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。
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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 82,056 | $81.6 萬 | 0.00% | −27,152−24.9% | 減碼 |
| Victory Capital Management Inc | 79,994 | $79.6 萬 | 0.00% | +64,978+432.7% | 加碼 |
| MetLife Investment Management | 79,024 | $78.6 萬 | 0.00% | +1,488+1.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 72,739 | $78.3 萬 | 0.00% | +7,292+11.1% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 76,661 | $75.6 萬 | 0.00% | −180.0% | 減碼 |
| Vanguard Global Advisers, LLC | 75,079 | $74.7 萬 | 0.00% | +75,079 | 新進 |
| Schonfeld Strategic Advisors LLC | 71,880 | $71.5 萬 | 0.01% | +10,027+16.2% | 加碼 |
| CWM, LLC | 69,959 | $69.6 萬 | 0.00% | +2,356+3.5% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 55,384 | $69.5 萬 | 0.00% | +7,740+16.2% | 加碼 |
| Profund Advisors LLC | 68,170 | $67.8 萬 | 0.02% | −4,416−6.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 66,739 | $66.4 萬 | 0.00% | +9,505+16.6% | 加碼 |
| Janus Henderson Group PLC | 65,573 | $65.2 萬 | 0.00% | +28,700+77.8% | 加碼 |
| J. Goldman & Co LP | 63,637 | $63.3 萬 | 0.03% | +51,086+407.0% | 加碼 |
| Prelude Capital Management, LLC | 61,899 | $61.6 萬 | 0.05% | +61,899 | 新進 |
| Wellington Management Group LLP | 59,508 | $59.2 萬 | 0.00% | +59,508 | 新進 |
| DekaBank Deutsche Girozentrale | 60,000 | $59.1 萬 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 52,943 | $52.7 萬 | 0.00% | −3,511−6.2% | 減碼 |
| Franklin Resources Inc | 48,915 | $48.7 萬 | 0.00% | 00.0% | 不變 |
| Algert Global LLC | 48,510 | $48.3 萬 | 0.01% | −97,990−66.9% | 減碼 |
| Aquatic Capital Management LLC | 48,120 | $47.9 萬 | 0.01% | +48,120 | 新進 |
| Headlands Technologies LLC | 47,626 | $47.4 萬 | 0.05% | +47,626 | 新進 |
| New York State Common Retirement Fund | 45,799 | $45.6 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 45,267 | $45.0 萬 | 0.00% | −368,876−89.1% | 減碼 |
| Intellectus Partners, LLC | 42,225 | $42.0 萬 | 0.09% | −1,700−3.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 41,464 | $41.3 萬 | 0.00% | +41,464 | 新進 |
| LPL Financial LLC | 40,463 | $40.3 萬 | 0.00% | +6,319+18.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 39,467 | $39.3 萬 | 0.00% | +19,463+97.3% | 加碼 |
| Brandywine Managers, LLC | 38,429 | $38.2 萬 | 0.23% | 00.0% | 不變 |
| Police & Firemen's Retirement System of New Jersey | 37,005 | $36.8 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 36,769 | $36.6 萬 | 0.00% | +1,203+3.4% | 加碼 |
| Cresset Asset Management, LLC | 36,495 | $36.3 萬 | 0.00% | −589−1.6% | 減碼 |
| SEI Investments Co | 36,130 | $35.9 萬 | 0.00% | +10,500+41.0% | 加碼 |
| Mariner, LLC | 36,096 | $35.8 萬 | 0.00% | +36,096 | 新進 |
| Valeo Financial Advisors, LLC | 35,714 | $35.5 萬 | 0.01% | +35,714 | 新進 |
| Virtus Investment Advisers, Inc. | 33,957 | $33.8 萬 | 0.09% | +827+2.5% | 加碼 |
| Gotham Asset Management, LLC | 33,606 | $33.4 萬 | 0.00% | +33,606 | 新進 |
| Arizona State Retirement System | 33,325 | $33.2 萬 | 0.00% | −206−0.6% | 減碼 |
| Skopos Labs, Inc. | 32,577 | $32.4 萬 | 0.01% | +5,436+20.0% | 加碼 |
| China Universal Asset Management Co., Ltd. | 31,716 | $31.6 萬 | 0.02% | +3,473+12.3% | 加碼 |
| Intech Investment Management LLC | 31,617 | $31.5 萬 | 0.00% | −21,584−40.6% | 減碼 |
| JustInvest LLC | 31,582 | $31.4 萬 | 0.00% | +3,995+14.5% | 加碼 |
| Vanguard Investments Australia, Ltd. | 30,117 | $30.0 萬 | 0.00% | +30,117 | 新進 |
| Citigroup Inc | 29,754 | $29.6 萬 | 0.00% | −1,176−3.8% | 減碼 |
| OP Asset Management Ltd | 29,217 | $29.1 萬 | 0.00% | +29,217 | 新進 |
| Pallas Capital Advisors LLC | 28,573 | $28.4 萬 | 0.01% | +3,453+13.7% | 加碼 |
| ProShare Advisors LLC | 28,409 | $28.3 萬 | 0.00% | −4,982−14.9% | 減碼 |
| Fiduciary Trust Co | 27,971 | $27.8 萬 | 0.00% | 00.0% | 不變 |
| KLP Kapitalforvaltning AS | 27,200 | $27.1 萬 | 0.00% | +2,500+10.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 25,807 | $25.7 萬 | 0.00% | 00.0% | 不變 |
