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 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.
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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 60,000 | $532.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 61,853 | $523.3K | 0.00% | +61,853 | New |
| Fox Run Management, L.L.C. | 60,203 | $509.3K | 0.08% | +60,203 | New |
| Private Capital Advisors, Inc. | 59,311 | $501.8K | 0.05% | +5,663+10.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 57,234 | $484.2K | 0.00% | +9,613+20.2% | Added |
| Bank of Montreal | 56,454 | $477.6K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 54,993 | $465.2K | 0.02% | −65,279−54.3% | Reduced |
| Intech Investment Management LLC | 53,201 | $450.1K | 0.00% | +14,492+37.4% | Added |
| Mayport, LLC | 49,681 | $420.3K | 0.08% | 00.0% | Unchanged |
| Franklin Resources Inc | 48,915 | $413.8K | 0.00% | −330,448−87.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 47,644 | $389.3K | 0.00% | +497+1.1% | Added |
| New York State Common Retirement Fund | 45,799 | $387.5K | 0.00% | +16,400+55.8% | Added |
| Intellectus Partners, LLC | 43,925 | $371.6K | 0.07% | −12,500−22.2% | Reduced |
| Canada Pension Plan Investment Board | 42,000 | $355.3K | 0.00% | +42,000 | New |
| Los Angeles Capital Management LLC | 47,982 | $352.2K | 0.00% | −13,182−21.6% | Reduced |
| Quest Partners LLC | 39,447 | $333.7K | 0.02% | +39,447 | New |
| Brandywine Managers, LLC | 38,429 | $325.1K | 0.16% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 37,084 | $313.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 37,005 | $313.1K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 36,873 | $312.5K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 35,566 | $300.9K | 0.00% | +10,338+41.0% | Added |
| LPL Financial LLC | 34,144 | $288.9K | 0.00% | −7,784−18.6% | Reduced |
| Arizona State Retirement System | 33,531 | $283.7K | 0.00% | −1,930−5.4% | Reduced |
| ProShare Advisors LLC | 33,391 | $282.5K | 0.00% | +4,615+16.0% | Added |
| EntryPoint Capital, LLC | 33,236 | $281.2K | 0.11% | −17,681−34.7% | Reduced |
| Virtus Investment Advisers, Inc. | 33,130 | $280.3K | 0.08% | +148+0.4% | Added |
| Dynamic Technology Lab Private Ltd | 32,658 | $276.0K | 0.06% | −21,495−39.7% | Reduced |
| Citigroup Inc | 30,930 | $261.7K | 0.00% | +16,616+116.1% | Added |
| HRT Financial LP | 30,645 | $259.0K | 0.00% | −167,061−84.5% | Reduced |
| VARCOV Co. | 29,289 | $247.8K | 0.10% | +29,289 | New |
| Group One Trading, L.P. | 28,952 | $244.9K | 0.01% | +17,283+148.1% | Added |
| PDT Partners, LLC | 28,906 | $244.5K | 0.02% | −24,731−46.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 28,243 | $238.9K | 0.02% | −1,978−6.5% | Reduced |
| Fiduciary Trust Co | 27,971 | $236.6K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 27,587 | $233.4K | 0.00% | −284−1.0% | Reduced |
| Skopos Labs, Inc. | 27,141 | $228.3K | 0.01% | −70,806−72.3% | Reduced |
| Blueshift Asset Management, LLC | 26,814 | $226.8K | 0.07% | +26,814 | New |
| State Board of Administration of Florida Retirement System | 25,807 | $218.3K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 25,630 | $216.8K | 0.00% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 25,120 | $212.5K | 0.01% | +20+0.1% | Added |
| KLP Kapitalforvaltning AS | 24,700 | $209.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 24,575 | $207.9K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 23,126 | $195.6K | 0.01% | +23,126 | New |
| Erste Asset Management GmbH | 23,100 | $194.3K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 21,046 | $178.0K | 0.00% | −195−0.9% | Reduced |
| Callan Family Office, LLC | 20,531 | $173.7K | 0.00% | +20,531 | New |
| Merit Financial Group, LLC | 20,485 | $173.3K | 0.00% | −29−0.1% | Reduced |
| BNP Paribas Arbitrage, SA | 20,004 | $169.2K | 0.00% | −12,238−38.0% | Reduced |
