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 |
|---|---|---|---|---|---|
| Creative Planning | 114,131 | $2.14M | 0.00% | +12,782+12.6% | Added |
| Balyasny Asset Management LLC | 112,989 | $2.11M | 0.00% | −2,926,190−96.3% | Reduced |
| Sanctuary Advisors, LLC | 106,632 | $2.00M | 0.01% | −37,184−25.9% | Reduced |
| Caption Management, LLC | 103,006 | $1.93M | 0.07% | +103,006 | New |
| Cinctive Capital Management LP | 102,569 | $1.92M | 0.08% | +102,569 | New |
| Susquehanna Portfolio Strategies, LLC | 101,291 | $1.90M | 0.03% | −237,789−70.1% | Reduced |
| Lazard Asset Management LLC | 99,348 | $1.86M | 0.00% | +99,348 | New |
| Susquehanna International Group, LLP | 96,549 | $1.81M | 0.00% | −50,609−34.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 94,732 | $1.79M | 0.00% | +18,071+23.6% | Added |
| SG Americas Securities, LLC | 95,234 | $1.78M | 0.00% | −102,301−51.8% | Reduced |
| ICONIQ Capital, LLC | 94,697 | $1.77M | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 94,122 | $1.76M | 0.01% | +15,098+19.1% | Added |
| Squarepoint Ops LLC | 93,179 | $1.74M | 0.00% | −87,119−48.3% | Reduced |
| Vanguard Global Advisers, LLC | 89,095 | $1.67M | 0.00% | +14,016+18.7% | Added |
| Profund Advisors LLC | 88,371 | $1.65M | 0.05% | +20,201+29.6% | Added |
| Seven Grand Managers, LLC | 85,000 | $1.59M | 0.06% | +85,000 | New |
| Raiffeisen Bank International AG | 80,000 | $1.58M | 0.02% | −110,000−57.9% | Reduced |
| Victory Capital Management Inc | 83,771 | $1.57M | 0.00% | +3,777+4.7% | Added |
| Vanguard Asset Management, Ltd | 82,300 | $1.54M | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 75,782 | $1.42M | 0.02% | −113,158−59.9% | Reduced |
| Persistent Asset Partners Ltd | 70,693 | $1.32M | 0.42% | +54,335+332.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 68,334 | $1.28M | 0.00% | +1,595+2.4% | Added |
| Diversified Trust Co | 66,194 | $1.24M | 0.02% | +66,194 | New |
| Allspring Global Investments Holdings, LLC | 66,123 | $1.17M | 0.00% | −6,616−9.1% | Reduced |
| Handelsbanken Fonder AB | 59,100 | $1.11M | 0.00% | +59,100 | New |
| New York State Common Retirement Fund | 58,935 | $1.10M | 0.00% | +13,136+28.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 54,475 | $1.09M | 0.00% | −909−1.6% | Reduced |
| J. Goldman & Co LP | 56,569 | $1.06M | 0.04% | −7,068−11.1% | Reduced |
| Bank of Montreal | 52,938 | $990.5K | 0.00% | −50.0% | Reduced |
| Himension Fund | 50,111 | $937.6K | 0.06% | −44,058−46.8% | Reduced |
| LPL Financial LLC | 48,415 | $905.8K | 0.00% | +7,952+19.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 47,672 | $891.9K | 0.01% | +10,667+28.8% | Added |
| Exome Asset Management LLC | 47,531 | $889.3K | 0.55% | −230,771−82.9% | Reduced |
| Barclays PLC | 47,384 | $886.6K | 0.00% | +2,117+4.7% | Added |
| Jupiter Topco LLC | 46,273 | $866.0K | 0.00% | +46,273 | New |
| Virginia Retirement Systems Et Al | 41,900 | $783.9K | 0.00% | +18,700+80.6% | Added |
| Harvest Investment Services, LLC | 41,394 | $774.5K | 0.12% | +41,394 | New |
| American Century Companies Inc | 41,101 | $769.0K | 0.00% | −399,084−90.7% | Reduced |
| Allianz Asset Management GmbH | 40,100 | $750.3K | 0.00% | +40,100 | New |
| Captrust Financial Advisors | 38,632 | $722.8K | 0.00% | +1,863+5.1% | Added |
| Brandywine Managers, LLC | 38,429 | $719.0K | 0.36% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 38,147 | $713.7K | 0.00% | −3,317−8.0% | Reduced |
| Quantinno Capital Management LP | 36,500 | $682.9K | 0.00% | +15,312+72.3% | Added |
| Valeo Financial Advisors, LLC | 35,687 | $667.7K | 0.01% | −27−0.1% | Reduced |
| JustInvest LLC | 34,921 | $653.4K | 0.01% | +3,339+10.6% | Added |
| China Universal Asset Management Co., Ltd. | 34,138 | $638.7K | 0.04% | +2,422+7.6% | Added |
| Intech Investment Management LLC | 34,101 | $638.0K | 0.01% | +2,484+7.9% | Added |
| Arizona State Retirement System | 32,553 | $609.1K | 0.00% | −772−2.3% | Reduced |
| Prudential Financial Inc | 32,020 | $599.1K | 0.00% | +10,670+50.0% | Added |
