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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.

Institutional holdersQ3 2025: 199 institutions
Q1 2021: 137 institutionsQ2 2021: 125 institutionsQ3 2021: 132 institutionsQ4 2021: 131 institutionsQ1 2022: 140 institutionsQ2 2022: 148 institutionsQ3 2022: 162 institutionsQ4 2022: 165 institutionsQ1 2023: 157 institutionsQ2 2023: 161 institutionsQ3 2023: 172 institutionsQ4 2023: 177 institutionsQ1 2024: 189 institutionsQ2 2024: 179 institutionsQ3 2024: 195 institutionsQ4 2024: 200 institutionsQ1 2025: 208 institutionsQ2 2025: 208 institutionsQ3 2025: 199 institutionsQ4 2025: 227 institutionsQ1 2026: 244 institutionsQ2 2026: 259 institutions
Value heldQ3 2025: $867.4M
Q1 2021: $2.96BQ2 2021: $3.26BQ3 2021: $2.89BQ4 2021: $3.41BQ1 2022: $3.38BQ2 2022: $2.02BQ3 2022: $2.76BQ4 2022: $1.91BQ1 2023: $2.16BQ2 2023: $1.64BQ3 2023: $1.10BQ4 2023: $1.40BQ1 2024: $1.10BQ2 2024: $826.8MQ3 2024: $1.16BQ4 2024: $675.8MQ1 2025: $438.1MQ2 2025: $591.8MQ3 2025: $867.4MQ4 2025: $1.47BQ1 2026: $1.83BQ2 2026: $4.58B
Institutions holding RLAY and their total value by quarter
QuarterHoldersValue
Q2 2026259$4.58B
Q1 2026244$1.83B
Q4 2025227$1.47B
Q3 2025199$867.4M
Q2 2025208$591.8M
Q1 2025208$438.1M
Q4 2024200$675.8M
Q3 2024195$1.16B
Q2 2024179$826.8M
Q1 2024189$1.10B
Q4 2023177$1.40B
Q3 2023172$1.10B
Q2 2023161$1.64B
Q1 2023157$2.16B
Q4 2022165$1.91B
Q3 2022162$2.76B
Q2 2022148$2.02B
Q1 2022140$3.38B
Q4 2021131$3.41B
Q3 2021132$2.89B
Q2 2021125$3.26B
Q1 2021137$2.96B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Relay Therapeutics, Inc.; share changes are against Q2 2025.

Institutions holding RLAY in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth136$00.00%00.0%Unchanged
Covestor Ltd24$00.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.13$680.00%+13New
Sunbelt Securities, Inc.52$2710.00%+52New
Advisory Services Network, LLC81$4230.00%+81New
Your Advocates Ltd., LLP100$5220.00%00.0%Unchanged
Parkside Financial Bank & Trust129$6740.00%+129New
Global Retirement Partners, LLC130$6790.00%00.0%Unchanged
Jones Financial Companies LLLP154$7960.00%00.0%Unchanged
MAI Capital Management181$9450.00%00.0%Unchanged
Hughes Financial Services, LLC225$1.39K0.00%00.0%Unchanged
True Wealth Design, LLC278$1.45K0.00%+163+141.7%Added
Fortitude Family Office, LLC301$1.57K0.00%+145+92.9%Added
Clearstead Advisors, LLC303$1.58K0.00%+290+2,230.8%Added
Rothschild Investment LLC460$2.40K0.00%−75−14.0%Reduced
Versant Capital Management, Inc493$2.57K0.00%00.0%Unchanged
Daiwa Securities Group Inc.486$3.00K0.00%00.0%Unchanged
IFP Advisors, Inc576$3.01K0.00%+407+240.8%Added
Comerica Bank664$3.47K0.00%00.0%Unchanged
Red Tortoise LLC698$3.64K0.00%00.0%Unchanged
Umb Bank N A735$3.84K0.00%+735New
Webster Bank, N. A.1,000$5.22K0.00%00.0%Unchanged
SBI Securities Co., Ltd.1,006$5.25K0.00%−1−0.1%Reduced
Smartleaf Asset Management LLC1,139$5.91K0.00%+1,023+881.9%Added
Parallel Advisors, LLC1,174$6.13K0.00%00.0%Unchanged
Optiver Holding B.V.1,228$6.41K0.00%+1,228New
Allworth Financial LP1,435$7.49K0.00%+749+109.2%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,618$8.00K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC2,000$10.4K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC2,074$10.8K0.00%+59+2.9%Added
Shell Asset Management Co2,151$11.0K0.00%−4,743−68.8%Reduced
Hager Investment Management Services, LLC2,178$11.4K0.01%+2,178New
EverSource Wealth Advisors, LLC2,211$11.5K0.00%+489+28.4%Added
Signaturefd, LLC3,124$16.3K0.00%00.0%Unchanged
Farther Finance Advisors, LLC3,530$18.4K0.00%−13,172−78.9%Reduced
GF Fund Management Co. Ltd.3,709$19.4K0.00%−577−13.5%Reduced
Amalgamated Bank4,200$22.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.4,654$24.3K0.00%+1,370+41.7%Added
