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 |
|---|---|---|---|---|---|
| Mayport, LLC | 49,681 | $259.3K | 0.06% | +49,681 | New |
| EntryPoint Capital, LLC | 50,917 | $265.8K | 0.10% | +3,958+8.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 47,147 | $274.9K | 0.00% | +6,164+15.0% | Added |
| PDT Partners, LLC | 53,637 | $280.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 53,648 | $280.0K | 0.03% | −388,091−87.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 54,153 | $283.0K | 0.05% | +37,218+219.8% | Added |
| Intellectus Partners, LLC | 56,425 | $294.5K | 0.06% | −5,000−8.1% | Reduced |
| Bank of Montreal | 56,454 | $294.7K | 0.00% | +1,280+2.3% | Added |
| Allspring Global Investments Holdings, LLC | 59,743 | $317.8K | 0.00% | −588−1.0% | Reduced |
| Los Angeles Capital Management LLC | 61,164 | $319.3K | 0.00% | −7,451−10.9% | Reduced |
| Brevan Howard Capital Management LP | 61,629 | $321.7K | 0.00% | +61,629 | New |
| Skopos Labs, Inc. | 97,947 | $323.2K | 0.04% | −3,110−3.1% | Reduced |
| MetLife Investment Management | 63,215 | $330.0K | 0.00% | −11,902−15.8% | Reduced |
| CWM, LLC | 67,928 | $355.0K | 0.00% | +10,935+19.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 70,029 | $365.3K | 0.00% | −12,334−15.0% | Reduced |
| Tudor Investment Corp Et Al | 76,446 | $399.0K | 0.00% | +76,446 | New |
| Creative Planning | 79,873 | $416.9K | 0.00% | +7,255+10.0% | Added |
| State of Wisconsin Investment Board | 81,384 | $424.8K | 0.00% | +81,384 | New |
| Alps Advisors Inc | 82,425 | $430.3K | 0.00% | −10,103−10.9% | Reduced |
| Thrivent Financial for Lutherans | 87,418 | $456.0K | 0.00% | −79,250−47.5% | Reduced |
| 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 |
| ICONIQ Capital, LLC | 94,697 | $494.3K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 98,290 | $504.2K | 0.00% | −5,967−5.7% | Reduced |
| DekaBank Deutsche Girozentrale | 60,000 | $527.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 101,540 | $530.0K | 0.00% | +16,560+19.5% | Added |
| Legal & General Group Plc | 112,316 | $586.3K | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 118,256 | $617.3K | 0.00% | +19,200+19.4% | Added |
| Deutsche Bank AG | 120,191 | $627.4K | 0.00% | +10,404+9.5% | Added |
| Susquehanna Fundamental Investments, LLC | 120,272 | $627.8K | 0.02% | −158,940−56.9% | Reduced |
| Gsa Capital Partners LLP | 129,422 | $676.0K | 0.06% | +48,860+60.6% | Added |
| Susquehanna International Group, LLP | 136,889 | $714.6K | 0.00% | −169,180−55.3% | Reduced |
| Boothbay Fund Management, LLC | 137,841 | $719.5K | 0.02% | −85,146−38.2% | Reduced |
| California State Teachers Retirement System | 138,551 | $723.2K | 0.00% | +32,264+30.4% | Added |
| Alliancebernstein L.P. | 145,251 | $758.2K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 151,575 | $791.2K | 0.00% | −30,382−16.7% | Reduced |
| UBS Group AG | 152,253 | $794.8K | 0.00% | −20,837−12.0% | Reduced |
| Manufacturers Life Insurance Company, The | 162,465 | $848.1K | 0.00% | −49,661−23.4% | Reduced |
| FMR LLC | 162,742 | $849.5K | 0.00% | +4,563+2.9% | Added |
| Jane Street Group, LLC | 184,951 | $965.4K | 0.00% | +184,951 | New |
| Advisor Group Holdings, Inc. | 186,388 | $970.0K | 0.00% | +184,475+9,643.2% | Added |
| Man Group plc | 187,821 | $980.4K | 0.00% | −110,689−37.1% | Reduced |
| Ieq Capital, LLC | 196,459 | $1.03M | 0.00% | +17,135+9.6% | Added |
| HRT Financial LP | 197,706 | $1.03M | 0.00% | +183,589+1,300.5% | Added |
| UBS Asset Management Americas Inc | 202,244 | $1.06M | 0.00% | −206,658−50.5% | Reduced |
| Raymond James Financial Inc | 214,823 | $1.12M | 0.00% | +24,335+12.8% | Added |
| Rhumbline Advisers | 217,592 | $1.14M | 0.00% | −4,261−1.9% | Reduced |
| Raiffeisen Bank International AG | 220,000 | $1.14M | 0.02% | +40,000+22.2% | Added |
| Royal Bank of Canada | 220,553 | $1.15M | 0.00% | −217,479−49.6% | Reduced |
| Polygon Management Ltd. | 223,123 | $1.16M | 0.17% | −475,877−68.1% | Reduced |
