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, Q1 2026
Institutional positions in Relay Therapeutics, Inc. as of Mar 31, 2026. 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
- 244
- +22 vs. Q4 2025
- Shares held
- 184.2M
- +20.7M (+12.6%) vs. Q4 2025
- Total value
- $1.83B
- +$448.7M (+32.4%) vs. Q4 2025
- New holders
- 51
- 95 more added
- Sold out
- 29
- 53 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Relay Therapeutics, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SB Investment Advisers (UK) Ltd | 27,904,963 | $277.7M | 3.59% | 00.0% | Unchanged |
| Commodore Capital LP | 17,000,000 | $169.2M | 9.79% | 00.0% | Unchanged |
| Casdin Capital, LLC | 14,418,574 | $143.5M | 10.86% | +1,415,000+10.9% | Added |
| BlackRock, Inc. | 12,975,299 | $129.1M | 0.00% | −253,203−1.9% | Reduced |
| Perceptive Advisors LLC | 9,751,141 | $97.0M | 1.92% | +7,847,896+412.3% | Added |
| Bellevue Group AG | 7,795,242 | $77.6M | 1.85% | −550,122−6.6% | Reduced |
| Vanguard Capital Management LLC | 7,387,465 | $73.5M | 0.00% | +7,387,465 | New |
| State Street Corp | 6,233,545 | $62.0M | 0.00% | −192,566−3.0% | Reduced |
| Nextech Invest, Ltd. | 5,526,506 | $55.0M | 3.87% | +825,000+17.5% | Added |
| TCG Crossover Management, LLC | 4,273,356 | $42.5M | 1.22% | +1,053,170+32.7% | Added |
| FMR LLC | 3,695,431 | $36.8M | 0.00% | +3,533,209+2,178.0% | Added |
| Geode Capital Management, LLC | 3,510,636 | $34.9M | 0.00% | +101,273+3.0% | Added |
| Balyasny Asset Management LLC | 3,039,179 | $30.2M | 0.06% | +939,267+44.7% | Added |
| Spruce Street Capital LP | 2,984,125 | $29.7M | 7.14% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 2,940,536 | $29.2M | 0.01% | +460,186+18.6% | Added |
| Adage Capital Partners GP, L.L.C. | 2,590,000 | $25.8M | 0.04% | +2,090,000+418.0% | Added |
| Goldman Sachs Group Inc | 2,541,861 | $25.3M | 0.00% | +682,227+36.7% | Added |
| MPM Oncology Impact Management LP | 2,359,586 | $23.5M | 1.81% | +127,135+5.7% | Added |
| Bank of America Corp | 1,937,695 | $19.3M | 0.00% | +896,746+86.1% | Added |
| Price T Rowe Associates Inc | 1,924,938 | $19.2M | 0.00% | +279,535+17.0% | Added |
| EcoR1 Capital, LLC | 1,904,762 | $19.0M | 0.81% | +1,904,762 | New |
| Vanguard Portfolio Management LLC | 1,863,565 | $18.5M | 0.00% | +1,863,565 | New |
| Northern Trust Corp | 1,675,387 | $16.7M | 0.00% | +536,699+47.1% | Added |
| Alphabet Inc. | 1,564,173 | $15.6M | 0.39% | −4,580−0.3% | Reduced |
| Morgan Stanley | 1,432,003 | $14.2M | 0.00% | −586,461−29.1% | Reduced |
| Kynam Capital Management, LP | 1,424,259 | $14.2M | 0.90% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 1,369,149 | $13.6M | 0.01% | −191,116−12.2% | Reduced |
| AQR Capital Management LLC | 1,290,032 | $12.8M | 0.01% | +126,908+10.9% | Added |
| Baker Bros. Advisors LP | 1,160,117 | $11.5M | 0.07% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,111,891 | $11.1M | 0.00% | −24,811−2.2% | Reduced |
| Foresite Capital Management IV, LLC | 1,000,000 | $9.95M | 4.20% | 00.0% | Unchanged |
| Marshall Wace, LLP | 941,825 | $9.37M | 0.01% | +941,825 | New |
| Kalehua Capital Management LLC | 901,457 | $8.97M | 6.35% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 900,546 | $8.96M | 0.00% | +900,546 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 837,038 | $8.33M | 0.02% | +447,475+114.9% | Added |
| Panagora Asset Management Inc | 818,041 | $8.14M | 0.03% | +818,041 | New |
| Logos Global Management LP | 750,000 | $7.46M | 0.38% | +750,000 | New |
| Woodline Partners LP | 679,342 | $6.76M | 0.03% | +2270.0% | Added |
| Renaissance Technologies LLC | 673,599 | $6.70M | 0.01% | +25,700+4.0% | Added |
| Squadron Capital Management LLC | 672,500 | $6.69M | 2.68% | +672,500 | New |
| Invesco Ltd. | 669,874 | $6.67M | 0.00% | −195,607−22.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 668,289 | $6.65M | 0.00% | +668,289 | New |
| Qube Research & Technologies Ltd | 619,652 | $6.17M | 0.01% | +619,652 | New |
| Congress Asset Management Co | 618,938 | $6.16M | 0.04% | +204,771+49.4% | Added |
| JPMorgan Chase & Co | 647,518 | $6.05M | 0.00% | +221,560+52.0% | Added |
| ArrowMark Colorado Holdings LLC | 541,124 | $5.38M | 0.14% | 00.0% | Unchanged |
