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, 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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 82,056 | $816.5K | 0.00% | −27,152−24.9% | Reduced |
| Victory Capital Management Inc | 79,994 | $795.9K | 0.00% | +64,978+432.7% | Added |
| MetLife Investment Management | 79,024 | $786.3K | 0.00% | +1,488+1.9% | Added |
| Allspring Global Investments Holdings, LLC | 72,739 | $783.4K | 0.00% | +7,292+11.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 76,661 | $756.4K | 0.00% | −180.0% | Reduced |
| Vanguard Global Advisers, LLC | 75,079 | $747.0K | 0.00% | +75,079 | New |
| Schonfeld Strategic Advisors LLC | 71,880 | $715.2K | 0.01% | +10,027+16.2% | Added |
| CWM, LLC | 69,959 | $696.1K | 0.00% | +2,356+3.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 55,384 | $694.5K | 0.00% | +7,740+16.2% | Added |
| Profund Advisors LLC | 68,170 | $678.3K | 0.02% | −4,416−6.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 66,739 | $664.1K | 0.00% | +9,505+16.6% | Added |
| Janus Henderson Group PLC | 65,573 | $652.1K | 0.00% | +28,700+77.8% | Added |
| J. Goldman & Co LP | 63,637 | $633.2K | 0.03% | +51,086+407.0% | Added |
| Prelude Capital Management, LLC | 61,899 | $615.9K | 0.05% | +61,899 | New |
| Wellington Management Group LLP | 59,508 | $592.1K | 0.00% | +59,508 | New |
| DekaBank Deutsche Girozentrale | 60,000 | $591.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 52,943 | $526.8K | 0.00% | −3,511−6.2% | Reduced |
| Franklin Resources Inc | 48,915 | $486.7K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 48,510 | $482.7K | 0.01% | −97,990−66.9% | Reduced |
| Aquatic Capital Management LLC | 48,120 | $478.8K | 0.01% | +48,120 | New |
| Headlands Technologies LLC | 47,626 | $473.9K | 0.05% | +47,626 | New |
| New York State Common Retirement Fund | 45,799 | $455.7K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 45,267 | $450.4K | 0.00% | −368,876−89.1% | Reduced |
| Intellectus Partners, LLC | 42,225 | $420.1K | 0.09% | −1,700−3.9% | Reduced |
| State of New Jersey Common Pension Fund D | 41,464 | $412.6K | 0.00% | +41,464 | New |
| LPL Financial LLC | 40,463 | $402.6K | 0.00% | +6,319+18.5% | Added |
| BNP Paribas Arbitrage, SA | 39,467 | $392.7K | 0.00% | +19,463+97.3% | Added |
| Brandywine Managers, LLC | 38,429 | $382.4K | 0.23% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 37,005 | $368.2K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 36,769 | $365.8K | 0.00% | +1,203+3.4% | Added |
| Cresset Asset Management, LLC | 36,495 | $363.1K | 0.00% | −589−1.6% | Reduced |
| SEI Investments Co | 36,130 | $359.5K | 0.00% | +10,500+41.0% | Added |
| Mariner, LLC | 36,096 | $358.4K | 0.00% | +36,096 | New |
| Valeo Financial Advisors, LLC | 35,714 | $355.4K | 0.01% | +35,714 | New |
| Virtus Investment Advisers, Inc. | 33,957 | $337.9K | 0.09% | +827+2.5% | Added |
| Gotham Asset Management, LLC | 33,606 | $334.4K | 0.00% | +33,606 | New |
| Arizona State Retirement System | 33,325 | $331.6K | 0.00% | −206−0.6% | Reduced |
| Skopos Labs, Inc. | 32,577 | $324.1K | 0.01% | +5,436+20.0% | Added |
| China Universal Asset Management Co., Ltd. | 31,716 | $315.6K | 0.02% | +3,473+12.3% | Added |
| Intech Investment Management LLC | 31,617 | $314.6K | 0.00% | −21,584−40.6% | Reduced |
| JustInvest LLC | 31,582 | $314.2K | 0.00% | +3,995+14.5% | Added |
| Vanguard Investments Australia, Ltd. | 30,117 | $299.7K | 0.00% | +30,117 | New |
| Citigroup Inc | 29,754 | $296.1K | 0.00% | −1,176−3.8% | Reduced |
| OP Asset Management Ltd | 29,217 | $290.7K | 0.00% | +29,217 | New |
| Pallas Capital Advisors LLC | 28,573 | $284.3K | 0.01% | +3,453+13.7% | Added |
| ProShare Advisors LLC | 28,409 | $282.7K | 0.00% | −4,982−14.9% | Reduced |
| Fiduciary Trust Co | 27,971 | $278.3K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 27,200 | $270.6K | 0.00% | +2,500+10.1% | Added |
