Relay TherapeuticsRLAY
13F holders, Q4 2025 (December 31)227holders +28
37new positions
20sold out
6famous investors
$8.46avg. 13F price*
At the end of Q4 2025, 227 institutions reported holding Relay Therapeutics Inc. (RLAY) in their 13F filings, up 28 from Q3 2025. 37 opened new positions and 20 sold out. The largest holders were SB Investment Advisers (uk) Ltd. ($236.1M), Commodore Capital LP ($143.8M) and Point72 Asset Management ($117.2M). 6 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 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $59.6M |
| Exits | 20 | $49.7M |
All 13F filers, Q3 2025 → Q4 2025: 17,364,816 shares bought and 15,351,758 shares sold, net +2,013,058 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 227 holders
| SB Investment Advisers (uk) Ltd. | 2.36% | No change | 27,904,963 | $236.1M |
| Commodore Capital LP | 9.57% | No change | 17,000,000 | $143.8M |
| Point72 Asset Management | 0.19% | Reduce -6.2% | 13,859,172 | $117.2M |
| BlackRock, Inc. | 0.00% | Reduce -3.9% | 13,228,502 | $111.9M |
| Casdin Capital, LLC | 6.83% | Add +14.7% | 13,003,574 | $110.0M |
| Vanguard Group Inc. | 0.00% | Add +3.1% | 9,691,445 | $82.0M |
| Bellevue Group AG | 1.34% | Reduce 0.0% | 8,345,364 | $70.6M |
| State Street Corp. | 0.00% | Add +26.9% | 6,426,111 | $54.4M |
| Nextech Invest Ltd. | 3.85% | Add +22.2% | 4,701,506 | $39.8M |
| Geode Capital Management, LLC | 0.00% | Add +11.6% | 3,409,363 | $28.8M |
| TCG Crossover Management, LLC | 0.90% | Add +77.9% | 3,220,186 | $27.2M |
| Spruce Street Capital LP | 8.34% | — | 2,984,125 | $25.2M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.1% | 2,480,350 | $21.0M |
| MPM Bioimpact LLC | 2.16% | Reduce -2.2% | 2,232,451 | $18.9M |
| Balyasny Asset Management L.P. | 0.03% | Add +78.7% | 2,099,912 | $17.8M |
| Morgan Stanley | 0.00% | Add +14.4% | 2,018,464 | $17.1M |
| Perceptive Advisors LLC | 0.30% | New | 1,903,245 | $16.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.5% | 1,859,634 | $15.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +44.6% | 1,645,403 | $13.9M |
| Alphabet Inc. | 0.51% | No change | 1,568,753 | $13.3M |
| Two Sigma Investments, LP | 0.02% | Add +42.4% | 1,560,265 | $13.2M |
| Kynam Capital Management, LP | 0.78% | Reduce -50.7% | 1,424,259 | $12.0M |
| Two Sigma Advisers, LP | 0.02% | Add +14.7% | 1,289,800 | $10.9M |
| AQR Capital Management | 0.01% | Reduce -10.6% | 1,163,124 | $9.8M |
| Baker Bros. Advisors LP | 0.06% | No change | 1,160,117 | $9.8M |
| ExodusPoint Capital Management, LP | 0.11% | New | 1,141,880 | $9.7M |
| Northern Trust Corp. | 0.00% | Reduce -2.3% | 1,138,688 | $9.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.3% | 1,136,702 | $9.6M |
| Bank of America Corp. | 0.00% | Reduce -12.9% | 1,040,949 | $8.8M |
| Foresite Capital Management IV, LLC | 3.68% | No change | 1,000,000 | $8.5M |
| Kalehua Capital Management LLC | 7.54% | — | 901,457 | $7.6M |
| Millennium Management | 0.01% | Add +20.6% | 896,909 | $7.6M |
| Invesco Ltd. | 0.00% | Add +139.6% | 865,481 | $7.3M |
| Norges Bank | 0.00% | — | 837,417 | $7.1M |
| Woodline Partners LP | 0.02% | Reduce -33.3% | 679,115 | $5.7M |
| Renaissance Technologies | 0.01% | Reduce -36.7% | 647,899 | $5.5M |
| Allianz Asset Management GmbH | 0.01% | New | 560,298 | $4.7M |
| HighVista Strategies LLC | 1.19% | Add +126.7% | 545,079 | $4.6M |
| ArrowMark Colorado Holdings LLC | 0.10% | No change | 541,124 | $4.6M |
| Elmind Capital, LP | 1.34% | — | 536,946 | $4.5M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 500,000 | $4.2M |
| Timothy G. Youngquist 2020 Irrevocable Trust | 3.62% | — | 499,058 | $4.2M |
| Eversept Partners, LP | 0.23% | Add +2.1% | 489,137 | $4.1M |
| Trexquant Investment LP | 0.04% | New | 472,045 | $4.0M |
| Rhenman & Partners Asset Management AB | 0.36% | No change | 460,000 | $3.9M |
