Relay Therapeutics, Inc. (RLAY) — Institutional Holders, Q2 2026
261 institutional investment managers reported a RLAY position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
RLAY in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- FMRAdded · +16,414,682 sh+$307.1M
- PRICE T ROWE ASSOCIATESAdded · +5,783,569 sh+$108.2M
- PERCEPTIVE ADVISORSAdded · +4,355,046 sh+$81.5M
- ALLIANCEBERNSTEIN L.P.Added · +3,950,349 sh+$73.9M
- STATE STREETAdded · +3,891,836 sh+$72.8M
Biggest sellers
- Commodore CapitalTrimmed · -5,000,000 sh-$93.5M
- BALYASNY ASSET MANAGEMENT L.P.Trimmed · -2,926,190 sh-$54.7M
- Bellevue Group AGTrimmed · -1,609,272 sh-$30.1M
- EcoR1 CapitalTrimmed · -1,206,814 sh-$22.6M
- MARSHALL WACE, LLPTrimmed · -923,982 sh-$17.3M
RLAY 13F holders ranked 1–100 of 261
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | SB INVESTMENT ADVISERS (UK) LTD#1 · 27,904,963 sh | 27,904,963 | $522.1M | 6.81% | 0.0% |
| 2 | FMR#2 · 20,110,113 sh | 20,110,113 | $376.3M | 0.02% | +444.2% |
| 3 | Casdin Capital#3 · 16,035,240 sh | 16,035,240 | $300.0M | 15.02% | +11.2% |
| 4 | BlackRock#4 · 15,288,202 sh | 15,288,202 | $286.0M | <0.01% | +17.8% |
| 5 | PERCEPTIVE ADVISORS#5 · 14,106,187 sh | 14,106,187 | $263.9M | 3.96% | +44.7% |
| 6 | Commodore Capital#6 · 12,000,000 sh | 12,000,000 | $224.5M | 13.37% | -29.4% |
| 7 | STATE STREET#7 · 10,125,381 sh | 10,125,381 | $189.5M | <0.01% | +62.4% |
| 8 | VANGUARD CAPITAL MANAGEMENT#8 · 8,964,423 sh | 8,964,423 | $167.7M | <0.01% | +21.3% |
| 9 | PRICE T ROWE ASSOCIATES#9 · 7,708,507 sh | 7,708,507 | $144.2M | 0.01% | +300.5% |
| 10 | Nextech Invest, Ltd.#10 · 6,776,506 sh | 6,776,506 | $126.8M | 6.02% | +22.6% |
| 11 | Bellevue Group AG#11 · 6,185,970 sh | 6,185,970 | $115.7M | 2.44% | -20.6% |
| 12 | GEODE CAPITAL MANAGEMENT#12 · 4,726,576 sh | 4,726,576 | $88.4M | <0.01% | +34.6% |
| 13 | TCG Crossover Management#13 · 4,273,356 sh | 4,273,356 | $80.0M | 1.92% | 0.0% |
| 14 | MORGAN STANLEY#14 · 3,851,071 sh | 3,851,071 | $72.1M | <0.01% | +168.9% |
| 15 | Siren, L.L.C.#15 · 3,650,000 sh | 3,650,000 | $68.3M | 1.38% | New |
| 16 | GOLDMAN SACHS GROUP#16 · 3,408,701 sh | 3,408,701 | $63.8M | <0.01% | +34.1% |
| 17 | WESTFIELD CAPITAL MANAGEMENT#17 · 3,343,496 sh | 3,343,496 | $62.6M | 0.20% | New |
| 18 | Kynam Capital Management#18 · 3,300,000 sh | 3,300,000 | $61.7M | 3.41% | +131.7% |
| 19 | DIMENSIONAL FUND ADVISORS#19 · 3,127,564 sh | 3,127,564 | $58.5M | 0.01% | +6.4% |
| 20 | Spruce Street Capital#20 · 2,984,125 sh | 2,984,125 | $55.8M | 10.95% | 0.0% |
| 21 | VANGUARD PORTFOLIO MANAGEMENT#21 · 2,892,785 sh | 2,892,785 | $54.1M | <0.01% | +55.2% |
| 22 | BAKER BROS. ADVISORS#22 · 2,826,783 sh | 2,826,783 | $52.9M | 0.27% | +143.7% |
| 23 | BANK OF AMERICA#23 · 2,695,108 sh | 2,695,108 | $50.4M | <0.01% | +39.1% |
| 24 | MPM BioImpact#24 · 2,415,672 sh | 2,415,672 | $45.2M | 2.76% | +2.4% |
| 25 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#25 · 2,238,929 sh | 2,238,929 | $41.9M | 0.02% | +235.0% |
| 26 | ALLIANCEBERNSTEIN L.P.#26 · 4,095,600 sh | 4,095,600 | $40.8M | 0.01% | +2719.7% |
| 27 | Pictet Asset Management Holding SA#27 · 2,077,297 sh | 2,077,297 | $39.2M | 0.04% | New |
| 28 | NORTHERN#28 · 1,953,456 sh | 1,953,456 | $36.5M | <0.01% | +16.6% |
| 29 | T. Rowe Price Investment Management#29 · 1,915,459 sh | 1,915,459 | $35.8M | 0.02% | New |
| 30 | FRANKLIN RESOURCES#30 · 1,856,913 sh | 1,856,913 | $34.7M | <0.01% | +3696.2% |
| 31 | Polar Capital Plc#31 · 1,789,056 sh | 1,789,056 | $33.5M | 0.08% | New |
| 32 | ADAGE CAPITAL PARTNERS GP, L.L.C.#32 · 1,740,000 sh | 1,740,000 | $32.6M | 0.05% | -32.8% |
| 33 | CHARLES SCHWAB INVESTMENT MANAGEMENT#33 · 1,500,817 sh | 1,500,817 | $28.1M | <0.01% | +35.0% |
| 34 | Elmind Capital#34 · 1,465,279 sh | 1,465,279 | $27.4M | 6.89% | +172.9% |
| 35 | Alphabet#35 · 1,410,029 sh | 1,410,029 | $26.4M | 0.03% | -9.9% |
| 36 | PANAGORA ASSET MANAGEMENT#36 · 1,291,182 sh | 1,291,182 | $24.2M | 0.07% | +57.8% |
| 37 | AQR CAPITAL MANAGEMENT#37 · 1,279,473 sh | 1,279,473 | $23.9M | <0.01% | -0.8% |
| 38 | Foresite Capital Management IV#38 · 1,250,000 sh | 1,250,000 | $23.4M | 8.06% | +25.0% |
| 39 | VANGUARD FIDUCIARY#39 · 1,224,006 sh | 1,224,006 | $22.9M | <0.01% | +35.9% |
| 40 | UBS Group AG#40 · 1,094,980 sh | 1,094,980 | $20.5M | <0.01% | +107.5% |
| 41 | FIRST ADVISORS#41 · 1,075,126 sh | 1,075,126 | $20.1M | 0.01% | New |
| 42 | Affinity Asset Advisors#42 · 1,050,000 sh | 1,050,000 | $19.6M | 0.89% | +162.5% |
| 43 | Frazier Life Sciences Management, L.P.#43 · 1,015,693 sh | 1,015,693 | $19.0M | 0.41% | New |
| 44 | Squadron Capital Management#44 · 970,000 sh | 970,000 | $18.1M | 5.63% | +44.2% |
| 45 | Connor, Clark & Lunn Investment Management Ltd.#45 · 961,702 sh | 961,702 | $18.0M | 0.03% | +14.9% |
| 46 | Woodline Partners#46 · 929,692 sh | 929,692 | $17.4M | 0.05% | +36.9% |
| 47 | JPMORGAN CHASE#47 · 801,657 sh | 801,657 | $16.0M | <0.01% | +23.8% |
| 48 | Timothy G. Youngquist 2020 Irrevocable#48 · 801,464 sh | 801,464 | $15.0M | — | +60.6% |
| 49 | RAYMOND JAMES FINANCIAL#49 · 783,065 sh | 783,065 | $14.7M | <0.01% | +126.1% |
| 50 | JUPITER ASSET MANAGEMENT LTD#50 · 719,576 sh | 719,576 | $13.5M | 0.07% | New |
| 51 | TWO SIGMA INVESTMENTS#51 · 700,921 sh | 700,921 | $13.1M | <0.01% | -48.8% |
| 52 | EcoR1 Capital#52 · 697,948 sh | 697,948 | $13.1M | 0.63% | -63.4% |
| 53 | Invesco Ltd.#53 · 692,584 sh | 692,584 | $13.0M | <0.01% | +3.4% |
| 54 | CONGRESS ASSET MANAGEMENT#54 · 626,141 sh | 626,141 | $11.7M | — | +1.2% |
| 55 | MILLENNIUM MANAGEMENT#55 · 591,675 sh | 591,675 | $11.1M | <0.01% | +70.2% |
| 56 | TFG Asset Management GP Ltd#56 · 570,311 sh | 570,311 | $10.7M | 1.68% | +214.1% |
| 57 | Rhenman & Partners Asset Management AB#57 · 566,000 sh | 566,000 | $10.6M | 1.00% | +57.2% |
| 58 | ArrowMark Colorado#58 · 541,124 sh | 541,124 | $10.1M | 0.42% | 0.0% |
| 59 | HighVista Strategies#59 · 506,235 sh | 506,235 | $9.5M | 2.16% | +20.0% |
| 60 | AMERIPRISE FINANCIAL#60 · 480,076 sh | 480,076 | $9.0M | <0.01% | +34.5% |
| 61 | CITADEL ADVISORS#61 · 473,682 sh | 473,682 | $8.9M | <0.01% | +168.7% |
| 62 | Bank of New York Mellon#62 · 462,756 sh | 462,756 | $8.7M | <0.01% | +20.8% |
| 63 | BESSEMER GROUP#63 · 457,869 sh | 457,869 | $8.6M | 0.01% | 0.0% |
| 64 | Boxer Capital Management#64 · 450,000 sh | 450,000 | $8.4M | 0.63% | New |
| 65 | Eversept Partners#65 · 434,314 sh | 434,314 | $8.1M | 0.42% | +60.4% |
| 66 | MOORE CAPITAL MANAGEMENT#66 · 414,005 sh | 414,005 | $7.7M | 0.11% | New |
| 67 | LORD, ABBETT#67 · 410,723 sh | 410,723 | $7.7M | 0.02% | New |
| 68 | Nuveen#68 · 392,691 sh | 392,691 | $7.3M | <0.01% | +29.9% |
| 69 | abrdn plc#69 · 372,169 sh | 372,169 | $7.0M | <0.01% | New |
| 70 | Russell Investments Group, Ltd.#70 · 363,523 sh | 363,523 | $6.8M | <0.01% | +2058.7% |
| 71 | ADAR1 Capital Management#71 · 358,333 sh | 358,333 | $6.7M | 0.31% | New |
| 72 | Logos Global Management#72 · 350,000 sh | 350,000 | $6.5M | 0.28% | -53.3% |
| 73 | Duquesne Family Office#73 · 349,000 sh | 349,000 | $6.5M | 0.13% | New |
| 74 | TD ASSET MANAGEMENT#74 · 347,946 sh | 347,946 | $6.5M | <0.01% | +62.5% |
| 75 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#75 · 278,327 sh | 278,327 | $5.2M | <0.01% | +32.2% |
| 76 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#76 · 263,506 sh | 263,506 | $4.9M | <0.01% | +25.7% |
| 77 | CITIGROUP#77 · 248,233 sh | 248,233 | $4.6M | <0.01% | +734.3% |
| 78 | RHUMBLINE ADVISERS#78 · 241,076 sh | 241,076 | $4.5M | <0.01% | +11.1% |
| 79 | VOYA INVESTMENT MANAGEMENT#79 · 238,836 sh | 238,836 | $4.5M | <0.01% | +10.5% |
| 80 | Swiss National Bank#80 · 236,600 sh | 236,600 | $4.4M | <0.01% | -0.6% |
| 81 | SPHERA FUNDS MANAGEMENT LTD.#81 · 233,836 sh | 233,836 | $4.4M | 0.57% | -42.7% |
| 82 | DIADEMA PARTNERS#82 · 230,677 sh | 230,677 | $4.3M | 0.55% | New |
| 83 | ALPS ADVISORS#83 · 220,386 sh | 220,386 | $4.1M | 0.02% | +51.5% |
| 84 | WELLS FARGO & COMPANY#84 · 203,737 sh | 203,737 | $3.8M | <0.01% | +85.3% |
| 85 | RENAISSANCE TECHNOLOGIES#85 · 192,399 sh | 192,399 | $3.6M | <0.01% | -71.4% |
| 86 | ExodusPoint Capital Management#86 · 184,178 sh | 184,178 | $3.4M | 0.02% | New |
| 87 | Seven Fleet Capital Management#87 · 178,222 sh | 178,222 | $3.3M | 0.55% | -30.9% |
| 88 | Toroso Investments#88 · 176,782 sh | 176,782 | $3.3M | <0.01% | +14.7% |
| 89 | TEMA ETFS#89 · 176,782 sh | 176,782 | $3.3M | — | +14.7% |
| 90 | Rafferty Asset Management#90 · 174,785 sh | 174,785 | $3.3M | <0.01% | +16.0% |
| 91 | DEUTSCHE BANK AG\#91 · 164,036 sh | 164,036 | $3.1M | <0.01% | +26.6% |
| 92 | Verition Fund Management#92 · 158,017 sh | 158,017 | $3.0M | <0.01% | New |
| 93 | WELLINGTON MANAGEMENT GROUP LLP#93 · 156,906 sh | 156,906 | $2.9M | <0.01% | +163.7% |
| 94 | Trexquant Investment#94 · 152,017 sh | 152,017 | $2.8M | 0.02% | +61.3% |
| 95 | OSAIC#95 · 149,664 sh | 149,664 | $2.8M | <0.01% | -19.6% |
| 96 | Legal & General Group Plc#96 · 127,676 sh | 127,676 | $2.4M | <0.01% | +55.6% |
| 97 | IEQ CAPITAL#97 · 126,829 sh | 126,829 | $2.4M | 0.01% | -38.2% |
| 98 | STATE OF WISCONSIN INVESTMENT BOARD#98 · 125,949 sh | 125,949 | $2.4M | <0.01% | -22.4% |
| 99 | Aquatic Capital Management#99 · 120,197 sh | 120,197 | $2.2M | 0.08% | +149.8% |
| 100 | Creative Planning#100 · 114,131 sh | 114,131 | $2.1M | <0.01% | +12.6% |
Funds that sold out of RLAY in Q2 2026 (31)
Held RLAY at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Kalehua Capital Management901,457 sh | 901,457 | $9.0M |
| Qube Research & Technologies Ltd619,652 sh | 619,652 | $6.2M |
| Longaeva Partners L.P.470,544 sh | 470,544 | $4.7M |
| JANE STREET GROUP423,536 sh | 423,536 | $4.2M |
| Hudson Bay Capital Management311,330 sh | 311,330 | $3.1M |
| ACADIAN ASSET MANAGEMENT290,352 sh | 290,352 | $2.9M |
| Engineers Gate Manager141,452 sh | 141,452 | $1.4M |
| Schonfeld Strategic Advisors71,880 sh | 71,880 | $715.2K |
| PRELUDE CAPITAL MANAGEMENT61,899 sh | 61,899 | $615.9K |
| ALGERT GLOBAL48,510 sh | 48,510 | $483.0K |
| Cresset Asset Management36,495 sh | 36,495 | $363.1K |
| Mariner36,096 sh | 36,096 | $358.4K |
| Gotham Asset Management33,606 sh | 33,606 | $334.4K |
| OP Asset Management Ltd29,217 sh | 29,217 | $290.7K |
| NOMURA25,000 sh | 25,000 | $248.8K |
| OXFORD ASSET MANAGEMENT LLP22,521 sh | 22,521 | $224.1K |
| AIGEN INVESTMENT MANAGEMENT22,075 sh | 22,075 | $219.6K |
| Quadrature Capital Ltd21,123 sh | 21,123 | $210.2K |
| Y-Intercept (Hong Kong) Ltd17,516 sh | 17,516 | $174.3K |
| MIRABELLA FINANCIAL SERVICES LLP15,121 sh | 15,121 | $150.5K |
| AssuredPartners Investment Advisors12,062 sh | 12,062 | $150.2K |
| FOX RUN MANAGEMENT, L.L.C.15,284 sh | 15,284 | $142.9K |
| Focus Partners Advisor Solutions11,631 sh | 11,631 | $115.1K |
| 49 WEALTH MANAGEMENT11,029 sh | 11,029 | $109.7K |
| Focus Partners Wealth10,756 sh | 10,756 | $107.0K |
| GROUP ONE TRADING, L.P.6,638 sh | 6,638 | $66.0K |
| FNY Investment Advisers5,000 sh | 5,000 | $49.0K |
| Advisory Services Network1,697 sh | 1,697 | $16.9K |
| MAI Capital Management743 sh | 743 | $7.4K |
| Your Advocates Ltd., LLP100 sh | 100 | $995.00 |
| Root Financial Partners93 sh | 93 | $925.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.