| State Board of Administration of Florida Retirement System | 25,807 | $256.8K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 25,000 | $248.8K | 0.00% | +25,000 | New |
| Cerity Partners LLC | 24,195 | $240.7K | 0.00% | +3,149+15.0% | Added |
| Virginia Retirement Systems Et Al | 23,200 | $230.8K | 0.00% | +10,300+79.8% | Added |
| Oxford Asset Management LLP | 22,521 | $224.1K | 0.09% | +22,521 | New |
| Aigen Investment Management, LP | 22,075 | $219.6K | 0.06% | +22,075 | New |
| Erste Asset Management GmbH | 23,100 | $216.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 21,381 | $212.7K | 0.00% | +21,381 | New |
| Prudential Financial Inc | 21,350 | $212.4K | 0.00% | +21,350 | New |
| Quantinno Capital Management LP | 21,188 | $210.8K | 0.00% | +3,911+22.6% | Added |
| Quadrature Capital Ltd | 21,123 | $210.2K | 0.00% | +21,123 | New |
| Merit Financial Group, LLC | 21,000 | $208.9K | 0.00% | +515+2.5% | Added |
| Pictet Asset Management Holding SA | 19,592 | $194.9K | 0.00% | +4,540+30.2% | Added |
| E Fund Management Co., Ltd. | 18,933 | $188.4K | 0.01% | +18,933 | New |
| Abel Hall, LLC | 18,237 | $181.5K | 0.04% | +5,253+40.5% | Added |
| Callan Family Office, LLC | 17,890 | $178.0K | 0.00% | −2,641−12.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,516 | $174.3K | 0.00% | +17,516 | New |
| Russell Investments Group, Ltd. | 16,840 | $167.6K | 0.00% | +4,378+35.1% | Added |
| Mercer Global Advisors Inc | 16,421 | $163.4K | 0.00% | +3,583+27.9% | Added |
| Persistent Asset Partners Ltd | 16,358 | $162.8K | 0.06% | +16,358 | New |
| Teacher Retirement System of Texas | 15,868 | $157.9K | 0.00% | −1,605−9.2% | Reduced |
| DnB Asset Management AS | 15,814 | $157.3K | 0.00% | +15,814 | New |
| Mirabella Financial Services LLP | 15,121 | $150.5K | 0.01% | +15,121 | New |
| AssuredPartners Investment Advisors, LLC | 12,062 | $150.2K | 0.02% | −4,061−25.2% | Reduced |
| Fox Run Management, L.L.C. | 15,284 | $142.9K | 0.03% | −44,919−74.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 13,869 | $138.0K | 0.00% | +13,869 | New |
| Xponance, Inc. | 12,852 | $127.9K | 0.00% | +1,850+16.8% | Added |
| Gabelli Funds LLC | 12,000 | $119.4K | 0.00% | +12,000 | New |
| Quadrant Capital Group LLC | 11,791 | $117.3K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 11,631 | $115.1K | 0.00% | +966+9.1% | Added |
| Duncan Williams Asset Management, LLC | 11,438 | $113.8K | 0.03% | −325−2.8% | Reduced |
| Ameritas Investment Partners, Inc. | 11,180 | $111.2K | 0.00% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 11,029 | $109.7K | 0.01% | −372−3.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 10,836 | $107.8K | 0.01% | +2,072+23.6% | Added |
| Colony Group, LLC | 10,756 | $107.0K | 0.00% | −6,577−37.9% | Reduced |
| HighTower Advisors, LLC | 10,738 | $106.8K | 0.00% | +10,738 | New |
| Tower Research Capital LLC (TRC) | 10,719 | $106.7K | 0.00% | +10,038+1,474.0% | Added |
| EP Wealth Advisors, LLC | 10,434 | $103.8K | 0.00% | −2,068−16.5% | Reduced |
| Neuberger Berman Group LLC | 10,048 | $100.0K | 0.00% | +10,048 | New |
| Portland Investment Counsel Inc. | 10,000 | $99.5K | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 9,322 | $92.8K | 0.00% | +900+10.7% | Added |
| Great West Life Assurance Co | 8,624 | $86.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,100 | $80.6K | 0.00% | −800−9.0% | Reduced |
| Group One Trading, L.P. | 6,638 | $66.0K | 0.00% | −22,314−77.1% | Reduced |
| Public Employees Retirement Association of Colorado | 5,888 | $59.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 5,358 | $53.3K | 0.02% | +12+0.2% | Added |
| US Bancorp | 5,232 | $52.1K | 0.00% | +101+2.0% | Added |
| FNY Investment Advisers, LLC | 5,000 | $49.0K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,665 | $46.4K | 0.00% | −3,451−42.5% | Reduced |
| Farther Finance Advisors, LLC | 4,301 | $46.3K | 0.00% | +161+3.9% | Added |
| The PNC Financial Services Group, Inc. | 4,493 | $44.7K | 0.00% | −113−2.5% | Reduced |
| Smartleaf Asset Management LLC | 4,415 | $41.3K | 0.00% | −11−0.2% | Reduced |