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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.

Holders of 5% or more of RLAY

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Relay Therapeutics, Inc., largest stake first. The change is against the holder's previous filing.

Holders of 5% or more of RLAY
HolderLatest formStakeChangeFirst filedLatest filingFiling
Commodore Capital LP13G/A9.90%17.0M shares+2.10 ppfrom 7.80%May 15, 20253 filingsNov 14, 2025SEC
Point72 Asset Management, L.P.13G/A7.80%13.4M shares+2.10 ppfrom 5.70%Mar 20, 20252 filingsAug 14, 2025SEC
Casdin Capital, LLC13G/A7.50%13.0M shares0.00 ppfrom 7.50%Feb 17, 20262 filingsFeb 17, 2026SEC
BlackRock, Inc.13G/A6.10%10.3M shares−2.70 ppfrom 8.80%Feb 5, 20252 filingsApr 17, 2025SEC
Perceptive Advisors LLC13G5.30%9.40M sharesNewMar 19, 20261 filingMar 19, 2026SEC

Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.

13D and 13G filings

13 Schedule 13D and 13G filings on Relay Therapeutics, Inc., newest first, including old-format filings without a stake.

Schedule 13D and 13G filings on RLAY
Filed (ET)FilerFormStakeChangeEvent dateFiling
Mar 27, 202611:34 AM ETVanguard Group Inc13G/A0.00%0 shares−5.47 ppfrom 5.47%Below 5%Mar 13, 2026SEC
Mar 19, 20264:07 PM ETPerceptive Advisors LLCand 2 others13G5.30%9.40M sharesNewMar 12, 2026SEC
Feb 17, 20264:47 PM ETCasdin Capital, LLCand 3 others13G/A7.50%13.0M shares0.00 ppfrom 7.50%Dec 31, 2025SEC
Feb 17, 20264:45 PM ETCasdin Capital, LLCand 3 others13G/A7.50%13.0M shares–Dec 31, 2025SEC
Nov 14, 20254:30 PM ETCommodore Capital LPand 3 others13G/A9.90%17.0M shares+2.10 ppfrom 7.80%Sep 30, 2025SEC
Aug 14, 20255:07 PM ETCommodore Capital LPand 3 others13G/A7.80%13.3M shares+2.00 ppfrom 5.80%Jun 30, 2025SEC
Aug 14, 20254:56 PM ETPoint72 Asset Management, L.P.and 2 others13G/A7.80%13.4M shares+2.10 ppfrom 5.70%Jun 30, 2025SEC
Jul 29, 20252:22 PM ETVanguard Group Inc13G/A5.47%9.38M shares−1.67 ppfrom 7.14%Jun 30, 2025SEC
May 15, 20254:05 PM ETCommodore Capital LPand 1 other13G5.80%10.0M sharesNewMay 8, 2025SEC
Apr 30, 202511:12 AM ETVanguard Group Inc13G/A7.14%12.1M shares–Mar 31, 2025SEC
Apr 17, 20259:35 AM ETBlackRock, Inc.13G/A6.10%10.3M shares−2.70 ppfrom 8.80%Mar 31, 2025SEC
Mar 20, 20256:13 PM ETPoint72 Asset Management, L.P.and 2 others13G5.70%9.69M sharesNewMar 14, 2025SEC
Feb 5, 20251:23 PM ETBlackRock, Inc.13G/A8.80%14.7M shares–Dec 31, 2024SEC

Form 144: proposed insider sales

Notices from officers, directors and other affiliates planning to sell Relay Therapeutics, Inc. shares.

No Form 144 notices for Relay Therapeutics, Inc. are on file.