Relay Therapeutics, Inc.
RLAY- 交易所
- Nasdaq
- 產業
- Biological Products, (No Diagnostic Substances)
- SEC CIK
- 0001812364
近 90 天，Relay Therapeutics, Inc. 內部人申報 0 筆公開市場買進、13 筆賣出；2026 年第 2 季末有 259 家機構在 13F 申報持有，市值合計 $45.8 億；大師中只有杜肯家族辦公室持有。
2025 年第 4 季 13F 持有人
Relay Therapeutics, Inc. 在 2025/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 227
- 較 2025 年第 3 季 +30 家
- 持有股數
- 1.74 億
- 較 2025 年第 3 季 +790.3 萬 (+4.8%)
- 總市值
- $14.7 億
- 較 2025 年第 3 季 +$6.05 億 (+69.8%)
- 新進機構
- 50
- 另有 68 家加碼
- 清倉機構
- 20
- 另有 57 家減碼
另有 2 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 RLAY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 259 | $45.8 億 |
| 2026 年第 1 季 | 244 | $18.3 億 |
| 2025 年第 4 季 | 227 | $14.7 億 |
| 2025 年第 3 季 | 199 | $8.67 億 |
| 2025 年第 2 季 | 208 | $5.92 億 |
| 2025 年第 1 季 | 208 | $4.38 億 |
| 2024 年第 4 季 | 200 | $6.76 億 |
| 2024 年第 3 季 | 195 | $11.6 億 |
| 2024 年第 2 季 | 179 | $8.27 億 |
| 2024 年第 1 季 | 189 | $11.0 億 |
| 2023 年第 4 季 | 177 | $14.0 億 |
| 2023 年第 3 季 | 172 | $11.0 億 |
| 2023 年第 2 季 | 161 | $16.4 億 |
| 2023 年第 1 季 | 157 | $21.6 億 |
| 2022 年第 4 季 | 165 | $19.1 億 |
| 2022 年第 3 季 | 162 | $27.6 億 |
| 2022 年第 2 季 | 148 | $20.2 億 |
| 2022 年第 1 季 | 140 | $33.8 億 |
| 2021 年第 4 季 | 131 | $34.1 億 |
| 2021 年第 3 季 | 132 | $28.9 億 |
| 2021 年第 2 季 | 125 | $32.6 億 |
| 2021 年第 1 季 | 137 | $29.6 億 |
2025 年第 4 季持有機構
每家機構持有 Relay Therapeutics, Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 60,000 | $53.2 萬 | 0.00% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 61,853 | $52.3 萬 | 0.00% | +61,853 | 新進 |
| Fox Run Management, L.L.C. | 60,203 | $50.9 萬 | 0.08% | +60,203 | 新進 |
| Private Capital Advisors, Inc. | 59,311 | $50.2 萬 | 0.05% | +5,663+10.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 57,234 | $48.4 萬 | 0.00% | +9,613+20.2% | 加碼 |
| Bank of Montreal | 56,454 | $47.8 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna Fundamental Investments, LLC | 54,993 | $46.5 萬 | 0.02% | −65,279−54.3% | 減碼 |
| Intech Investment Management LLC | 53,201 | $45.0 萬 | 0.00% | +14,492+37.4% | 加碼 |
| Mayport, LLC | 49,681 | $42.0 萬 | 0.08% | 00.0% | 不變 |
| Franklin Resources Inc | 48,915 | $41.4 萬 | 0.00% | −330,448−87.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 47,644 | $38.9 萬 | 0.00% | +497+1.1% | 加碼 |
| New York State Common Retirement Fund | 45,799 | $38.7 萬 | 0.00% | +16,400+55.8% | 加碼 |
| Intellectus Partners, LLC | 43,925 | $37.2 萬 | 0.07% | −12,500−22.2% | 減碼 |
| Canada Pension Plan Investment Board | 42,000 | $35.5 萬 | 0.00% | +42,000 | 新進 |
| Los Angeles Capital Management LLC | 47,982 | $35.2 萬 | 0.00% | −13,182−21.6% | 減碼 |
| Quest Partners LLC | 39,447 | $33.4 萬 | 0.02% | +39,447 | 新進 |
| Brandywine Managers, LLC | 38,429 | $32.5 萬 | 0.16% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 37,084 | $31.4 萬 | 0.00% | 00.0% | 不變 |
| Police & Firemen's Retirement System of New Jersey | 37,005 | $31.3 萬 | 0.00% | 00.0% | 不變 |
| Janus Henderson Group PLC | 36,873 | $31.2 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 35,566 | $30.1 萬 | 0.00% | +10,338+41.0% | 加碼 |
