RELAY THERAPEUTICS INC (RLAY)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
249
Reporting holders
$4.5B
Reported value
108.2%
Of shares outstanding
1.3%
Held as options
+16
Holder change
Institutions report 237,182,049 shares against 219,141,631 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SB INVESTMENT ADVISERS (UK) LTD | $522.1M | 27,904,963 | 6.81% | 24q | HELD |
| FMR LLC | $376.3M | 20,110,113 | 0.02% | 24q | +444.2%+$307.1M |
| Casdin Capital, LLC | $300.0M | 16,035,240 | 15.02% | 24q | +11.2%+$30.2M |
| BlackRock, Inc. | $286.0M | 15,288,202 | 0.00% | 8q | +17.8%+$43.3M |
| PERCEPTIVE ADVISORS LLC | $263.9M | 14,106,187 | 3.96% | 3q | +44.7%+$81.5M |
| Commodore Capital LP | $224.5M | 12,000,000 | 13.37% | 5q | -29.4%-$93.5M |
| STATE STREET CORP | $189.5M | 10,125,381 | 0.01% | 24q | +62.4%+$72.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $167.7M | 8,964,423 | 0.00% | 2q | +21.3%+$29.5M |
| Nextech Invest Ltd. | $126.8M | 6,776,506 | 6.02% | 6q | +22.6%+$23.4M |
| Bellevue Group AG | $115.7M | 6,185,970 | 2.44% | 24q | -20.6%-$30.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $88.4M | 4,726,576 | 0.00% | 24q | +34.6%+$22.8M |
| TCG Crossover Management, LLC | $80.0M | 4,273,356 | 1.92% | 4q | HELD |
| MORGAN STANLEY | $72.1M | 3,851,071 | 0.00% | 24q | +168.9%+$45.3M |
| Siren, L.L.C. | $68.3M | 3,650,000 | 1.38% | new | NEW |
| GOLDMAN SACHS GROUP INC | $63.8M | 3,408,701 | 0.01% | 24q | +34.1%+$16.2M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $62.6M | 3,343,496 | 0.20% | new | NEW |
| Kynam Capital Management, LP | $61.7M | 3,300,000 | 3.41% | 7q | +131.7%+$35.1M |
| DIMENSIONAL FUND ADVISORS LP | $58.5M | 3,127,564 | 0.01% | 18q | +6.4%+$3.5M |
| Spruce Street Capital LP | $55.8M | 2,984,125 | 10.95% | 3q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $54.1M | 2,892,785 | 0.00% | 2q | +55.2%+$19.3M |
| BAKER BROS. ADVISORS LP | $52.9M | 2,826,783 | 0.27% | 14q | +143.7%+$31.2M |
| BANK OF AMERICA CORP /DE/ | $50.4M | 2,695,108 | 0.00% | 24q | +39.1%+$14.2M |
| MPM BIOIMPACT LLC | $45.2M | 2,415,672 | 2.76% | 14q | +2.4%+$1.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $41.9M | 2,238,929 | 0.02% | 2q | +235.0%+$29.4M |
| ALLIANCEBERNSTEIN L.P. | $40.8M | 4,095,600 | 0.01% | 24q | +2719.7%+$39.3M |
| Pictet Asset Management Holding SA | $39.2M | 2,077,297 | 0.04% | 3q | +10502.8%+$38.9M |
| NORTHERN TRUST CORP | $36.5M | 1,953,456 | 0.00% | 24q | +16.6%+$5.2M |
| FRANKLIN RESOURCES INC | $34.7M | 1,856,913 | 0.01% | 11q | +3696.2%+$33.8M |
| Polar Capital Holdings Plc | $33.5M | 1,789,056 | 0.08% | new | NEW |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $32.6M | 1,740,000 | 0.05% | 3q | -32.8%-$15.9M |
| Caption Management, LLC | $28.3M | 103,006 | 0.13% | 3q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $28.1M | 1,500,817 | 0.00% | 24q | +35.0%+$7.3M |
| Sixth Street Partners Management Company, L.P. | $28.1M | 1,500,817 | 0.00% | new | NEW |
| Elmind Capital, LP | $27.4M | 1,465,279 | 6.89% | 3q | +172.9%+$17.4M |
| Alphabet Inc. | $26.4M | 1,410,029 | 0.03% | 24q | -9.9%-$2.9M |
| PANAGORA ASSET MANAGEMENT INC | $24.2M | 1,291,182 | 0.07% | 2q | +57.8%+$8.9M |
| CITADEL ADVISORS LLC | $24.1M | 473,682 | 0.00% | 24q | +168.7%+$15.1M |
| AQR CAPITAL MANAGEMENT LLC | $23.9M | 1,279,473 | 0.01% | 11q | -0.8%-$197.6K |
| Foresite Capital Management IV, LLC | $23.4M | 1,250,000 | 8.06% | 8q | +25.0%+$4.7M |
| VANGUARD FIDUCIARY TRUST CO | $22.9M | 1,224,006 | 0.01% | 2q | +35.9%+$6.1M |
| UBS Group AG | $20.5M | 1,094,980 | 0.00% | 24q | +107.5%+$10.6M |
| FIRST TRUST ADVISORS LP | $20.1M | 1,075,126 | 0.01% | new | NEW |
| Affinity Asset Advisors, LLC | $19.6M | 1,050,000 | 0.89% | 2q | +162.5%+$12.2M |
| Frazier Life Sciences Management, L.P. | $19.0M | 1,015,693 | 0.41% | new | NEW |
| Squadron Capital Management LLC | $18.1M | 970,000 | 5.63% | 2q | +44.2%+$5.6M |
| Connor, Clark & Lunn Investment Management Ltd. | $18.0M | 961,702 | 0.03% | 3q | +14.9%+$2.3M |
| Woodline Partners LP | $17.4M | 929,692 | 0.05% | 24q | +36.9%+$4.7M |
| JPMORGAN CHASE & CO | $16.0M | 801,657 | 0.00% | 24q | +23.8%+$3.1M |
| Timothy G. Youngquist 2020 Irrevocable Trust | $15.0M | 801,464 | 2.94% | 3q | +60.6%+$5.7M |
| RAYMOND JAMES FINANCIAL INC | $14.7M | 783,065 | 0.00% | 7q | +126.1%+$8.2M |
| JUPITER ASSET MANAGEMENT LTD | $13.5M | 719,576 | 0.07% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $13.1M | 700,921 | 0.01% | 12q | -48.8%-$12.5M |
| EcoR1 Capital, LLC | $13.1M | 697,948 | 0.63% | 2q | -63.4%-$22.6M |
| Invesco Ltd. | $13.0M | 692,584 | 0.00% | 23q | +3.4%+$424.9K |
| JANE STREET GROUP, LLC | $12.7M | options only | 0.00% | 4q | OPTIONS |
| CONGRESS ASSET MANAGEMENT CO | $11.7M | 626,141 | 0.07% | 13q | +1.2%+$134.8K |
| MILLENNIUM MANAGEMENT LLC | $11.1M | 591,675 | 0.00% | 20q | +70.2%+$4.6M |
| Tetragon Partners GP Ltd | $10.7M | 570,311 | 1.68% | 2q | +214.1%+$7.3M |
| Rhenman & Partners Asset Management AB | $10.6M | 566,000 | 1.00% | 15q | +57.2%+$3.9M |
| ArrowMark Colorado Holdings LLC | $10.1M | 541,124 | 0.42% | 24q | HELD |
| HighVista Strategies LLC | $9.5M | 506,235 | 2.16% | 5q | +20.0%+$1.6M |
| AMERIPRISE FINANCIAL INC | $9.0M | 480,076 | 0.00% | 2q | -32.7%-$4.4M |
| Bank of New York Mellon Corp | $8.7M | 462,756 | 0.00% | 24q | +20.8%+$1.5M |
| Boxer Capital Management, LLC | $8.4M | 450,000 | 0.63% | new | NEW |
| Eversept Partners, LP | $8.1M | 434,314 | 0.42% | 5q | +60.4%+$3.1M |
| MOORE CAPITAL MANAGEMENT, LP | $7.7M | 414,005 | 0.11% | new | NEW |
| Nuveen, LLC | $7.3M | 392,691 | 0.00% | 6q | +29.9%+$1.7M |
| Aberdeen Group plc | $7.0M | 372,169 | 0.01% | new | NEW |
| Russell Investments Group, Ltd. | $6.8M | 363,523 | 0.01% | 13q | +2058.7%+$6.5M |
| ADAR1 Capital Management, LLC | $6.7M | 358,333 | 0.31% | new | NEW |
| Logos Global Management LP | $6.5M | 350,000 | 0.28% | 2q | -53.3%-$7.5M |
| TD Asset Management Inc | $6.5M | 347,946 | 0.01% | 24q | +62.5%+$2.5M |
| Verition Fund Management LLC | $5.9M | 316,034 | 0.02% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.2M | 278,327 | 0.00% | 24q | +32.2%+$1.3M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $4.9M | 263,506 | 0.00% | 24q | +25.7%+$1.0M |
| CITIGROUP INC | $4.6M | 248,233 | 0.00% | 24q | +734.3%+$4.1M |
| RHUMBLINE ADVISERS | $4.5M | 241,076 | 0.00% | 24q | +11.1%+$451.7K |
| VOYA INVESTMENT MANAGEMENT LLC | $4.5M | 238,836 | 0.00% | 24q | +10.5%+$426.3K |
| Swiss National Bank | $4.4M | 236,600 | 0.00% | 23q | -0.6%-$26.2K |
| SPHERA FUNDS MANAGEMENT LTD. | $4.4M | 233,836 | 0.57% | 2q | -42.7%-$3.3M |
| DIADEMA PARTNERS LP | $4.3M | 230,677 | 0.55% | new | NEW |
| ALPS ADVISORS INC | $4.1M | 220,386 | 0.02% | 5q | +51.5%+$1.4M |
| WELLS FARGO & COMPANY/MN | $3.8M | 203,737 | 0.00% | 24q | -7.4%-$302.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.6M | 96,549 | 0.00% | 23q | -34.4%-$1.9M |
| RENAISSANCE TECHNOLOGIES LLC | $3.6M | 192,399 | 0.00% | 12q | -71.4%-$9.0M |
| ExodusPoint Capital Management, LP | $3.4M | 184,178 | 0.02% | new | NEW |
| Seven Fleet Capital Management LP | $3.3M | 178,222 | 0.55% | 3q | -30.9%-$1.5M |
| Tidal Investments LLC | $3.3M | 176,782 | 0.01% | 2q | +14.7%+$424.4K |
| Tema ETFs LLC | $3.3M | 176,782 | 0.11% | 7q | +14.7%+$424.4K |
| Rafferty Asset Management, LLC | $3.3M | 174,785 | 0.01% | 23q | +16.0%+$452.2K |
| DEUTSCHE BANK AG\ | $3.1M | 164,036 | 0.00% | 24q | +26.6%+$644.1K |
| WELLINGTON MANAGEMENT GROUP LLP | $2.9M | 156,906 | 0.00% | 2q | +163.7%+$1.8M |
| Trexquant Investment LP | $2.8M | 152,017 | 0.02% | 3q | +61.3%+$1.1M |
| OSAIC HOLDINGS, INC. | $2.8M | 149,664 | 0.00% | 22q | -19.6%-$682.1K |
| Legal & General Group Plc | $2.4M | 127,676 | 0.00% | 24q | +55.6%+$853.8K |
| IEQ CAPITAL, LLC | $2.4M | 126,829 | 0.01% | 6q | -38.2%-$1.5M |
| STATE OF WISCONSIN INVESTMENT BOARD | $2.4M | 125,949 | 0.00% | 4q | -22.4%-$678.9K |
| Aquatic Capital Management LLC | $2.2M | 120,197 | 0.08% | 2q | +149.8%+$1.3M |
| Creative Planning | $2.1M | 114,131 | 0.00% | 7q | +12.6%+$239.2K |
| Balyasny Asset Management L.P. | $2.1M | 112,989 | 0.00% | 4q | -96.3%-$54.7M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Commodore Capital LPwith 3 co-filers | 5.5% |
| 2026-08-10 | 13G/A | Perceptive Advisors LLCwith 2 co-filers | 6.4% |
| 2026-08-07 | 13G/A | FMR LLCwith 1 co-filers | 10.0% |
| 2026-08-06 | 13G | FMR LLCwith 1 co-filers | 9.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 249 | $4.5B | 237,182,049 | 47 | 106 | 63 | 1.3% |
| Q1 2026 | 233 | $1.8B | 182,625,519 | 44 | 91 | 46 | 0.7% |
| Q4 2025 | 213 | $1.5B | 171,233,324 | 40 | 60 | 47 | 0.4% |
| Q3 2025 | 183 | $858.7M | 164,193,815 | 20 | 55 | 57 | 0.5% |
| Q2 2025 | 189 | $576.3M | 167,524,866 | 31 | 66 | 50 | 0.0% |
| Q1 2025 | 192 | $424.5M | 162,715,178 | 34 | 65 | 55 | 0.1% |
| Q4 2024 | 183 | $657.7M | 160,437,122 | 28 | 80 | 32 | 0.1% |
| Q3 2024 | 180 | $1.2B | 163,573,499 | 45 | 66 | 42 | 0.1% |
| Q2 2024 | 165 | $821.9M | 126,518,136 | 18 | 67 | 48 | 0.0% |
| Q1 2024 | 171 | $1.1B | 130,172,424 | 26 | 63 | 43 | 0.0% |
| Q4 2023 | 154 | $1.4B | 123,493,535 | 20 | 48 | 45 | 0.0% |
| Q3 2023 | 150 | $996.0M | 118,595,820 | 18 | 57 | 38 | 0.0% |
| Q2 2023 | 141 | $1.5B | 115,760,341 | 25 | 56 | 32 | 0.2% |
| Q1 2023 | 135 | $2.1B | 125,566,209 | 30 | 37 | 43 | 0.3% |
| Q4 2022 | 134 | $1.6B | 110,953,666 | 24 | 56 | 27 | 0.1% |
| Q3 2022 | 156 | $2.8B | 123,464,355 | 32 | 64 | 27 | 0.3% |
| Q2 2022 | 140 | $2.0B | 120,596,589 | 19 | 66 | 20 | 0.3% |
| Q1 2022 | 137 | $3.4B | 113,104,557 | 23 | 39 | 36 | 0.1% |
| Q4 2021 | 131 | $3.5B | 113,023,065 | 14 | 71 | 20 | 0.2% |
| Q3 2021 | 137 | $2.9B | 91,778,642 | 24 | 50 | 29 | 0.4% |
| Q2 2021 | 125 | $3.3B | 91,162,734 | 10 | 61 | 22 | 0.0% |
| Q1 2021 | 137 | $3.0B | 85,594,372 | 29 | 64 | 25 | 0.0% |
| Q4 2020 | 115 | $3.6B | 87,713,350 | 31 | 32 | 19 | 0.0% |
| Q3 2020 | 94 | $3.6B | 90,307,645 | 94 | 0 | 0 | 0.0% |