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, Q4 2025
Institutional positions in Relay Therapeutics, Inc. as of Dec 31, 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
- 227
- +30 vs. Q3 2025
- Shares held
- 174.1M
- +7.90M (+4.8%) vs. Q3 2025
- Total value
- $1.47B
- +$605.0M (+69.8%) vs. Q3 2025
- New holders
- 50
- 68 more added
- Sold out
- 20
- 57 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Relay Therapeutics, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SB Investment Advisers (UK) Ltd | 27,904,963 | $236.1M | 2.36% | 00.0% | Unchanged |
| Commodore Capital LP | 17,000,000 | $143.8M | 9.57% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 13,859,172 | $117.2M | 0.18% | −914,504−6.2% | Reduced |
| BlackRock, Inc. | 13,228,502 | $111.9M | 0.00% | −530,880−3.9% | Reduced |
| Casdin Capital, LLC | 13,003,574 | $110.0M | 6.83% | +1,662,193+14.7% | Added |
| Vanguard Group Inc | 9,691,445 | $82.0M | 0.00% | +295,701+3.1% | Added |
| Bellevue Group AG | 8,345,364 | $70.6M | 1.34% | −2460.0% | Reduced |
| State Street Corp | 6,426,111 | $54.4M | 0.00% | +1,360,121+26.8% | Added |
| Nextech Invest, Ltd. | 4,701,506 | $39.8M | 3.85% | +855,097+22.2% | Added |
| Geode Capital Management, LLC | 3,409,363 | $28.8M | 0.00% | +354,777+11.6% | Added |
| TCG Crossover Management, LLC | 3,220,186 | $27.2M | 0.90% | +1,409,835+77.9% | Added |
| Spruce Street Capital LP | 2,984,125 | $25.2M | 8.34% | +2,984,125 | New |
| Dimensional Fund Advisors LP | 2,480,350 | $21.0M | 0.00% | −2,600−0.1% | Reduced |
| MPM Oncology Impact Management LP | 2,232,451 | $18.9M | 2.16% | −50,229−2.2% | Reduced |
| Balyasny Asset Management LLC | 2,099,912 | $17.8M | 0.03% | +924,941+78.7% | Added |
| Morgan Stanley | 2,018,464 | $17.1M | 0.00% | +254,368+14.4% | Added |
| Perceptive Advisors LLC | 1,903,245 | $16.1M | 0.29% | +1,903,245 | New |
| Goldman Sachs Group Inc | 1,859,634 | $15.7M | 0.00% | −9,237−0.5% | Reduced |
| Price T Rowe Associates Inc | 1,645,403 | $13.9M | 0.00% | +507,722+44.6% | Added |
| Alphabet Inc. | 1,568,753 | $13.3M | 0.51% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 1,560,265 | $13.2M | 0.02% | +464,630+42.4% | Added |
| Kynam Capital Management, LP | 1,424,259 | $12.0M | 0.78% | −1,462,755−50.7% | Reduced |
| Two Sigma Advisers, LP | 1,289,800 | $10.9M | 0.02% | +165,500+14.7% | Added |
| AQR Capital Management LLC | 1,163,124 | $9.84M | 0.01% | −137,912−10.6% | Reduced |
| Baker Bros. Advisors LP | 1,160,117 | $9.81M | 0.06% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 1,141,880 | $9.66M | 0.11% | +1,141,880 | New |
| Northern Trust Corp | 1,138,688 | $9.63M | 0.00% | −26,746−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,136,702 | $9.62M | 0.00% | +25,371+2.3% | Added |
| Bank of America Corp | 1,040,949 | $8.81M | 0.00% | −154,894−13.0% | Reduced |
| Foresite Capital Management IV, LLC | 1,000,000 | $8.46M | 3.68% | 00.0% | Unchanged |
| Kalehua Capital Management LLC | 901,457 | $7.63M | 7.54% | +901,457 | New |
| Millennium Management LLC | 896,909 | $7.59M | 0.01% | +152,865+20.5% | Added |
| Invesco Ltd. | 865,481 | $7.32M | 0.00% | +504,291+139.6% | Added |
| Norges Bank | 837,417 | $7.08M | 0.00% | +837,417 | New |
| Woodline Partners LP | 679,115 | $5.75M | 0.02% | −339,000−33.3% | Reduced |
| Renaissance Technologies LLC | 647,899 | $5.48M | 0.01% | −375,211−36.7% | Reduced |
| Allianz Asset Management GmbH | 560,298 | $4.74M | 0.01% | +560,298 | New |
| HighVista Strategies LLC | 545,079 | $4.61M | 1.19% | +304,620+126.7% | Added |
| ArrowMark Colorado Holdings LLC | 541,124 | $4.58M | 0.10% | 00.0% | Unchanged |
| Elmind Capital, LP | 536,946 | $4.54M | 1.34% | +536,946 | New |
| Adage Capital Partners GP, L.L.C. | 500,000 | $4.23M | 0.01% | +500,000 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 499,058 | $4.22M | 3.62% | +499,058 | New |
| Eversept Partners, LP | 489,137 | $4.14M | 0.23% | +10,081+2.1% | Added |
| Trexquant Investment LP | 472,045 | $3.99M | 0.04% | +472,045 | New |
| Rhenman & Partners Asset Management AB | 460,000 | $3.89M | 0.36% | 00.0% | Unchanged |
| Bessemer Group Inc | 457,869 | $3.87M | 0.01% | −126,594−21.7% | Reduced |
