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、14 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。
2026 年第 1 季 13F 持有人
Relay Therapeutics, Inc. 在 2026/3/31 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
- 244
- 較 2025 年第 4 季 +22 家
- 持有股數
- 1.84 億
- 較 2025 年第 4 季 +2,065 萬 (+12.6%)
- 總市值
- $18.3 億
- 較 2025 年第 4 季 +$4.49 億 (+32.4%)
- 新進機構
- 51
- 另有 95 家加碼
- 清倉機構
- 29
- 另有 53 家減碼
另有 5 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| OP Asset Management Ltd | 29,217 | $29.1 萬 | 0.00% | +29,217 | 新進 |
| Citigroup Inc | 29,754 | $29.6 萬 | 0.00% | −1,176−3.8% | 減碼 |
| Vanguard Investments Australia, Ltd. | 30,117 | $30.0 萬 | 0.00% | +30,117 | 新進 |
| JustInvest LLC | 31,582 | $31.4 萬 | 0.00% | +3,995+14.5% | 加碼 |
| Intech Investment Management LLC | 31,617 | $31.5 萬 | 0.00% | −21,584−40.6% | 減碼 |
| China Universal Asset Management Co., Ltd. | 31,716 | $31.6 萬 | 0.02% | +3,473+12.3% | 加碼 |
| Skopos Labs, Inc. | 32,577 | $32.4 萬 | 0.01% | +5,436+20.0% | 加碼 |
| Arizona State Retirement System | 33,325 | $33.2 萬 | 0.00% | −206−0.6% | 減碼 |
| Gotham Asset Management, LLC | 33,606 | $33.4 萬 | 0.00% | +33,606 | 新進 |
| Virtus Investment Advisers, Inc. | 33,957 | $33.8 萬 | 0.09% | +827+2.5% | 加碼 |
| Valeo Financial Advisors, LLC | 35,714 | $35.5 萬 | 0.01% | +35,714 | 新進 |
| Mariner, LLC | 36,096 | $35.8 萬 | 0.00% | +36,096 | 新進 |
| SEI Investments Co | 36,130 | $35.9 萬 | 0.00% | +10,500+41.0% | 加碼 |
| Cresset Asset Management, LLC | 36,495 | $36.3 萬 | 0.00% | −589−1.6% | 減碼 |
| Captrust Financial Advisors | 36,769 | $36.6 萬 | 0.00% | +1,203+3.4% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 37,005 | $36.8 萬 | 0.00% | 00.0% | 不變 |
| Brandywine Managers, LLC | 38,429 | $38.2 萬 | 0.23% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 39,467 | $39.3 萬 | 0.00% | +19,463+97.3% | 加碼 |
| LPL Financial LLC | 40,463 | $40.3 萬 | 0.00% | +6,319+18.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 41,464 | $41.3 萬 | 0.00% | +41,464 | 新進 |
| Intellectus Partners, LLC | 42,225 | $42.0 萬 | 0.09% | −1,700−3.9% | 減碼 |
| Barclays PLC | 45,267 | $45.0 萬 | 0.00% | −368,876−89.1% | 減碼 |
| New York State Common Retirement Fund | 45,799 | $45.6 萬 | 0.00% | 00.0% | 不變 |
| Headlands Technologies LLC | 47,626 | $47.4 萬 | 0.05% | +47,626 | 新進 |
| Aquatic Capital Management LLC | 48,120 | $47.9 萬 | 0.01% | +48,120 | 新進 |
| Algert Global LLC | 48,510 | $48.3 萬 | 0.01% | −97,990−66.9% | 減碼 |
| Franklin Resources Inc | 48,915 | $48.7 萬 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 52,943 | $52.7 萬 | 0.00% | −3,511−6.2% | 減碼 |
| DekaBank Deutsche Girozentrale | 60,000 | $59.1 萬 | 0.00% | 00.0% | 不變 |
| Wellington Management Group LLP | 59,508 | $59.2 萬 | 0.00% | +59,508 | 新進 |
