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 |
|---|---|---|---|---|---|
| OP Asset Management Ltd | 29,217 | $290.7K | 0.00% | +29,217 | New |
| Citigroup Inc | 29,754 | $296.1K | 0.00% | −1,176−3.8% | Reduced |
| Vanguard Investments Australia, Ltd. | 30,117 | $299.7K | 0.00% | +30,117 | New |
| JustInvest LLC | 31,582 | $314.2K | 0.00% | +3,995+14.5% | Added |
| Intech Investment Management LLC | 31,617 | $314.6K | 0.00% | −21,584−40.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 31,716 | $315.6K | 0.02% | +3,473+12.3% | Added |
| Skopos Labs, Inc. | 32,577 | $324.1K | 0.01% | +5,436+20.0% | Added |
| Arizona State Retirement System | 33,325 | $331.6K | 0.00% | −206−0.6% | Reduced |
| Gotham Asset Management, LLC | 33,606 | $334.4K | 0.00% | +33,606 | New |
| Virtus Investment Advisers, Inc. | 33,957 | $337.9K | 0.09% | +827+2.5% | Added |
| Valeo Financial Advisors, LLC | 35,714 | $355.4K | 0.01% | +35,714 | New |
| Mariner, LLC | 36,096 | $358.4K | 0.00% | +36,096 | New |
| SEI Investments Co | 36,130 | $359.5K | 0.00% | +10,500+41.0% | Added |
| Cresset Asset Management, LLC | 36,495 | $363.1K | 0.00% | −589−1.6% | Reduced |
| Captrust Financial Advisors | 36,769 | $365.8K | 0.00% | +1,203+3.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 37,005 | $368.2K | 0.00% | 00.0% | Unchanged |
| Brandywine Managers, LLC | 38,429 | $382.4K | 0.23% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 39,467 | $392.7K | 0.00% | +19,463+97.3% | Added |
| LPL Financial LLC | 40,463 | $402.6K | 0.00% | +6,319+18.5% | Added |
| State of New Jersey Common Pension Fund D | 41,464 | $412.6K | 0.00% | +41,464 | New |
| Intellectus Partners, LLC | 42,225 | $420.1K | 0.09% | −1,700−3.9% | Reduced |
| Barclays PLC | 45,267 | $450.4K | 0.00% | −368,876−89.1% | Reduced |
| New York State Common Retirement Fund | 45,799 | $455.7K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 47,626 | $473.9K | 0.05% | +47,626 | New |
| Aquatic Capital Management LLC | 48,120 | $478.8K | 0.01% | +48,120 | New |
| Algert Global LLC | 48,510 | $482.7K | 0.01% | −97,990−66.9% | Reduced |
| Franklin Resources Inc | 48,915 | $486.7K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 52,943 | $526.8K | 0.00% | −3,511−6.2% | Reduced |
| DekaBank Deutsche Girozentrale | 60,000 | $591.0K | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 59,508 | $592.1K | 0.00% | +59,508 | New |
| Prelude Capital Management, LLC | 61,899 | $615.9K | 0.05% | +61,899 | New |
| J. Goldman & Co LP | 63,637 | $633.2K | 0.03% | +51,086+407.0% | Added |
| Janus Henderson Group PLC | 65,573 | $652.1K | 0.00% | +28,700+77.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 66,739 | $664.1K | 0.00% | +9,505+16.6% | Added |
| Profund Advisors LLC | 68,170 | $678.3K | 0.02% | −4,416−6.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 55,384 | $694.5K | 0.00% | +7,740+16.2% | Added |
| CWM, LLC | 69,959 | $696.1K | 0.00% | +2,356+3.5% | Added |
| Schonfeld Strategic Advisors LLC | 71,880 | $715.2K | 0.01% | +10,027+16.2% | Added |
| Vanguard Global Advisers, LLC | 75,079 | $747.0K | 0.00% | +75,079 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 76,661 | $756.4K | 0.00% | −180.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 72,739 | $783.4K | 0.00% | +7,292+11.1% | Added |
| MetLife Investment Management | 79,024 | $786.3K | 0.00% | +1,488+1.9% | Added |
| Victory Capital Management Inc | 79,994 | $795.9K | 0.00% | +64,978+432.7% | Added |
| Legal & General Group Plc | 82,056 | $816.5K | 0.00% | −27,152−24.9% | Reduced |
| Vanguard Asset Management, Ltd | 82,300 | $818.9K | 0.00% | +82,300 | New |
| Himension Fund | 94,169 | $937.0K | 0.07% | −10,784−10.3% | Reduced |
| Trexquant Investment LP | 94,248 | $937.8K | 0.01% | −377,797−80.0% | Reduced |
| ICONIQ Capital, LLC | 94,697 | $942.2K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 101,349 | $1.01M | 0.00% | +15,513+18.1% | Added |
