,382 | $71.8M | 0.00% | −195,104−1.4% | Reduced |
| Casdin Capital, LLC | 11,341,381 | $59.2M | 4.94% | −57,193−0.5% | Reduced |
| Vanguard Group Inc | 9,395,744 | $49.0M | 0.00% | +15,893+0.2% | Added |
| Bellevue Group AG | 8,345,610 | $43.6M | 0.91% | +114,740+1.4% | Added |
| Tang Capital Management LLC | 8,068,058 | $42.1M | 1.62% | 00.0% | Unchanged |
| State Street Corp | 5,065,990 | $26.4M | 0.00% | −136,801−2.6% | Reduced |
| Nextech Invest, Ltd. | 3,846,409 | $20.1M | 3.06% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 3,054,586 | $15.9M | 0.00% | −175,080−5.4% | Reduced |
| Kynam Capital Management, LP | 2,887,014 | $15.1M | 1.12% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 2,482,950 | $13.0M | 0.00% | −306,510−11.0% | Reduced |
| MPM Oncology Impact Management LP | 2,282,680 | $11.9M | 1.95% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,868,871 | $9.76M | 0.00% | −66,296−3.4% | Reduced |
| TCG Crossover Management, LLC | 1,810,351 | $9.45M | 0.46% | +1,810,351 | New |
| Morgan Stanley | 1,764,096 | $9.21M | 0.00% | +341,750+24.0% | Added |
| Alphabet Inc. | 1,568,753 | $8.19M | 0.34% | 00.0% | Unchanged |
| AQR Capital Management LLC | 1,301,036 | $6.79M | 0.00% | +217,571+20.1% | Added |
| Bank of America Corp | 1,195,843 | $6.24M | 0.00% | −124,287−9.4% | Reduced |
| Balyasny Asset Management LLC | 1,174,971 | $6.13M | 0.01% | +1,174,971 | New |
| Northern Trust Corp | 1,165,434 | $6.08M | 0.00% | +3,342+0.3% | Added |
| Baker Bros. Advisors LP | 1,160,117 | $6.06M | 0.04% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 1,137,681 | $5.94M | 0.00% | −1,738,255−60.4% | Reduced |
| Two Sigma Advisers, LP | 1,124,300 | $5.87M | 0.01% | −15,500−1.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,111,331 | $5.80M | 0.00% | +5,071+0.5% | Added |
| Two Sigma Investments, LP | 1,095,635 | $5.72M | 0.01% | +72,251+7.1% | Added |
| Renaissance Technologies LLC | 1,023,110 | $5.34M | 0.01% | −485,100−32.2% | Reduced |
| Woodline Partners LP | 1,018,115 | $5.31M | 0.03% | 00.0% | Unchanged |
| Foresite Capital Management IV, LLC | 1,000,000 | $5.22M | 2.86% | 00.0% | Unchanged |
| Millennium Management LLC | 744,044 | $3.88M | 0.00% | −1,126,318−60.2% | Reduced |
| Bessemer Group Inc | 584,463 | $3.05M | 0.00% | −670.0% | Reduced |
| ArrowMark Colorado Holdings LLC | 541,124 | $2.82M | 0.05% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 501,238 | $2.61M | 0.00% | −293,381−36.9% | Reduced |
| Eversept Partners, LP | 479,056 | $2.50M | 0.19% | −54,353−10.2% | Reduced |
| Ikarian Capital, LLC | 467,362 | $2.44M | 0.55% | −275,946−37.1% | Reduced |
| JPMorgan Chase & Co | 462,379 | $2.41M | 0.00% | −3,876,024−89.3% | Reduced |
| Barclays PLC | 461,879 | $2.41M | 0.00% | −94,643−17.0% | Reduced |
| Rhenman & Partners Asset Management AB | 460,000 | $2.40M | 0.27% | 00.0% | Unchanged |
| Congress Asset Management Co | 408,842 | $2.13M | 0.01% | +252,142+160.9% | Added |
| Algert Global LLC | 408,840 | $2.13M | 0.04% | −593,176−59.2% | Reduced |
| American Century Companies Inc | 393,704 | $2.06M | 0.00% | +44,284+12.7% | Added |
| Franklin Resources Inc | 379,363 | $1.98M | 0.00% | −14,759−3.7% | Reduced |
| Bank of New York Mellon Corp | 371,578 | $1.94M | 0.00% | +13,207+3.7% | Added |
| Invesco Ltd. | 361,190 | $1.89M | 0.00% | +87,807+32.1% | Added |
| Susquehanna Portfolio Strategies, LLC | 339,080 | $1.77M | 0.03% | +100,266+42.0% | Added |
| Nuveen, LLC | 288,450 | $1.51M | 0.00% | 00.0% | Unchanged |
| HighVista Strategies LLC | 240,459 | $1.26M | 0.31% | +90,758+60.6% | Added |
| Swiss National Bank | 232,700 | $1.21M | 0.00% | +5,700+2.5% | Added |
| Polygon Management Ltd. | 223,123 | $1.16M | 0.17% | −475,877−68.1% | Reduced |
| Royal Bank of Canada | 220,553 | $1.15M | 0.00% | −217,479−49.6% | Reduced |
| Raiffeisen Bank International AG | 220,000 | $1.14M | 0.02% | +40,000+22.2% | Added |