| Swiss National Bank | 232,700 | $1.21M | 0.00% | +5,700+2.5% | Added |
| HighVista Strategies LLC | 240,459 | $1.26M | 0.31% | +90,758+60.6% | Added |
| Nuveen, LLC | 288,450 | $1.51M | 0.00% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 339,080 | $1.77M | 0.03% | +100,266+42.0% | Added |
| Invesco Ltd. | 361,190 | $1.89M | 0.00% | +87,807+32.1% | Added |
| Bank of New York Mellon Corp | 371,578 | $1.94M | 0.00% | +13,207+3.7% | Added |
| Franklin Resources Inc | 379,363 | $1.98M | 0.00% | −14,759−3.7% | Reduced |
| American Century Companies Inc | 393,704 | $2.06M | 0.00% | +44,284+12.7% | Added |
| Algert Global LLC | 408,840 | $2.13M | 0.04% | −593,176−59.2% | Reduced |
| Congress Asset Management Co | 408,842 | $2.13M | 0.01% | +252,142+160.9% | Added |
| Rhenman & Partners Asset Management AB | 460,000 | $2.40M | 0.27% | 00.0% | Unchanged |
| Barclays PLC | 461,879 | $2.41M | 0.00% | −94,643−17.0% | Reduced |
| JPMorgan Chase & Co | 462,379 | $2.41M | 0.00% | −3,876,024−89.3% | Reduced |
| Ikarian Capital, LLC | 467,362 | $2.44M | 0.55% | −275,946−37.1% | Reduced |
| Eversept Partners, LP | 479,056 | $2.50M | 0.19% | −54,353−10.2% | Reduced |
| Acadian Asset Management LLC | 501,238 | $2.61M | 0.00% | −293,381−36.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 541,124 | $2.82M | 0.05% | 00.0% | Unchanged |
| Bessemer Group Inc | 584,463 | $3.05M | 0.00% | −670.0% | Reduced |
| Millennium Management LLC | 744,044 | $3.88M | 0.00% | −1,126,318−60.2% | Reduced |
| Foresite Capital Management IV, LLC | 1,000,000 | $5.22M | 2.86% | 00.0% | Unchanged |
| Woodline Partners LP | 1,018,115 | $5.31M | 0.03% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 1,023,110 | $5.34M | 0.01% | −485,100−32.2% | Reduced |
| Two Sigma Investments, LP | 1,095,635 | $5.72M | 0.01% | +72,251+7.1% | Added |
| Charles Schwab Investment Management Inc | 1,111,331 | $5.80M | 0.00% | +5,071+0.5% | Added |
| Two Sigma Advisers, LP | 1,124,300 | $5.87M | 0.01% | −15,500−1.4% | Reduced |
| Price T Rowe Associates Inc | 1,137,681 | $5.94M | 0.00% | −1,738,255−60.4% | Reduced |
| Baker Bros. Advisors LP | 1,160,117 | $6.06M | 0.04% | 00.0% | Unchanged |
| Northern Trust Corp | 1,165,434 | $6.08M | 0.00% | +3,342+0.3% | Added |
| Balyasny Asset Management LLC | 1,174,971 | $6.13M | 0.01% | +1,174,971 | New |
| Bank of America Corp | 1,195,843 | $6.24M | 0.00% | −124,287−9.4% | Reduced |
| AQR Capital Management LLC | 1,301,036 | $6.79M | 0.00% | +217,571+20.1% | Added |
| Alphabet Inc. | 1,568,753 | $8.19M | 0.34% | 00.0% | Unchanged |
| Morgan Stanley | 1,764,096 | $9.21M | 0.00% | +341,750+24.0% | Added |
| TCG Crossover Management, LLC | 1,810,351 | $9.45M | 0.46% | +1,810,351 | New |
| Goldman Sachs Group Inc | 1,868,871 | $9.76M | 0.00% | −66,296−3.4% | Reduced |
| MPM Oncology Impact Management LP | 2,282,680 | $11.9M | 1.95% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 2,482,950 | $13.0M | 0.00% | −306,510−11.0% | Reduced |
| Kynam Capital Management, LP | 2,887,014 | $15.1M | 1.12% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 3,054,586 | $15.9M | 0.00% | −175,080−5.4% | Reduced |
| Nextech Invest, Ltd. | 3,846,409 | $20.1M | 3.06% | 00.0% | Unchanged |
| State Street Corp | 5,065,990 | $26.4M | 0.00% | −136,801−2.6% | Reduced |
| Tang Capital Management LLC | 8,068,058 | $42.1M | 1.62% | 00.0% | Unchanged |
| Bellevue Group AG | 8,345,610 | $43.6M | 0.91% | +114,740+1.4% | Added |
| Vanguard Group Inc | 9,395,744 | $49.0M | 0.00% | +15,893+0.2% | Added |
| Casdin Capital, LLC | 11,341,381 | $59.2M | 4.94% | −57,193−0.5% | Reduced |
| BlackRock, Inc. | 13,759,382 | $71.8M | 0.00% | −195,104−1.4% | Reduced |
| Point72 Asset Management, L.P. | 14,773,676 | $77.1M | 0.17% | +1,327,972+9.9% | Added |
| Commodore Capital LP | 17,000,000 | $88.7M | 4.33% | +3,650,000+27.3% | Added |
| SB Investment Advisers (UK) Ltd | 27,904,963 | $145.7M | 1.10% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −410,896−100.0% | Sold out |