Relay TherapeuticsRLAY
13F holders, Q1 2026 (March 31)244holders +17
44new positions
27sold out
5famous investors
$9.95avg. 13F price*
At the end of Q1 2026, 244 institutions reported holding Relay Therapeutics Inc. (RLAY) in their 13F filings, up 17 from Q4 2025. 44 opened new positions and 27 sold out. The largest holders were SB Investment Advisers (uk) Ltd. ($277.7M), Commodore Capital LP ($169.2M) and Casdin Capital, LLC ($143.5M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $92.3M |
| Exits | 27 | $141.8M |
All 13F filers, Q4 2025 → Q1 2026: 33,004,612 shares bought and 21,378,956 shares sold, net +11,625,656 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 244 holders
| SB Investment Advisers (uk) Ltd. | 3.59% | No change | 27,904,963 | $277.7M |
| Commodore Capital LP | 9.79% | No change | 17,000,000 | $169.2M |
| Casdin Capital, LLC | 10.86% | Add +10.9% | 14,418,574 | $143.5M |
| BlackRock, Inc. | 0.00% | Reduce -1.9% | 12,975,299 | $129.1M |
| Perceptive Advisors LLC | 1.92% | Add +412.3% | 9,751,141 | $97.0M |
| Bellevue Group AG | 1.85% | Reduce -6.6% | 7,795,242 | $77.6M |
| Vanguard Capital Management LLC | 0.00% | — | 7,387,465 | $73.5M |
| State Street Corp. | 0.00% | Reduce -3.0% | 6,233,545 | $62.0M |
| Nextech Invest Ltd. | 3.87% | Add +17.6% | 5,526,506 | $55.0M |
| TCG Crossover Management, LLC | 1.22% | Add +32.7% | 4,273,356 | $42.5M |
| FMR LLC | 0.00% | Add +2178.0% | 3,695,431 | $36.8M |
| Geode Capital Management, LLC | 0.00% | Add +3.0% | 3,510,636 | $34.9M |
| Balyasny Asset Management L.P. | 0.06% | Add +44.7% | 3,039,179 | $30.2M |
| Spruce Street Capital LP | 7.14% | No change | 2,984,125 | $29.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +18.6% | 2,940,536 | $29.2M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Add +418.0% | 2,590,000 | $25.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +36.7% | 2,541,861 | $25.3M |
| MPM Bioimpact LLC | 1.81% | Add +5.7% | 2,359,586 | $23.5M |
| Bank of America Corp. | 0.00% | Add +86.2% | 1,937,695 | $19.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +17.0% | 1,924,938 | $19.2M |
| EcoR1 Capital, LLC | 0.81% | New | 1,904,762 | $19.0M |
| Vanguard Portfolio Management LLC | 0.00% | — | 1,863,565 | $18.5M |
| Northern Trust Corp. | 0.00% | Add +47.1% | 1,675,387 | $16.7M |
| Alphabet Inc. | 0.39% | Reduce -0.3% | 1,564,173 | $15.6M |
| Morgan Stanley | 0.00% | Reduce -29.1% | 1,432,003 | $14.2M |
| Kynam Capital Management, LP | 0.90% | No change | 1,424,259 | $14.2M |
| Two Sigma Investments, LP | 0.01% | Reduce -12.3% | 1,369,149 | $13.6M |
| AQR Capital Management | 0.01% | Add +10.9% | 1,290,032 | $12.8M |
| Baker Bros. Advisors LP | 0.07% | No change | 1,160,117 | $11.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.2% | 1,111,891 | $11.1M |
| Foresite Capital Management IV, LLC | 4.20% | No change | 1,000,000 | $9.9M |
| Marshall Wace, LLP | 0.01% | New | 941,825 | $9.4M |
| Kalehua Capital Management LLC | 6.35% | No change | 901,457 | $9.0M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 900,546 | $9.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +114.9% | 837,038 | $8.3M |
| Panagora Asset Management Inc. | 0.03% | New | 818,041 | $8.1M |
| Logos Global Management LP | 0.38% | New | 750,000 | $7.5M |
| Woodline Partners LP | 0.03% | Add +0.0% | 679,342 | $6.8M |
| Renaissance Technologies | 0.01% | Add +4.0% | 673,599 | $6.7M |
| Squadron Capital Management LLC | 2.68% | New | 672,500 | $6.7M |
| Invesco Ltd. | 0.00% | Reduce -22.6% | 669,874 | $6.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 668,289 | $6.6M |
| Qube Research & Technologies Ltd | 0.01% | New | 619,652 | $6.2M |
| Congress Asset Management Co. | 0.04% | Add +49.4% | 618,938 | $6.2M |
| JPMorgan Chase & Co. | 0.00% | Add +52.0% | 647,518 | $6.1M |
