Relay TherapeuticsRLAY
13F holders, Q2 2026 (June 30)259holders +15
49new positions
31sold out
5famous investors
$18.57avg. 13F price*
At the end of Q2 2026, 259 institutions reported holding Relay Therapeutics Inc. (RLAY) in their 13F filings, up 15 from Q1 2026. 49 opened new positions and 31 sold out. The largest holders were SB Investment Advisers (uk) Ltd. ($522.1M), FMR LLC ($376.3M) and Casdin Capital, LLC ($300.0M). 5 famous investors held it, including Stanley Druckenmiller (0.1% of Duquesne Family Office's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Relay Therapeutics Inc.
- CUSIP
- 75943R102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $321.3M |
| Exits | 31 | $36.6M |
All 13F filers, Q1 2026 → Q2 2026: 82,718,327 shares bought and 19,979,255 shares sold, net +62,739,072 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 259 holders
| SB Investment Advisers (uk) Ltd. | 6.81% | No change | 27,904,963 | $522.1M |
| FMR LLC | 0.02% | Add +444.2% | 20,110,113 | $376.3M |
| Casdin Capital, LLC | 15.02% | Add +11.2% | 16,035,240 | $300.0M |
| BlackRock, Inc. | 0.00% | Add +17.8% | 15,288,202 | $286.0M |
| Perceptive Advisors LLC | 4.11% | Add +44.7% | 14,106,187 | $263.9M |
| Commodore Capital LP | 13.37% | Reduce -29.4% | 12,000,000 | $224.5M |
| State Street Corp. | 0.01% | Add +62.4% | 10,125,381 | $189.5M |
| Vanguard Capital Management LLC | 0.00% | Add +21.4% | 8,964,423 | $167.7M |
| T. Rowe Price Associates Inc. | 0.01% | Add +300.4% | 7,708,507 | $144.2M |
| Nextech Invest Ltd. | 6.02% | Add +22.6% | 6,776,506 | $126.8M |
| Bellevue Group AG | 2.44% | Reduce -20.6% | 6,185,970 | $115.7M |
| Geode Capital Management, LLC | 0.00% | Add +34.6% | 4,726,576 | $88.4M |
| TCG Crossover Management, LLC | 1.92% | No change | 4,273,356 | $80.0M |
| Morgan Stanley | 0.00% | Add +168.9% | 3,851,071 | $72.1M |
| Siren, L.L.C. | 1.39% | New | 3,650,000 | $68.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +34.1% | 3,408,701 | $63.8M |
| Westfield Capital Management Co. LP | 0.20% | New | 3,343,496 | $62.6M |
| Kynam Capital Management, LP | 3.41% | Add +131.7% | 3,300,000 | $61.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +6.4% | 3,127,564 | $58.5M |
| Spruce Street Capital LP | 10.95% | No change | 2,984,125 | $55.8M |
| Vanguard Portfolio Management LLC | 0.00% | Add +55.2% | 2,892,785 | $54.1M |
| Baker Bros. Advisors LP | 0.27% | Add +143.7% | 2,826,783 | $52.9M |
| Bank of America Corp. | 0.00% | Add +39.1% | 2,695,108 | $50.4M |
| MPM Bioimpact LLC | 2.76% | Add +2.4% | 2,415,672 | $45.2M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +235.0% | 2,238,929 | $41.9M |
| Alliancebernstein L.P. | 0.01% | Add +2719.7% | 4,095,600 | $40.8M |
| Pictet Asset Management Holding SA | 0.04% | Add +10502.8% | 2,077,297 | $39.2M |
| Northern Trust Corp. | 0.00% | Add +16.6% | 1,953,456 | $36.5M |
| T. Rowe Price Investment Management, Inc. | 0.02% | New | 1,915,459 | $35.8M |
| Franklin Resources Inc. | 0.01% | Add +3696.2% | 1,856,913 | $34.7M |
| Polar Capital Holdings Plc | 0.10% | New | 1,789,056 | $33.5M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Reduce -32.8% | 1,740,000 | $32.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +35.0% | 1,500,817 | $28.1M |
| Elmind Capital, LP | 6.89% | Add +172.9% | 1,465,279 | $27.4M |
| Alphabet Inc. | 0.03% | Reduce -9.8% | 1,410,029 | $26.4M |
| Panagora Asset Management Inc. | 0.07% | Add +57.8% | 1,291,182 | $24.2M |
| AQR Capital Management | 0.01% | Reduce -0.8% | 1,279,473 | $23.9M |
| Foresite Capital Management IV, LLC | 8.06% | Add +25.0% | 1,250,000 | $23.4M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +35.9% | 1,224,006 | $22.9M |
| UBS Group AG | 0.00% | Add +107.5% | 1,094,980 | $20.5M |
| First Trust Advisors LP | 0.01% | New | 1,075,126 | $20.1M |
| Affinity Asset Advisors, LLC | 0.98% | Add +162.5% | 1,050,000 | $19.6M |
| Frazier Life Sciences Management, L.P. | 0.41% | New | 1,015,693 | $19.0M |
| Squadron Capital Management LLC | 6.21% | Add +44.2% | 970,000 | $18.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +14.9% | 961,702 | $18.0M |
| Woodline Partners LP | 0.05% | Add +36.9% | 929,692 | $17.4M |
| JPMorgan Chase & Co. | 0.00% | Add +23.8% | 801,657 | $16.0M |
| Timothy G. Youngquist 2020 Irrevocable Trust | 3.01% | Add +60.6% | 801,464 | $15.0M |
| Raymond James Financial Inc. | 0.00% | Add +126.1% | 783,065 | $14.7M |
| Jupiter Asset Management Ltd. | 0.07% | New | 719,576 | $13.5M |
| Two Sigma Investments, LP | 0.01% | Reduce -48.8% | 700,921 | $13.1M |
| EcoR1 Capital, LLC | 0.65% | Reduce -63.4% | 697,948 | $13.1M |
| Invesco Ltd. | 0.00% | Add +3.4% | 692,584 | $13.0M |
| Congress Asset Management Co. | 0.07% | Add +1.2% | 626,141 | $11.7M |
| Millennium Management | 0.01% | Add +70.2% | 591,675 | $11.1M |
| Tetragon Partners GP Ltd | 1.74% | Add +214.2% | 570,311 | $10.7M |
| Rhenman & Partners Asset Management AB | 1.00% | Add +57.2% | 566,000 | $10.6M |
| ArrowMark Colorado Holdings LLC | 0.42% | No change | 541,124 | $10.1M |
| HighVista Strategies LLC | 2.16% | Add +20.0% | 506,235 | $9.5M |
| Ameriprise Financial Inc. | 0.00% | Add +34.5% | 480,076 | $9.0M |
| Citadel Advisors | 0.01% | Add +168.7% | 473,682 | $8.9M |
| Bank of New York Mellon Corp | 0.00% | Add +20.9% | 462,756 | $8.7M |
| Bessemer Group Inc. | 0.01% | No change | 457,869 | $8.6M |
| Boxer Capital Management, LLC | 0.63% | New | 450,000 | $8.4M |
| Eversept Partners, LP | 0.44% | Add +60.4% | 434,314 | $8.1M |
| Moore Capital Management, LP | 0.18% | New | 414,005 | $7.7M |
| Lord, Abbett & Co. LLC | 0.02% | New | 410,723 | $7.7M |
| Nuveen, LLC | 0.00% | Add +29.9% | 392,691 | $7.3M |
| Aberdeen Group plc | 0.01% | New | 372,169 | $7.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +2058.7% | 363,523 | $6.8M |
| ADAR1 Capital Management, LLC | 0.32% | New | 358,333 | $6.7M |
| Logos Global Management LP | 0.28% | Reduce -53.3% | 350,000 | $6.5M |
| Duquesne Family Office | 0.15% | New | 349,000 | $6.5M |
| TD Asset Management Inc | 0.01% | Add +62.5% | 347,946 | $6.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +32.2% | 278,327 | $5.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +25.6% | 263,506 | $4.9M |
| Citigroup Inc. | 0.00% | Add +734.3% | 248,233 | $4.6M |
| Rhumbline Advisers | 0.00% | Add +11.1% | 241,076 | $4.5M |
| Voya Investment Management LLC | 0.00% | Add +10.6% | 238,836 | $4.5M |
| Swiss National Bank | 0.00% | Reduce -0.6% | 236,600 | $4.4M |
| Sphera Funds Management LTD. | 0.63% | Reduce -42.8% | 233,836 | $4.4M |
| Diadema Partners LP | 1.63% | New | 230,677 | $4.3M |
| Alps Advisors Inc. | 0.02% | Add +51.5% | 220,386 | $4.1M |
| Wells Fargo & Company | 0.00% | Add +85.3% | 203,737 | $3.8M |
| Renaissance Technologies | 0.01% | Reduce -71.4% | 192,399 | $3.6M |
| ExodusPoint Capital Management, LP | 0.03% | New | 184,178 | $3.4M |
| Seven Fleet Capital Management LP | 0.55% | Reduce -30.9% | 178,222 | $3.3M |
| Tema ETFs LLC | 0.11% | Add +14.7% | 176,782 | $3.3M |
| Tidal Investments LLC | 0.01% | Add +14.7% | 176,782 | $3.3M |
| Rafferty Asset Management, LLC | 0.01% | Add +16.1% | 174,785 | $3.3M |
| California State Teachers Retirement System | 0.00% | Reduce -2.4% | 169,944 | $3.2M |
| Deutsche Bank AG | 0.00% | Add +26.6% | 164,036 | $3.1M |
| Verition Fund Management LLC | 0.02% | New | 158,017 | $3.0M |
| Wellington Management Group LLP | 0.00% | Add +163.7% | 156,906 | $2.9M |
| Trexquant Investment LP | 0.02% | Add +61.3% | 152,017 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.6% | 149,664 | $2.8M |
| Legal & General Group Plc | 0.00% | Add +55.6% | 127,676 | $2.4M |
| Ieq Capital, LLC | 0.01% | Reduce -38.2% | 126,829 | $2.4M |
| State of Wisconsin Investment Board | 0.00% | Reduce -22.4% | 125,949 | $2.4M |
| Aquatic Capital Management LLC | 0.08% | Add +149.8% | 120,197 | $2.2M |
"% of holder's portfolio" is RLAY's weight in each manager's 13F, not the share of Relay Therapeutics Inc. the manager owns.