US Bancorp5,131$26.8K0.00%−354−6.5%Reduced
Essential Partners LLC5,346$27.9K0.01%+186+3.6%Added
Public Employees Retirement Association of Colorado5,888$31.0K0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.6,665$34.8K0.00%+42+0.6%Added
Steward Partners Investment Advisory, LLC8,100$42.3K0.00%+2,000+32.8%Added
Tower Research Capital LLC (TRC)8,601$44.9K0.00%−2,964−25.6%Reduced
Great West Life Assurance Co8,624$45.0K0.00%00.0%Unchanged
Sterling Capital Management LLC9,137$47.7K0.00%+5,765+171.0%Added
FNY Investment Advisers, LLC10,000$52.0K0.02%00.0%Unchanged
Portland Investment Counsel Inc.10,000$52.2K0.01%00.0%Unchanged
Persistent Asset Partners Ltd10,280$53.7K0.04%00.0%Unchanged
Xponance, Inc.10,336$54.0K0.00%+63+0.6%Added
Abel Hall, LLC11,175$58.3K0.02%+11,175New
Group One Trading, L.P.11,669$60.9K0.00%+9,895+557.8%Added
Quadrant Capital Group LLC11,791$61.5K0.00%00.0%Unchanged
Buckingham Strategic Partners10,925$63.2K0.00%−237−2.1%Reduced
Quantinno Capital Management LP12,373$64.6K0.00%+12,373New
Russell Investments Group, Ltd.12,439$64.9K0.00%−7,670−38.1%Reduced
Boston Family Office LLC12,397$65.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.12,730$66.5K0.00%00.0%Unchanged
Mercer Global Advisors Inc13,055$68.1K0.00%+13,055New
49 Wealth Management, LLC13,101$68.4K0.01%+13,101New
CIBC Bancorp USA Inc.14,116$73.7K0.00%+14,116New
Citigroup Inc14,314$74.7K0.00%−109,079−88.4%Reduced
Prudential Financial Inc14,825$77.4K0.00%−343,400−95.9%Reduced
Victory Capital Management Inc14,992$78.3K0.00%−422−2.7%Reduced
SRS Capital Advisors, Inc.15,057$78.6K0.00%+15,057New
Prelude Capital Management, LLC19,700$102.8K0.01%+3,100+18.7%Added
Merit Financial Group, LLC20,514$107.1K0.00%+22+0.1%Added
Cerity Partners LLC21,241$110.9K0.00%+6,408+43.2%Added
Polymer Capital Management (US) LLC21,693$113.2K0.02%−13,296−38.0%Reduced
Erste Asset Management GmbH23,100$119.9K0.00%00.0%Unchanged
Voya Investment Management LLC24,575$128.3K0.00%−11,791−32.4%Reduced
KLP Kapitalforvaltning AS24,700$128.9K0.00%00.0%Unchanged
Pallas Capital Advisors LLC25,100$131.0K0.00%+342+1.4%Added
Captrust Financial Advisors25,228$131.7K0.00%+11,117+78.8%Added
SEI Investments Co25,630$133.8K0.00%00.0%Unchanged
State Board of Administration of Florida Retirement System25,807$134.7K0.00%00.0%Unchanged
Mariner, LLC27,756$144.9K0.00%+14,094+103.2%Added
JustInvest LLC27,871$145.5K0.00%+2,079+8.1%Added
Fiduciary Trust Co27,971$146.0K0.00%00.0%Unchanged
ProShare Advisors LLC28,776$150.2K0.00%−4,781−14.2%Reduced
Teacher Retirement System of Texas28,868$150.7K0.00%−3,083−9.6%Reduced
New York State Common Retirement Fund29,399$153.5K0.00%00.0%Unchanged
Quinn Opportunity Partners LLC30,000$156.6K0.01%+20,000+200.0%Added
China Universal Asset Management Co., Ltd.30,221$157.8K0.01%−4,213−12.2%Reduced
SG Americas Securities, LLC31,945$167.0K0.00%+4,825+17.8%Added
BNP Paribas Arbitrage, SA32,242$168.3K0.00%−3,199−9.0%Reduced
Virtus Investment Advisers, Inc.32,982$172.2K0.05%+5,726+21.0%Added
Profund Advisors LLC33,700$175.9K0.01%−4,923−12.7%Reduced
DRW Securities, LLC34,599$177.0K0.01%+4,956+16.7%Added
Arizona State Retirement System35,461$185.1K0.00%+884+2.6%Added
Blackstone Group Inc.35,618$185.9K0.00%00.0%Unchanged
Federated Hermes, Inc.36,000$187.9K0.00%−35,217−49.5%Reduced
Janus Henderson Group PLC36,873$192.7K0.00%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey37,005$193.2K0.00%+4,632+14.3%Added
Cresset Asset Management, LLC37,084$193.6K0.00%00.0%Unchanged
Brandywine Managers, LLC38,429$200.6K0.19%00.0%Unchanged
Intech Investment Management LLC38,709$202.1K0.00%−15,534−28.6%Reduced
LPL Financial LLC41,928$218.9K0.00%+17,100+68.9%Added
Diadema Partners LP43,616$227.7K0.16%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)47,621$248.6K0.00%+18,924+65.9%Added