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 2 季 13F 持有人
Relay Therapeutics, Inc. 在 2026/6/30 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
- 259
- 較 2026 年第 1 季 +20 家
- 持有股數
- 2.47 億
- 較 2026 年第 1 季 +6,279 萬 (+34.1%)
- 總市值
- $45.8 億
- 較 2026 年第 1 季 +$27.5 億 (+150.4%)
- 新進機構
- 51
- 另有 115 家加碼
- 清倉機構
- 31
- 另有 64 家減碼
另有 5 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Creative Planning | 114,131 | $213.5 萬 | 0.00% | +12,782+12.6% | 加碼 |
| Balyasny Asset Management LLC | 112,989 | $211.4 萬 | 0.00% | −2,926,190−96.3% | 減碼 |
| Sanctuary Advisors, LLC | 106,632 | $199.5 萬 | 0.01% | −37,184−25.9% | 減碼 |
| Caption Management, LLC | 103,006 | $192.7 萬 | 0.07% | +103,006 | 新進 |
| Cinctive Capital Management LP | 102,569 | $191.9 萬 | 0.08% | +102,569 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 101,291 | $189.5 萬 | 0.03% | −237,789−70.1% | 減碼 |
| Lazard Asset Management LLC | 99,348 | $185.9 萬 | 0.00% | +99,348 | 新進 |
| Susquehanna International Group, LLP | 96,549 | $180.6 萬 | 0.00% | −50,609−34.4% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 94,732 | $179.3 萬 | 0.00% | +18,071+23.6% | 加碼 |
| SG Americas Securities, LLC | 95,234 | $178.2 萬 | 0.00% | −102,301−51.8% | 減碼 |
| ICONIQ Capital, LLC | 94,697 | $177.2 萬 | 0.05% | 00.0% | 不變 |
| MetLife Investment Management | 94,122 | $176.1 萬 | 0.01% | +15,098+19.1% | 加碼 |
| Squarepoint Ops LLC | 93,179 | $174.3 萬 | 0.00% | −87,119−48.3% | 減碼 |
| Vanguard Global Advisers, LLC | 89,095 | $166.7 萬 | 0.00% | +14,016+18.7% | 加碼 |
| Profund Advisors LLC | 88,371 | $165.3 萬 | 0.05% | +20,201+29.6% | 加碼 |
| Seven Grand Managers, LLC | 85,000 | $159.0 萬 | 0.06% | +85,000 | 新進 |
| Raiffeisen Bank International AG | 80,000 | $157.9 萬 | 0.02% | −110,000−57.9% | 減碼 |
| Victory Capital Management Inc | 83,771 | $156.7 萬 | 0.00% | +3,777+4.7% | 加碼 |
| Vanguard Asset Management, Ltd | 82,300 | $154.0 萬 | 0.00% | 00.0% | 不變 |
| XTX Topco Ltd | 75,782 | $141.8 萬 | 0.02% | −113,158−59.9% | 減碼 |
| Persistent Asset Partners Ltd | 70,693 | $132.3 萬 | 0.42% | +54,335+332.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 68,334 | $127.9 萬 | 0.00% | +1,595+2.4% | 加碼 |
| Diversified Trust Co | 66,194 | $123.8 萬 | 0.02% | +66,194 | 新進 |
| Allspring Global Investments Holdings, LLC | 66,123 | $117.4 萬 | 0.00% | −6,616−9.1% | 減碼 |
| Handelsbanken Fonder AB | 59,100 | $110.6 萬 | 0.00% | +59,100 | 新進 |
| New York State Common Retirement Fund | 58,935 | $110.3 萬 | 0.00% | +13,136+28.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 54,475 | $109.0 萬 | 0.00% | −909−1.6% | 減碼 |
| J. Goldman & Co LP | 56,569 | $105.8 萬 | 0.04% | −7,068−11.1% | 減碼 |
| Bank of Montreal | 52,938 | $99.0 萬 | 0.00% | −50.0% | 減碼 |
