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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 32,658 | $276.0K | 0.06% | −21,495−39.7% | Reduced |
| Virtus Investment Advisers, Inc. | 33,130 | $280.3K | 0.08% | +148+0.4% | Added |
| EntryPoint Capital, LLC | 33,236 | $281.2K | 0.11% | −17,681−34.7% | Reduced |
| ProShare Advisors LLC | 33,391 | $282.5K | 0.00% | +4,615+16.0% | Added |
| Arizona State Retirement System | 33,531 | $283.7K | 0.00% | −1,930−5.4% | Reduced |
| LPL Financial LLC | 34,144 | $288.9K | 0.00% | −7,784−18.6% | Reduced |
| Captrust Financial Advisors | 35,566 | $300.9K | 0.00% | +10,338+41.0% | Added |
| Janus Henderson Group PLC | 36,873 | $312.5K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 37,005 | $313.1K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 37,084 | $313.7K | 0.00% | 00.0% | Unchanged |
| Brandywine Managers, LLC | 38,429 | $325.1K | 0.16% | 00.0% | Unchanged |
| Quest Partners LLC | 39,447 | $333.7K | 0.02% | +39,447 | New |
| Los Angeles Capital Management LLC | 47,982 | $352.2K | 0.00% | −13,182−21.6% | Reduced |
| Canada Pension Plan Investment Board | 42,000 | $355.3K | 0.00% | +42,000 | New |
| Intellectus Partners, LLC | 43,925 | $371.6K | 0.07% | −12,500−22.2% | Reduced |
| New York State Common Retirement Fund | 45,799 | $387.5K | 0.00% | +16,400+55.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 47,644 | $389.3K | 0.00% | +497+1.1% | Added |
| Franklin Resources Inc | 48,915 | $413.8K | 0.00% | −330,448−87.1% | Reduced |
| Mayport, LLC | 49,681 | $420.3K | 0.08% | 00.0% | Unchanged |
| Intech Investment Management LLC | 53,201 | $450.1K | 0.00% | +14,492+37.4% | Added |
| Susquehanna Fundamental Investments, LLC | 54,993 | $465.2K | 0.02% | −65,279−54.3% | Reduced |
| Bank of Montreal | 56,454 | $477.6K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 57,234 | $484.2K | 0.00% | +9,613+20.2% | Added |
| Private Capital Advisors, Inc. | 59,311 | $501.8K | 0.05% | +5,663+10.6% | Added |
| Fox Run Management, L.L.C. | 60,203 | $509.3K | 0.08% | +60,203 | New |
| Schonfeld Strategic Advisors LLC | 61,853 | $523.3K | 0.00% | +61,853 | New |
| DekaBank Deutsche Girozentrale | 60,000 | $532.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 65,447 | $535.4K | 0.00% | +5,704+9.5% | Added |
| Jain Global LLC | 66,587 | $563.3K | 0.01% | +66,587 | New |
| CWM, LLC | 67,603 | $572.0K | 0.00% | −325−0.5% | Reduced |
| Profund Advisors LLC | 72,586 | $614.1K | 0.02% | +38,886+115.4% | Added |
| Seven Fleet Capital Management LP | 73,000 | $617.6K | 0.42% | +73,000 | New |
| Jane Street Group, LLC | 76,476 | $647.0K | 0.00% | −108,475−58.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 76,679 | $647.5K | 0.00% | +6,650+9.5% | Added |
| MetLife Investment Management | 77,536 | $656.0K | 0.00% | +14,321+22.7% | Added |
| Engineers Gate Manager LP | 78,368 | $663.0K | 0.01% | +78,368 | New |
| Jump Financial, LLC | 82,559 | $698.4K | 0.01% | +82,559 | New |
| Tudor Investment Corp Et Al | 84,163 | $712.0K | 0.00% | +7,717+10.1% | Added |
| Creative Planning | 85,836 | $726.2K | 0.00% | +5,963+7.5% | Added |
| Man Group plc | 87,037 | $736.3K | 0.00% | −100,784−53.7% | Reduced |
| Squarepoint Ops LLC | 94,210 | $797.0K | 0.00% | +94,210 | New |
| ICONIQ Capital, LLC | 94,697 | $801.1K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 101,160 | $855.8K | 0.00% | +19,776+24.3% | Added |
| Himension Fund | 104,953 | $887.9K | 0.05% | +104,953 | New |
| Legal & General Group Plc | 109,208 | $923.9K | 0.00% | −3,108−2.8% | Reduced |
| Tema ETFs LLC | 111,555 | $943.8K | 0.07% | +18,090+19.4% | Added |
| NEOS Investment Management LLC | 113,230 | $957.9K | 0.01% | +19,765+21.1% | Added |
| Citadel Advisors LLC | 114,143 | $965.6K | 0.00% | +114,143 | New |
| California State Teachers Retirement System | 117,677 | $995.5K | 0.00% | −20,874−15.1% | Reduced |
| Deutsche Bank AG | 123,994 | $1.05M | 0.00% | +3,803+3.2% | Added |
