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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 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.

Institutional holdersQ1 2026: 244 institutions
Q1 2021: 137 institutionsQ2 2021: 125 institutionsQ3 2021: 132 institutionsQ4 2021: 131 institutionsQ1 2022: 140 institutionsQ2 2022: 148 institutionsQ3 2022: 162 institutionsQ4 2022: 165 institutionsQ1 2023: 157 institutionsQ2 2023: 161 institutionsQ3 2023: 172 institutionsQ4 2023: 177 institutionsQ1 2024: 189 institutionsQ2 2024: 179 institutionsQ3 2024: 195 institutionsQ4 2024: 200 institutionsQ1 2025: 208 institutionsQ2 2025: 208 institutionsQ3 2025: 199 institutionsQ4 2025: 227 institutionsQ1 2026: 244 institutionsQ2 2026: 259 institutions
Value heldQ1 2026: $1.83B
Q1 2021: $2.96BQ2 2021: $3.26BQ3 2021: $2.89BQ4 2021: $3.41BQ1 2022: $3.38BQ2 2022: $2.02BQ3 2022: $2.76BQ4 2022: $1.91BQ1 2023: $2.16BQ2 2023: $1.64BQ3 2023: $1.10BQ4 2023: $1.40BQ1 2024: $1.10BQ2 2024: $826.8MQ3 2024: $1.16BQ4 2024: $675.8MQ1 2025: $438.1MQ2 2025: $591.8MQ3 2025: $867.4MQ4 2025: $1.47BQ1 2026: $1.83BQ2 2026: $4.58B
Institutions holding RLAY and their total value by quarter
QuarterHoldersValue
Q2 2026259$4.58B
Q1 2026244$1.83B
Q4 2025227$1.47B
Q3 2025199$867.4M
Q2 2025208$591.8M
Q1 2025208$438.1M
Q4 2024200$675.8M
Q3 2024195$1.16B
Q2 2024179$826.8M
Q1 2024189$1.10B
Q4 2023177$1.40B
Q3 2023172$1.10B
Q2 2023161$1.64B
Q1 2023157$2.16B
Q4 2022165$1.91B
Q3 2022162$2.76B
Q2 2022148$2.02B
Q1 2022140$3.38B
Q4 2021131$3.41B
Q3 2021132$2.89B
Q2 2021125$3.26B
Q1 2021137$2.96B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Relay Therapeutics, Inc.; share changes are against Q4 2025.

Institutions holding RLAY in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd17$00.00%−7−29.2%Reduced
JPL Wealth Management, LLC3$300.00%+3New
Transamerica Financial Advisors, Inc.13$1290.00%00.0%Unchanged
Clearstead Advisors, LLC23$2250.00%−11−32.4%Reduced
Sunbelt Securities, Inc.52$5170.00%00.0%Unchanged
Hughes Financial Services, LLC87$8660.00%−131−60.1%Reduced
Root Financial Partners, LLC93$9250.00%+93New
Your Advocates Ltd., LLP100$9950.00%00.0%Unchanged
Royal Bank of Canada146$1.00K0.00%−3,914−96.4%Reduced
Avion Wealth136$1.00K0.00%00.0%Unchanged
International Assets Investment Management, LLC93$1.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust129$1.28K0.00%00.0%Unchanged
Cornerstone Financial Management LLC162$1.61K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.227$2.26K0.00%+208+1,094.7%Added
True Wealth Design, LLC278$2.77K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC300$2.98K0.00%+9+3.1%Added
Jones Financial Companies LLLP350$3.36K0.00%+196+127.3%Added
Fortitude Family Office, LLC405$4.03K0.00%+104+34.6%Added
Versant Capital Management, Inc493$4.91K0.00%00.0%Unchanged
Rothschild Investment LLC540$5.37K0.00%+71+15.1%Added
IFP Advisors, Inc576$5.73K0.00%00.0%Unchanged
Fifth Third Bancorp664$6.61K0.00%+664New
Keating Financial Advisory Services, Inc.679$6.76K0.00%00.0%Unchanged
Red Tortoise LLC698$6.95K0.00%00.0%Unchanged
Umb Bank N A735$7.31K0.00%00.0%Unchanged
MAI Capital Management743$7.39K0.00%+562+310.5%Added
Webster Bank, N. A.1,000$9.95K0.00%00.0%Unchanged
Quantbot Technologies LP1,054$10.5K0.00%+1,054New
GAMMA Investing LLC1,166$11.6K0.00%+812+229.4%Added
Parallel Advisors, LLC1,237$12.3K0.00%+48+4.0%Added
Kemnay Advisory Services Inc.1,448$14.4K0.00%+1,448New
SBI Securities Co., Ltd.1,464$14.6K0.00%+11+0.8%Added
Advisory Services Network, LLC1,697$16.9K0.00%+1,697New
Allworth Financial LP1,729$17.2K0.00%+395+29.6%Added
Hager Investment Management Services, LLC2,178$21.7K0.01%00.0%Unchanged
Rockefeller Capital Management L.P.2,263$22.5K0.00%+1,809+398.5%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,449$24.4K0.00%+680+38.4%Added
