Relay TherapeuticsRLAY
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 199 institutions reported holding Relay Therapeutics Inc. (RLAY) in their 13F filings, down 9 from Q2 2025. 19 opened new positions and 25 sold out. The largest holders were SB Investment Advisers (uk) Ltd. ($145.7M), Commodore Capital LP ($88.7M) and Point72 Asset Management ($77.1M). 5 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Relay Therapeutics Inc.
- CUSIP
- 75943R102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $18.3M |
| Exits | 25 | $7.3M |
All 13F filers, Q2 2025 → Q3 2025: 10,636,394 shares bought and 14,379,587 shares sold, net −3,743,193 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 199 holders
| SB Investment Advisers (uk) Ltd. | 1.10% | No change | 27,904,963 | $145.7M |
| Commodore Capital LP | 4.33% | Add +27.3% | 17,000,000 | $88.7M |
| Point72 Asset Management | 0.18% | Add +9.9% | 14,773,676 | $77.1M |
| BlackRock, Inc. | 0.00% | Reduce -1.4% | 13,759,382 | $71.8M |
| Casdin Capital, LLC | 4.94% | Reduce -0.5% | 11,341,381 | $59.2M |
| Vanguard Group Inc. | 0.00% | Add +0.2% | 9,395,744 | $49.0M |
| Bellevue Group AG | 0.91% | Add +1.4% | 8,345,610 | $43.6M |
| Tang Capital Management LLC | 1.62% | No change | 8,068,058 | $42.1M |
| State Street Corp. | 0.00% | Reduce -2.6% | 5,065,990 | $26.4M |
| Nextech Invest Ltd. | 3.06% | No change | 3,846,409 | $20.1M |
| Geode Capital Management, LLC | 0.00% | Reduce -5.4% | 3,054,586 | $15.9M |
| Kynam Capital Management, LP | 1.12% | No change | 2,887,014 | $15.1M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -11.0% | 2,482,950 | $13.0M |
| MPM Bioimpact LLC | 1.95% | No change | 2,282,680 | $11.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.4% | 1,868,871 | $9.8M |
| TCG Crossover Management, LLC | 0.46% | New | 1,810,351 | $9.5M |
| Morgan Stanley | 0.00% | Add +24.0% | 1,764,096 | $9.2M |
| Alphabet Inc. | 0.34% | No change | 1,568,753 | $8.2M |
| AQR Capital Management | 0.00% | Add +20.1% | 1,301,036 | $6.8M |
| Bank of America Corp. | 0.00% | Reduce -9.4% | 1,195,843 | $6.2M |
| Balyasny Asset Management L.P. | 0.01% | New | 1,174,971 | $6.1M |
| Northern Trust Corp. | 0.00% | Add +0.3% | 1,165,434 | $6.1M |
| Baker Bros. Advisors LP | 0.04% | No change | 1,160,117 | $6.1M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -60.4% | 1,137,681 | $5.9M |
| Two Sigma Advisers, LP | 0.01% | Reduce -1.4% | 1,124,300 | $5.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.5% | 1,111,331 | $5.8M |
| Two Sigma Investments, LP | 0.01% | Add +7.1% | 1,095,635 | $5.7M |
| Renaissance Technologies | 0.01% | Reduce -32.2% | 1,023,110 | $5.3M |
| Woodline Partners LP | 0.03% | No change | 1,018,115 | $5.3M |
| Foresite Capital Management IV, LLC | 2.86% | No change | 1,000,000 | $5.2M |
| Millennium Management | 0.00% | Reduce -60.2% | 744,044 | $3.9M |
| Bessemer Group Inc. | 0.00% | Reduce -0.0% | 584,463 | $3.1M |
| ArrowMark Colorado Holdings LLC | 0.05% | No change | 541,124 | $2.8M |
| Acadian Asset Management LLC | 0.00% | Reduce -36.9% | 501,238 | $2.6M |
| Eversept Partners, LP | 0.19% | Reduce -10.2% | 479,056 | $2.5M |
| Ikarian Capital, LLC | 0.49% | Reduce -37.1% | 467,362 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -89.3% | 462,379 | $2.4M |
| Barclays PLC | 0.00% | Reduce -17.0% | 461,879 | $2.4M |
| Rhenman & Partners Asset Management AB | 0.27% | No change | 460,000 | $2.4M |
| Congress Asset Management Co. | 0.01% | Add +160.9% | 408,842 | $2.1M |
| Algert Global LLC | 0.04% | Reduce -59.2% | 408,840 | $2.1M |
| American Century Companies Inc. | 0.00% | Add +12.7% | 393,704 | $2.1M |
| Franklin Resources Inc. | 0.00% | Reduce -3.7% | 379,363 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Add +3.7% | 371,578 | $1.9M |
