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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.

Institutional holdersQ2 2026: 259 institutions
Q1 2021: 137 institutionsQ2 2021: 125 institutionsQ3 2021: 132 institutionsQ4 2021: 131 institutionsQ1 2022: 140 institutionsQ2 2022: 148 institutionsQ3 2022: 162 institutionsQ4 2022: 165 institutionsQ1 2023: 157 institutionsQ2 2023: 161 institutionsQ3 2023: 172 institutionsQ4 2023: 177 institutionsQ1 2024: 189 institutionsQ2 2024: 179 institutionsQ3 2024: 195 institutionsQ4 2024: 200 institutionsQ1 2025: 208 institutionsQ2 2025: 208 institutionsQ3 2025: 199 institutionsQ4 2025: 227 institutionsQ1 2026: 244 institutionsQ2 2026: 259 institutions
Value heldQ2 2026: $4.58B
Q1 2021: $2.96BQ2 2021: $3.26BQ3 2021: $2.89BQ4 2021: $3.41BQ1 2022: $3.38BQ2 2022: $2.02BQ3 2022: $2.76BQ4 2022: $1.91BQ1 2023: $2.16BQ2 2023: $1.64BQ3 2023: $1.10BQ4 2023: $1.40BQ1 2024: $1.10BQ2 2024: $826.8MQ3 2024: $1.16BQ4 2024: $675.8MQ1 2025: $438.1MQ2 2025: $591.8MQ3 2025: $867.4MQ4 2025: $1.47BQ1 2026: $1.83BQ2 2026: $4.58B
Institutions holding RLAY and their total value by quarter
QuarterHoldersValue
Q2 2026259$4.58B
Q1 2026244$1.83B
Q4 2025227$1.47B
Q3 2025199$867.4M
Q2 2025208$591.8M
Q1 2025208$438.1M
Q4 2024200$675.8M
Q3 2024195$1.16B
Q2 2024179$826.8M
Q1 2024189$1.10B
Q4 2023177$1.40B
Q3 2023172$1.10B
Q2 2023161$1.64B
Q1 2023157$2.16B
Q4 2022165$1.91B
Q3 2022162$2.76B
Q2 2022148$2.02B
Q1 2022140$3.38B
Q4 2021131$3.41B
Q3 2021132$2.89B
Q2 2021125$3.26B
Q1 2021137$2.96B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Relay Therapeutics, Inc.; share changes are against Q1 2026.

Institutions holding RLAY in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Silver Grove Financial Group, Inc.1$190.00%+1New
JPL Wealth Management, LLC3$570.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.13$2430.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd22$4120.00%−2,768−99.2%Reduced
UMA Financial Services, Inc.31$5810.00%+31New
SJS Investment Consulting Inc.32$5990.00%+32New
Covestor Ltd57$1.00K0.00%+40+235.3%Added
Ameritas Advisory Services, LLC65$1.22K0.00%+65New
Quarry LP72$1.35K0.00%+72New
Hughes Financial Services, LLC84$1.57K0.00%−3−3.4%Reduced
International Assets Investment Management, LLC93$1.65K0.00%00.0%Unchanged
Avion Wealth136$2.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust129$2.41K0.00%00.0%Unchanged
Global Retirement Partners, LLC154$2.88K0.00%+154New
Cornerstone Financial Management LLC162$3.03K0.00%00.0%Unchanged
True Wealth Design, LLC267$5.00K0.00%−11−4.0%Reduced
Basecamp Wealth Advisors LLC356$6.66K0.00%+56+18.7%Added
Clearstead Advisors, LLC366$6.85K0.00%+343+1,491.3%Added
Truvestments Capital LLC382$7.15K0.00%+382New
Keating Financial Advisory Services, Inc.510$9.54K0.00%−169−24.9%Reduced
Rothschild Investment LLC540$10.1K0.00%00.0%Unchanged
SMA Capital LLC552$10.3K0.00%+552New
J.Safra Asset Management Corp555$10.4K0.00%+555New
Versant Capital Management, Inc559$10.5K0.00%+66+13.4%Added
IFP Advisors, Inc563$10.5K0.00%−13−2.3%Reduced
Umb Bank N A735$13.8K0.00%00.0%Unchanged
Los Angeles Capital Management LLC762$14.3K0.00%−2,227−74.5%Reduced
Optiver Holding B.V.767$14.4K0.00%+767New
Toronto Dominion Bank900$16.8K0.00%+900New
Tokio Marine Asset Management Co Ltd951$17.8K0.00%+951New
Nykredit A/S993$18.6K0.00%+993New
Webster Bank, N. A.1,000$18.7K0.00%00.0%Unchanged
Sterling Capital Management LLC1,139$21.3K0.00%−3,526−75.6%Reduced
Fifth Third Bancorp1,229$23.0K0.00%+565+85.1%Added
Parallel Advisors, LLC1,253$23.4K0.00%+16+1.3%Added
SBI Securities Co., Ltd.1,258$23.5K0.00%−206−14.1%Reduced
Fortitude Family Office, LLC1,268$23.7K0.00%+863+213.1%Added
GAMMA Investing LLC1,368$25.6K0.00%+202+17.3%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,782$33.3K0.00%−667−27.2%Reduced
