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Livermore
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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.

Q1 2026 vs. Q4 2025

How the institutions holding Relay Therapeutics, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of RLAY: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2275244+22
Shares174.1M10.5M184.2M+20.7M (+12.6%)
Value$1.47B$89.1M$1.83B+$448.7M (+32.4%)

5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (51)

Institutions that held Relay Therapeutics, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to RLAY in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC7,387,465$73.5M0.00%
EcoR1 Capital, LLC1,904,762$19.0M0.81%
Vanguard Portfolio Management LLC1,863,565$18.5M0.00%
Marshall Wace, LLP941,825$9.37M0.01%
Vanguard Fiduciary Trust Co900,546$8.96M0.00%
Panagora Asset Management Inc818,041$8.14M0.03%
Logos Global Management LP750,000$7.46M0.38%
Squadron Capital Management LLC672,500$6.69M2.68%
Arrowstreet Capital, Limited Partnership668,289$6.65M0.00%
Qube Research & Technologies Ltd619,652$6.17M0.01%
Longaeva Partners L.P.470,544$4.68M0.23%
Sphera Funds Management Ltd.408,436$4.06M0.70%
Affinity Asset Advisors, LLC400,000$3.98M0.23%
Ameriprise Financial Inc356,924$3.55M0.00%
Exome Asset Management LLC278,302$2.77M1.63%
Polygon Management Ltd.181,543$1.81M0.35%
Toroso Investments, LLC154,100$1.53M0.00%
Vanguard Asset Management, Ltd82,300$818.9K0.00%
Vanguard Global Advisers, LLC75,079$747.0K0.00%
Prelude Capital Management, LLC61,899$615.9K0.05%
Wellington Management Group LLP59,508$592.1K0.00%
Aquatic Capital Management LLC48,120$478.8K0.01%
Headlands Technologies LLC47,626$473.9K0.05%
State of New Jersey Common Pension Fund D41,464$412.6K0.00%
Mariner, LLC36,096$358.4K0.00%
Valeo Financial Advisors, LLC35,714$355.4K0.01%
Gotham Asset Management, LLC33,606$334.4K0.00%
Vanguard Investments Australia, Ltd.30,117$299.7K0.00%
OP Asset Management Ltd29,217$290.7K0.00%
Nomura Holdings Inc25,000$248.8K0.00%
Oxford Asset Management LLP22,521$224.1K0.09%
Aigen Investment Management, LP22,075$219.6K0.06%
Amundi21,381$212.7K0.00%
Prudential Financial Inc21,350$212.4K0.00%
Quadrature Capital Ltd21,123$210.2K0.00%
E Fund Management Co., Ltd.18,933$188.4K0.01%
Y-Intercept (Hong Kong) Ltd17,516$174.3K0.00%
Persistent Asset Partners Ltd16,358$162.8K0.06%
DnB Asset Management AS15,814$157.3K0.00%
Mirabella Financial Services LLP15,121$150.5K0.01%
Universal- Beteiligungs- und Servicegesellschaft mbH13,869$138.0K0.00%
Gabelli Funds LLC12,000$119.4K0.00%
HighTower Advisors, LLC10,738$106.8K0.00%
Neuberger Berman Group LLC10,048$100.0K0.00%
KBC Group NV3,448$34.0K0.00%
Advisory Services Network, LLC1,697$16.9K0.00%
Kemnay Advisory Services Inc.1,448$14.4K0.00%
Quantbot Technologies LP1,054$10.5K0.00%
Fifth Third Bancorp664$6.61K0.00%
Root Financial Partners, LLC93$9250.00%
JPL Wealth Management, LLC3$300.00%

Sold out (29)

Institutions that held Relay Therapeutics, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of RLAY in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Point72 Asset Management, L.P.13,859,172$117.2M
Two Sigma Advisers, LP1,289,800$10.9M
ExodusPoint Capital Management, LP1,141,880$9.66M
Allianz Asset Management GmbH560,298$4.74M
Silverarc Capital Management, LLC398,167$3.37M
NEOS Investment Management LLC113,230$957.9K
Tudor Investment Corp Et Al84,163$712.0K
Jump Financial, LLC82,559$698.4K
Jain Global LLC66,587$563.3K
Private Capital Advisors, Inc.59,311$501.8K
Susquehanna Fundamental Investments, LLC54,993$465.2K
Mayport, LLC49,681$420.3K
Canada Pension Plan Investment Board42,000$355.3K
Quest Partners LLC39,447$333.7K
EntryPoint Capital, LLC33,236$281.2K
Dynamic Technology Lab Private Ltd32,658$276.0K
HRT Financial LP30,645$259.0K
VARCOV Co.29,289$247.8K
PDT Partners, LLC28,906$244.5K
Blueshift Asset Management, LLC26,814$226.8K
Graham Capital Management, L.P.23,126$195.6K
Winton Group Ltd16,000$135.4K
Opal Capital LLC11,401$98.6K
DRW Securities, LLC10,127$85.7K
Amalgamated Bank4,424$37.0K
Torren Management, LLC3,544$30.0K
Daiwa Securities Group Inc.486$4.00K
SageView Advisory Group, LLC40$339
Aster Capital Management (DIFC) Ltd10$85

Not filed for Q1 2026 yet (5)

Institutions that held Relay Therapeutics, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding RLAY in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc9,691,445$82.0M
Norges Bank837,417$7.08M
CIBC Private Wealth Group, LLC680$5.75K
Comerica Bank664$5.62K
Global Retirement Partners, LLC130$1.10K