| Bessemer Group Inc. | 0.01% | Reduce -21.7% | 457,869 | $3.9M |
| Acadian Asset Management LLC | 0.01% | Reduce -8.9% | 456,648 | $3.9M |
| Hudson Bay Capital Management LP | 0.02% | New | 451,500 | $3.8M |
| American Century Companies Inc. | 0.00% | Add +9.8% | 432,493 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.9% | 425,958 | $3.6M |
| Congress Asset Management Co. | 0.02% | Add +1.3% | 414,167 | $3.5M |
| Barclays PLC | 0.00% | Reduce -10.3% | 414,143 | $3.5M |
| Silverarc Capital Management, LLC | 0.49% | New | 398,167 | $3.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 389,563 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | Add +1.9% | 378,703 | $3.2M |
| Susquehanna Portfolio Strategies, LLC | 0.04% | No change | 339,080 | $2.9M |
| Nuveen, LLC | 0.00% | Add +4.2% | 300,464 | $2.5M |
| UBS Group AG | 0.00% | Add +94.4% | 296,017 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Add +20.8% | 259,411 | $2.2M |
| Raiffeisen Bank International AG | 0.03% | Add +13.6% | 250,000 | $2.1M |
| Swiss National Bank | 0.00% | Add +2.3% | 238,000 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +62.9% | 222,929 | $1.9M |
| SG Americas Securities, LLC | 0.00% | Add +591.6% | 220,949 | $1.9M |
| Rhumbline Advisers | 0.00% | Reduce -0.8% | 215,741 | $1.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3.8% | 209,848 | $1.8M |
| Rafferty Asset Management, LLC | 0.01% | Add +27.8% | 193,756 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | No change | 186,388 | $1.6M |
| TD Asset Management Inc | 0.00% | Add +53.9% | 181,988 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +9.3% | 177,486 | $1.5M |
| Ieq Capital, LLC | 0.00% | Reduce -17.4% | 162,285 | $1.4M |
| FMR LLC | 0.00% | Reduce -0.3% | 162,222 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +55.5% | 157,892 | $1.3M |
| XTX Topco Ltd | 0.04% | New | 157,406 | $1.3M |
| Algert Global LLC | 0.02% | Reduce -64.2% | 146,500 | $1.2M |
| Alliancebernstein L.P. | 0.00% | No change | 145,251 | $1.2M |
| Alps Advisors Inc. | 0.01% | Add +72.7% | 142,321 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | New | 142,228 | $1.2M |
| Deutsche Bank AG | 0.00% | Add +3.2% | 123,994 | $1.0M |
| California State Teachers Retirement System | 0.00% | Reduce -15.1% | 117,677 | $996K |
| Citadel Advisors | 0.00% | New | 114,143 | $966K |
| NEOS Investment Management LLC | 0.01% | Add +21.1% | 113,230 | $958K |
| Tema ETFs LLC | 0.07% | Add +19.4% | 111,555 | $944K |
| Legal & General Group Plc | 0.00% | Reduce -2.8% | 109,208 | $924K |
| Himension Capital (singapore) Pte. LTD. | 0.05% | New | 104,953 | $888K |
| State of Wisconsin Investment Board | 0.00% | Add +24.3% | 101,160 | $856K |
| ICONIQ Capital, LLC | 0.01% | No change | 94,697 | $801K |
| Squarepoint Ops LLC | 0.00% | New | 94,210 | $797K |
| Man Group plc | 0.00% | Reduce -53.7% | 87,037 | $736K |
| Creative Planning | 0.00% | Add +7.5% | 85,836 | $726K |
| Tudor Investment Corporation | 0.00% | Add +10.1% | 84,163 | $712K |
| Jump Financial, LLC | 0.01% | New | 82,559 | $698K |
| Engineers Gate Manager LP | 0.01% | New | 78,368 | $663K |
| MetLife Investment Management, LLC | 0.00% | Add +22.6% | 77,536 | $656K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +9.5% | 76,679 | $647K |
| Jane Street Group, LLC | 0.00% | Reduce -58.6% | 76,476 | $647K |
| Seven Fleet Capital Management LP | 0.42% | — | 73,000 | $618K |
| Profund Advisors LLC | 0.02% | Add +115.4% | 72,586 | $614K |
| Cwm, LLC | 0.00% | Reduce -0.5% | 67,603 | $572K |
| Jain Global LLC | 0.01% | New | 66,587 | $563K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +9.6% | 65,447 | $535K |
"% of holder's portfolio" is RLAY's weight in each manager's 13F, not the share of Relay Therapeutics Inc. the manager owns.