Relay TherapeuticsRLAY
13F holders, Q4 2025 (December 31)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 |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 60,000 | $532K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 61,853 | $523K |
| Fox Run Management, L.L.C. | 0.08% | New | 60,203 | $509K |
| Private Capital Advisors, Inc. | 0.05% | Add +10.6% | 59,311 | $502K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +20.2% | 57,234 | $484K |
| Bank of Montreal | 0.00% | No change | 56,454 | $478K |
| Susquehanna Fundamental Investments, LLC | 0.02% | Reduce -54.3% | 54,993 | $465K |
| Intech Investment Management LLC | 0.00% | Add +37.4% | 53,201 | $450K |
| Mayport, LLC | 0.08% | No change | 49,681 | $420K |
| Franklin Resources Inc. | 0.00% | Reduce -87.1% | 48,915 | $414K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.1% | 47,644 | $389K |
| New York State Common Retirement Fund | 0.00% | Add +55.8% | 45,799 | $387K |
| Intellectus Partners, LLC | 0.07% | Reduce -22.1% | 43,925 | $372K |
| Canada Pension Plan Investment Board | 0.00% | New | 42,000 | $355K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -21.6% | 47,982 | $352K |
| AlphaQuest LLC | 0.02% | New | 39,447 | $334K |
| Brandywine Managers, LLC | 0.16% | No change | 38,429 | $325K |
| Cresset Asset Management, LLC | 0.00% | No change | 37,084 | $314K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 37,005 | $313K |
| Janus Henderson Group PLC | 0.00% | No change | 36,873 | $312K |
| Captrust Financial Advisors | 0.00% | Add +41.0% | 35,566 | $301K |
| LPL Financial LLC | 0.00% | Reduce -18.6% | 34,144 | $289K |
| Arizona State Retirement System | 0.00% | Reduce -5.4% | 33,531 | $284K |
| ProShare Advisors LLC | 0.00% | Add +16.0% | 33,391 | $282K |
| EntryPoint Capital, LLC | 0.11% | Reduce -34.7% | 33,236 | $281K |
| Virtus Investment Advisers, LLC | 0.08% | Add +0.5% | 33,130 | $280K |
| Dynamic Technology Lab Private Ltd | 0.06% | Reduce -39.7% | 32,658 | $276K |
| Citigroup Inc. | 0.00% | Add +116.1% | 30,930 | $262K |
| HRT Financial LP | 0.00% | Reduce -84.5% | 30,645 | $259K |
| VARCOV Co. | 0.10% | — | 29,289 | $248K |
| Group One Trading LLC | 0.01% | Add +148.1% | 28,952 | $245K |
| PDT Partners, LLC | 0.02% | Reduce -46.1% | 28,906 | $245K |
| China Universal Asset Management Co., Ltd. | 0.02% | Reduce -6.5% | 28,243 | $239K |
| Fiduciary Trust Co | 0.00% | No change | 27,971 | $237K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -1.0% | 27,587 | $233K |
| Brooklyn Investment Group | 0.01% | Reduce -72.3% | 27,141 | $228K |
| Blueshift Asset Management, LLC | 0.07% | New | 26,814 | $227K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 25,807 | $218K |
| Sei Investments Co. | 0.00% | No change | 25,630 | $217K |
| Pallas Capital Advisors LLC | 0.01% | Add +0.1% | 25,120 | $213K |
| KLP Kapitalforvaltning As | 0.00% | No change | 24,700 | $209K |
| Voya Investment Management LLC | 0.00% | No change | 24,575 | $208K |
| Graham Capital Management, L.P. | 0.01% | New | 23,126 | $196K |
| Erste Asset Management GmbH | 0.00% | No change | 23,100 | $194K |
| Cerity Partners LLC | 0.00% | Reduce -0.9% | 21,046 | $178K |
| Callan Family Office, LLC | 0.00% | New | 20,531 | $174K |
| Merit Financial Group, LLC | 0.00% | Reduce -0.1% | 20,485 | $173K |
| BNP Paribas Financial Markets | 0.00% | Reduce -38.0% | 20,004 | $169K |
| Teacher Retirement System of Texas | 0.00% | Reduce -39.5% | 17,473 | $148K |
| Focus Partners Wealth | 0.00% | New | 17,333 | $147K |
| Quantinno Capital Management LP | 0.00% | Add +39.6% | 17,277 | $146K |
| AssuredPartners Investment Advisors, LLC | 0.02% | New | 16,123 | $136K |
| WINTON GROUP Ltd | 0.00% | New | 16,000 | $135K |
| Pictet Asset Management Holding SA | 0.00% | New | 15,052 | $127K |
| Victory Capital Management Inc. | 0.00% | Add +0.2% | 15,016 | $127K |
| Caitong International Asset Management Co., Ltd | 0.03% | New | 13,639 | $115K |
| Abel Hall, LLC | 0.03% | Add +16.2% | 12,984 | $110K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 12,900 | $109K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.7% | 12,838 | $109K |
| J. Goldman & Co LP | 0.00% | New | 12,551 | $106K |
| EP Wealth Advisors, LLC | 0.00% | — | 12,502 | $106K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.2% | 12,462 | $105K |