| Himension Fund | 50,111 | $93.8 萬 | 0.06% | −44,058−46.8% | 減碼 |
| LPL Financial LLC | 48,415 | $90.6 萬 | 0.00% | +7,952+19.7% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 47,672 | $89.2 萬 | 0.01% | +10,667+28.8% | 加碼 |
| Exome Asset Management LLC | 47,531 | $88.9 萬 | 0.55% | −230,771−82.9% | 減碼 |
| Barclays PLC | 47,384 | $88.7 萬 | 0.00% | +2,117+4.7% | 加碼 |
| Jupiter Topco LLC | 46,273 | $86.6 萬 | 0.00% | +46,273 | 新進 |
| Virginia Retirement Systems Et Al | 41,900 | $78.4 萬 | 0.00% | +18,700+80.6% | 加碼 |
| Harvest Investment Services, LLC | 41,394 | $77.4 萬 | 0.12% | +41,394 | 新進 |
| American Century Companies Inc | 41,101 | $76.9 萬 | 0.00% | −399,084−90.7% | 減碼 |
| Allianz Asset Management GmbH | 40,100 | $75.0 萬 | 0.00% | +40,100 | 新進 |
| Captrust Financial Advisors | 38,632 | $72.3 萬 | 0.00% | +1,863+5.1% | 加碼 |
| Brandywine Managers, LLC | 38,429 | $71.9 萬 | 0.36% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 38,147 | $71.4 萬 | 0.00% | −3,317−8.0% | 減碼 |
| Quantinno Capital Management LP | 36,500 | $68.3 萬 | 0.00% | +15,312+72.3% | 加碼 |
| Valeo Financial Advisors, LLC | 35,687 | $66.8 萬 | 0.01% | −27−0.1% | 減碼 |
| JustInvest LLC | 34,921 | $65.3 萬 | 0.01% | +3,339+10.6% | 加碼 |
| China Universal Asset Management Co., Ltd. | 34,138 | $63.9 萬 | 0.04% | +2,422+7.6% | 加碼 |
| Intech Investment Management LLC | 34,101 | $63.8 萬 | 0.01% | +2,484+7.9% | 加碼 |
| Arizona State Retirement System | 32,553 | $60.9 萬 | 0.00% | −772−2.3% | 減碼 |
| Prudential Financial Inc | 32,020 | $59.9 萬 | 0.00% | +10,670+50.0% | 加碼 |
| DekaBank Deutsche Girozentrale | 60,000 | $57.9 萬 | 0.00% | 00.0% | 不變 |
| Vanguard Investments Australia, Ltd. | 30,117 | $56.3 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 29,119 | $54.5 萬 | 0.00% | −10,348−26.2% | 減碼 |
| ProShare Advisors LLC | 28,197 | $52.8 萬 | 0.00% | −212−0.7% | 減碼 |
| DnB Asset Management AS | 28,141 | $52.7 萬 | 0.00% | +12,327+77.9% | 加碼 |
| KLP Kapitalforvaltning AS | 27,200 | $50.9 萬 | 0.00% | 00.0% | 不變 |
| State Board of Administration of Florida Retirement System | 25,807 | $48.3 萬 | 0.00% | 00.0% | 不變 |
| SEI Investments Co | 25,630 | $48.0 萬 | 0.00% | −10,500−29.1% | 減碼 |
| E Fund Management Co., Ltd. | 24,645 | $46.1 萬 | 0.01% | +5,712+30.2% | 加碼 |
| Erste Asset Management GmbH | 23,100 | $45.6 萬 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 23,958 | $44.8 萬 | 0.02% | +22,904+2,173.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 23,491 | $44.0 萬 | 0.00% | +18,998+422.8% | 加碼 |
| Yorktown Management & Research Co Inc | 23,200 | $43.4 萬 | 0.27% | +23,200 | 新進 |
| Virtus Investment Advisers, Inc. | 22,094 | $41.3 萬 | 0.10% | −11,863−34.9% | 減碼 |
| Headlands Technologies LLC | 22,073 | $41.3 萬 | 0.04% | −25,553−53.7% | 減碼 |