| Wells Fargo & Company | 109,952 | $1.09M | 0.00% | −47,940−30.4% | Reduced |
| Man Group plc | 112,843 | $1.12M | 0.00% | +25,806+29.6% | Added |
| Alliancebernstein L.P. | 145,251 | $1.23M | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 129,612 | $1.29M | 0.00% | +5,618+4.5% | Added |
| Engineers Gate Manager LP | 141,452 | $1.41M | 0.02% | +63,084+80.5% | Added |
| Sanctuary Advisors, LLC | 143,816 | $1.43M | 0.01% | +1,588+1.1% | Added |
| Alps Advisors Inc | 145,490 | $1.45M | 0.01% | +3,169+2.2% | Added |
| Susquehanna International Group, LLP | 147,158 | $1.46M | 0.00% | −75,771−34.0% | Reduced |
| Rafferty Asset Management, LLC | 150,618 | $1.50M | 0.01% | −43,138−22.3% | Reduced |
| 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 |
| State of Wisconsin Investment Board | 162,236 | $1.61M | 0.00% | +61,076+60.4% | Added |
| California State Teachers Retirement System | 174,099 | $1.73M | 0.00% | +56,422+47.9% | Added |
| Citadel Advisors LLC | 176,265 | $1.75M | 0.00% | +62,122+54.4% | Added |
| Raiffeisen Bank International AG | 190,000 | $1.78M | 0.03% | −60,000−24.0% | Reduced |
| Squarepoint Ops LLC | 180,298 | $1.79M | 0.00% | +86,088+91.4% | Added |
| Polygon Management Ltd. | 181,543 | $1.81M | 0.35% | +181,543 | New |
| Advisor Group Holdings, Inc. | 186,123 | $1.85M | 0.00% | −265−0.1% | Reduced |
| XTX Topco Ltd | 188,940 | $1.88M | 0.03% | +31,534+20.0% | Added |
| SG Americas Securities, LLC | 197,535 | $1.97M | 0.00% | −23,414−10.6% | Reduced |
| Ieq Capital, LLC | 205,310 | $2.04M | 0.01% | +43,025+26.5% | Added |
| Manufacturers Life Insurance Company, The | 209,707 | $2.09M | 0.00% | +32,221+18.2% | Added |
| UBS Asset Management Americas Inc | 210,468 | $2.09M | 0.00% | +620+0.3% | Added |
| TD Asset Management Inc | 214,170 | $2.13M | 0.00% | +32,182+17.7% | Added |
| Voya Investment Management LLC | 216,052 | $2.15M | 0.00% | +191,477+779.2% | Added |
| Rhumbline Advisers | 216,933 | $2.16M | 0.00% | +1,192+0.6% | Added |
| Swiss National Bank | 238,000 | $2.37M | 0.00% | 00.0% | Unchanged |
| Seven Fleet Capital Management LP | 257,738 | $2.56M | 0.81% | +184,738+253.1% | Added |
| Eversept Partners, LP | 270,705 | $2.69M | 0.18% | −218,432−44.7% | Reduced |
| Exome Asset Management LLC | 278,302 | $2.77M | 1.63% | +278,302 | New |
| Acadian Asset Management LLC | 290,352 | $2.89M | 0.00% | −166,296−36.4% | Reduced |
| Nuveen, LLC | 302,196 | $3.01M | 0.00% | +1,732+0.6% | Added |
| Hudson Bay Capital Management LP | 311,330 | $3.10M | 0.02% | −140,170−31.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 339,080 | $3.37M | 0.05% | 00.0% | Unchanged |
| Raymond James Financial Inc | 346,317 | $3.45M | 0.00% | +86,906+33.5% | Added |
| Millennium Management LLC | 347,733 | $3.46M | 0.00% | −549,176−61.2% | Reduced |
| Ameriprise Financial Inc | 356,924 | $3.55M | 0.00% | +356,924 | New |
| Rhenman & Partners Asset Management AB | 360,000 | $3.58M | 0.44% | −100,000−21.7% | Reduced |
| Bank of New York Mellon Corp | 382,920 | $3.81M | 0.00% | +4,217+1.1% | Added |
| Affinity Asset Advisors, LLC | 400,000 | $3.98M | 0.23% | +400,000 | New |
| Sphera Funds Management Ltd. | 408,436 | $4.06M | 0.70% | +408,436 | New |
| HighVista Strategies LLC | 421,881 | $4.20M | 1.16% | −123,198−22.6% | Reduced |
| Jane Street Group, LLC | 423,536 | $4.21M | 0.00% | +347,060+453.8% | Added |
| American Century Companies Inc | 440,185 | $4.38M | 0.00% | +7,692+1.8% | Added |
| Bessemer Group Inc | 457,869 | $4.56M | 0.01% | 00.0% | Unchanged |
| Longaeva Partners L.P. | 470,544 | $4.68M | 0.23% | +470,544 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 499,058 | $4.97M | 2.43% | 00.0% | Unchanged |
| UBS Group AG | 527,611 | $5.25M | 0.00% | +231,594+78.2% | Added |
| Elmind Capital, LP | 536,946 | $5.34M | 1.52% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 541,124 | $5.38M | 0.14% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 647,518 | $6.05M | 0.00% | +221,560+52.0% | Added |