| DekaBank Deutsche Girozentrale | 60,000 | $579.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 30,117 | $563.5K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 29,119 | $544.8K | 0.00% | −10,348−26.2% | Reduced |
| ProShare Advisors LLC | 28,197 | $527.6K | 0.00% | −212−0.7% | Reduced |
| DnB Asset Management AS | 28,141 | $526.5K | 0.00% | +12,327+77.9% | Added |
| KLP Kapitalforvaltning AS | 27,200 | $508.9K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 25,807 | $482.8K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 25,630 | $479.5K | 0.00% | −10,500−29.1% | Reduced |
| E Fund Management Co., Ltd. | 24,645 | $461.1K | 0.01% | +5,712+30.2% | Added |
| Erste Asset Management GmbH | 23,100 | $456.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 23,958 | $448.3K | 0.02% | +22,904+2,173.1% | Added |
| The PNC Financial Services Group, Inc. | 23,491 | $439.5K | 0.00% | +18,998+422.8% | Added |
| Yorktown Management & Research Co Inc | 23,200 | $434.1K | 0.27% | +23,200 | New |
| Virtus Investment Advisers, Inc. | 22,094 | $413.4K | 0.10% | −11,863−34.9% | Reduced |
| Headlands Technologies LLC | 22,073 | $413.0K | 0.04% | −25,553−53.7% | Reduced |
| Pallas Capital Advisors LLC | 22,073 | $413.0K | 0.01% | −6,500−22.7% | Reduced |
| Merit Financial Group, LLC | 20,613 | $385.7K | 0.00% | −387−1.8% | Reduced |
| Cerity Partners LLC | 20,601 | $385.4K | 0.00% | −3,594−14.9% | Reduced |
| Intellectus Partners, LLC | 20,225 | $378.4K | 0.07% | −22,000−52.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 19,575 | $366.2K | 0.01% | +19,575 | New |
| Tower Research Capital LLC (TRC) | 19,327 | $361.6K | 0.01% | +8,608+80.3% | Added |
| STRS Ohio | 18,700 | $349.9K | 0.00% | +18,700 | New |
| Abel Hall, LLC | 18,362 | $343.6K | 0.06% | +125+0.7% | Added |
| Mercer Global Advisors Inc | 17,981 | $336.4K | 0.00% | +1,560+9.5% | Added |
| Callan Family Office, LLC | 17,916 | $335.2K | 0.01% | +26+0.1% | Added |
| Marshall Wace, LLP | 17,843 | $333.8K | 0.00% | −923,982−98.1% | Reduced |
| Amundi | 17,726 | $331.7K | 0.00% | −3,655−17.1% | Reduced |
| Xponance, Inc. | 15,963 | $298.7K | 0.00% | +3,111+24.2% | Added |
| Ameritas Investment Partners, Inc. | 14,669 | $274.5K | 0.01% | +3,489+31.2% | Added |
| Fiduciary Trust Co | 13,971 | $261.4K | 0.00% | −14,000−50.1% | Reduced |
| Duncan Williams Asset Management, LLC | 13,876 | $259.6K | 0.06% | +2,438+21.3% | Added |
| Great Lakes Retirement, Inc. | 13,800 | $258.2K | 0.02% | +13,800 | New |
| Teacher Retirement System of Texas | 13,753 | $257.3K | 0.00% | −2,115−13.3% | Reduced |
| SRS Capital Advisors, Inc. | 13,256 | $248.0K | 0.00% | +13,029+5,739.6% | Added |
| Great West Life Assurance Co | 13,226 | $247.0K | 0.00% | +4,602+53.4% | Added |
| Quadrant Capital Group LLC | 11,791 | $220.6K | 0.01% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,626 | $217.5K | 0.00% | −2,243−16.2% | Reduced |
| Man Group plc | 11,618 | $217.4K | 0.00% | −101,225−89.7% | Reduced |
| State of Wyoming | 11,618 | $217.4K | 0.02% | +11,618 | New |
| Two Sigma Securities, LLC | 11,415 | $213.6K | 0.02% | +11,415 | New |
| Plante Moran Financial Advisors, LLC | 10,836 | $202.7K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 10,822 | $202.5K | 0.00% | +774+7.7% | Added |
| EP Wealth Advisors, LLC | 10,787 | $201.8K | 0.00% | +353+3.4% | Added |
| Principal Financial Group Inc | 10,458 | $195.7K | 0.00% | +10,458 | New |
| HighTower Advisors, LLC | 10,431 | $195.2K | 0.00% | −307−2.9% | Reduced |
| Gabelli Funds LLC | 10,000 | $187.1K | 0.00% | −2,000−16.7% | Reduced |
| Portland Investment Counsel Inc. | 10,000 | $187.1K | 0.05% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 9,593 | $179.5K | 0.00% | +271+2.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 7,110 | $133.0K | 0.00% | +7,110 | New |
| Federated Hermes, Inc. | 6,500 | $121.6K | 0.00% | +6,500 | New |
| Public Employees Retirement Association of Colorado | 5,888 | $110.0K | 0.00% | 00.0% | Unchanged |