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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 3,882 | $38.6K | 0.00% | +1,808+87.2% | Added |
| GF Fund Management Co. Ltd. | 3,876 | $38.6K | 0.00% | +470+13.8% | Added |
| KBC Group NV | 3,448 | $34.0K | 0.00% | +3,448 | New |
| Signaturefd, LLC | 3,124 | $31.1K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 2,989 | $29.7K | 0.00% | −44,993−93.8% | Reduced |
| EverSource Wealth Advisors, LLC | 2,876 | $28.6K | 0.00% | +665+30.1% | Added |
| Caitong International Asset Management Co., Ltd | 2,790 | $27.8K | 0.01% | −10,849−79.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,449 | $24.4K | 0.00% | +680+38.4% | Added |
| Rockefeller Capital Management L.P. | 2,263 | $22.5K | 0.00% | +1,809+398.5% | Added |
| Hager Investment Management Services, LLC | 2,178 | $21.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,729 | $17.2K | 0.00% | +395+29.6% | Added |
| Advisory Services Network, LLC | 1,697 | $16.9K | 0.00% | +1,697 | New |
| SBI Securities Co., Ltd. | 1,464 | $14.6K | 0.00% | +11+0.8% | Added |
| Kemnay Advisory Services Inc. | 1,448 | $14.4K | 0.00% | +1,448 | New |
| Parallel Advisors, LLC | 1,237 | $12.3K | 0.00% | +48+4.0% | Added |
| GAMMA Investing LLC | 1,166 | $11.6K | 0.00% | +812+229.4% | Added |
| Quantbot Technologies LP | 1,054 | $10.5K | 0.00% | +1,054 | New |
| Webster Bank, N. A. | 1,000 | $9.95K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 743 | $7.39K | 0.00% | +562+310.5% | Added |
| Umb Bank N A | 735 | $7.31K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 698 | $6.95K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 679 | $6.76K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 664 | $6.61K | 0.00% | +664 | New |
| IFP Advisors, Inc | 576 | $5.73K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 540 | $5.37K | 0.00% | +71+15.1% | Added |
| Versant Capital Management, Inc | 493 | $4.91K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 405 | $4.03K | 0.00% | +104+34.6% | Added |
| Jones Financial Companies LLLP | 350 | $3.36K | 0.00% | +196+127.3% | Added |
| Basecamp Wealth Advisors LLC | 300 | $2.98K | 0.00% | +9+3.1% | Added |
| True Wealth Design, LLC | 278 | $2.77K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 227 | $2.26K | 0.00% | +208+1,094.7% | Added |
| Cornerstone Financial Management LLC | 162 | $1.61K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 129 | $1.28K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 93 | $1.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 146 | $1.00K | 0.00% | −3,914−96.4% | Reduced |
| Avion Wealth | 136 | $1.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 100 | $995 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 93 | $925 | 0.00% | +93 | New |
| Hughes Financial Services, LLC | 87 | $866 | 0.00% | −131−60.1% | Reduced |
| Sunbelt Securities, Inc. | 52 | $517 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 23 | $225 | 0.00% | −11−32.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 13 | $129 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 3 | $30 | 0.00% | +3 | New |
| Covestor Ltd | 17 | $0 | 0.00% | −7−29.2% | Reduced |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −13,859,172−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,289,800−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −1,141,880−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −560,298−100.0% | Sold out |
| Silverarc Capital Management, LLC | 0 | $0 | 0.00% | −398,167−100.0% | Sold out |
| NEOS Investment Management LLC | 0 | $0 | 0.00% | −113,230−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −84,163−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −82,559−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −66,587−100.0% | Sold out |
| Private Capital Advisors, Inc. | 0 | $0 | 0.00% | −59,311−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −54,993−100.0% | Sold out |
| Mayport, LLC | 0 | $0 | 0.00% | −49,681−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −42,000−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −39,447−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −33,236−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −32,658−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −30,645−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −29,289−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −28,906−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −26,814−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −23,126−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Opal Capital LLC | 0 | $0 | 0.00% | −11,401−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −10,127−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −4,424−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −3,544−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |