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 |
|---|---|---|---|---|---|
| HighVista Strategies LLC | 506,235 | $9.47M | 2.16% | +84,354+20.0% | Added |
| ArrowMark Colorado Holdings LLC | 541,124 | $10.1M | 0.42% | 00.0% | Unchanged |
| Rhenman & Partners Asset Management AB | 566,000 | $10.6M | 1.00% | +206,000+57.2% | Added |
| Polygon Management Ltd. | 570,311 | $10.7M | 1.74% | +388,768+214.1% | Added |
| Millennium Management LLC | 591,675 | $11.1M | 0.01% | +243,942+70.2% | Added |
| Congress Asset Management Co | 626,141 | $11.7M | 0.07% | +7,203+1.2% | Added |
| Invesco Ltd. | 692,584 | $13.0M | 0.00% | +22,710+3.4% | Added |
| EcoR1 Capital, LLC | 697,948 | $13.1M | 0.65% | −1,206,814−63.4% | Reduced |
| Two Sigma Investments, LP | 700,921 | $13.1M | 0.01% | −668,228−48.8% | Reduced |
| Jupiter Asset Management Ltd | 719,576 | $13.5M | 0.07% | +719,576 | New |
| Raymond James Financial Inc | 783,065 | $14.7M | 0.00% | +436,748+126.1% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 801,464 | $15.0M | 3.01% | +302,406+60.6% | Added |
| JPMorgan Chase & Co | 801,657 | $16.0M | 0.00% | +154,139+23.8% | Added |
| Woodline Partners LP | 929,692 | $17.4M | 0.05% | +250,350+36.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 961,702 | $18.0M | 0.03% | +124,664+14.9% | Added |
| Squadron Capital Management LLC | 970,000 | $18.1M | 6.21% | +297,500+44.2% | Added |
| Frazier Life Sciences Management, L.P. | 1,015,693 | $19.0M | 0.41% | +1,015,693 | New |
| Affinity Asset Advisors, LLC | 1,050,000 | $19.6M | 0.96% | +650,000+162.5% | Added |
| First Trust Advisors LP | 1,075,126 | $20.1M | 0.01% | +1,075,126 | New |
| UBS Group AG | 1,094,980 | $20.5M | 0.00% | +567,369+107.5% | Added |
| Vanguard Fiduciary Trust Co | 1,224,006 | $22.9M | 0.01% | +323,460+35.9% | Added |
| Foresite Capital Management IV, LLC | 1,250,000 | $23.4M | 8.06% | +250,000+25.0% | Added |
| AQR Capital Management LLC | 1,279,473 | $23.9M | 0.01% | −10,559−0.8% | Reduced |
| Panagora Asset Management Inc | 1,291,182 | $24.2M | 0.07% | +473,141+57.8% | Added |
| Alphabet Inc. | 1,410,029 | $26.4M | 0.03% | −154,144−9.9% | Reduced |
| Elmind Capital, LP | 1,465,279 | $27.4M | 6.89% | +928,333+172.9% | Added |
| Charles Schwab Investment Management Inc | 1,500,817 | $28.1M | 0.00% | +388,926+35.0% | Added |
| Adage Capital Partners GP, L.L.C. | 1,740,000 | $32.6M | 0.05% | −850,000−32.8% | Reduced |
| Polar Capital Holdings Plc | 1,789,056 | $33.5M | 0.09% | +1,789,056 | New |
| Franklin Resources Inc | 1,856,913 | $34.7M | 0.01% | +1,807,998+3,696.2% | Added |
| T. Rowe Price Investment Management, Inc. | 1,915,459 | $35.8M | 0.02% | +1,915,459 | New |
| Northern Trust Corp | 1,953,456 | $36.5M | 0.00% | +278,069+16.6% | Added |
| Pictet Asset Management Holding SA | 2,077,297 | $39.2M | 0.04% | +2,057,705+10,502.8% | Added |
| Alliancebernstein L.P. | 4,095,600 | $40.8M | 0.01% | +3,950,349+2,719.7% | Added |
| Arrowstreet Capital, Limited Partnership | 2,238,929 | $41.9M | 0.02% | +1,570,640+235.0% | Added |
| MPM Oncology Impact Management LP | 2,415,672 | $45.2M | 2.76% | +56,086+2.4% | Added |
| Bank of America Corp | 2,695,108 | $50.4M | 0.00% | +757,413+39.1% | Added |
| Baker Bros. Advisors LP | 2,826,783 | $52.9M | 0.27% | +1,666,666+143.7% | Added |
| Vanguard Portfolio Management LLC | 2,892,785 | $54.1M | 0.00% | +1,029,220+55.2% | Added |