| Acadian Asset Management LLC | 456,648 | $3.86M | 0.01% | −44,590−8.9% | Reduced |
| Hudson Bay Capital Management LP | 451,500 | $3.82M | 0.02% | +451,500 | New |
| American Century Companies Inc | 432,493 | $3.66M | 0.00% | +38,789+9.9% | Added |
| JPMorgan Chase & Co | 425,958 | $3.60M | 0.00% | −36,421−7.9% | Reduced |
| Congress Asset Management Co | 414,167 | $3.50M | 0.02% | +5,325+1.3% | Added |
| Barclays PLC | 414,143 | $3.50M | 0.00% | −47,736−10.3% | Reduced |
| Silverarc Capital Management, LLC | 398,167 | $3.37M | 0.49% | +398,167 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 389,563 | $3.30M | 0.01% | +389,563 | New |
| Bank of New York Mellon Corp | 378,703 | $3.20M | 0.00% | +7,125+1.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 339,080 | $2.87M | 0.04% | 00.0% | Unchanged |
| Nuveen, LLC | 300,464 | $2.54M | 0.00% | +12,014+4.2% | Added |
| UBS Group AG | 296,017 | $2.50M | 0.00% | +143,764+94.4% | Added |
| Raymond James Financial Inc | 259,411 | $2.19M | 0.00% | +44,588+20.8% | Added |
| Raiffeisen Bank International AG | 250,000 | $2.09M | 0.03% | +30,000+13.6% | Added |
| Swiss National Bank | 238,000 | $2.01M | 0.00% | +5,300+2.3% | Added |
| Susquehanna International Group, LLP | 222,929 | $1.89M | 0.00% | +86,040+62.9% | Added |
| SG Americas Securities, LLC | 220,949 | $1.87M | 0.00% | +189,004+591.7% | Added |
| Rhumbline Advisers | 215,741 | $1.83M | 0.00% | −1,851−0.9% | Reduced |
| UBS Asset Management Americas Inc | 209,848 | $1.78M | 0.00% | +7,604+3.8% | Added |
| Rafferty Asset Management, LLC | 193,756 | $1.64M | 0.01% | +42,181+27.8% | Added |
| Advisor Group Holdings, Inc. | 186,388 | $1.58M | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 181,988 | $1.54M | 0.00% | +63,732+53.9% | Added |
| Manufacturers Life Insurance Company, The | 177,486 | $1.49M | 0.00% | +15,021+9.2% | Added |
| Ieq Capital, LLC | 162,285 | $1.37M | 0.00% | −34,174−17.4% | Reduced |
| FMR LLC | 162,222 | $1.37M | 0.00% | −520−0.3% | Reduced |
| Wells Fargo & Company | 157,892 | $1.34M | 0.00% | +56,352+55.5% | Added |
| XTX Topco Ltd | 157,406 | $1.33M | 0.03% | +157,406 | New |
| Algert Global LLC | 146,500 | $1.24M | 0.02% | −262,340−64.2% | Reduced |
| Alliancebernstein L.P. | 145,251 | $1.23M | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 142,321 | $1.20M | 0.01% | +59,896+72.7% | Added |
| Sanctuary Advisors, LLC | 142,228 | $1.20M | 0.01% | +142,228 | New |
| Deutsche Bank AG | 123,994 | $1.05M | 0.00% | +3,803+3.2% | Added |
| California State Teachers Retirement System | 117,677 | $995.5K | 0.00% | −20,874−15.1% | Reduced |
| Citadel Advisors LLC | 114,143 | $965.6K | 0.00% | +114,143 | New |
| NEOS Investment Management LLC | 113,230 | $957.9K | 0.01% | +19,765+21.1% | Added |
| Tema ETFs LLC | 111,555 | $943.8K | 0.07% | +18,090+19.4% | Added |
| Legal & General Group Plc | 109,208 | $923.9K | 0.00% | −3,108−2.8% | Reduced |
| Himension Fund | 104,953 | $887.9K | 0.05% | +104,953 | New |
| State of Wisconsin Investment Board | 101,160 | $855.8K | 0.00% | +19,776+24.3% | Added |
| ICONIQ Capital, LLC | 94,697 | $801.1K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 94,210 | $797.0K | 0.00% | +94,210 | New |
| Man Group plc | 87,037 | $736.3K | 0.00% | −100,784−53.7% | Reduced |
| Creative Planning | 85,836 | $726.2K | 0.00% | +5,963+7.5% | Added |
| Tudor Investment Corp Et Al | 84,163 | $712.0K | 0.00% | +7,717+10.1% | Added |
| Jump Financial, LLC | 82,559 | $698.4K | 0.01% | +82,559 | New |
| Engineers Gate Manager LP | 78,368 | $663.0K | 0.01% | +78,368 | New |
| MetLife Investment Management | 77,536 | $656.0K | 0.00% | +14,321+22.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 76,679 | $647.5K | 0.00% | +6,650+9.5% | Added |
| Jane Street Group, LLC | 76,476 | $647.0K | 0.00% | −108,475−58.7% | Reduced |
| Seven Fleet Capital Management LP | 73,000 | $617.6K | 0.42% | +73,000 | New |
| Profund Advisors LLC | 72,586 | $614.1K | 0.02% | +38,886+115.4% | Added |
| CWM, LLC | 67,603 | $572.0K | 0.00% | −325−0.5% | Reduced |
| Jain Global LLC | 66,587 | $563.3K | 0.01% | +66,587 | New |
| Allspring Global Investments Holdings, LLC | 65,447 | $535.4K | 0.00% | +5,704+9.5% | Added |