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Equibles

RLAY

Relay Therapeutics, Inc.

Company with tickers: RLAY

CIK
1812364
CUSIP
75943R102
Shares Outstanding
217,940,332
13F Activity (30d)
147 filings 142 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 242
Total Value: $1,840,565,809
Total Shares: 184,981,503
Showing 1–100 of 247 holdings by value · page 1 of 3

Institutional Ownership Trend

25 quarters

Superinvestors Holding RLAY

All superinvestors →
Joel Greenblatt $334,379

Holder Concentration

Across 242 13F filers · Δ vs Dec 31, 2025
Top Holder
15.1%
Dec 2023 → Mar 2026 · range 15.1% – 22.0%
−0.9 pts
Top 5
44.4%
Dec 2023 → Mar 2026 · range 43.2% – 51.2%
−4.4 pts
Top 10
61.2%
Dec 2023 → Mar 2026 · range 58.4% – 71.6%
−6.3 pts
HHI
543
Dec 2023 → Mar 2026 · range 543 – 791
Broadly held−89

Quarterly Activity

vs Dec 31, 2025
New
51
Increased
92
Decreased
55
Sold Out
35
Unchanged
44
Holder count: +16
Institutional value: +16.2%
Shares held: -1.2%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mid PERCEPTIVE ADVISORS LLC +7,847,896 9,751,141
Mega FMR LLC +3,533,209 3,695,431
Large ADAGE CAPITAL PARTNERS GP, L.L.C. +2,090,000 2,590,000
Mid TCG Crossover Management, LLC +1,053,170 4,273,356
Large Balyasny Asset Management L.P. +939,267 3,039,179

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid Casdin Capital, LLC −11,588,574 14,418,574
Mega MORGAN STANLEY −586,461 1,432,003
Mid Bellevue Group AG −550,122 7,795,242
Mega MILLENNIUM MANAGEMENT LLC −549,176 347,733
Large Trexquant Investment LP −377,797 94,248

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 7,387,465 $73,505,276
Mid EcoR1 Capital, LLC 1,904,762 $18,952,381
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 1,863,565 $18,542,471
Large MARSHALL WACE, LLP 941,825 $9,371,157
Mega VANGUARD FIDUCIARY TRUST CO 900,546 $8,960,432