| Elmind Capital, LP | 536,946 | $5.34M | 1.52% | 00.0% | Unchanged |
| UBS Group AG | 527,611 | $5.25M | 0.00% | +231,594+78.2% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 499,058 | $4.97M | 2.43% | 00.0% | Unchanged |
| Longaeva Partners L.P. | 470,544 | $4.68M | 0.23% | +470,544 | New |
| Bessemer Group Inc | 457,869 | $4.56M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 440,185 | $4.38M | 0.00% | +7,692+1.8% | Added |
| Jane Street Group, LLC | 423,536 | $4.21M | 0.00% | +347,060+453.8% | Added |
| HighVista Strategies LLC | 421,881 | $4.20M | 1.16% | −123,198−22.6% | Reduced |
| Sphera Funds Management Ltd. | 408,436 | $4.06M | 0.70% | +408,436 | New |
| Affinity Asset Advisors, LLC | 400,000 | $3.98M | 0.23% | +400,000 | New |
| Bank of New York Mellon Corp | 382,920 | $3.81M | 0.00% | +4,217+1.1% | Added |
| Rhenman & Partners Asset Management AB | 360,000 | $3.58M | 0.44% | −100,000−21.7% | Reduced |
| Ameriprise Financial Inc | 356,924 | $3.55M | 0.00% | +356,924 | New |
| Millennium Management LLC | 347,733 | $3.46M | 0.00% | −549,176−61.2% | Reduced |
| Raymond James Financial Inc | 346,317 | $3.45M | 0.00% | +86,906+33.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 339,080 | $3.37M | 0.05% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 311,330 | $3.10M | 0.02% | −140,170−31.0% | Reduced |
| Nuveen, LLC | 302,196 | $3.01M | 0.00% | +1,732+0.6% | Added |
| Acadian Asset Management LLC | 290,352 | $2.89M | 0.00% | −166,296−36.4% | Reduced |
| Exome Asset Management LLC | 278,302 | $2.77M | 1.63% | +278,302 | New |
| Eversept Partners, LP | 270,705 | $2.69M | 0.18% | −218,432−44.7% | Reduced |
| Seven Fleet Capital Management LP | 257,738 | $2.56M | 0.81% | +184,738+253.1% | Added |
| Swiss National Bank | 238,000 | $2.37M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 216,933 | $2.16M | 0.00% | +1,192+0.6% | Added |
| Voya Investment Management LLC | 216,052 | $2.15M | 0.00% | +191,477+779.2% | Added |
| TD Asset Management Inc | 214,170 | $2.13M | 0.00% | +32,182+17.7% | Added |
| UBS Asset Management Americas Inc | 210,468 | $2.09M | 0.00% | +620+0.3% | Added |
| Manufacturers Life Insurance Company, The | 209,707 | $2.09M | 0.00% | +32,221+18.2% | Added |
| Ieq Capital, LLC | 205,310 | $2.04M | 0.01% | +43,025+26.5% | Added |
| SG Americas Securities, LLC | 197,535 | $1.97M | 0.00% | −23,414−10.6% | Reduced |
| XTX Topco Ltd | 188,940 | $1.88M | 0.03% | +31,534+20.0% | Added |
| Advisor Group Holdings, Inc. | 186,123 | $1.85M | 0.00% | −265−0.1% | Reduced |
| Polygon Management Ltd. | 181,543 | $1.81M | 0.35% | +181,543 | New |
| Squarepoint Ops LLC | 180,298 | $1.79M | 0.00% | +86,088+91.4% | Added |
| Raiffeisen Bank International AG | 190,000 | $1.78M | 0.03% | −60,000−24.0% | Reduced |
| Citadel Advisors LLC | 176,265 | $1.75M | 0.00% | +62,122+54.4% | Added |
| California State Teachers Retirement System | 174,099 | $1.73M | 0.00% | +56,422+47.9% | Added |
| State of Wisconsin Investment Board | 162,236 | $1.61M | 0.00% | +61,076+60.4% | Added |
| Tema ETFs LLC | 154,100 | $1.53M | 0.10% | +42,545+38.1% | Added |
| Toroso Investments, LLC | 154,100 | $1.53M | 0.00% | +154,100 | New |
| Rafferty Asset Management, LLC | 150,618 | $1.50M | 0.01% | −43,138−22.3% | Reduced |
| Susquehanna International Group, LLP | 147,158 | $1.46M | 0.00% | −75,771−34.0% | Reduced |
| Alps Advisors Inc | 145,490 | $1.45M | 0.01% | +3,169+2.2% | Added |
| Sanctuary Advisors, LLC | 143,816 | $1.43M | 0.01% | +1,588+1.1% | Added |
| Engineers Gate Manager LP | 141,452 | $1.41M | 0.02% | +63,084+80.5% | Added |
| Deutsche Bank AG | 129,612 | $1.29M | 0.00% | +5,618+4.5% | Added |
| Alliancebernstein L.P. | 145,251 | $1.23M | 0.00% | 00.0% | Unchanged |
| Man Group plc | 112,843 | $1.12M | 0.00% | +25,806+29.6% | Added |
| Wells Fargo & Company | 109,952 | $1.09M | 0.00% | −47,940−30.4% | Reduced |
| Creative Planning | 101,349 | $1.01M | 0.00% | +15,513+18.1% | Added |
| ICONIQ Capital, LLC | 94,697 | $942.2K | 0.02% | 00.0% | Unchanged |
| Trexquant Investment LP | 94,248 | $937.8K | 0.01% | −377,797−80.0% | Reduced |
| Himension Fund | 94,169 | $937.0K | 0.07% | −10,784−10.3% | Reduced |
| Vanguard Asset Management, Ltd | 82,300 | $818.9K | 0.00% | +82,300 | New |