| Duncan Williams Asset Management, LLC | 0.02% | New | 11,763 | $100K |
| Quadrant Capital Group LLC | 0.00% | No change | 11,791 | $100K |
| Opal Capital LLC | 0.02% | — | 11,401 | $99K |
| 49 Wealth Management, LLC | 0.01% | Reduce -13.0% | 11,401 | $96K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -12.2% | 11,180 | $95K |
| Xponance LLC | 0.00% | Add +6.4% | 11,002 | $93K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -2.4% | 10,665 | $90K |
| DRW Securities, LLC | 0.01% | Reduce -70.7% | 10,127 | $86K |
| Portland Investment Counsel Inc. | 0.03% | No change | 10,000 | $85K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.9% | 8,900 | $75K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +338.2% | 8,764 | $74K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 8,624 | $73K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +26.4% | 8,422 | $71K |
| Sterling Capital Management LLC | 0.00% | Reduce -11.2% | 8,116 | $69K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,888 | $50K |
| Essential Partners LLC | 0.01% | No change | 5,346 | $45K |
| US Bancorp \de | 0.00% | No change | 5,131 | $43K |
| FNY Investment Advisers, LLC | 0.01% | Reduce -50.0% | 5,000 | $42K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.0% | 4,606 | $39K |
| Amalgamated Bank | 0.00% | Add +5.3% | 4,424 | $37K |
| Smartleaf Asset Management LLC | 0.00% | Add +288.6% | 4,426 | $37K |
| Farther Finance Advisors, LLC | 0.00% | Add +17.3% | 4,140 | $35K |
| Royal Bank of Canada | 0.00% | Reduce -98.2% | 4,060 | $35K |
| Torren Management, LLC | 0.02% | — | 3,544 | $30K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -8.2% | 3,406 | $29K |
| Signaturefd, LLC | 0.00% | No change | 3,124 | $26K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2,211 | $19K |
| Hager Investment Management Services, LLC | 0.01% | No change | 2,178 | $18K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 2,074 | $18K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +9.3% | 1,769 | $15K |
| SBI Securities Co., Ltd. | 0.00% | Add +44.4% | 1,453 | $12K |
| Allworth Financial LP | 0.00% | Reduce -7.0% | 1,334 | $11K |
| Parallel Advisors, LLC | 0.00% | Add +1.3% | 1,189 | $10K |
| Webster Bank, N. A. | 0.00% | No change | 1,000 | $8K |
| UMB Bank, n.a. | 0.00% | No change | 735 | $6K |
| Red Tortoise LLC | 0.00% | No change | 698 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -92.1% | 681 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | New | 680 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 679 | $6K |
| Comerica Bank | 0.00% | No change | 664 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 576 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 493 | $4K |
| Daiwa Securities Group Inc. | 0.00% | No change | 486 | $4K |
| Rothschild Investment LLC | 0.00% | Add +2.0% | 469 | $4K |
| Rockefeller Capital Management L.P. | 0.00% | New | 454 | $4K |
| GAMMA Investing LLC | 0.00% | New | 354 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 301 | $3K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 291 | $2K |
| True Wealth Design, LLC | 0.00% | No change | 278 | $2K |
| Hughes Financial Services, LLC | 0.00% | Reduce -3.1% | 218 | $2K |
| MAI Capital Management | 0.00% | No change | 181 | $2K |
| Cornerstone Financial Management LLC | 0.00% | — | 162 | $1K |
| Jones Financial Companies LLLP | 0.00% | No change | 154 | $1K |
| Global Retirement Partners, LLC | 0.00% | No change | 130 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 129 | $1K |
| Avion Wealth | 0.00% | No change | 136 | $1K |
| Your Advocates Ltd., LLP | 0.00% | No change | 100 | $846 |
| International Assets Investment Management, LLC | 0.00% | New | 93 | $787 |
| Sunbelt Securities, Inc. | 0.00% | No change | 52 | $440 |
| SageView Advisory Group, LLC | 0.00% | New | 40 | $339 |
| Clearstead Advisors, LLC | 0.00% | Reduce -88.8% | 34 | $285 |
| Arax Advisory Partners | 0.00% | Reduce -99.9% | 19 | $161 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 13 | $110 |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 10 | $85 |
| Covestor Ltd | 0.00% | No change | 24 | $0 |
"% of holder's portfolio" is RLAY's weight in each manager's 13F, not the share of Relay Therapeutics Inc. the manager owns.