| LPL Financial LLC | 34,144 | $28.9 萬 | 0.00% | −7,784−18.6% | 減碼 |
| Arizona State Retirement System | 33,531 | $28.4 萬 | 0.00% | −1,930−5.4% | 減碼 |
| ProShare Advisors LLC | 33,391 | $28.2 萬 | 0.00% | +4,615+16.0% | 加碼 |
| EntryPoint Capital, LLC | 33,236 | $28.1 萬 | 0.11% | −17,681−34.7% | 減碼 |
| Virtus Investment Advisers, Inc. | 33,130 | $28.0 萬 | 0.08% | +148+0.4% | 加碼 |
| Dynamic Technology Lab Private Ltd | 32,658 | $27.6 萬 | 0.06% | −21,495−39.7% | 減碼 |
| Citigroup Inc | 30,930 | $26.2 萬 | 0.00% | +16,616+116.1% | 加碼 |
| HRT Financial LP | 30,645 | $25.9 萬 | 0.00% | −167,061−84.5% | 減碼 |
| VARCOV Co. | 29,289 | $24.8 萬 | 0.10% | +29,289 | 新進 |
| Group One Trading, L.P. | 28,952 | $24.5 萬 | 0.01% | +17,283+148.1% | 加碼 |
| PDT Partners, LLC | 28,906 | $24.5 萬 | 0.02% | −24,731−46.1% | 減碼 |
| China Universal Asset Management Co., Ltd. | 28,243 | $23.9 萬 | 0.02% | −1,978−6.5% | 減碼 |
| Fiduciary Trust Co | 27,971 | $23.7 萬 | 0.00% | 00.0% | 不變 |
| JustInvest LLC | 27,587 | $23.3 萬 | 0.00% | −284−1.0% | 減碼 |
| Skopos Labs, Inc. | 27,141 | $22.8 萬 | 0.01% | −70,806−72.3% | 減碼 |
| Blueshift Asset Management, LLC | 26,814 | $22.7 萬 | 0.07% | +26,814 | 新進 |
| State Board of Administration of Florida Retirement System | 25,807 | $21.8 萬 | 0.00% | 00.0% | 不變 |
| SEI Investments Co | 25,630 | $21.7 萬 | 0.00% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 25,120 | $21.3 萬 | 0.01% | +20+0.1% | 加碼 |
| KLP Kapitalforvaltning AS | 24,700 | $20.9 萬 | 0.00% | 00.0% | 不變 |
| Voya Investment Management LLC | 24,575 | $20.8 萬 | 0.00% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 23,126 | $19.6 萬 | 0.01% | +23,126 | 新進 |
| Erste Asset Management GmbH | 23,100 | $19.4 萬 | 0.00% | 00.0% | 不變 |
| Cerity Partners LLC | 21,046 | $17.8 萬 | 0.00% | −195−0.9% | 減碼 |
| Callan Family Office, LLC | 20,531 | $17.4 萬 | 0.00% | +20,531 | 新進 |
| Merit Financial Group, LLC | 20,485 | $17.3 萬 | 0.00% | −29−0.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 20,004 | $16.9 萬 | 0.00% | −12,238−38.0% | 減碼 |
| Teacher Retirement System of Texas | 17,473 | $14.8 萬 | 0.00% | −11,395−39.5% | 減碼 |
| Colony Group, LLC | 17,333 | $14.7 萬 | 0.00% | +17,333 | 新進 |
| Quantinno Capital Management LP | 17,277 | $14.6 萬 | 0.00% | +4,904+39.6% | 加碼 |
| AssuredPartners Investment Advisors, LLC | 16,123 | $13.6 萬 | 0.02% | +16,123 | 新進 |
| Winton Group Ltd | 16,000 | $13.5 萬 | 0.00% | +16,000 | 新進 |
| Pictet Asset Management Holding SA | 15,052 | $12.7 萬 | 0.00% | +15,052 | 新進 |
| Victory Capital Management Inc | 15,016 | $12.7 萬 | 0.00% | +24+0.2% | 加碼 |
| Caitong International Asset Management Co., Ltd | 13,639 | $11.5 萬 | 0.03% | +13,639 | 新進 |
| Abel Hall, LLC | 12,984 | $11.0 萬 | 0.03% | +1,809+16.2% | 加碼 |
| Virginia Retirement Systems Et Al | 12,900 | $10.9 萬 | 0.00% | +12,900 | 新進 |
| Mercer Global Advisors Inc | 12,838 | $10.9 萬 | 0.00% | −217−1.7% | 減碼 |
| J. Goldman & Co LP | 12,551 | $10.6 萬 | 0.00% | +12,551 | 新進 |
