What is the 13F Pro Quality Score for RLAY?

13F Pro ranks Relay Therapeutics, Inc. (RLAY) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View RLAY's current score at https://13fpro.ai/company/RLAY (free sign-up required for the full ranking).

Which hedge funds own the most RLAY stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of RLAY include SB INVESTMENT ADVISERS (UK) LTD, FMR, Casdin Capital,. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/RLAY as soon as new 13F filings post.

Where does 13F Pro source RLAY data?

All Relay Therapeutics, Inc. fundamentals and ownership data come directly from SEC EDGAR. Relay Therapeutics, Inc. files with the SEC under CIK 1812364. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is RLAY in?

Relay Therapeutics, Inc. (RLAY) is classified in the Healthcare sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/healthcare.

How often is RLAY research updated on 13F Pro?

RLAY's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Relay Therapeutics, Inc.(RLAY)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Healthcare →Nasdaqmid

Institutional-grade research for retail investors

SEC EDGAR: CIK 1812364 RLAY stock profile & AI dashboard →

13F Pro Quality Score

19.5/100

Rank #2,791 of 2,961 stocks

View Healthcare peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

29.2/100

Profitability

1.4/100

Balance Sheet

6.8/100

Earnings Quality

26.4/100

Free Cash Flow

1.4/100

Institutional Flow

94.6/100

Revenue Scale

2.2/100

Dilution Risk

1.2/100

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Why RLAY Scores 20/100

exact factor attribution · 2026-09-11

RLAY's composite is driven by earnings growth and institutional flow, held back by free cash flow and profitability. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Earnings growth

+2.3 pts

95th pct

Institutional flow

+2.2 pts

95th pct

Earnings quality

-2.4 pts

26th pct

Shareholder dilution

-2.4 pts

1th pct

Revenue growth

-4.2 pts

29th pct

Capital efficiency

-4.3 pts

7th pct

Scale

-7.2 pts

2th pct

Profitability

-7.3 pts

1th pct

Free cash flow

-7.3 pts

1th pct

Latest change (2026-08-06): 13 → 26 · ↑ Revenue growth 30→99; despite ↓ Institutional flow 71→58

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

Unusual Activity in RLAY

Events flagged as statistical outliers against RLAY's own multi-year baseline — not fixed dollar thresholds.

Score shock2026-08-06
RLAY quality score jumped 13 points (13→26) on a new filing
View source filing →

RLAY Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Relay Therapeutics, Inc. (RLAY), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores RLAY at 19.5/100 on a 32-signal composite quality model, placing it at rank #2,791 of 2,961 stocks — the bottom half of the AI-ranked universe. RLAY scores in the top quartile across institutional flow (94.6). Areas of concern include profitability (1.4) and free cash flow (1.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 1.2/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Relay Therapeutics, Inc. reports quarterly revenue of $350.0K, net income of $-83.7M. Top institutional holders of RLAY by reported 13-F value include SB INVESTMENT ADVISERS (UK) LTD, FMR, Casdin Capital, based on the most recent SEC filings. RLAY trades on the Nasdaq exchange and files with the SEC under CIK 1812364. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate RLAY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Relay Therapeutics, Inc. directly from SEC EDGAR. Relay Therapeutics, Inc.'s 13F Pro composite quality score has ranged between 7 and 31 since 2021, currently 19.5 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about Relay Therapeutics, Inc.

Quirks, history, and lore behind RLAY — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. clinical-stage biopharmaceutical company · listed on Nasdaq · headquartered in Cambridge, Massachusetts · focused on precision oncology.
2
The Numbers
Like most clinical-stage biotechs, it carries no product revenue and burns through hundreds of millions in R&D annually — the pipeline IS the business.
3
The History
Founded around 2016, it emerged from a collaboration between computational biologists and drug hunters who believed protein motion — not just protein shape — held the key to new medicines.
4
The Secret
Its core platform treats proteins as dynamic, moving machines rather than static structures, letting it drug targets that traditional structure-based approaches called "undruggable."
5
The Lore
It was co-founded with deep ties to D.E. Shaw Research, the computational science lab famous for building a custom supercomputer just to simulate protein dynamics at atomic resolution.
6
The Giveaway
Its name literally means to pass the baton — fitting for a company whose motion-based drug discovery platform hands off insights from physics simulations straight into the clinic.

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Revenue

Q2 2026

$350.0K

Net Income

Q2 2026

$-83.7M

ROIC

Q2 2026

-40.8%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+53.4% YoY

$15.4MFY 2025

FY22 $1.4MFY23 $25.5MFY24 $10.0MFY25 $15.4M

Net Income

+18.1% YoY

$-276.5MFY 2025

FY22 $-290.5MFY23 $-342.0MFY24 $-337.7MFY25 $-276.5M

Operating Income

+18.7% YoY

$-302.7MFY 2025

FY22 $-299.3MFY23 $-373.0MFY24 $-372.5MFY25 $-302.7M

EPS (Diluted)

+31.8% YoY

$-1.61FY 2025

FY22 $-2.59FY23 $-2.79FY24 $-2.36FY25 $-1.61

Total Assets

-28.7% YoY

$621.3MFY 2025

FY22 $1.10BFY23 $844.0MFY24 $871.3MFY25 $621.3M

Op. Cash Flow

+5.5% YoY

$-235.5MFY 2025

FY22 $-229.5MFY23 $-300.3MFY24 $-249.1MFY25 $-235.5M

Free Cash Flow

+6.1% YoY

$-235.9MFY 2025

FY22 $-238.6MFY23 $-304.4MFY24 $-251.1MFY25 $-235.9M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$15.4M +53.4%	$10.0M -60.8%	$25.5M +1749.8%	$1.4M -54.4%	$3.0M -96.3%	$82.7M
Net Income	$-276.5M +18.1%	$-337.7M +1.2%	$-342.0M -17.7%	$-290.5M +20.2%	$-363.9M -594.3%	$-52.4M
Operating Income	$-302.7M +18.7%	$-372.5M +0.1%	$-373.0M -24.6%	$-299.3M +17.9%	$-364.7M -553.6%	$-55.8M
EPS (Diluted)	$-1.61 +31.8%	$-2.36 +15.4%	$-2.79 -7.7%	$-2.59 +32.2%	$-3.82 +29.3%	$-5.40
Total Assets	$621.3M -28.7%	$871.3M +3.2%	$844.0M -23.3%	$1.10B +9.1%	$1.01B +26.1%	$799.8M
Operating Cash Flow	$-235.5M +5.5%	$-249.1M +17.1%	$-300.3M -30.9%	$-229.5M -208.4%	$-74.4M +27.4%	$-102.5M
Free Cash Flow	$-235.9M +6.1%	$-251.1M +17.5%	$-304.4M -27.6%	$-238.6M -206.3%	$-77.9M +25.4%	$-104.4M

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Available Research

13F Pro tracks comprehensive data for Relay Therapeutics, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of RLAY

SB INVESTMENT ADVISERS (UK) LTD
$522.1M27,904,963 sh
FMR LLC
$376.3M20,110,113 sh
Casdin Capital, LLC
$300.0M16,035,240 sh
BlackRock, Inc.
$286.0M15,288,202 sh
PERCEPTIVE ADVISORS LLC
$263.9M14,106,187 sh
Commodore Capital LP
$224.5M12,000,000 sh
STATE STREET CORP
$189.5M10,125,381 sh
VANGUARD CAPITAL MANAGEMENT LLC
$167.7M8,964,423 sh
PRICE T ROWE ASSOCIATES INC /MD/
$144.2M7,708,507 sh
Nextech Invest, Ltd.
$126.8M6,776,506 sh

Fund	Value	Shares
SB INVESTMENT ADVISERS (UK) LTD	$522.1M	27,904,963
FMR LLC	$376.3M	20,110,113
Casdin Capital, LLC	$300.0M	16,035,240
BlackRock, Inc.	$286.0M	15,288,202
PERCEPTIVE ADVISORS LLC	$263.9M	14,106,187
Commodore Capital LP	$224.5M	12,000,000
STATE STREET CORP	$189.5M	10,125,381
VANGUARD CAPITAL MANAGEMENT LLC	$167.7M	8,964,423
PRICE T ROWE ASSOCIATES INC /MD/	$144.2M	7,708,507
Nextech Invest, Ltd.	$126.8M	6,776,506

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Is RLAY a good stock to buy?

13F Pro's AI-powered analysis of Relay Therapeutics, Inc. (RLAY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for RLAY are available on the RLAY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. RLAY is classified as a mid company.

Which hedge funds own RLAY?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling RLAY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Relay Therapeutics, Inc.'s investment landscape.