| Prelude Capital Management, LLC | 61,899 | $61.6 萬 | 0.05% | +61,899 | 新進 |
| J. Goldman & Co LP | 63,637 | $63.3 萬 | 0.03% | +51,086+407.0% | 加碼 |
| Janus Henderson Group PLC | 65,573 | $65.2 萬 | 0.00% | +28,700+77.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 66,739 | $66.4 萬 | 0.00% | +9,505+16.6% | 加碼 |
| Profund Advisors LLC | 68,170 | $67.8 萬 | 0.02% | −4,416−6.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 55,384 | $69.5 萬 | 0.00% | +7,740+16.2% | 加碼 |
| CWM, LLC | 69,959 | $69.6 萬 | 0.00% | +2,356+3.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 71,880 | $71.5 萬 | 0.01% | +10,027+16.2% | 加碼 |
| Vanguard Global Advisers, LLC | 75,079 | $74.7 萬 | 0.00% | +75,079 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 76,661 | $75.6 萬 | 0.00% | −180.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 72,739 | $78.3 萬 | 0.00% | +7,292+11.1% | 加碼 |
| MetLife Investment Management | 79,024 | $78.6 萬 | 0.00% | +1,488+1.9% | 加碼 |
| Victory Capital Management Inc | 79,994 | $79.6 萬 | 0.00% | +64,978+432.7% | 加碼 |
| Legal & General Group Plc | 82,056 | $81.6 萬 | 0.00% | −27,152−24.9% | 減碼 |
| Vanguard Asset Management, Ltd | 82,300 | $81.9 萬 | 0.00% | +82,300 | 新進 |
| Himension Fund | 94,169 | $93.7 萬 | 0.07% | −10,784−10.3% | 減碼 |
| Trexquant Investment LP | 94,248 | $93.8 萬 | 0.01% | −377,797−80.0% | 減碼 |
| ICONIQ Capital, LLC | 94,697 | $94.2 萬 | 0.02% | 00.0% | 不變 |
| Creative Planning | 101,349 | $100.8 萬 | 0.00% | +15,513+18.1% | 加碼 |
| Wells Fargo & Company | 109,952 | $109.4 萬 | 0.00% | −47,940−30.4% | 減碼 |
| Man Group plc | 112,843 | $112.3 萬 | 0.00% | +25,806+29.6% | 加碼 |
| Alliancebernstein L.P. | 145,251 | $122.9 萬 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 129,612 | $129.0 萬 | 0.00% | +5,618+4.5% | 加碼 |
| Engineers Gate Manager LP | 141,452 | $140.7 萬 | 0.02% | +63,084+80.5% | 加碼 |
| Sanctuary Advisors, LLC | 143,816 | $143.1 萬 | 0.01% | +1,588+1.1% | 加碼 |
| Alps Advisors Inc | 145,490 | $144.8 萬 | 0.01% | +3,169+2.2% | 加碼 |
| Susquehanna International Group, LLP | 147,158 | $146.4 萬 | 0.00% | −75,771−34.0% | 減碼 |
| Rafferty Asset Management, LLC | 150,618 | $149.9 萬 | 0.01% | −43,138−22.3% | 減碼 |
| Tema ETFs LLC | 154,100 | $153.3 萬 | 0.10% | +42,545+38.1% | 加碼 |
| Toroso Investments, LLC | 154,100 | $153.3 萬 | 0.00% | +154,100 | 新進 |
| State of Wisconsin Investment Board | 162,236 | $161.4 萬 | 0.00% | +61,076+60.4% | 加碼 |
| California State Teachers Retirement System | 174,099 | $173.2 萬 | 0.00% | +56,422+47.9% | 加碼 |
| Citadel Advisors LLC | 176,265 | $175.4 萬 | 0.00% | +62,122+54.4% | 加碼 |
| Raiffeisen Bank International AG | 190,000 | $177.7 萬 | 0.03% | −60,000−24.0% | 減碼 |
| Squarepoint Ops LLC | 180,298 | $179.4 萬 | 0.00% | +86,088+91.4% | 加碼 |
