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 |
|---|---|---|---|---|---|
| Covestor Ltd | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 10 | $85 | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 13 | $110 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 19 | $161 | 0.00% | −15,038−99.9% | Reduced |
| Clearstead Advisors, LLC | 34 | $285 | 0.00% | −269−88.8% | Reduced |
| SageView Advisory Group, LLC | 40 | $339 | 0.00% | +40 | New |
| Sunbelt Securities, Inc. | 52 | $440 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 93 | $787 | 0.00% | +93 | New |
| Your Advocates Ltd., LLP | 100 | $846 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 136 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 129 | $1.09K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 130 | $1.10K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 154 | $1.30K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 162 | $1.37K | 0.00% | +162 | New |
| MAI Capital Management | 181 | $1.53K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 218 | $1.84K | 0.00% | −7−3.1% | Reduced |
| True Wealth Design, LLC | 278 | $2.35K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 291 | $2.46K | 0.00% | +291 | New |
| Fortitude Family Office, LLC | 301 | $2.55K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 354 | $3.00K | 0.00% | +354 | New |
| Rockefeller Capital Management L.P. | 454 | $3.84K | 0.00% | +454 | New |
| Rothschild Investment LLC | 469 | $3.97K | 0.00% | +9+2.0% | Added |
| Daiwa Securities Group Inc. | 486 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 493 | $4.17K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 576 | $4.87K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 664 | $5.62K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 679 | $5.74K | 0.00% | +679 | New |
| CIBC Private Wealth Group, LLC | 680 | $5.75K | 0.00% | +680 | New |
| Tower Research Capital LLC (TRC) | 681 | $5.76K | 0.00% | −7,920−92.1% | Reduced |
| Red Tortoise LLC | 698 | $5.91K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 735 | $6.22K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,000 | $8.46K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,189 | $10.1K | 0.00% | +15+1.3% | Added |
| Allworth Financial LP | 1,334 | $11.3K | 0.00% | −101−7.0% | Reduced |
| SBI Securities Co., Ltd. | 1,453 | $12.3K | 0.00% | +447+44.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,769 | $15.0K | 0.00% | +151+9.3% | Added |
| Nisa Investment Advisors, LLC | 2,074 | $17.5K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 2,178 | $18.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,211 | $18.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,124 | $26.4K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 3,406 | $28.8K | 0.00% | −303−8.2% | Reduced |
| Torren Management, LLC | 3,544 | $30.0K | 0.02% | +3,544 | New |
| Royal Bank of Canada | 4,060 | $35.0K | 0.00% | −216,493−98.2% | Reduced |
| Farther Finance Advisors, LLC | 4,140 | $35.0K | 0.00% | +610+17.3% | Added |
| Smartleaf Asset Management LLC | 4,426 | $37.0K | 0.00% | +3,287+288.6% | Added |
| Amalgamated Bank | 4,424 | $37.0K | 0.00% | +224+5.3% | Added |
| The PNC Financial Services Group, Inc. | 4,606 | $39.0K | 0.00% | −48−1.0% | Reduced |
| FNY Investment Advisers, LLC | 5,000 | $42.0K | 0.01% | −5,000−50.0% | Reduced |
| US Bancorp | 5,131 | $43.4K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 5,346 | $45.2K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,888 | $50.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 8,116 | $68.7K | 0.00% | −1,021−11.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 8,422 | $71.3K | 0.00% | +1,757+26.4% | Added |
