RELAY THERAPEUTICS INC RLAY

US Healthcare Biological Products, (No Diagnostic Substances)
$18.65
+5.0%
52w: $3.40 – $19.74

Latest 13F among current holders filed 5 days ago (Aug 28, 2026)

Price — last 12 months

research preview data
3.4011.5719.74
Aug 18, 2025 Jul 2, 2026
Institutional holders
244
+17 QoQ
13F value
$1.84B
+25.0% QoQ
Smart-money holders
27
signal tier ≥ 2
New smart buyers
7
Q1 2026
Options barometer
14.9×
$12.5M calls / $842K puts

Institutional value by quarter

$6.59B
Q1 2024
$861.1M
Q2 2024
$6.28B
Q3 2024
$675.8M
Q4 2024
$438.8M
Q1 2025
$593.3M
Q2 2025
$869.8M
Q3 2025
$1.47B
Q4 2025
$1.84B
Q1 2026

Number of holders

190
Q1 2024
180
Q2 2024
196
Q3 2024
201
Q4 2024
209
Q1 2025
209
Q2 2025
199
Q3 2025
227
Q4 2025
244
Q1 2026

Who owns RLAY?

Q1 2026 filings
FundTypeSharesValue% of fundChange
SB INVESTMENT ADVISERS (UK) LTD ★3Fundamental concentrated27.9M$277.7MHeld
Commodore Capital LP ★3Fundamental concentrated17.0M$169.2MHeld
Casdin Capital, LLC ★3Fundamental concentrated14.4M$143.5M+10.9%
BlackRock, Inc. Index provider13.0M$129.1M0.0%-1.9%
PERCEPTIVE ADVISORS LLC ★2Fundamental diversified9.8M$97.0M+412.3%
Bellevue Group AG ★2Fundamental diversified7.8M$77.6M1.8%-6.6%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical7.4M$73.5M
STATE STREET CORP Index provider6.2M$62.0M0.0%-3.0%
Nextech Invest, Ltd. ★3Fundamental concentrated5.5M$55.0M+17.5%
TCG Crossover Management, LLC ★3Fundamental concentrated4.3M$42.5M+32.7%
FMR LLC Long only active3.7M$36.8M0.0%+2178.0%
GEODE CAPITAL MANAGEMENT, LLC Index provider3.5M$34.9M+3.0%
Balyasny Asset Management L.P. Multistrat pod3.0M$30.2M0.1%+44.7%
Spruce Street Capital LP ★2Fundamental concentrated3.0M$29.7MHeld
DIMENSIONAL FUND ADVISORS LP Quant stat arb2.9M$29.2M+18.6%
ADAGE CAPITAL PARTNERS GP, L.L.C. Other2.6M$25.8M+418.0%
GOLDMAN SACHS GROUP INC Bank broker2.5M$25.3M0.0%+36.7%
MPM BIOIMPACT LLC ★2Fundamental concentrated2.4M$23.5M+5.7%
BANK OF AMERICA CORP /DE/ Bank broker1.9M$19.3M0.0%+86.1%
PRICE T ROWE ASSOCIATES INC /MD/ Diversified mechanical1.9M$19.2M0.0%+17.0%
EcoR1 Capital, LLC ★2Fundamental concentrated1.9M$19.0MNew
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical1.9M$18.5M
Kalehua Capital Management LLC ★2Fundamental concentrated1.8M$17.9M+100.0%
NORTHERN TRUST CORP Index provider1.7M$16.7M0.0%+47.1%
Alphabet Inc. ★3Fundamental concentrated1.6M$15.6M-0.3%
MORGAN STANLEY Bank broker1.4M$14.2M0.0%-29.1%
Kynam Capital Management, LP ★3Fundamental concentrated1.4M$14.2MHeld
TWO SIGMA INVESTMENTS, LP Quant stat arb1.4M$13.6M0.0%-12.2%
AQR CAPITAL MANAGEMENT LLC Quant stat arb1.3M$12.8M0.0%+10.9%
BAKER BROS. ADVISORS LP ★2Fundamental diversified1.2M$11.5MHeld
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider1.1M$11.1M-2.2%
Foresite Capital Management IV, LLC ★2Fundamental diversified1.0M$9.9MHeld
MARSHALL WACE, LLP Quant stat arb941.8K$9.4MNew
VANGUARD FIDUCIARY TRUST CO Diversified mechanical900.5K$9.0M
Connor, Clark & Lunn Investment Management Ltd. Diversified mechanical837.0K$8.3M+114.9%
PANAGORA ASSET MANAGEMENT INC Diversified mechanical818.0K$8.1M0.0%New
Logos Global Management LP ★2Fundamental concentrated750.0K$7.5MNew
Woodline Partners LP Other679.3K$6.8M0.0%
RENAISSANCE TECHNOLOGIES LLC Quant stat arb673.6K$6.7M+4.0%
Squadron Capital Management LLC ★2Fundamental concentrated672.5K$6.7MNew
Invesco Ltd. Index provider669.9K$6.7M0.0%-22.6%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Quant stat arb668.3K$6.6M0.0%New
Qube Research & Technologies Ltd Quant stat arb619.7K$6.2MNew
CONGRESS ASSET MANAGEMENT CO Other618.9K$6.2M0.0%+49.4%
JPMORGAN CHASE & CO Bank broker647.5K$6.1M0.0%+52.0%
ArrowMark Colorado Holdings LLC Other541.1K$5.4MHeld
Elmind Capital, LP ★3Fundamental concentrated536.9K$5.3MHeld
UBS Group AG Bank broker527.6K$5.2M0.0%+78.2%
Timothy G. Youngquist 2020 Irrevocable Trust 499.1K$5.0M2.4%Held
Longaeva Partners L.P. ★2Fundamental diversified470.5K$4.7MNew

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