| Teacher Retirement System of Texas | 17,473 | $147.8K | 0.00% | −11,395−39.5% | Reduced |
| Colony Group, LLC | 17,333 | $146.6K | 0.00% | +17,333 | New |
| Quantinno Capital Management LP | 17,277 | $146.2K | 0.00% | +4,904+39.6% | Added |
| AssuredPartners Investment Advisors, LLC | 16,123 | $136.4K | 0.02% | +16,123 | New |
| Winton Group Ltd | 16,000 | $135.4K | 0.00% | +16,000 | New |
| Pictet Asset Management Holding SA | 15,052 | $127.3K | 0.00% | +15,052 | New |
| Victory Capital Management Inc | 15,016 | $127.0K | 0.00% | +24+0.2% | Added |
| Caitong International Asset Management Co., Ltd | 13,639 | $115.4K | 0.03% | +13,639 | New |
| Abel Hall, LLC | 12,984 | $109.8K | 0.03% | +1,809+16.2% | Added |
| Virginia Retirement Systems Et Al | 12,900 | $109.1K | 0.00% | +12,900 | New |
| Mercer Global Advisors Inc | 12,838 | $108.6K | 0.00% | −217−1.7% | Reduced |
| J. Goldman & Co LP | 12,551 | $106.2K | 0.00% | +12,551 | New |
| EP Wealth Advisors, LLC | 12,502 | $105.8K | 0.00% | +12,502 | New |
| Russell Investments Group, Ltd. | 12,462 | $105.4K | 0.00% | +23+0.2% | Added |
| Duncan Williams Asset Management, LLC | 11,763 | $99.9K | 0.02% | +11,763 | New |
| Quadrant Capital Group LLC | 11,791 | $99.8K | 0.00% | 00.0% | Unchanged |
| Opal Capital LLC | 11,401 | $98.6K | 0.02% | +11,401 | New |
| 49 Wealth Management, LLC | 11,401 | $96.5K | 0.01% | −1,700−13.0% | Reduced |
| Ameritas Investment Partners, Inc. | 11,180 | $94.6K | 0.00% | −1,550−12.2% | Reduced |
| Xponance, Inc. | 11,002 | $93.1K | 0.00% | +666+6.4% | Added |
| Buckingham Strategic Partners | 10,665 | $90.2K | 0.00% | −260−2.4% | Reduced |
| DRW Securities, LLC | 10,127 | $85.7K | 0.01% | −24,472−70.7% | Reduced |
| Portland Investment Counsel Inc. | 10,000 | $84.6K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,900 | $75.3K | 0.00% | +800+9.9% | Added |
| Plante Moran Financial Advisors, LLC | 8,764 | $74.1K | 0.00% | +6,764+338.2% | Added |
| Great West Life Assurance Co | 8,624 | $73.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 8,422 | $71.3K | 0.00% | +1,757+26.4% | Added |
| Sterling Capital Management LLC | 8,116 | $68.7K | 0.00% | −1,021−11.2% | Reduced |
| Public Employees Retirement Association of Colorado | 5,888 | $50.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 5,346 | $45.2K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 5,131 | $43.4K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 5,000 | $42.0K | 0.01% | −5,000−50.0% | Reduced |
| The PNC Financial Services Group, Inc. | 4,606 | $39.0K | 0.00% | −48−1.0% | Reduced |
| Amalgamated Bank | 4,424 | $37.0K | 0.00% | +224+5.3% | Added |
| Smartleaf Asset Management LLC | 4,426 | $37.0K | 0.00% | +3,287+288.6% | Added |
| Farther Finance Advisors, LLC | 4,140 | $35.0K | 0.00% | +610+17.3% | Added |
| Royal Bank of Canada | 4,060 | $35.0K | 0.00% | −216,493−98.2% | Reduced |
| Torren Management, LLC | 3,544 | $30.0K | 0.02% | +3,544 | New |
| GF Fund Management Co. Ltd. | 3,406 | $28.8K | 0.00% | −303−8.2% | Reduced |
| Signaturefd, LLC | 3,124 | $26.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,211 | $18.7K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 2,178 | $18.4K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,074 | $17.5K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,769 | $15.0K | 0.00% | +151+9.3% | Added |
| SBI Securities Co., Ltd. | 1,453 | $12.3K | 0.00% | +447+44.4% | Added |
| Allworth Financial LP | 1,334 | $11.3K | 0.00% | −101−7.0% | Reduced |
| Parallel Advisors, LLC | 1,189 | $10.1K | 0.00% | +15+1.3% | Added |
| Webster Bank, N. A. | 1,000 | $8.46K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 735 | $6.22K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 698 | $5.91K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 681 | $5.76K | 0.00% | −7,920−92.1% | Reduced |
| CIBC Private Wealth Group, LLC | 680 | $5.75K | 0.00% | +680 | New |