| Great West Life Assurance Co | 8,624 | $73.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 8,764 | $74.1K | 0.00% | +6,764+338.2% | Added |
| Steward Partners Investment Advisory, LLC | 8,900 | $75.3K | 0.00% | +800+9.9% | Added |
| Portland Investment Counsel Inc. | 10,000 | $84.6K | 0.03% | 00.0% | Unchanged |
| DRW Securities, LLC | 10,127 | $85.7K | 0.01% | −24,472−70.7% | Reduced |
| Buckingham Strategic Partners | 10,665 | $90.2K | 0.00% | −260−2.4% | Reduced |
| Xponance, Inc. | 11,002 | $93.1K | 0.00% | +666+6.4% | Added |
| Ameritas Investment Partners, Inc. | 11,180 | $94.6K | 0.00% | −1,550−12.2% | Reduced |
| 49 Wealth Management, LLC | 11,401 | $96.5K | 0.01% | −1,700−13.0% | Reduced |
| Opal Capital LLC | 11,401 | $98.6K | 0.02% | +11,401 | New |
| Quadrant Capital Group LLC | 11,791 | $99.8K | 0.00% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 11,763 | $99.9K | 0.02% | +11,763 | New |
| Russell Investments Group, Ltd. | 12,462 | $105.4K | 0.00% | +23+0.2% | Added |
| EP Wealth Advisors, LLC | 12,502 | $105.8K | 0.00% | +12,502 | New |
| J. Goldman & Co LP | 12,551 | $106.2K | 0.00% | +12,551 | New |
| Mercer Global Advisors Inc | 12,838 | $108.6K | 0.00% | −217−1.7% | Reduced |
| Virginia Retirement Systems Et Al | 12,900 | $109.1K | 0.00% | +12,900 | New |
| Abel Hall, LLC | 12,984 | $109.8K | 0.03% | +1,809+16.2% | Added |
| Caitong International Asset Management Co., Ltd | 13,639 | $115.4K | 0.03% | +13,639 | New |
| Victory Capital Management Inc | 15,016 | $127.0K | 0.00% | +24+0.2% | Added |
| Pictet Asset Management Holding SA | 15,052 | $127.3K | 0.00% | +15,052 | New |
| Winton Group Ltd | 16,000 | $135.4K | 0.00% | +16,000 | New |
| AssuredPartners Investment Advisors, LLC | 16,123 | $136.4K | 0.02% | +16,123 | New |
| Quantinno Capital Management LP | 17,277 | $146.2K | 0.00% | +4,904+39.6% | Added |
| Colony Group, LLC | 17,333 | $146.6K | 0.00% | +17,333 | New |
| Teacher Retirement System of Texas | 17,473 | $147.8K | 0.00% | −11,395−39.5% | Reduced |
| BNP Paribas Arbitrage, SA | 20,004 | $169.2K | 0.00% | −12,238−38.0% | Reduced |
| Merit Financial Group, LLC | 20,485 | $173.3K | 0.00% | −29−0.1% | Reduced |
| Callan Family Office, LLC | 20,531 | $173.7K | 0.00% | +20,531 | New |
| Cerity Partners LLC | 21,046 | $178.0K | 0.00% | −195−0.9% | Reduced |
| Erste Asset Management GmbH | 23,100 | $194.3K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 23,126 | $195.6K | 0.01% | +23,126 | New |
| Voya Investment Management LLC | 24,575 | $207.9K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 24,700 | $209.0K | 0.00% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 25,120 | $212.5K | 0.01% | +20+0.1% | Added |
| SEI Investments Co | 25,630 | $216.8K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 25,807 | $218.3K | 0.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 26,814 | $226.8K | 0.07% | +26,814 | New |
| Skopos Labs, Inc. | 27,141 | $228.3K | 0.01% | −70,806−72.3% | Reduced |
| JustInvest LLC | 27,587 | $233.4K | 0.00% | −284−1.0% | Reduced |
| Fiduciary Trust Co | 27,971 | $236.6K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 28,243 | $238.9K | 0.02% | −1,978−6.5% | Reduced |
| PDT Partners, LLC | 28,906 | $244.5K | 0.02% | −24,731−46.1% | Reduced |
| Group One Trading, L.P. | 28,952 | $244.9K | 0.01% | +17,283+148.1% | Added |
| VARCOV Co. | 29,289 | $247.8K | 0.10% | +29,289 | New |
| HRT Financial LP | 30,645 | $259.0K | 0.00% | −167,061−84.5% | Reduced |
| Citigroup Inc | 30,930 | $261.7K | 0.00% | +16,616+116.1% | Added |