| Sanctuary Advisors, LLC | 142,228 | $1.20M | 0.01% | +142,228 | New |
| Alps Advisors Inc | 142,321 | $1.20M | 0.01% | +59,896+72.7% | Added |
| Alliancebernstein L.P. | 145,251 | $1.23M | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 146,500 | $1.24M | 0.02% | −262,340−64.2% | Reduced |
| XTX Topco Ltd | 157,406 | $1.33M | 0.03% | +157,406 | New |
| Wells Fargo & Company | 157,892 | $1.34M | 0.00% | +56,352+55.5% | Added |
| FMR LLC | 162,222 | $1.37M | 0.00% | −520−0.3% | Reduced |
| Ieq Capital, LLC | 162,285 | $1.37M | 0.00% | −34,174−17.4% | Reduced |
| Manufacturers Life Insurance Company, The | 177,486 | $1.49M | 0.00% | +15,021+9.2% | Added |
| TD Asset Management Inc | 181,988 | $1.54M | 0.00% | +63,732+53.9% | Added |
| Advisor Group Holdings, Inc. | 186,388 | $1.58M | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 193,756 | $1.64M | 0.01% | +42,181+27.8% | Added |
| UBS Asset Management Americas Inc | 209,848 | $1.78M | 0.00% | +7,604+3.8% | Added |
| Rhumbline Advisers | 215,741 | $1.83M | 0.00% | −1,851−0.9% | Reduced |
| SG Americas Securities, LLC | 220,949 | $1.87M | 0.00% | +189,004+591.7% | Added |
| Susquehanna International Group, LLP | 222,929 | $1.89M | 0.00% | +86,040+62.9% | Added |
| Swiss National Bank | 238,000 | $2.01M | 0.00% | +5,300+2.3% | Added |
| Raiffeisen Bank International AG | 250,000 | $2.09M | 0.03% | +30,000+13.6% | Added |
| Raymond James Financial Inc | 259,411 | $2.19M | 0.00% | +44,588+20.8% | Added |
| UBS Group AG | 296,017 | $2.50M | 0.00% | +143,764+94.4% | Added |
| Nuveen, LLC | 300,464 | $2.54M | 0.00% | +12,014+4.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 339,080 | $2.87M | 0.04% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 378,703 | $3.20M | 0.00% | +7,125+1.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 389,563 | $3.30M | 0.01% | +389,563 | New |
| Silverarc Capital Management, LLC | 398,167 | $3.37M | 0.49% | +398,167 | New |
| Barclays PLC | 414,143 | $3.50M | 0.00% | −47,736−10.3% | Reduced |
| Congress Asset Management Co | 414,167 | $3.50M | 0.02% | +5,325+1.3% | Added |
| JPMorgan Chase & Co | 425,958 | $3.60M | 0.00% | −36,421−7.9% | Reduced |
| American Century Companies Inc | 432,493 | $3.66M | 0.00% | +38,789+9.9% | Added |
| Hudson Bay Capital Management LP | 451,500 | $3.82M | 0.02% | +451,500 | New |
| Acadian Asset Management LLC | 456,648 | $3.86M | 0.01% | −44,590−8.9% | Reduced |
| Bessemer Group Inc | 457,869 | $3.87M | 0.01% | −126,594−21.7% | Reduced |
| Rhenman & Partners Asset Management AB | 460,000 | $3.89M | 0.36% | 00.0% | Unchanged |
| Trexquant Investment LP | 472,045 | $3.99M | 0.04% | +472,045 | New |
| Eversept Partners, LP | 489,137 | $4.14M | 0.23% | +10,081+2.1% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 499,058 | $4.22M | 3.62% | +499,058 | New |
| Adage Capital Partners GP, L.L.C. | 500,000 | $4.23M | 0.01% | +500,000 | New |
| Elmind Capital, LP | 536,946 | $4.54M | 1.34% | +536,946 | New |
| ArrowMark Colorado Holdings LLC | 541,124 | $4.58M | 0.10% | 00.0% | Unchanged |
| HighVista Strategies LLC | 545,079 | $4.61M | 1.19% | +304,620+126.7% | Added |
| Allianz Asset Management GmbH | 560,298 | $4.74M | 0.01% | +560,298 | New |
| Renaissance Technologies LLC | 647,899 | $5.48M | 0.01% | −375,211−36.7% | Reduced |
| Woodline Partners LP | 679,115 | $5.75M | 0.02% | −339,000−33.3% | Reduced |
| Norges Bank | 837,417 | $7.08M | 0.00% | +837,417 | New |
| Invesco Ltd. | 865,481 | $7.32M | 0.00% | +504,291+139.6% | Added |
| Millennium Management LLC | 896,909 | $7.59M | 0.01% | +152,865+20.5% | Added |
| Kalehua Capital Management LLC | 901,457 | $7.63M | 7.54% | +901,457 | New |
| Foresite Capital Management IV, LLC | 1,000,000 | $8.46M | 3.68% | 00.0% | Unchanged |
| Bank of America Corp | 1,040,949 | $8.81M | 0.00% | −154,894−13.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,136,702 | $9.62M | 0.00% | +25,371+2.3% | Added |