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, Q2 2026
Institutional positions in Relay Therapeutics, Inc. as of Jun 30, 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
- 259
- +20 vs. Q1 2026
- Shares held
- 246.8M
- +62.8M (+34.1%) vs. Q1 2026
- Total value
- $4.58B
- +$2.75B (+150.4%) vs. Q1 2026
- New holders
- 51
- 115 more added
- Sold out
- 31
- 64 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Relay Therapeutics, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SB Investment Advisers (UK) Ltd | 27,904,963 | $522.1M | 6.81% | 00.0% | Unchanged |
| FMR LLC | 20,110,113 | $376.3M | 0.02% | +16,414,682+444.2% | Added |
| Casdin Capital, LLC | 16,035,240 | $300.0M | 15.02% | +1,616,666+11.2% | Added |
| BlackRock, Inc. | 15,288,202 | $286.0M | 0.00% | +2,312,903+17.8% | Added |
| Perceptive Advisors LLC | 14,106,187 | $263.9M | 4.10% | +4,355,046+44.7% | Added |
| Commodore Capital LP | 12,000,000 | $224.5M | 13.37% | −5,000,000−29.4% | Reduced |
| State Street Corp | 10,125,381 | $189.5M | 0.01% | +3,891,836+62.4% | Added |
| Vanguard Capital Management LLC | 8,964,423 | $167.7M | 0.00% | +1,576,958+21.3% | Added |
| Price T Rowe Associates Inc | 7,708,507 | $144.2M | 0.01% | +5,783,569+300.5% | Added |
| Nextech Invest, Ltd. | 6,776,506 | $126.8M | 6.02% | +1,250,000+22.6% | Added |
| Bellevue Group AG | 6,185,970 | $115.7M | 2.44% | −1,609,272−20.6% | Reduced |
| Geode Capital Management, LLC | 4,726,576 | $88.4M | 0.00% | +1,215,940+34.6% | Added |
| TCG Crossover Management, LLC | 4,273,356 | $80.0M | 1.92% | 00.0% | Unchanged |
| Morgan Stanley | 3,851,071 | $72.1M | 0.00% | +2,419,068+168.9% | Added |
| Siren, L.L.C. | 3,650,000 | $68.3M | 1.39% | +3,650,000 | New |
| Goldman Sachs Group Inc | 3,408,701 | $63.8M | 0.01% | +866,840+34.1% | Added |
| Westfield Capital Management Co LP | 3,343,496 | $62.6M | 0.20% | +3,343,496 | New |
| Kynam Capital Management, LP | 3,300,000 | $61.7M | 3.41% | +1,875,741+131.7% | Added |
| Dimensional Fund Advisors LP | 3,127,564 | $58.5M | 0.01% | +187,028+6.4% | Added |
| Spruce Street Capital LP | 2,984,125 | $55.8M | 10.95% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 2,892,785 | $54.1M | 0.00% | +1,029,220+55.2% | Added |
| Baker Bros. Advisors LP | 2,826,783 | $52.9M | 0.27% | +1,666,666+143.7% | Added |
| Bank of America Corp | 2,695,108 | $50.4M | 0.00% | +757,413+39.1% | Added |
| MPM Oncology Impact Management LP | 2,415,672 | $45.2M | 2.76% | +56,086+2.4% | Added |
| Arrowstreet Capital, Limited Partnership | 2,238,929 | $41.9M | 0.02% | +1,570,640+235.0% | Added |
| Alliancebernstein L.P. | 4,095,600 | $40.8M | 0.01% | +3,950,349+2,719.7% | Added |
| Pictet Asset Management Holding SA | 2,077,297 | $39.2M | 0.04% | +2,057,705+10,502.8% | Added |
| Northern Trust Corp | 1,953,456 | $36.5M | 0.00% | +278,069+16.6% | Added |
| T. Rowe Price Investment Management, Inc. | 1,915,459 | $35.8M | 0.02% | +1,915,459 | New |