| Pallas Capital Advisors LLC | 22,073 | $41.3 萬 | 0.01% | −6,500−22.7% | 減碼 |
| Merit Financial Group, LLC | 20,613 | $38.6 萬 | 0.00% | −387−1.8% | 減碼 |
| Cerity Partners LLC | 20,601 | $38.5 萬 | 0.00% | −3,594−14.9% | 減碼 |
| Intellectus Partners, LLC | 20,225 | $37.8 萬 | 0.07% | −22,000−52.1% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 19,575 | $36.6 萬 | 0.01% | +19,575 | 新進 |
| Tower Research Capital LLC (TRC) | 19,327 | $36.2 萬 | 0.01% | +8,608+80.3% | 加碼 |
| STRS Ohio | 18,700 | $35.0 萬 | 0.00% | +18,700 | 新進 |
| Abel Hall, LLC | 18,362 | $34.4 萬 | 0.06% | +125+0.7% | 加碼 |
| Mercer Global Advisors Inc | 17,981 | $33.6 萬 | 0.00% | +1,560+9.5% | 加碼 |
| Callan Family Office, LLC | 17,916 | $33.5 萬 | 0.01% | +26+0.1% | 加碼 |
| Marshall Wace, LLP | 17,843 | $33.4 萬 | 0.00% | −923,982−98.1% | 減碼 |
| Amundi | 17,726 | $33.2 萬 | 0.00% | −3,655−17.1% | 減碼 |
| Xponance, Inc. | 15,963 | $29.9 萬 | 0.00% | +3,111+24.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 14,669 | $27.4 萬 | 0.01% | +3,489+31.2% | 加碼 |
| Fiduciary Trust Co | 13,971 | $26.1 萬 | 0.00% | −14,000−50.1% | 減碼 |
| Duncan Williams Asset Management, LLC | 13,876 | $26.0 萬 | 0.06% | +2,438+21.3% | 加碼 |
| Great Lakes Retirement, Inc. | 13,800 | $25.8 萬 | 0.02% | +13,800 | 新進 |
| Teacher Retirement System of Texas | 13,753 | $25.7 萬 | 0.00% | −2,115−13.3% | 減碼 |
| SRS Capital Advisors, Inc. | 13,256 | $24.8 萬 | 0.00% | +13,029+5,739.6% | 加碼 |
| Great West Life Assurance Co | 13,226 | $24.7 萬 | 0.00% | +4,602+53.4% | 加碼 |
| Quadrant Capital Group LLC | 11,791 | $22.1 萬 | 0.01% | 00.0% | 不變 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,626 | $21.8 萬 | 0.00% | −2,243−16.2% | 減碼 |
| Man Group plc | 11,618 | $21.7 萬 | 0.00% | −101,225−89.7% | 減碼 |
| State of Wyoming | 11,618 | $21.7 萬 | 0.02% | +11,618 | 新進 |
| Two Sigma Securities, LLC | 11,415 | $21.4 萬 | 0.02% | +11,415 | 新進 |
| Plante Moran Financial Advisors, LLC | 10,836 | $20.3 萬 | 0.01% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 10,822 | $20.2 萬 | 0.00% | +774+7.7% | 加碼 |
| EP Wealth Advisors, LLC | 10,787 | $20.2 萬 | 0.00% | +353+3.4% | 加碼 |
| Principal Financial Group Inc | 10,458 | $19.6 萬 | 0.00% | +10,458 | 新進 |
| HighTower Advisors, LLC | 10,431 | $19.5 萬 | 0.00% | −307−2.9% | 減碼 |
| Gabelli Funds LLC | 10,000 | $18.7 萬 | 0.00% | −2,000−16.7% | 減碼 |
| Portland Investment Counsel Inc. | 10,000 | $18.7 萬 | 0.05% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 9,593 | $17.9 萬 | 0.00% | +271+2.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 7,110 | $13.3 萬 | 0.00% | +7,110 | 新進 |
| Federated Hermes, Inc. | 6,500 | $12.2 萬 | 0.00% | +6,500 | 新進 |
| Public Employees Retirement Association of Colorado | 5,888 | $11.0 萬 | 0.00% | 00.0% | 不變 |