Relay Therapeutics, Inc.

RLAY

Exchange: Nasdaq
Industry: Biological Products, (No Diagnostic Substances)
SEC CIK: 0001812364

SEC filings (opens in a new tab)

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.

Q2 2026 vs. Q1 2026

How the institutions holding Relay Therapeutics, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of RLAY: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Of which not filed for Q2 2026	Q2 2026	Change
Holders	244	5	259	+20
Shares	184.2M	168.9K	246.8M	+62.8M (+34.1%)
Value	$1.83B	$1.68M	$4.58B	+$2.75B (+150.4%)

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (51)

Institutions that held Relay Therapeutics, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to RLAY in Q2 2026
Institution	Shares	Value	% of portfolio
Siren, L.L.C.	3,650,000	$68.3M	1.39%
Westfield Capital Management Co LP	3,343,496	$62.6M	0.20%
T. Rowe Price Investment Management, Inc.	1,915,459	$35.8M	0.02%
Polar Capital Holdings Plc	1,789,056	$33.5M	0.09%
First Trust Advisors LP	1,075,126	$20.1M	0.01%
Frazier Life Sciences Management, L.P.	1,015,693	$19.0M	0.41%
Jupiter Asset Management Ltd	719,576	$13.5M	0.07%
Boxer Capital Management, LLC	450,000	$8.42M	0.63%
Moore Capital Management, LP	414,005	$7.75M	0.18%
Lord, Abbett & Co. LLC	410,723	$7.68M	0.02%
Standard Life Aberdeen plc	372,169	$6.96M	0.01%
ADAR1 Capital Management, LLC	358,333	$6.70M	0.32%
Duquesne Family Office LLCSuperinvestorDuquesne Family Office	349,000	$6.53M	0.15%
Diadema Partners LP	230,677	$4.32M	1.52%
ExodusPoint Capital Management, LP	184,178	$3.45M	0.03%
Verition Fund Management LLC	158,017	$2.96M	0.02%
Caption Management, LLC	103,006	$1.93M	0.07%
Cinctive Capital Management LP	102,569	$1.92M	0.08%
Lazard Asset Management LLC	99,348	$1.86M	0.00%
Seven Grand Managers, LLC	85,000	$1.59M	0.06%
Diversified Trust Co	66,194	$1.24M	0.02%
Handelsbanken Fonder AB	59,100	$1.11M	0.00%
Jupiter Topco LLC	46,273	$866.0K	0.00%
Harvest Investment Services, LLC	41,394	$774.5K	0.12%
Allianz Asset Management GmbH	40,100	$750.3K	0.00%
Yorktown Management & Research Co Inc	23,200	$434.1K	0.27%
Susquehanna Fundamental Investments, LLC	19,575	$366.2K	0.01%
STRS Ohio	18,700	$349.9K	0.00%
Great Lakes Retirement, Inc.	13,800	$258.2K	0.02%
State of Wyoming	11,618	$217.4K	0.02%
Two Sigma Securities, LLC	11,415	$213.6K	0.02%
Principal Financial Group Inc	10,458	$195.7K	0.00%
Mitsubishi UFJ Trust & Banking Corp	7,110	$133.0K	0.00%
Federated Hermes, Inc.	6,500	$121.6K	0.00%
Federation des caisses Desjardins du Quebec	5,419	$101.4K	0.00%
Meeder Asset Management Inc	3,332	$62.3K	0.00%
Pacer Advisors, Inc.	2,919	$55.0K	0.00%
Nikko Asset Management Americas, Inc.	2,326	$43.5K	0.00%
Nykredit A/S	993	$18.6K	0.00%
Tokio Marine Asset Management Co Ltd	951	$17.8K	0.00%
Toronto Dominion Bank	900	$16.8K	0.00%
Optiver Holding B.V.	767	$14.4K	0.00%
J.Safra Asset Management Corp	555	$10.4K	0.00%
SMA Capital LLC	552	$10.3K	0.00%
Truvestments Capital LLC	382	$7.15K	0.00%
Global Retirement Partners, LLC	154	$2.88K	0.00%
Quarry LP	72	$1.35K	0.00%
Ameritas Advisory Services, LLC	65	$1.22K	0.00%
SJS Investment Consulting Inc.	32	$599	0.00%
UMA Financial Services, Inc.	31	$581	0.00%
Silver Grove Financial Group, Inc.	1	$19	0.00%

Sold out (31)

Institutions that held Relay Therapeutics, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of RLAY in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Kalehua Capital Management LLC	901,457	$8.97M
Qube Research & Technologies Ltd	619,652	$6.17M
Longaeva Partners L.P.	470,544	$4.68M
Jane Street Group, LLC	423,536	$4.21M
Hudson Bay Capital Management LP	311,330	$3.10M
Acadian Asset Management LLC	290,352	$2.89M
Engineers Gate Manager LP	141,452	$1.41M
Schonfeld Strategic Advisors LLC	71,880	$715.2K
Prelude Capital Management, LLC	61,899	$615.9K
Algert Global LLC	48,510	$482.7K
Cresset Asset Management, LLC	36,495	$363.1K
Mariner, LLC	36,096	$358.4K
Gotham Asset Management, LLC	33,606	$334.4K
OP Asset Management Ltd	29,217	$290.7K
Nomura Holdings Inc	25,000	$248.8K
Oxford Asset Management LLP	22,521	$224.1K
Aigen Investment Management, LP	22,075	$219.6K
Quadrature Capital Ltd	21,123	$210.2K
Y-Intercept (Hong Kong) Ltd	17,516	$174.3K
Mirabella Financial Services LLP	15,121	$150.5K
AssuredPartners Investment Advisors, LLC	12,062	$150.2K
Fox Run Management, L.L.C.	15,284	$142.9K
Buckingham Strategic Partners	11,631	$115.1K
49 Wealth Management, LLC	11,029	$109.7K
Colony Group, LLC	10,756	$107.0K
Group One Trading, L.P.	6,638	$66.0K
FNY Investment Advisers, LLC	5,000	$49.0K
Advisory Services Network, LLC	1,697	$16.9K
MAI Capital Management	743	$7.39K
Your Advocates Ltd., LLP	100	$995
Root Financial Partners, LLC	93	$925

Not filed for Q2 2026 yet (5)

Institutions that held Relay Therapeutics, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding RLAY in Q1 2026 that haven't filed for Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
CWM, LLC	69,959	$696.1K
Janus Henderson Group PLC	65,573	$652.1K
Skopos Labs, Inc.	32,577	$324.1K
Red Tortoise LLC	698	$6.95K
Sunbelt Securities, Inc.	52	$517