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 |
|---|---|---|---|---|---|
| Northern Trust Corp | 1,138,688 | $9.63M | 0.00% | −26,746−2.3% | Reduced |
| ExodusPoint Capital Management, LP | 1,141,880 | $9.66M | 0.11% | +1,141,880 | New |
| Baker Bros. Advisors LP | 1,160,117 | $9.81M | 0.06% | 00.0% | Unchanged |
| AQR Capital Management LLC | 1,163,124 | $9.84M | 0.01% | −137,912−10.6% | Reduced |
| Two Sigma Advisers, LP | 1,289,800 | $10.9M | 0.02% | +165,500+14.7% | Added |
| Kynam Capital Management, LP | 1,424,259 | $12.0M | 0.78% | −1,462,755−50.7% | Reduced |
| Two Sigma Investments, LP | 1,560,265 | $13.2M | 0.02% | +464,630+42.4% | Added |
| Alphabet Inc. | 1,568,753 | $13.3M | 0.51% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 1,645,403 | $13.9M | 0.00% | +507,722+44.6% | Added |
| Goldman Sachs Group Inc | 1,859,634 | $15.7M | 0.00% | −9,237−0.5% | Reduced |
| Perceptive Advisors LLC | 1,903,245 | $16.1M | 0.29% | +1,903,245 | New |
| Morgan Stanley | 2,018,464 | $17.1M | 0.00% | +254,368+14.4% | Added |
| Balyasny Asset Management LLC | 2,099,912 | $17.8M | 0.03% | +924,941+78.7% | Added |
| MPM Oncology Impact Management LP | 2,232,451 | $18.9M | 2.16% | −50,229−2.2% | Reduced |
| Dimensional Fund Advisors LP | 2,480,350 | $21.0M | 0.00% | −2,600−0.1% | Reduced |
| Spruce Street Capital LP | 2,984,125 | $25.2M | 8.34% | +2,984,125 | New |
| TCG Crossover Management, LLC | 3,220,186 | $27.2M | 0.90% | +1,409,835+77.9% | Added |
| Geode Capital Management, LLC | 3,409,363 | $28.8M | 0.00% | +354,777+11.6% | Added |
| Nextech Invest, Ltd. | 4,701,506 | $39.8M | 3.85% | +855,097+22.2% | Added |
| State Street Corp | 6,426,111 | $54.4M | 0.00% | +1,360,121+26.8% | Added |
| Bellevue Group AG | 8,345,364 | $70.6M | 1.34% | −2460.0% | Reduced |
| Vanguard Group Inc | 9,691,445 | $82.0M | 0.00% | +295,701+3.1% | Added |
| Casdin Capital, LLC | 13,003,574 | $110.0M | 6.83% | +1,662,193+14.7% | Added |
| BlackRock, Inc. | 13,228,502 | $111.9M | 0.00% | −530,880−3.9% | Reduced |
| Point72 Asset Management, L.P. | 13,859,172 | $117.2M | 0.18% | −914,504−6.2% | Reduced |
| Commodore Capital LP | 17,000,000 | $143.8M | 9.57% | 00.0% | Unchanged |
| SB Investment Advisers (UK) Ltd | 27,904,963 | $236.1M | 2.36% | 00.0% | Unchanged |
| Tang Capital Management LLC | 0 | $0 | 0.00% | −8,068,058−100.0% | Sold out |
| Ikarian Capital, LLC | 0 | $0 | 0.00% | −467,362−100.0% | Sold out |
| Polygon Management Ltd. | 0 | $0 | 0.00% | −223,123−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −137,841−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −129,422−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −98,290−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −87,418−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −61,629−100.0% | Sold out |
| Diadema Partners LP | 0 | $0 | 0.00% | −43,616−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −35,618−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −27,756−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −21,693−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −19,700−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −14,825−100.0% | Sold out |
| Boston Family Office LLC | 0 | $0 | 0.00% | −12,397−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −10,280−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −1,228−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |