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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions44$92.3M
Exits27$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
Legal & General Group Plc 0.00% Reduce -24.9% 82,056 $816K
Victory Capital Management Inc. 0.00% Add +432.7% 79,994 $796K
MetLife Investment Management, LLC 0.00% Add +1.9% 79,024 $786K
Allspring Global Investments Holdings, LLC 0.00% Add +11.1% 72,739 $783K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.0% 76,661 $756K
Vanguard Global Advisers, LLC 0.00% — 75,079 $747K
Schonfeld Strategic Advisors LLC 0.01% Add +16.2% 71,880 $715K
Cwm, LLC 0.00% Add +3.5% 69,959 $696K
Wealth Enhancement Advisory Services, LLC 0.00% Add +16.3% 55,384 $695K
Profund Advisors LLC 0.02% Reduce -6.1% 68,170 $678K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +16.6% 66,739 $664K
Janus Henderson Group PLC 0.00% Add +77.8% 65,573 $652K
J. Goldman & Co LP 0.03% Add +407.0% 63,637 $633K
Prelude Capital Management, LLC 0.05% New 61,899 $616K
Wellington Management Group LLP 0.00% New 59,508 $592K
DekaBank Deutsche Girozentrale 0.00% No change 60,000 $591K
Bank of Montreal 0.00% Reduce -6.2% 52,943 $527K
Franklin Resources Inc. 0.00% No change 48,915 $487K
Algert Global LLC 0.01% Reduce -66.9% 48,510 $483K
Aquatic Capital Management LLC 0.01% New 48,120 $479K
Headlands Technologies LLC 0.05% New 47,626 $474K
New York State Common Retirement Fund 0.00% No change 45,799 $456K
Barclays PLC 0.00% Reduce -89.1% 45,267 $450K
Intellectus Partners, LLC 0.09% Reduce -3.9% 42,225 $420K
State of New Jersey Common Pension Fund D 0.00% New 41,464 $413K
LPL Financial LLC 0.00% Add +18.5% 40,463 $403K
BNP Paribas Financial Markets 0.00% Add +97.3% 39,467 $393K
Brandywine Managers, LLC 0.23% No change 38,429 $382K
Police & Firemen's Retirement System of New Jersey 0.00% No change 37,005 $368K
Captrust Financial Advisors 0.00% Add +3.4% 36,769 $366K
Cresset Asset Management, LLC 0.00% Reduce -1.6% 36,495 $363K
Sei Investments Co. 0.00% Add +41.0% 36,130 $359K
Mariner, LLC 0.00% New 36,096 $358K
Valeo Financial Advisors, LLC 0.01% New 35,714 $355K
Virtus Investment Advisers, LLC 0.09% Add +2.5% 33,957 $338K
Gotham Asset Management 0.00% New 33,606 $334K
Arizona State Retirement System 0.00% Reduce -0.6% 33,325 $332K
Brooklyn Investment Group 0.01% Add +20.0% 32,577 $324K
China Universal Asset Management Co., Ltd. 0.02% Add +12.3% 31,716 $316K
Intech Investment Management LLC 0.00% Reduce -40.6% 31,617 $315K
Vanguard Personalized Indexing Management, LLC 0.00% Add +14.5% 31,582 $314K
Vanguard Investments Australia, Ltd. 0.00% — 30,117 $300K
Citigroup Inc. 0.00% Reduce -3.8% 29,754 $296K
OP Asset Management Ltd 0.00% New 29,217 $291K
Pallas Capital Advisors LLC 0.01% Add +13.8% 28,573 $284K
ProShare Advisors LLC 0.00% Reduce -14.9% 28,409 $283K
Fiduciary Trust Co 0.00% No change 27,971 $278K
KLP Kapitalforvaltning As 0.00% Add +10.1% 27,200 $271K
State Board of Administration of Florida Retirement System 0.00% No change 25,807 $257K
Nomura Holdings Inc. 0.00% New 25,000 $249K
Cerity Partners LLC 0.00% Add +15.0% 24,195 $241K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Add +79.8% 23,200 $231K
Oxford Asset Management LLP 0.09% New 22,521 $224K
Aigen Investment Management, LP 0.06% New 22,075 $220K
Erste Asset Management GmbH 0.00% No change 23,100 $216K
Amundi 0.00% New 21,381 $213K
Prudential Financial Inc. 0.00% New 21,350 $212K
Quantinno Capital Management LP 0.00% Add +22.6% 21,188 $211K
Quadrature Capital Ltd 0.00% New 21,123 $210K
Merit Financial Group, LLC 0.00% Add +2.5% 21,000 $209K
Pictet Asset Management Holding SA 0.00% Add +30.2% 19,592 $195K
E Fund Management Co., Ltd. 0.01% — 18,933 $188K
Abel Hall, LLC 0.04% Add +40.5% 18,237 $181K
Callan Family Office, LLC 0.00% Reduce -12.9% 17,890 $178K
Y-Intercept (Hong Kong) Ltd 0.00% New 17,516 $174K
Russell Investments Group, Ltd. 0.00% Add +35.1% 16,840 $168K
Mercer Global Advisors Inc. 0.00% Add +27.9% 16,421 $163K
Persistent Asset Partners Ltd 0.06% New 16,358 $163K
Teacher Retirement System of Texas 0.00% Reduce -9.2% 15,868 $158K
DNB Asset Management AS 0.00% New 15,814 $157K
Mirabella Financial Services LLP 0.02% New 15,121 $150K
AssuredPartners Investment Advisors, LLC 0.02% Reduce -25.2% 12,062 $150K
Fox Run Management, L.L.C. 0.03% Reduce -74.6% 15,284 $143K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 13,869 $138K
Xponance LLC 0.00% Add +16.8% 12,852 $128K
Gabelli Funds LLC 0.00% New 12,000 $119K
Quadrant Capital Group LLC 0.00% No change 11,791 $117K
Focus Partners Advisor Solutions, LLC 0.00% Add +9.1% 11,631 $115K
Duncan Williams Asset Management, LLC 0.03% Reduce -2.8% 11,438 $114K
Ameritas Investment Partners, Inc. 0.00% No change 11,180 $111K
49 Wealth Management, LLC 0.01% Reduce -3.3% 11,029 $110K
Plante Moran Financial Advisors, LLC 0.01% Add +23.6% 10,836 $108K
Focus Partners Wealth 0.00% Reduce -37.9% 10,756 $107K
HighTower Advisors, LLC 0.00% New 10,738 $107K
Tower Research Capital LLC (TRC) 0.00% Add +1474.0% 10,719 $107K
EP Wealth Advisors, LLC 0.00% Reduce -16.5% 10,434 $104K
Neuberger Berman Group LLC 0.00% New 10,048 $100K
Portland Investment Counsel Inc. 0.03% No change 10,000 $100K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +10.7% 9,322 $93K
CANADA LIFE ASSURANCE Co 0.00% No change 8,624 $86K
Steward Partners Investment Advisory, LLC 0.00% Reduce -9.0% 8,100 $81K
Group One Trading LLC 0.00% Reduce -77.1% 6,638 $66K
Public Employees Retirement Association of Colorado 0.00% No change 5,888 $59K
Essential Partners LLC 0.02% Add +0.2% 5,358 $53K
US Bancorp \de 0.00% Add +2.0% 5,232 $52K
FNY Investment Advisers, LLC 0.02% No change 5,000 $49K
Sterling Capital Management LLC 0.00% Reduce -42.5% 4,665 $46K
Farther Finance Advisors, LLC 0.00% Add +3.9% 4,301 $46K
PNC Financial Services Group, Inc. 0.00% Reduce -2.5% 4,493 $45K
Smartleaf Asset Management LLC 0.00% Reduce -0.3% 4,415 $41K
Nisa Investment Advisors, LLC 0.00% Add +87.2% 3,882 $39K
GF Fund Management Co. LTD. 0.00% Add +13.8% 3,876 $39K
KBC Group NV 0.00% New 3,448 $34K
Signaturefd, LLC 0.00% No change 3,124 $31K
Los Angeles Capital Management LLC 0.00% Reduce -93.8% 2,989 $30K
EverSource Wealth Advisors, LLC 0.00% Add +30.1% 2,876 $29K
Caitong International Asset Management Co., Ltd 0.01% Reduce -79.5% 2,790 $28K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +38.4% 2,449 $24K
Rockefeller Capital Management L.P. 0.00% Add +398.5% 2,263 $23K
Hager Investment Management Services, LLC 0.01% No change 2,178 $22K
Allworth Financial LP 0.00% Add +29.6% 1,729 $17K
Advisory Services Network, LLC 0.00% New 1,697 $17K
SBI Securities Co., Ltd. 0.00% Add +0.8% 1,464 $15K
Kemnay Advisory Services Inc. 0.00% New 1,448 $14K
Parallel Advisors, LLC 0.00% Add +4.0% 1,237 $12K
GAMMA Investing LLC 0.00% Add +229.4% 1,166 $12K
Quantbot Technologies LP 0.00% New 1,054 $10K
Webster Bank, N. A. 0.00% No change 1,000 $10K
MAI Capital Management 0.00% Add +310.5% 743 $7K
UMB Bank, n.a. 0.00% No change 735 $7K
Red Tortoise LLC 0.00% No change 698 $7K
Keating Financial Advisory Services, Inc. 0.00% No change 679 $7K
Fifth Third Bancorp 0.00% New 664 $7K
IFP Advisors, Inc 0.00% No change 576 $6K
Rothschild Investment LLC 0.00% Add +15.1% 540 $5K
Versant Capital Management, Inc 0.00% No change 493 $5K
Fortitude Family Office, LLC 0.00% Add +34.5% 405 $4K
Jones Financial Companies LLLP 0.00% Add +127.3% 350 $3K
Basecamp Wealth Advisors LLC 0.00% Add +3.1% 300 $3K
True Wealth Design, LLC 0.00% No change 278 $3K
Arax Advisory Partners 0.00% Add +1094.7% 227 $2K
Cornerstone Financial Management LLC 0.00% No change 162 $2K
Parkside Financial Bank & Trust 0.00% No change 129 $1K
International Assets Investment Management, LLC 0.00% No change 93 $1K
Avion Wealth 0.00% No change 136 $1K
Royal Bank of Canada 0.00% Reduce -96.4% 146 $1K
Your Advocates Ltd., LLP 0.00% No change 100 $995
Root Financial Partners, LLC 0.00% New 93 $925
Hughes Financial Services, LLC 0.00% Reduce -60.1% 87 $866
Sunbelt Securities, Inc. 0.00% No change 52 $517
Clearstead Advisors, LLC 0.00% Reduce -32.4% 23 $225
Transamerica Financial Advisors, LLC 0.00% No change 13 $129
JPL Wealth Management, LLC 0.00% New 3 $30
Covestor Ltd 0.00% Reduce -29.2% 17 $0

"% of holder's portfolio" is RLAY's weight in each manager's 13F, not the share of Relay Therapeutics Inc. the manager owns.