| ArrowMark Colorado Holdings LLC | 0.14% | No change | 541,124 | $5.4M |
| Elmind Capital, LP | 1.52% | No change | 536,946 | $5.3M |
| UBS Group AG | 0.00% | Add +78.2% | 527,611 | $5.2M |
| Timothy G. Youngquist 2020 Irrevocable Trust | 2.43% | No change | 499,058 | $5.0M |
| Longaeva Partners L.P. | 0.23% | New | 470,544 | $4.7M |
| Bessemer Group Inc. | 0.01% | No change | 457,869 | $4.6M |
| American Century Companies Inc. | 0.00% | Add +1.8% | 440,185 | $4.4M |
| Jane Street Group, LLC | 0.00% | Add +453.8% | 423,536 | $4.2M |
| HighVista Strategies LLC | 1.16% | Reduce -22.6% | 421,881 | $4.2M |
| Sphera Funds Management LTD. | 0.70% | New | 408,436 | $4.1M |
| Affinity Asset Advisors, LLC | 0.24% | New | 400,000 | $4.0M |
| Bank of New York Mellon Corp | 0.00% | Add +1.1% | 382,920 | $3.8M |
| Rhenman & Partners Asset Management AB | 0.44% | Reduce -21.7% | 360,000 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | New | 356,924 | $3.6M |
| Millennium Management | 0.00% | Reduce -61.2% | 347,733 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Add +33.5% | 346,317 | $3.4M |
| Susquehanna Portfolio Strategies, LLC | 0.05% | No change | 339,080 | $3.4M |
| Hudson Bay Capital Management LP | 0.02% | Reduce -31.1% | 311,330 | $3.1M |
| Nuveen, LLC | 0.00% | Add +0.6% | 302,196 | $3.0M |
| Acadian Asset Management LLC | 0.00% | Reduce -36.4% | 290,352 | $2.9M |
| Exome Asset Management LLC | 1.63% | New | 278,302 | $2.8M |
| Eversept Partners, LP | 0.18% | Reduce -44.7% | 270,705 | $2.7M |
| Seven Fleet Capital Management LP | 0.81% | Add +253.1% | 257,738 | $2.6M |
| Swiss National Bank | 0.00% | No change | 238,000 | $2.4M |
| Rhumbline Advisers | 0.00% | Add +0.6% | 216,933 | $2.2M |
| Voya Investment Management LLC | 0.00% | Add +779.1% | 216,052 | $2.1M |
| TD Asset Management Inc | 0.00% | Add +17.7% | 214,170 | $2.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.3% | 210,468 | $2.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +18.1% | 209,707 | $2.1M |
| Ieq Capital, LLC | 0.01% | Add +26.5% | 205,310 | $2.0M |
| SG Americas Securities, LLC | 0.00% | Reduce -10.6% | 197,535 | $2.0M |
| XTX Topco Ltd | 0.03% | Add +20.0% | 188,940 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.1% | 186,123 | $1.9M |
| Tetragon Partners GP Ltd | 0.35% | New | 181,543 | $1.8M |
| Squarepoint Ops LLC | 0.00% | Add +91.4% | 180,298 | $1.8M |
| Raiffeisen Bank International AG | 0.03% | Reduce -24.0% | 190,000 | $1.8M |
| Citadel Advisors | 0.00% | Add +54.4% | 176,265 | $1.8M |
| California State Teachers Retirement System | 0.00% | Add +48.0% | 174,099 | $1.7M |
| State of Wisconsin Investment Board | 0.00% | Add +60.4% | 162,236 | $1.6M |
| Tema ETFs LLC | 0.10% | Add +38.1% | 154,100 | $1.5M |
| Tidal Investments LLC | 0.00% | New | 154,100 | $1.5M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -22.3% | 150,618 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -34.0% | 147,158 | $1.5M |
| Alps Advisors Inc. | 0.01% | Add +2.2% | 145,490 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.1% | 143,816 | $1.4M |
| Engineers Gate Manager LP | 0.02% | Add +80.5% | 141,452 | $1.4M |
| Deutsche Bank AG | 0.00% | Add +4.5% | 129,612 | $1.3M |
| Alliancebernstein L.P. | 0.00% | No change | 145,251 | $1.2M |
| Man Group plc | 0.00% | Add +29.6% | 112,843 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -30.4% | 109,952 | $1.1M |
| Creative Planning | 0.00% | Add +18.1% | 101,349 | $1.0M |
| ICONIQ Capital, LLC | 0.02% | No change | 94,697 | $942K |
| Trexquant Investment LP | 0.01% | Reduce -80.0% | 94,248 | $938K |
| Himension Capital (singapore) Pte. LTD. | 0.07% | Reduce -10.3% | 94,169 | $937K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 82,300 | $819K |
"% of holder's portfolio" is RLAY's weight in each manager's 13F, not the share of Relay Therapeutics Inc. the manager owns.