Allworth Financial LP1,834$34.3K0.00%+105+6.1%Added
Kemnay Advisory Services Inc.1,887$35.3K0.00%+439+30.3%Added
Essential Partners LLC2,026$37.9K0.02%−3,332−62.2%Reduced
Hager Investment Management Services, LLC2,178$40.8K0.02%00.0%Unchanged
Rockefeller Capital Management L.P.2,264$42.4K0.00%+10.0%Added
Nikko Asset Management Americas, Inc.2,326$43.5K0.00%+2,326New
Jones Financial Companies LLLP2,448$45.4K0.00%+2,098+599.4%Added
Signaturefd, LLC2,668$49.9K0.00%−456−14.6%Reduced
Pacer Advisors, Inc.2,919$55.0K0.00%+2,919New
EverSource Wealth Advisors, LLC3,103$58.1K0.00%+227+7.9%Added
Meeder Asset Management Inc3,332$62.3K0.00%+3,332New
KBC Group NV3,448$65.0K0.00%00.0%Unchanged
Farther Finance Advisors, LLC4,115$79.3K0.00%−186−4.3%Reduced
GF Fund Management Co. Ltd.4,239$79.3K0.00%+363+9.4%Added
Nisa Investment Advisors, LLC4,295$80.4K0.00%+413+10.6%Added
Smartleaf Asset Management LLC4,415$87.2K0.00%00.0%Unchanged
Royal Bank of Canada4,919$92.0K0.00%+4,773+3,269.2%Added
US Bancorp5,258$98.4K0.00%+26+0.5%Added
Steward Partners Investment Advisory, LLC5,400$101.0K0.00%−2,700−33.3%Reduced
Federation des caisses Desjardins du Quebec5,419$101.4K0.00%+5,419New
Public Employees Retirement Association of Colorado5,888$110.0K0.00%00.0%Unchanged
Federated Hermes, Inc.6,500$121.6K0.00%+6,500New
Mitsubishi UFJ Trust & Banking Corp7,110$133.0K0.00%+7,110New
Mirae Asset Global Investments Co., Ltd.9,593$179.5K0.00%+271+2.9%Added
Gabelli Funds LLC10,000$187.1K0.00%−2,000−16.7%Reduced
Portland Investment Counsel Inc.10,000$187.1K0.05%00.0%Unchanged
HighTower Advisors, LLC10,431$195.2K0.00%−307−2.9%Reduced
Principal Financial Group Inc10,458$195.7K0.00%+10,458New
EP Wealth Advisors, LLC10,787$201.8K0.00%+353+3.4%Added
Neuberger Berman Group LLC10,822$202.5K0.00%+774+7.7%Added
Plante Moran Financial Advisors, LLC10,836$202.7K0.01%00.0%Unchanged
Two Sigma Securities, LLC11,415$213.6K0.02%+11,415New
Man Group plc11,618$217.4K0.00%−101,225−89.7%Reduced
State of Wyoming11,618$217.4K0.02%+11,618New
Universal- Beteiligungs- und Servicegesellschaft mbH11,626$217.5K0.00%−2,243−16.2%Reduced
Quadrant Capital Group LLC11,791$220.6K0.01%00.0%Unchanged
Great West Life Assurance Co13,226$247.0K0.00%+4,602+53.4%Added
SRS Capital Advisors, Inc.13,256$248.0K0.00%+13,029+5,739.6%Added
Teacher Retirement System of Texas13,753$257.3K0.00%−2,115−13.3%Reduced
Great Lakes Retirement, Inc.13,800$258.2K0.02%+13,800New
Duncan Williams Asset Management, LLC13,876$259.6K0.06%+2,438+21.3%Added
Fiduciary Trust Co13,971$261.4K0.00%−14,000−50.1%Reduced
Ameritas Investment Partners, Inc.14,669$274.5K0.01%+3,489+31.2%Added
Xponance, Inc.15,963$298.7K0.00%+3,111+24.2%Added
Amundi17,726$331.7K0.00%−3,655−17.1%Reduced
Marshall Wace, LLP17,843$333.8K0.00%−923,982−98.1%Reduced
Callan Family Office, LLC17,916$335.2K0.01%+26+0.1%Added
Mercer Global Advisors Inc17,981$336.4K0.00%+1,560+9.5%Added
Abel Hall, LLC18,362$343.6K0.06%+125+0.7%Added
STRS Ohio18,700$349.9K0.00%+18,700New
Tower Research Capital LLC (TRC)19,327$361.6K0.01%+8,608+80.3%Added
Susquehanna Fundamental Investments, LLC19,575$366.2K0.01%+19,575New
Intellectus Partners, LLC20,225$378.4K0.07%−22,000−52.1%Reduced
Cerity Partners LLC20,601$385.4K0.00%−3,594−14.9%Reduced
Merit Financial Group, LLC20,613$385.7K0.00%−387−1.8%Reduced
Headlands Technologies LLC22,073$413.0K0.04%−25,553−53.7%Reduced
Pallas Capital Advisors LLC22,073$413.0K0.01%−6,500−22.7%Reduced
Virtus Investment Advisers, Inc.22,094$413.4K0.10%−11,863−34.9%Reduced
Yorktown Management & Research Co Inc23,200$434.1K0.27%+23,200New
The PNC Financial Services Group, Inc.23,491$439.5K0.00%+18,998+422.8%Added
Quantbot Technologies LP23,958$448.3K0.02%+22,904+2,173.1%Added