Relay Therapeutics, Inc.

RLAY

Exchange: Nasdaq
Industry: Biological Products, (No Diagnostic Substances)
SEC CIK: 0001812364

SEC filings (opens in a new tab)

In the last 90 days, Relay Therapeutics, Inc. insiders filed 0 open-market purchases and 13 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.

Q4 2025 vs. Q3 2025

How the institutions holding Relay Therapeutics, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of RLAY: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	199	2	227	+30
Shares	166.2M	16.3K	174.1M	+7.90M (+4.8%)
Value	$867.4M	$84.7K	$1.47B	+$605.0M (+69.8%)

2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (50)

Institutions that held Relay Therapeutics, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to RLAY in Q4 2025
Institution	Shares	Value	% of portfolio
Spruce Street Capital LP	2,984,125	$25.2M	8.34%
Perceptive Advisors LLC	1,903,245	$16.1M	0.29%
ExodusPoint Capital Management, LP	1,141,880	$9.66M	0.11%
Kalehua Capital Management LLC	901,457	$7.63M	7.54%
Norges Bank	837,417	$7.08M	0.00%
Allianz Asset Management GmbH	560,298	$4.74M	0.01%
Elmind Capital, LP	536,946	$4.54M	1.34%
Adage Capital Partners GP, L.L.C.	500,000	$4.23M	0.01%
Timothy G. Youngquist 2020 Irrevocable Trust	499,058	$4.22M	3.62%
Trexquant Investment LP	472,045	$3.99M	0.04%
Hudson Bay Capital Management LP	451,500	$3.82M	0.02%
Silverarc Capital Management, LLC	398,167	$3.37M	0.49%
Connor, Clark & Lunn Investment Management Ltd.	389,563	$3.30M	0.01%
XTX Topco Ltd	157,406	$1.33M	0.03%
Sanctuary Advisors, LLC	142,228	$1.20M	0.01%
Citadel Advisors LLC	114,143	$965.6K	0.00%
Himension Fund	104,953	$887.9K	0.05%
Squarepoint Ops LLC	94,210	$797.0K	0.00%
Jump Financial, LLC	82,559	$698.4K	0.01%
Engineers Gate Manager LP	78,368	$663.0K	0.01%
Seven Fleet Capital Management LP	73,000	$617.6K	0.42%
Jain Global LLC	66,587	$563.3K	0.01%
Schonfeld Strategic Advisors LLC	61,853	$523.3K	0.00%
Fox Run Management, L.L.C.	60,203	$509.3K	0.08%
Canada Pension Plan Investment Board	42,000	$355.3K	0.00%
Quest Partners LLC	39,447	$333.7K	0.02%
VARCOV Co.	29,289	$247.8K	0.10%
Blueshift Asset Management, LLC	26,814	$226.8K	0.07%
Graham Capital Management, L.P.	23,126	$195.6K	0.01%
Callan Family Office, LLC	20,531	$173.7K	0.00%
Colony Group, LLC	17,333	$146.6K	0.00%
AssuredPartners Investment Advisors, LLC	16,123	$136.4K	0.02%
Winton Group Ltd	16,000	$135.4K	0.00%
Pictet Asset Management Holding SA	15,052	$127.3K	0.00%
Caitong International Asset Management Co., Ltd	13,639	$115.4K	0.03%
Virginia Retirement Systems Et Al	12,900	$109.1K	0.00%
J. Goldman & Co LP	12,551	$106.2K	0.00%
EP Wealth Advisors, LLC	12,502	$105.8K	0.00%
Duncan Williams Asset Management, LLC	11,763	$99.9K	0.02%
Opal Capital LLC	11,401	$98.6K	0.02%
Torren Management, LLC	3,544	$30.0K	0.02%
CIBC Private Wealth Group, LLC	680	$5.75K	0.00%
Keating Financial Advisory Services, Inc.	679	$5.74K	0.00%
Rockefeller Capital Management L.P.	454	$3.84K	0.00%
GAMMA Investing LLC	354	$3.00K	0.00%
Basecamp Wealth Advisors LLC	291	$2.46K	0.00%
Cornerstone Financial Management LLC	162	$1.37K	0.00%
International Assets Investment Management, LLC	93	$787	0.00%
SageView Advisory Group, LLC	40	$339	0.00%
Aster Capital Management (DIFC) Ltd	10	$85	0.00%

Sold out (20)

Institutions that held Relay Therapeutics, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of RLAY in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Tang Capital Management LLC	8,068,058	$42.1M
Ikarian Capital, LLC	467,362	$2.44M
Polygon Management Ltd.	223,123	$1.16M
Boothbay Fund Management, LLC	137,841	$719.5K
Gsa Capital Partners LLP	129,422	$676.0K
HSBC Holdings PLC	98,290	$504.2K
Thrivent Financial for Lutherans	87,418	$456.0K
Brevan Howard Capital Management LP	61,629	$321.7K
Diadema Partners LP	43,616	$227.7K
Federated Hermes, Inc.	36,000	$187.9K
Blackstone Group Inc.	35,618	$185.9K
Quinn Opportunity Partners LLC	30,000	$156.6K
Mariner, LLC	27,756	$144.9K
Polymer Capital Management (US) LLC	21,693	$113.2K
Prelude Capital Management, LLC	19,700	$102.8K
Prudential Financial Inc	14,825	$77.4K
Boston Family Office LLC	12,397	$65.0K
Persistent Asset Partners Ltd	10,280	$53.7K
Optiver Holding B.V.	1,228	$6.41K
Advisory Services Network, LLC	81	$423

Not filed for Q4 2025 yet (2)

Institutions that held Relay Therapeutics, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding RLAY in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
CIBC Bancorp USA Inc.	14,116	$73.7K
Shell Asset Management Co	2,151	$11.0K