| Nomura Holdings Inc | 25,000 | $24.9 萬 | 0.00% | +25,000 | 新進 |
| Cerity Partners LLC | 24,195 | $24.1 萬 | 0.00% | +3,149+15.0% | 加碼 |
| Virginia Retirement Systems Et Al | 23,200 | $23.1 萬 | 0.00% | +10,300+79.8% | 加碼 |
| Oxford Asset Management LLP | 22,521 | $22.4 萬 | 0.09% | +22,521 | 新進 |
| Aigen Investment Management, LP | 22,075 | $22.0 萬 | 0.06% | +22,075 | 新進 |
| Erste Asset Management GmbH | 23,100 | $21.6 萬 | 0.00% | 00.0% | 不變 |
| Amundi | 21,381 | $21.3 萬 | 0.00% | +21,381 | 新進 |
| Prudential Financial Inc | 21,350 | $21.2 萬 | 0.00% | +21,350 | 新進 |
| Quantinno Capital Management LP | 21,188 | $21.1 萬 | 0.00% | +3,911+22.6% | 加碼 |
| Quadrature Capital Ltd | 21,123 | $21.0 萬 | 0.00% | +21,123 | 新進 |
| Merit Financial Group, LLC | 21,000 | $20.9 萬 | 0.00% | +515+2.5% | 加碼 |
| Pictet Asset Management Holding SA | 19,592 | $19.5 萬 | 0.00% | +4,540+30.2% | 加碼 |
| E Fund Management Co., Ltd. | 18,933 | $18.8 萬 | 0.01% | +18,933 | 新進 |
| Abel Hall, LLC | 18,237 | $18.1 萬 | 0.04% | +5,253+40.5% | 加碼 |
| Callan Family Office, LLC | 17,890 | $17.8 萬 | 0.00% | −2,641−12.9% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 17,516 | $17.4 萬 | 0.00% | +17,516 | 新進 |
| Russell Investments Group, Ltd. | 16,840 | $16.8 萬 | 0.00% | +4,378+35.1% | 加碼 |
| Mercer Global Advisors Inc | 16,421 | $16.3 萬 | 0.00% | +3,583+27.9% | 加碼 |
| Persistent Asset Partners Ltd | 16,358 | $16.3 萬 | 0.06% | +16,358 | 新進 |
| Teacher Retirement System of Texas | 15,868 | $15.8 萬 | 0.00% | −1,605−9.2% | 減碼 |
| DnB Asset Management AS | 15,814 | $15.7 萬 | 0.00% | +15,814 | 新進 |
| Mirabella Financial Services LLP | 15,121 | $15.0 萬 | 0.01% | +15,121 | 新進 |
| AssuredPartners Investment Advisors, LLC | 12,062 | $15.0 萬 | 0.02% | −4,061−25.2% | 減碼 |
| Fox Run Management, L.L.C. | 15,284 | $14.3 萬 | 0.03% | −44,919−74.6% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 13,869 | $13.8 萬 | 0.00% | +13,869 | 新進 |
| Xponance, Inc. | 12,852 | $12.8 萬 | 0.00% | +1,850+16.8% | 加碼 |
| Gabelli Funds LLC | 12,000 | $11.9 萬 | 0.00% | +12,000 | 新進 |
| Quadrant Capital Group LLC | 11,791 | $11.7 萬 | 0.00% | 00.0% | 不變 |
| Buckingham Strategic Partners | 11,631 | $11.5 萬 | 0.00% | +966+9.1% | 加碼 |
| Duncan Williams Asset Management, LLC | 11,438 | $11.4 萬 | 0.03% | −325−2.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 11,180 | $11.1 萬 | 0.00% | 00.0% | 不變 |
| 49 Wealth Management, LLC | 11,029 | $11.0 萬 | 0.01% | −372−3.3% | 減碼 |
| Plante Moran Financial Advisors, LLC | 10,836 | $10.8 萬 | 0.01% | +2,072+23.6% | 加碼 |
| Colony Group, LLC | 10,756 | $10.7 萬 | 0.00% | −6,577−37.9% | 減碼 |
| HighTower Advisors, LLC | 10,738 | $10.7 萬 | 0.00% | +10,738 | 新進 |
| Tower Research Capital LLC (TRC) | 10,719 | $10.7 萬 | 0.00% | +10,038+1,474.0% | 加碼 |
| EP Wealth Advisors, LLC | 10,434 | $10.4 萬 | 0.00% | −2,068−16.5% | 減碼 |
| Neuberger Berman Group LLC | 10,048 | $10.0 萬 | 0.00% | +10,048 | 新進 |
| Portland Investment Counsel Inc. | 10,000 | $9.95 萬 | 0.03% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 9,322 | $9.28 萬 | 0.00% | +900+10.7% | 加碼 |
| Great West Life Assurance Co | 8,624 | $8.60 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 8,100 | $8.06 萬 | 0.00% | −800−9.0% | 減碼 |
| Group One Trading, L.P. | 6,638 | $6.60 萬 | 0.00% | −22,314−77.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 5,888 | $5.90 萬 | 0.00% | 00.0% | 不變 |
| Essential Partners LLC | 5,358 | $5.33 萬 | 0.02% | +12+0.2% | 加碼 |
| US Bancorp | 5,232 | $5.21 萬 | 0.00% | +101+2.0% | 加碼 |
| FNY Investment Advisers, LLC | 5,000 | $4.90 萬 | 0.02% | 00.0% | 不變 |
| Sterling Capital Management LLC | 4,665 | $4.64 萬 | 0.00% | −3,451−42.5% | 減碼 |
| Farther Finance Advisors, LLC | 4,301 | $4.63 萬 | 0.00% | +161+3.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 4,493 | $4.47 萬 | 0.00% | −113−2.5% | 減碼 |
| Smartleaf Asset Management LLC | 4,415 | $4.13 萬 | 0.00% | −11−0.2% | 減碼 |