Caitong International Asset Management Co., Ltd2,790$27.8K0.01%−10,849−79.5%Reduced
EverSource Wealth Advisors, LLC2,876$28.6K0.00%+665+30.1%Added
Los Angeles Capital Management LLC2,989$29.7K0.00%−44,993−93.8%Reduced
Signaturefd, LLC3,124$31.1K0.00%00.0%Unchanged
KBC Group NV3,448$34.0K0.00%+3,448New
GF Fund Management Co. Ltd.3,876$38.6K0.00%+470+13.8%Added
Nisa Investment Advisors, LLC3,882$38.6K0.00%+1,808+87.2%Added
Smartleaf Asset Management LLC4,415$41.3K0.00%−11−0.2%Reduced
The PNC Financial Services Group, Inc.4,493$44.7K0.00%−113−2.5%Reduced
Farther Finance Advisors, LLC4,301$46.3K0.00%+161+3.9%Added
Sterling Capital Management LLC4,665$46.4K0.00%−3,451−42.5%Reduced
FNY Investment Advisers, LLC5,000$49.0K0.02%00.0%Unchanged
US Bancorp5,232$52.1K0.00%+101+2.0%Added
Essential Partners LLC5,358$53.3K0.02%+12+0.2%Added
Public Employees Retirement Association of Colorado5,888$59.0K0.00%00.0%Unchanged
Group One Trading, L.P.6,638$66.0K0.00%−22,314−77.1%Reduced
Steward Partners Investment Advisory, LLC8,100$80.6K0.00%−800−9.0%Reduced
Great West Life Assurance Co8,624$86.0K0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.9,322$92.8K0.00%+900+10.7%Added
Portland Investment Counsel Inc.10,000$99.5K0.03%00.0%Unchanged
Neuberger Berman Group LLC10,048$100.0K0.00%+10,048New
EP Wealth Advisors, LLC10,434$103.8K0.00%−2,068−16.5%Reduced
Tower Research Capital LLC (TRC)10,719$106.7K0.00%+10,038+1,474.0%Added
HighTower Advisors, LLC10,738$106.8K0.00%+10,738New
Colony Group, LLC10,756$107.0K0.00%−6,577−37.9%Reduced
Plante Moran Financial Advisors, LLC10,836$107.8K0.01%+2,072+23.6%Added
49 Wealth Management, LLC11,029$109.7K0.01%−372−3.3%Reduced
Ameritas Investment Partners, Inc.11,180$111.2K0.00%00.0%Unchanged
Duncan Williams Asset Management, LLC11,438$113.8K0.03%−325−2.8%Reduced
Buckingham Strategic Partners11,631$115.1K0.00%+966+9.1%Added
Quadrant Capital Group LLC11,791$117.3K0.00%00.0%Unchanged
Gabelli Funds LLC12,000$119.4K0.00%+12,000New
Xponance, Inc.12,852$127.9K0.00%+1,850+16.8%Added
Universal- Beteiligungs- und Servicegesellschaft mbH13,869$138.0K0.00%+13,869New
Fox Run Management, L.L.C.15,284$142.9K0.03%−44,919−74.6%Reduced
AssuredPartners Investment Advisors, LLC12,062$150.2K0.02%−4,061−25.2%Reduced
Mirabella Financial Services LLP15,121$150.5K0.01%+15,121New
DnB Asset Management AS15,814$157.3K0.00%+15,814New
Teacher Retirement System of Texas15,868$157.9K0.00%−1,605−9.2%Reduced
Persistent Asset Partners Ltd16,358$162.8K0.06%+16,358New
Mercer Global Advisors Inc16,421$163.4K0.00%+3,583+27.9%Added
Russell Investments Group, Ltd.16,840$167.6K0.00%+4,378+35.1%Added
Y-Intercept (Hong Kong) Ltd17,516$174.3K0.00%+17,516New
Callan Family Office, LLC17,890$178.0K0.00%−2,641−12.9%Reduced
Abel Hall, LLC18,237$181.5K0.04%+5,253+40.5%Added
E Fund Management Co., Ltd.18,933$188.4K0.01%+18,933New
Pictet Asset Management Holding SA19,592$194.9K0.00%+4,540+30.2%Added
Merit Financial Group, LLC21,000$208.9K0.00%+515+2.5%Added
Quadrature Capital Ltd21,123$210.2K0.00%+21,123New
Quantinno Capital Management LP21,188$210.8K0.00%+3,911+22.6%Added
Prudential Financial Inc21,350$212.4K0.00%+21,350New
Amundi21,381$212.7K0.00%+21,381New
Erste Asset Management GmbH23,100$216.0K0.00%00.0%Unchanged
Aigen Investment Management, LP22,075$219.6K0.06%+22,075New
Oxford Asset Management LLP22,521$224.1K0.09%+22,521New
Virginia Retirement Systems Et Al23,200$230.8K0.00%+10,300+79.8%Added
Cerity Partners LLC24,195$240.7K0.00%+3,149+15.0%Added
Nomura Holdings Inc25,000$248.8K0.00%+25,000New
State Board of Administration of Florida Retirement System25,807$256.8K0.00%00.0%Unchanged
KLP Kapitalforvaltning AS27,200$270.6K0.00%+2,500+10.1%Added
Fiduciary Trust Co27,971$278.3K0.00%00.0%Unchanged
ProShare Advisors LLC28,409$282.7K0.00%−4,982−14.9%Reduced
Pallas Capital Advisors LLC28,573$284.3K0.01%+3,453+13.7%Added