| Invesco Ltd. | 0.00% | Add +32.1% | 361,190 | $1.9M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | Add +42.0% | 339,080 | $1.8M |
| Nuveen, LLC | 0.00% | No change | 288,450 | $1.5M |
| HighVista Strategies LLC | 0.31% | Add +60.6% | 240,459 | $1.3M |
| Swiss National Bank | 0.00% | Add +2.5% | 232,700 | $1.2M |
| Tetragon Partners GP Ltd | 0.28% | Reduce -68.1% | 223,123 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -49.6% | 220,553 | $1.2M |
| Raiffeisen Bank International AG | 0.02% | Add +22.2% | 220,000 | $1.1M |
| Rhumbline Advisers | 0.00% | Reduce -1.9% | 217,592 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +12.8% | 214,823 | $1.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -50.5% | 202,244 | $1.1M |
| HRT Financial LP | 0.00% | Add +1300.5% | 197,706 | $1.0M |
| Ieq Capital, LLC | 0.00% | Add +9.6% | 196,459 | $1.0M |
| Man Group plc | 0.00% | Reduce -37.1% | 187,821 | $980K |
| Osaic Holdings, Inc. | 0.00% | Add +9643.2% | 186,388 | $970K |
| Jane Street Group, LLC | 0.00% | New | 184,951 | $965K |
| FMR LLC | 0.00% | Add +2.9% | 162,742 | $850K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -23.4% | 162,465 | $848K |
| UBS Group AG | 0.00% | Reduce -12.0% | 152,253 | $795K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -16.7% | 151,575 | $791K |
| Alliancebernstein L.P. | 0.00% | No change | 145,251 | $758K |
| California State Teachers Retirement System | 0.00% | Add +30.4% | 138,551 | $723K |
| Boothbay Fund Management, LLC | 0.02% | Reduce -38.2% | 137,841 | $720K |
| Susquehanna International Group, LLP | 0.00% | Reduce -55.3% | 136,889 | $715K |
| Gsa Capital Partners LLP | 0.06% | Add +60.6% | 129,422 | $676K |
| Susquehanna Fundamental Investments, LLC | 0.02% | Reduce -56.9% | 120,272 | $628K |
| Deutsche Bank AG | 0.00% | Add +9.5% | 120,191 | $627K |
| TD Asset Management Inc | 0.00% | Add +19.4% | 118,256 | $617K |
| Legal & General Group Plc | 0.00% | No change | 112,316 | $586K |
| Wells Fargo & Company | 0.00% | Add +19.5% | 101,540 | $530K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 60,000 | $527K |
| HSBC Holdings PLC | 0.00% | Reduce -5.7% | 98,290 | $504K |
| ICONIQ Capital, LLC | 0.01% | No change | 94,697 | $494K |
| Tema ETFs LLC | 0.04% | Reduce -3.8% | 93,465 | $488K |
| NEOS Investment Management LLC | 0.00% | Reduce -3.8% | 93,465 | $488K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -47.5% | 87,418 | $456K |
| Alps Advisors Inc. | 0.00% | Reduce -10.9% | 82,425 | $430K |
| State of Wisconsin Investment Board | 0.00% | New | 81,384 | $425K |
| Creative Planning | 0.00% | Add +10.0% | 79,873 | $417K |
| Tudor Investment Corporation | 0.00% | New | 76,446 | $399K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.0% | 70,029 | $365K |
| Cwm, LLC | 0.00% | Add +19.2% | 67,928 | $355K |
| MetLife Investment Management, LLC | 0.00% | Reduce -15.8% | 63,215 | $330K |
| Brooklyn Investment Group | 0.04% | Reduce -3.1% | 97,947 | $323K |
| Brevan Howard Capital Management LP | 0.00% | New | 61,629 | $322K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -10.9% | 61,164 | $319K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -1.0% | 59,743 | $318K |
| Bank of Montreal | 0.00% | Add +2.3% | 56,454 | $295K |
| Intellectus Partners, LLC | 0.06% | Reduce -8.1% | 56,425 | $295K |
| Dynamic Technology Lab Private Ltd | 0.05% | Add +219.8% | 54,153 | $283K |
| Private Capital Advisors, Inc. | 0.03% | Reduce -87.9% | 53,648 | $280K |
| PDT Partners, LLC | 0.02% | No change | 53,637 | $280K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +15.0% | 47,147 | $275K |
| EntryPoint Capital, LLC | 0.10% | Add +8.4% | 50,917 | $266K |
| Mayport, LLC | 0.06% | New | 49,681 | $259K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +65.9% | 47,621 | $249K |
"% of holder's portfolio" is RLAY's weight in each manager's 13F, not the share of Relay Therapeutics Inc. the manager owns.