| EP Wealth Advisors, LLC | 12,502 | $10.6 萬 | 0.00% | +12,502 | 新進 |
| Russell Investments Group, Ltd. | 12,462 | $10.5 萬 | 0.00% | +23+0.2% | 加碼 |
| Duncan Williams Asset Management, LLC | 11,763 | $9.99 萬 | 0.02% | +11,763 | 新進 |
| Quadrant Capital Group LLC | 11,791 | $9.98 萬 | 0.00% | 00.0% | 不變 |
| Opal Capital LLC | 11,401 | $9.86 萬 | 0.02% | +11,401 | 新進 |
| 49 Wealth Management, LLC | 11,401 | $9.65 萬 | 0.01% | −1,700−13.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 11,180 | $9.46 萬 | 0.00% | −1,550−12.2% | 減碼 |
| Xponance, Inc. | 11,002 | $9.31 萬 | 0.00% | +666+6.4% | 加碼 |
| Buckingham Strategic Partners | 10,665 | $9.02 萬 | 0.00% | −260−2.4% | 減碼 |
| DRW Securities, LLC | 10,127 | $8.57 萬 | 0.01% | −24,472−70.7% | 減碼 |
| Portland Investment Counsel Inc. | 10,000 | $8.46 萬 | 0.03% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 8,900 | $7.53 萬 | 0.00% | +800+9.9% | 加碼 |
| Plante Moran Financial Advisors, LLC | 8,764 | $7.41 萬 | 0.00% | +6,764+338.2% | 加碼 |
| Great West Life Assurance Co | 8,624 | $7.30 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 8,422 | $7.13 萬 | 0.00% | +1,757+26.4% | 加碼 |
| Sterling Capital Management LLC | 8,116 | $6.87 萬 | 0.00% | −1,021−11.2% | 減碼 |
| Public Employees Retirement Association of Colorado | 5,888 | $5.00 萬 | 0.00% | 00.0% | 不變 |
| Essential Partners LLC | 5,346 | $4.52 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 5,131 | $4.34 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 5,000 | $4.20 萬 | 0.01% | −5,000−50.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 4,606 | $3.90 萬 | 0.00% | −48−1.0% | 減碼 |
| Amalgamated Bank | 4,424 | $3.70 萬 | 0.00% | +224+5.3% | 加碼 |
| Smartleaf Asset Management LLC | 4,426 | $3.70 萬 | 0.00% | +3,287+288.6% | 加碼 |
| Farther Finance Advisors, LLC | 4,140 | $3.50 萬 | 0.00% | +610+17.3% | 加碼 |
| Royal Bank of Canada | 4,060 | $3.50 萬 | 0.00% | −216,493−98.2% | 減碼 |
| Torren Management, LLC | 3,544 | $3.00 萬 | 0.02% | +3,544 | 新進 |
| GF Fund Management Co. Ltd. | 3,406 | $2.88 萬 | 0.00% | −303−8.2% | 減碼 |
| Signaturefd, LLC | 3,124 | $2.64 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,211 | $1.87 萬 | 0.00% | 00.0% | 不變 |
| Hager Investment Management Services, LLC | 2,178 | $1.84 萬 | 0.01% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 2,074 | $1.75 萬 | 0.00% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,769 | $1.50 萬 | 0.00% | +151+9.3% | 加碼 |
| SBI Securities Co., Ltd. | 1,453 | $1.23 萬 | 0.00% | +447+44.4% | 加碼 |
| Allworth Financial LP | 1,334 | $1.13 萬 | 0.00% | −101−7.0% | 減碼 |
| Parallel Advisors, LLC | 1,189 | $1.01 萬 | 0.00% | +15+1.3% | 加碼 |
| Webster Bank, N. A. | 1,000 | $8,460 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 735 | $6,218 | 0.00% | 00.0% | 不變 |
| Red Tortoise LLC | 698 | $5,905 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 681 | $5,761 | 0.00% | −7,920−92.1% | 減碼 |
| CIBC Private Wealth Group, LLC | 680 | $5,753 | 0.00% | +680 | 新進 |