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 |
|---|---|---|---|---|---|
| Erste Asset Management GmbH | 23,100 | $456.0K | 0.00% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 24,645 | $461.1K | 0.01% | +5,712+30.2% | Added |
| SEI Investments Co | 25,630 | $479.5K | 0.00% | −10,500−29.1% | Reduced |
| State Board of Administration of Florida Retirement System | 25,807 | $482.8K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 27,200 | $508.9K | 0.00% | 00.0% | Unchanged |
| DnB Asset Management AS | 28,141 | $526.5K | 0.00% | +12,327+77.9% | Added |
| ProShare Advisors LLC | 28,197 | $527.6K | 0.00% | −212−0.7% | Reduced |
| BNP Paribas Arbitrage, SA | 29,119 | $544.8K | 0.00% | −10,348−26.2% | Reduced |
| Vanguard Investments Australia, Ltd. | 30,117 | $563.5K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 60,000 | $579.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 32,020 | $599.1K | 0.00% | +10,670+50.0% | Added |
| Arizona State Retirement System | 32,553 | $609.1K | 0.00% | −772−2.3% | Reduced |
| Intech Investment Management LLC | 34,101 | $638.0K | 0.01% | +2,484+7.9% | Added |
| China Universal Asset Management Co., Ltd. | 34,138 | $638.7K | 0.04% | +2,422+7.6% | Added |
| JustInvest LLC | 34,921 | $653.4K | 0.01% | +3,339+10.6% | Added |
| Valeo Financial Advisors, LLC | 35,687 | $667.7K | 0.01% | −27−0.1% | Reduced |
| Quantinno Capital Management LP | 36,500 | $682.9K | 0.00% | +15,312+72.3% | Added |
| State of New Jersey Common Pension Fund D | 38,147 | $713.7K | 0.00% | −3,317−8.0% | Reduced |
| Brandywine Managers, LLC | 38,429 | $719.0K | 0.36% | 00.0% | Unchanged |
| Captrust Financial Advisors | 38,632 | $722.8K | 0.00% | +1,863+5.1% | Added |
| Allianz Asset Management GmbH | 40,100 | $750.3K | 0.00% | +40,100 | New |
| American Century Companies Inc | 41,101 | $769.0K | 0.00% | −399,084−90.7% | Reduced |
| Harvest Investment Services, LLC | 41,394 | $774.5K | 0.12% | +41,394 | New |
| Virginia Retirement Systems Et Al | 41,900 | $783.9K | 0.00% | +18,700+80.6% | Added |
| Jupiter Topco LLC | 46,273 | $866.0K | 0.00% | +46,273 | New |
| Barclays PLC | 47,384 | $886.6K | 0.00% | +2,117+4.7% | Added |
| Exome Asset Management LLC | 47,531 | $889.3K | 0.55% | −230,771−82.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 47,672 | $891.9K | 0.01% | +10,667+28.8% | Added |
| LPL Financial LLC | 48,415 | $905.8K | 0.00% | +7,952+19.7% | Added |
| Himension Fund | 50,111 | $937.6K | 0.06% | −44,058−46.8% | Reduced |
| Bank of Montreal | 52,938 | $990.5K | 0.00% | −50.0% | Reduced |
| J. Goldman & Co LP | 56,569 | $1.06M | 0.04% | −7,068−11.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 54,475 | $1.09M | 0.00% | −909−1.6% | Reduced |
| New York State Common Retirement Fund | 58,935 | $1.10M | 0.00% | +13,136+28.7% | Added |
| Handelsbanken Fonder AB | 59,100 | $1.11M | 0.00% | +59,100 | New |
| Allspring Global Investments Holdings, LLC | 66,123 | $1.17M | 0.00% | −6,616−9.1% | Reduced |
| Diversified Trust Co | 66,194 | $1.24M | 0.02% | +66,194 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 68,334 | $1.28M | 0.00% | +1,595+2.4% | Added |
| Persistent Asset Partners Ltd | 70,693 | $1.32M | 0.42% | +54,335+332.2% | Added |
| XTX Topco Ltd | 75,782 | $1.42M | 0.02% | −113,158−59.9% | Reduced |
| Vanguard Asset Management, Ltd | 82,300 | $1.54M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 83,771 | $1.57M | 0.00% | +3,777+4.7% | Added |
| Raiffeisen Bank International AG | 80,000 | $1.58M | 0.02% | −110,000−57.9% | Reduced |
| Seven Grand Managers, LLC | 85,000 | $1.59M | 0.06% | +85,000 | New |
| Profund Advisors LLC | 88,371 | $1.65M | 0.05% | +20,201+29.6% | Added |
| Vanguard Global Advisers, LLC | 89,095 | $1.67M | 0.00% | +14,016+18.7% | Added |
| Squarepoint Ops LLC | 93,179 | $1.74M | 0.00% | −87,119−48.3% | Reduced |
| MetLife Investment Management | 94,122 | $1.76M | 0.01% | +15,098+19.1% | Added |
| ICONIQ Capital, LLC | 94,697 | $1.77M | 0.05% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 95,234 | $1.78M | 0.00% | −102,301−51.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 94,732 | $1.79M | 0.00% | +18,071+23.6% | Added |
| Susquehanna International Group, LLP | 96,549 | $1.81M | 0.00% | −50,609−34.4% | Reduced |
| Lazard Asset Management LLC | 99,348 | $1.86M | 0.00% | +99,348 | New |
| Susquehanna Portfolio Strategies, LLC | 101,291 | $1.90M | 0.03% | −237,789−70.1% | Reduced |
| Cinctive Capital Management LP | 102,569 | $1.92M | 0.08% | +102,569 | New |
| Caption Management, LLC | 103,006 | $1.93M | 0.07% | +103,006 | New |
| Sanctuary Advisors, LLC | 106,632 | $2.00M | 0.01% | −37,184−25.9% | Reduced |
| Balyasny Asset Management LLC | 112,989 | $2.11M | 0.00% | −2,926,190−96.3% | Reduced |
| Creative Planning | 114,131 | $2.14M | 0.00% | +12,782+12.6% | Added |
| Aquatic Capital Management LLC | 120,197 | $2.25M | 0.08% | +72,077+149.8% | Added |
| State of Wisconsin Investment Board | 125,949 | $2.36M | 0.00% | −36,287−22.4% | Reduced |
| Ieq Capital, LLC | 126,829 | $2.37M | 0.01% | −78,481−38.2% | Reduced |
| Legal & General Group Plc | 127,676 | $2.39M | 0.00% | +45,620+55.6% | Added |
| Advisor Group Holdings, Inc. | 149,664 | $2.80M | 0.00% | −36,459−19.6% | Reduced |
| Trexquant Investment LP | 152,017 | $2.84M | 0.02% | +57,769+61.3% | Added |
| Wellington Management Group LLP | 156,906 | $2.94M | 0.00% | +97,398+163.7% | Added |
| Verition Fund Management LLC | 158,017 | $2.96M | 0.02% | +158,017 | New |
| Deutsche Bank AG | 164,036 | $3.07M | 0.00% | +34,424+26.6% | Added |
| California State Teachers Retirement System | 169,944 | $3.18M | 0.00% | −4,155−2.4% | Reduced |
| Rafferty Asset Management, LLC | 174,785 | $3.27M | 0.01% | +24,167+16.0% | Added |
| 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 |
| Seven Fleet Capital Management LP | 178,222 | $3.33M | 0.55% | −79,516−30.9% | Reduced |
| ExodusPoint Capital Management, LP | 184,178 | $3.45M | 0.03% | +184,178 | New |
| Renaissance Technologies LLC | 192,399 | $3.60M | 0.00% | −481,200−71.4% | Reduced |
| Wells Fargo & Company | 203,737 | $3.81M | 0.00% | +93,785+85.3% | Added |
| Alps Advisors Inc | 220,386 | $4.12M | 0.02% | +74,896+51.5% | Added |
| Diadema Partners LP | 230,677 | $4.32M | 1.52% | +230,677 | New |
| Sphera Funds Management Ltd. | 233,836 | $4.38M | 0.63% | −174,600−42.7% | Reduced |
| Swiss National Bank | 236,600 | $4.43M | 0.00% | −1,400−0.6% | Reduced |
| Voya Investment Management LLC | 238,836 | $4.47M | 0.00% | +22,784+10.5% | Added |
| Rhumbline Advisers | 241,076 | $4.51M | 0.00% | +24,143+11.1% | Added |
| Citigroup Inc | 248,233 | $4.64M | 0.00% | +218,479+734.3% | Added |
| Manufacturers Life Insurance Company, The | 263,506 | $4.93M | 0.00% | +53,799+25.7% | Added |
| UBS Asset Management Americas Inc | 278,327 | $5.21M | 0.00% | +67,859+32.2% | Added |
| TD Asset Management Inc | 347,946 | $6.51M | 0.01% | +133,776+62.5% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 349,000 | $6.53M | 0.15% | +349,000 | New |
| Logos Global Management LP | 350,000 | $6.55M | 0.28% | −400,000−53.3% | Reduced |
| ADAR1 Capital Management, LLC | 358,333 | $6.70M | 0.32% | +358,333 | New |
| Russell Investments Group, Ltd. | 363,523 | $6.80M | 0.01% | +346,683+2,058.7% | Added |
| Standard Life Aberdeen plc | 372,169 | $6.96M | 0.01% | +372,169 | New |
| Nuveen, LLC | 392,691 | $7.35M | 0.00% | +90,495+29.9% | Added |
| Lord, Abbett & Co. LLC | 410,723 | $7.68M | 0.02% | +410,723 | New |
| Moore Capital Management, LP | 414,005 | $7.75M | 0.18% | +414,005 | New |
| Eversept Partners, LP | 434,314 | $8.13M | 0.44% | +163,609+60.4% | Added |
| Boxer Capital Management, LLC | 450,000 | $8.42M | 0.63% | +450,000 | New |
| Bessemer Group Inc | 457,869 | $8.57M | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 462,756 | $8.66M | 0.00% | +79,836+20.8% | Added |
| Citadel Advisors LLC | 473,682 | $8.86M | 0.01% | +297,417+168.7% | Added |
| Ameriprise Financial Inc | 480,076 | $8.98M | 0.00% | +123,152+34.5% | Added |