| Rhumbline Advisers | 217,592 | $1.14M | 0.00% | −4,261−1.9% | Reduced |
| Raymond James Financial Inc | 214,823 | $1.12M | 0.00% | +24,335+12.8% | Added |
| UBS Asset Management Americas Inc | 202,244 | $1.06M | 0.00% | −206,658−50.5% | Reduced |
| HRT Financial LP | 197,706 | $1.03M | 0.00% | +183,589+1,300.5% | Added |
| Ieq Capital, LLC | 196,459 | $1.03M | 0.00% | +17,135+9.6% | Added |
| Man Group plc | 187,821 | $980.4K | 0.00% | −110,689−37.1% | Reduced |
| Advisor Group Holdings, Inc. | 186,388 | $970.0K | 0.00% | +184,475+9,643.2% | Added |
| Jane Street Group, LLC | 184,951 | $965.4K | 0.00% | +184,951 | New |
| FMR LLC | 162,742 | $849.5K | 0.00% | +4,563+2.9% | Added |
| Manufacturers Life Insurance Company, The | 162,465 | $848.1K | 0.00% | −49,661−23.4% | Reduced |
| UBS Group AG | 152,253 | $794.8K | 0.00% | −20,837−12.0% | Reduced |
| Rafferty Asset Management, LLC | 151,575 | $791.2K | 0.00% | −30,382−16.7% | Reduced |
| Alliancebernstein L.P. | 145,251 | $758.2K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 138,551 | $723.2K | 0.00% | +32,264+30.4% | Added |
| Boothbay Fund Management, LLC | 137,841 | $719.5K | 0.02% | −85,146−38.2% | Reduced |
| Susquehanna International Group, LLP | 136,889 | $714.6K | 0.00% | −169,180−55.3% | Reduced |
| Gsa Capital Partners LLP | 129,422 | $676.0K | 0.06% | +48,860+60.6% | Added |
| Susquehanna Fundamental Investments, LLC | 120,272 | $627.8K | 0.02% | −158,940−56.9% | Reduced |
| Deutsche Bank AG | 120,191 | $627.4K | 0.00% | +10,404+9.5% | Added |
| TD Asset Management Inc | 118,256 | $617.3K | 0.00% | +19,200+19.4% | Added |
| Legal & General Group Plc | 112,316 | $586.3K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 101,540 | $530.0K | 0.00% | +16,560+19.5% | Added |
| DekaBank Deutsche Girozentrale | 60,000 | $527.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 98,290 | $504.2K | 0.00% | −5,967−5.7% | Reduced |
| ICONIQ Capital, LLC | 94,697 | $494.3K | 0.01% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 93,465 | $487.9K | 0.00% | −3,685−3.8% | Reduced |
| Tema ETFs LLC | 93,465 | $487.9K | 0.04% | −3,685−3.8% | Reduced |
| Thrivent Financial for Lutherans | 87,418 | $456.0K | 0.00% | −79,250−47.5% | Reduced |
| Alps Advisors Inc | 82,425 | $430.3K | 0.00% | −10,103−10.9% | Reduced |
| State of Wisconsin Investment Board | 81,384 | $424.8K | 0.00% | +81,384 | New |
| Creative Planning | 79,873 | $416.9K | 0.00% | +7,255+10.0% | Added |
| Tudor Investment Corp Et Al | 76,446 | $399.0K | 0.00% | +76,446 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 70,029 | $365.3K | 0.00% | −12,334−15.0% | Reduced |
| CWM, LLC | 67,928 | $355.0K | 0.00% | +10,935+19.2% | Added |
| MetLife Investment Management | 63,215 | $330.0K | 0.00% | −11,902−15.8% | Reduced |
| Skopos Labs, Inc. | 97,947 | $323.2K | 0.04% | −3,110−3.1% | Reduced |
| Brevan Howard Capital Management LP | 61,629 | $321.7K | 0.00% | +61,629 | New |
| Los Angeles Capital Management LLC | 61,164 | $319.3K | 0.00% | −7,451−10.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 59,743 | $317.8K | 0.00% | −588−1.0% | Reduced |
| Bank of Montreal | 56,454 | $294.7K | 0.00% | +1,280+2.3% | Added |
| Intellectus Partners, LLC | 56,425 | $294.5K | 0.06% | −5,000−8.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 54,153 | $283.0K | 0.05% | +37,218+219.8% | Added |
| Private Capital Advisors, Inc. | 53,648 | $280.0K | 0.03% | −388,091−87.9% | Reduced |
| PDT Partners, LLC | 53,637 | $280.0K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 47,147 | $274.9K | 0.00% | +6,164+15.0% | Added |
| EntryPoint Capital, LLC | 50,917 | $265.8K | 0.10% | +3,958+8.4% | Added |
| Mayport, LLC | 49,681 | $259.3K | 0.06% | +49,681 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 47,621 | $248.6K | 0.00% | +18,924+65.9% | Added |