| Polygon Management Ltd. | 181,543 | $180.6 萬 | 0.35% | +181,543 | 新進 |
| Advisor Group Holdings, Inc. | 186,123 | $185.2 萬 | 0.00% | −265−0.1% | 減碼 |
| XTX Topco Ltd | 188,940 | $188.0 萬 | 0.03% | +31,534+20.0% | 加碼 |
| SG Americas Securities, LLC | 197,535 | $196.5 萬 | 0.00% | −23,414−10.6% | 減碼 |
| Ieq Capital, LLC | 205,310 | $204.3 萬 | 0.01% | +43,025+26.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 209,707 | $208.7 萬 | 0.00% | +32,221+18.2% | 加碼 |
| UBS Asset Management Americas Inc | 210,468 | $209.4 萬 | 0.00% | +620+0.3% | 加碼 |
| TD Asset Management Inc | 214,170 | $213.1 萬 | 0.00% | +32,182+17.7% | 加碼 |
| Voya Investment Management LLC | 216,052 | $215.0 萬 | 0.00% | +191,477+779.2% | 加碼 |
| Rhumbline Advisers | 216,933 | $215.8 萬 | 0.00% | +1,192+0.6% | 加碼 |
| Swiss National Bank | 238,000 | $236.8 萬 | 0.00% | 00.0% | 不變 |
| Seven Fleet Capital Management LP | 257,738 | $256.4 萬 | 0.81% | +184,738+253.1% | 加碼 |
| Eversept Partners, LP | 270,705 | $269.4 萬 | 0.18% | −218,432−44.7% | 減碼 |
| Exome Asset Management LLC | 278,302 | $276.9 萬 | 1.63% | +278,302 | 新進 |
| Acadian Asset Management LLC | 290,352 | $288.6 萬 | 0.00% | −166,296−36.4% | 減碼 |
| Nuveen, LLC | 302,196 | $300.7 萬 | 0.00% | +1,732+0.6% | 加碼 |
| Hudson Bay Capital Management LP | 311,330 | $309.8 萬 | 0.02% | −140,170−31.0% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 339,080 | $337.4 萬 | 0.05% | 00.0% | 不變 |
| Raymond James Financial Inc | 346,317 | $344.6 萬 | 0.00% | +86,906+33.5% | 加碼 |
| Millennium Management LLC | 347,733 | $346.0 萬 | 0.00% | −549,176−61.2% | 減碼 |
| Ameriprise Financial Inc | 356,924 | $355.1 萬 | 0.00% | +356,924 | 新進 |
| Rhenman & Partners Asset Management AB | 360,000 | $358.2 萬 | 0.44% | −100,000−21.7% | 減碼 |
| Bank of New York Mellon Corp | 382,920 | $381.0 萬 | 0.00% | +4,217+1.1% | 加碼 |
| Affinity Asset Advisors, LLC | 400,000 | $398.0 萬 | 0.23% | +400,000 | 新進 |
| Sphera Funds Management Ltd. | 408,436 | $406.4 萬 | 0.70% | +408,436 | 新進 |
| HighVista Strategies LLC | 421,881 | $419.8 萬 | 1.16% | −123,198−22.6% | 減碼 |
| Jane Street Group, LLC | 423,536 | $421.4 萬 | 0.00% | +347,060+453.8% | 加碼 |
| American Century Companies Inc | 440,185 | $438.0 萬 | 0.00% | +7,692+1.8% | 加碼 |
| Bessemer Group Inc | 457,869 | $455.6 萬 | 0.01% | 00.0% | 不變 |
| Longaeva Partners L.P. | 470,544 | $468.2 萬 | 0.23% | +470,544 | 新進 |
| Timothy G. Youngquist 2020 Irrevocable Trust | 499,058 | $496.6 萬 | 2.43% | 00.0% | 不變 |
| UBS Group AG | 527,611 | $525.0 萬 | 0.00% | +231,594+78.2% | 加碼 |
| Elmind Capital, LP | 536,946 | $534.3 萬 | 1.52% | 00.0% | 不變 |
| ArrowMark Colorado Holdings LLC | 541,124 | $538.4 萬 | 0.14% | 00.0% | 不變 |
| JPMorgan Chase & Co | 647,518 | $605.4 萬 | 0.00% | +221,560+52.0% | 加碼 |