| Franklin Resources Inc | 1,856,913 | $34.7M | 0.01% | +1,807,998+3,696.2% | Added |
| Polar Capital Holdings Plc | 1,789,056 | $33.5M | 0.09% | +1,789,056 | New |
| Adage Capital Partners GP, L.L.C. | 1,740,000 | $32.6M | 0.05% | −850,000−32.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,500,817 | $28.1M | 0.00% | +388,926+35.0% | Added |
| Elmind Capital, LP | 1,465,279 | $27.4M | 6.89% | +928,333+172.9% | Added |
| Alphabet Inc. | 1,410,029 | $26.4M | 0.03% | −154,144−9.9% | Reduced |
| Panagora Asset Management Inc | 1,291,182 | $24.2M | 0.07% | +473,141+57.8% | Added |
| AQR Capital Management LLC | 1,279,473 | $23.9M | 0.01% | −10,559−0.8% | Reduced |
| Foresite Capital Management IV, LLC | 1,250,000 | $23.4M | 8.06% | +250,000+25.0% | Added |
| Vanguard Fiduciary Trust Co | 1,224,006 | $22.9M | 0.01% | +323,460+35.9% | Added |
| UBS Group AG | 1,094,980 | $20.5M | 0.00% | +567,369+107.5% | Added |
| First Trust Advisors LP | 1,075,126 | $20.1M | 0.01% | +1,075,126 | New |
| Affinity Asset Advisors, LLC | 1,050,000 | $19.6M | 0.96% | +650,000+162.5% | Added |
| Frazier Life Sciences Management, L.P. | 1,015,693 | $19.0M | 0.41% | +1,015,693 | New |
| Squadron Capital Management LLC | 970,000 | $18.1M | 6.21% | +297,500+44.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 961,702 | $18.0M | 0.03% | +124,664+14.9% | Added |
| Woodline Partners LP | 929,692 | $17.4M | 0.05% | +250,350+36.9% | Added |
| JPMorgan Chase & Co | 801,657 | $16.0M | 0.00% | +154,139+23.8% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 801,464 | $15.0M | 3.01% | +302,406+60.6% | Added |
| Raymond James Financial Inc | 783,065 | $14.7M | 0.00% | +436,748+126.1% | Added |
| Jupiter Asset Management Ltd | 719,576 | $13.5M | 0.07% | +719,576 | New |
| Two Sigma Investments, LP | 700,921 | $13.1M | 0.01% | −668,228−48.8% | Reduced |
| EcoR1 Capital, LLC | 697,948 | $13.1M | 0.65% | −1,206,814−63.4% | Reduced |
| Invesco Ltd. | 692,584 | $13.0M | 0.00% | +22,710+3.4% | Added |
| Congress Asset Management Co | 626,141 | $11.7M | 0.07% | +7,203+1.2% | Added |
| Millennium Management LLC | 591,675 | $11.1M | 0.01% | +243,942+70.2% | Added |
| Polygon Management Ltd. | 570,311 | $10.7M | 1.74% | +388,768+214.1% | Added |
| Rhenman & Partners Asset Management AB | 566,000 | $10.6M | 1.00% | +206,000+57.2% | Added |
| ArrowMark Colorado Holdings LLC | 541,124 | $10.1M | 0.42% | 00.0% | Unchanged |
| HighVista Strategies LLC | 506,235 | $9.47M | 2.16% | +84,354+20.0% | Added |
| Ameriprise Financial Inc | 480,076 | $8.98M | 0.00% | +123,152+34.5% | Added |
| Citadel Advisors LLC | 473,682 | $8.86M | 0.01% | +297,417+168.7% | Added |
| Bank of New York Mellon Corp | 462,756 | $8.66M | 0.00% | +79,836+20.8% | Added |
| Bessemer Group Inc | 457,869 | $8.57M | 0.01% | 00.0% | Unchanged |
| Boxer Capital Management, LLC | 450,000 | $8.42M | 0.63% | +450,000 | New |