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large Point72 Asset Management, L.P. 13,859,172 $117,248,595
Mega VANGUARD GROUP INC 9,691,445 $81,989,623
Large TWO SIGMA ADVISERS, LP 1,289,800 $10,911,708
Large ExodusPoint Capital Management, LP 1,141,880 $9,660,304
Mega NORGES BANK 837,417 $7,084,547
Filter: New 51 Increased 92 Reduced 55 Sold out 35 Unchanged 44
Showing 100 of 247
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mid SB INVESTMENT ADVISERS (UK) LTD $277,654,381 15.09% 27,904,963
Mid Commodore Capital LP $169,150,000 9.19% 17,000,000
Mid Casdin Capital, LLC $143,464,811 7.79% 14,418,574
Mega BlackRock, Inc. $129,104,218 7.01% 12,975,299
Mid PERCEPTIVE ADVISORS LLC $97,023,852 5.27% 9,751,141
Mid Bellevue Group AG $77,562,657 4.21% 7,795,242
Mega VANGUARD CAPITAL MANAGEMENT LLC $73,505,276 3.99% 7,387,465
Mega STATE STREET CORP $62,023,772 3.37% 6,233,545
Mid Nextech Invest, Ltd. $54,988,734 2.99% 5,526,506
Mid TCG Crossover Management, LLC $42,519,892 2.31% 4,273,356
Mega FMR LLC $36,769,536 2.00% 3,695,431
Mega GEODE CAPITAL MANAGEMENT, LLC $34,930,827 1.90% 3,510,636
Large Balyasny Asset Management L.P. $30,239,831 1.64% 3,039,179
Small Spruce Street Capital LP $29,692,043 1.61% 2,984,125
Mega DIMENSIONAL FUND ADVISORS LP $29,258,331 1.59% 2,940,536
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $25,770,500 1.40% 2,590,000
Mega GOLDMAN SACHS GROUP INC $25,291,516 1.37% 2,541,861
Mid MPM BIOIMPACT LLC $23,477,880 1.28% 2,359,586
Mega BANK OF AMERICA CORP /DE/ Bank $19,280,063 1.05% 1,937,695
Mega PRICE T ROWE ASSOCIATES INC /MD/ $19,153,132 1.04% 1,924,938
Mid EcoR1 Capital, LLC $18,952,381 1.03% 1,904,762
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $18,542,471 1.01% 1,863,565
Mega NORTHERN TRUST CORP Bank $16,670,098 0.91% 1,675,387
Mid Alphabet Inc. $15,563,521 0.85% 1,564,173
Mega MORGAN STANLEY $14,248,427 0.77% 1,432,003
Mid Kynam Capital Management, LP $14,171,377 0.77% 1,424,259
Mega TWO SIGMA INVESTMENTS, LP $13,623,032 0.74% 1,369,149
Mega AQR CAPITAL MANAGEMENT LLC $12,835,815 0.70% 1,290,032
Large BAKER BROS. ADVISORS LP $11,543,164 0.63% 1,160,117
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $11,063,315 0.60% 1,111,891
Large Caption Management, LLC $10,547,000 0.57% 1,060,000
Small Foresite Capital Management IV, LLC $9,950,000 0.54% 1,000,000
Large MARSHALL WACE, LLP $9,371,157 0.51% 941,825
Small Kalehua Capital Management LLC $8,969,497 0.49% 901,457
Mega VANGUARD FIDUCIARY TRUST CO Bank $8,960,432 0.49% 900,546
Large Connor, Clark & Lunn Investment Management Ltd. $8,328,528 0.45% 837,038
Large PANAGORA ASSET MANAGEMENT INC $8,139,507 0.44% 818,041
Mid Logos Global Management LP $7,462,500 0.41% 750,000
Large Woodline Partners LP $6,759,452 0.37% 679,342
Large RENAISSANCE TECHNOLOGIES LLC $6,702,310 0.36% 673,599
Small Squadron Capital Management LLC $6,691,375 0.36% 672,500
Mega Invesco Ltd. $6,665,245 0.36% 669,874
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $6,649,475 0.36% 668,289
Mega JPMORGAN CHASE & CO $6,442,803 0.35% 647,518
Large Qube Research & Technologies Ltd $6,165,537 0.33% 619,652
Large CONGRESS ASSET MANAGEMENT CO $6,158,433 0.33% 618,938
Mid ArrowMark Colorado Holdings LLC $5,384,183 0.29% 541,124
Small Elmind Capital, LP $5,342,612 0.29% 536,946
Mega UBS Group AG $5,249,727 0.29% 527,611
Mid Longaeva Partners L.P. $4,681,912 0.25% 470,544
Large BESSEMER GROUP INC $4,555,796 0.25% 457,869
Mega AMERICAN CENTURY COMPANIES INC $4,379,840 0.24% 440,185
Mega JANE STREET GROUP, LLC $4,214,183 0.23% 423,536
Small HighVista Strategies LLC $4,197,715 0.23% 421,881
Small SPHERA FUNDS MANAGEMENT LTD. $4,063,938 0.22% 408,436
Mid Affinity Asset Advisors, LLC $3,980,000 0.22% 400,000
Mega Bank of New York Mellon Corp Bank $3,810,052 0.21% 382,920
Small Rhenman & Partners Asset Management AB $3,582,000 0.19% 360,000
Mega AMERIPRISE FINANCIAL INC $3,551,393 0.19% 356,924
Mega MILLENNIUM MANAGEMENT LLC $3,459,943 0.19% 347,733
Mega RAYMOND JAMES FINANCIAL INC $3,445,853 0.19% 346,317
Mid Susquehanna Portfolio Strategies, LLC $3,373,846 0.18% 339,080
Large Hudson Bay Capital Management LP $3,097,733 0.17% 311,330
Mega Nuveen, LLC $3,006,849 0.16% 302,196
Large ACADIAN ASSET MANAGEMENT LLC $2,889,002 0.16% 290,352
Small Exome Asset Management LLC $2,769,104 0.15% 278,302
Mid Eversept Partners, LP $2,693,514 0.15% 270,705
Small Seven Fleet Capital Management LP $2,564,493 0.14% 257,738
Mega Swiss National Bank Bank $2,368,100 0.13% 238,000
Mega RHUMBLINE ADVISERS $2,158,483 0.12% 216,933
Large VOYA INVESTMENT MANAGEMENT LLC $2,149,716 0.12% 216,052
Mega TD Asset Management Inc $2,130,991 0.12% 214,170
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2,094,154 0.11% 210,468
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $2,086,584 0.11% 209,707
Large IEQ CAPITAL, LLC $2,042,834 0.11% 205,310
Large SG Americas Securities, LLC Broker-Dealer $1,965,473 0.11% 197,535
Mid Raiffeisen Bank International AG Bank $1,890,500 0.10% 190,000
Mid XTX Topco Ltd $1,879,953 0.10% 188,940
Large OSAIC HOLDINGS, INC. $1,851,922 0.10% 186,123
Small Tetragon Partners GP Ltd $1,806,352 0.10% 181,543
Large Squarepoint Ops LLC $1,793,965 0.10% 180,298
Mega CITADEL ADVISORS LLC $1,753,836 0.10% 176,265
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $1,732,285 0.09% 174,099
Large STATE OF WISCONSIN INVESTMENT BOARD $1,614,248 0.09% 162,236
Mid Tema ETFs LLC Mutual Fund $1,533,295 0.08% 154,100
Large Tidal Investments LLC $1,533,295 0.08% 154,100
Large Rafferty Asset Management, LLC $1,498,649 0.08% 150,618
Small Squadron Capital Management LLC $1,492,500 0.08% 150,000
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,464,222 0.08% 147,158
Large ALPS ADVISORS INC $1,447,625 0.08% 145,490
Mega ALLIANCEBERNSTEIN L.P. $1,445,247 0.08% 145,251
Mid Sanctuary Advisors, LLC $1,430,969 0.08% 143,816
Mid Engineers Gate Manager LP $1,407,447 0.08% 141,452
Mega DEUTSCHE BANK AG\ Bank $1,289,639 0.07% 129,612
Large Man Group plc $1,122,787 0.06% 112,843
Mega WELLS FARGO & COMPANY/MN $1,094,022 0.06% 109,952
Large Creative Planning $1,008,422 0.05% 101,349
Mid ICONIQ Capital, LLC $942,235 0.05% 94,697
Large Trexquant Investment LP $937,767 0.05% 94,248
Mid HIMENSION CAPITAL (SINGAPORE) PTE. LTD. $936,981 0.05% 94,169

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