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

0100200300 Q1 2024: 189Q1 2024Q2 2024: 179Q2 2024Q3 2024: 195Q3 2024Q4 2024: 199Q4 2024Q1 2025: 207Q1 2025Q2 2025: 208Q2 2025Q3 2025: 199Q3 2025Q4 2025: 227Q4 2025Q1 2026: 244Q1 2026Q2 2026: 259Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions37$59.6M
Exits20$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.