| Eversept Partners, LP | 434,314 | $8.13M | 0.44% | +163,609+60.4% | Added |
| Moore Capital Management, LP | 414,005 | $7.75M | 0.18% | +414,005 | New |
| Lord, Abbett & Co. LLC | 410,723 | $7.68M | 0.02% | +410,723 | New |
| Nuveen, LLC | 392,691 | $7.35M | 0.00% | +90,495+29.9% | Added |
| Standard Life Aberdeen plc | 372,169 | $6.96M | 0.01% | +372,169 | New |
| Russell Investments Group, Ltd. | 363,523 | $6.80M | 0.01% | +346,683+2,058.7% | Added |
| ADAR1 Capital Management, LLC | 358,333 | $6.70M | 0.32% | +358,333 | New |
| Logos Global Management LP | 350,000 | $6.55M | 0.28% | −400,000−53.3% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 349,000 | $6.53M | 0.15% | +349,000 | New |
| TD Asset Management Inc | 347,946 | $6.51M | 0.01% | +133,776+62.5% | Added |
| UBS Asset Management Americas Inc | 278,327 | $5.21M | 0.00% | +67,859+32.2% | Added |
| Manufacturers Life Insurance Company, The | 263,506 | $4.93M | 0.00% | +53,799+25.7% | Added |
| Citigroup Inc | 248,233 | $4.64M | 0.00% | +218,479+734.3% | Added |
| Rhumbline Advisers | 241,076 | $4.51M | 0.00% | +24,143+11.1% | Added |
| Voya Investment Management LLC | 238,836 | $4.47M | 0.00% | +22,784+10.5% | Added |
| Swiss National Bank | 236,600 | $4.43M | 0.00% | −1,400−0.6% | Reduced |
| Sphera Funds Management Ltd. | 233,836 | $4.38M | 0.63% | −174,600−42.7% | Reduced |
| Diadema Partners LP | 230,677 | $4.32M | 1.52% | +230,677 | New |
| Alps Advisors Inc | 220,386 | $4.12M | 0.02% | +74,896+51.5% | Added |
| Wells Fargo & Company | 203,737 | $3.81M | 0.00% | +93,785+85.3% | Added |
| Renaissance Technologies LLC | 192,399 | $3.60M | 0.00% | −481,200−71.4% | Reduced |
| ExodusPoint Capital Management, LP | 184,178 | $3.45M | 0.03% | +184,178 | New |
| Seven Fleet Capital Management LP | 178,222 | $3.33M | 0.55% | −79,516−30.9% | Reduced |
| Toroso Investments, LLC | 176,782 | $3.31M | 0.01% | +22,682+14.7% | Added |
| Tema ETFs LLC | 176,782 | $3.31M | 0.11% | +22,682+14.7% | Added |
| Rafferty Asset Management, LLC | 174,785 | $3.27M | 0.01% | +24,167+16.0% | Added |
| California State Teachers Retirement System | 169,944 | $3.18M | 0.00% | −4,155−2.4% | Reduced |
| Deutsche Bank AG | 164,036 | $3.07M | 0.00% | +34,424+26.6% | Added |
| Verition Fund Management LLC | 158,017 | $2.96M | 0.02% | +158,017 | New |
| Wellington Management Group LLP | 156,906 | $2.94M | 0.00% | +97,398+163.7% | Added |
| Trexquant Investment LP | 152,017 | $2.84M | 0.02% | +57,769+61.3% | Added |
| Advisor Group Holdings, Inc. | 149,664 | $2.80M | 0.00% | −36,459−19.6% | Reduced |
| Legal & General Group Plc | 127,676 | $2.39M | 0.00% | +45,620+55.6% | Added |
| Ieq Capital, LLC | 126,829 | $2.37M | 0.01% | −78,481−38.2% | Reduced |
| State of Wisconsin Investment Board | 125,949 | $2.36M | 0.00% | −36,287−22.4% | Reduced |
| Aquatic Capital Management LLC | 120,197 | $2.25M | 0.08% | +72,077+149.8% | Added |