| Spruce Street Capital LP | 2,984,125 | $55.8M | 10.95% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 3,127,564 | $58.5M | 0.01% | +187,028+6.4% | Added |
| Kynam Capital Management, LP | 3,300,000 | $61.7M | 3.41% | +1,875,741+131.7% | Added |
| Westfield Capital Management Co LP | 3,343,496 | $62.6M | 0.20% | +3,343,496 | New |
| Goldman Sachs Group Inc | 3,408,701 | $63.8M | 0.01% | +866,840+34.1% | Added |
| Siren, L.L.C. | 3,650,000 | $68.3M | 1.39% | +3,650,000 | New |
| Morgan Stanley | 3,851,071 | $72.1M | 0.00% | +2,419,068+168.9% | Added |
| TCG Crossover Management, LLC | 4,273,356 | $80.0M | 1.92% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 4,726,576 | $88.4M | 0.00% | +1,215,940+34.6% | Added |
| Bellevue Group AG | 6,185,970 | $115.7M | 2.44% | −1,609,272−20.6% | Reduced |
| Nextech Invest, Ltd. | 6,776,506 | $126.8M | 6.02% | +1,250,000+22.6% | Added |
| Price T Rowe Associates Inc | 7,708,507 | $144.2M | 0.01% | +5,783,569+300.5% | Added |
| Vanguard Capital Management LLC | 8,964,423 | $167.7M | 0.00% | +1,576,958+21.3% | Added |
| State Street Corp | 10,125,381 | $189.5M | 0.01% | +3,891,836+62.4% | Added |
| Commodore Capital LP | 12,000,000 | $224.5M | 13.37% | −5,000,000−29.4% | Reduced |
| Perceptive Advisors LLC | 14,106,187 | $263.9M | 4.10% | +4,355,046+44.7% | Added |
| BlackRock, Inc. | 15,288,202 | $286.0M | 0.00% | +2,312,903+17.8% | Added |
| Casdin Capital, LLC | 16,035,240 | $300.0M | 15.02% | +1,616,666+11.2% | Added |
| FMR LLC | 20,110,113 | $376.3M | 0.02% | +16,414,682+444.2% | Added |
| SB Investment Advisers (UK) Ltd | 27,904,963 | $522.1M | 6.81% | 00.0% | Unchanged |
| Kalehua Capital Management LLC | 0 | $0 | 0.00% | −901,457−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −619,652−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −470,544−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −423,536−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −311,330−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −290,352−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −141,452−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −71,880−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −61,899−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −48,510−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −36,495−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −36,096−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −33,606−100.0% | Sold out |
| OP Asset Management Ltd | 0 | $0 | 0.00% | −29,217−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −22,521−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −22,075−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −21,123−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −17,516−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −15,121−100.0% | Sold out |
| AssuredPartners Investment Advisors, LLC | 0 | $0 | 0.00% | −12,062−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −15,284−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −11,631−100.0% | Sold out |
| 49 Wealth Management, LLC | 0 | $0 | 0.00% | −11,029−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −10,756−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −6,638−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,697−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −743−100.0% | Sold out |
| Your Advocates Ltd., LLP | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Red Tortoise LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |