RLAY — RELAY THERAPEUTICS INC
As of Q2 2026, 35 SEC-registered investment managers reported holding RLAY (RELAY THERAPEUTICS INC) in their latest 13F filings, with a combined reported value of $1.55B across 90.37M shares. That is +61.0% by share count (+34.25M shares) versus the previous quarter, while reported value moved +187.0%. Ownership is concentrated: the five largest holders account for 72.5% of reported value and the top ten for 87.2%.
Compared with the prior quarter, 4 opened new positions, 25 added to existing stakes, 6 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
RLAY is classified in the Health Care sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | Q2 2026 | 20.11M | $376.26M | 0.02% | Add |
| Casdin Capital history | Q2 2026 | 16.04M | $300.02M | 15.03% | Add |
| BlackRock Inc history | Q2 2026 | 15.29M | $286.04M | 0.00% | Add |
| Point72 Asset Management history | Q4 2025 | 13.86M | $117.25M | 0.14% | Reduce |
| Geode Capital Management history | Q2 2026 | 4.73M | $88.45M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 9.69M | $81.99M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 3.85M | $72.05M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 3.41M | $63.78M | 0.01% | Add |
| Bank of America Corp history | Q2 2026 | 2.70M | $50.43M | 0.00% | Add |
| Arrowstreet Capital history | Q2 2026 | 2.24M | $41.89M | 0.02% | Add |
| Northern Trust Corp history | Q2 2026 | 1.95M | $36.55M | 0.00% | Add |
| Franklin Resources history | Q2 2026 | 1.86M | $34.74M | 0.01% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 1.50M | $28.08M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 1.29M | $24.08M | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 1.28M | $23.94M | 0.01% | Reduce |
| UBS Group AG history | Q2 2026 | 1.09M | $20.49M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 801.66K | $15.97M | 0.00% | New |
| Two Sigma Investments history | Q2 2026 | 700.92K | $13.11M | 0.01% | Reduce |
| Invesco Ltd history | Q2 2026 | 692.58K | $12.96M | 0.00% | Add |
| Millennium Management history | Q2 2026 | 591.67K | $11.07M | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 801.66K sh · $15.97M
- Moore Capital Management 414.00K sh · $7.75M
- Lazard Asset Management 99.35K sh · $1.86M
- Principal Global Investors 10.46K sh · $195.67K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 65.57K sh · $652.12K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 13.69M | 16.21M | 16.24M | 13.34M | 11.96M | 9.73M | 8.81M | 2.96M | 2.11M | 1.45M | 1.09M | 70.48K | 89.77K | 96.68K | 43.02K | 158.18K | 162.74K | 162.22K | 3.70M | 20.11M |
| Casdin Capital | 3.67M | 3.86M | 3.86M | 4.07M | 4.68M | 3.03M | 5.70M | 6.00M | 6.92M | 7.39M | 7.42M | 8.45M | 9.25M | 8.95M | 9.10M | 11.40M | 11.34M | 13.00M | 14.42M | 16.04M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 11.74M | 14.67M | 14.48M | 13.95M | 13.76M | 13.23M | 12.98M | 15.29M |
| Geode Capital Management | 1.07M | 1.31M | 1.35M | 1.43M | 1.55M | 1.69M | 1.75M | 1.88M | 1.97M | 2.08M | 2.22M | 2.36M | 2.73M | 3.03M | 3.07M | 3.23M | 3.05M | 3.41M | 3.51M | 4.73M |
| Morgan Stanley | 446.79K | 523.49K | 431.48K | 626.12K | 342.34K | 2.37M | 562.13K | 777.47K | 657.54K | 728.70K | 1.16M | 1.24M | 962.11K | 1.30M | 1.59M | 1.42M | 1.76M | 2.02M | 1.43M | 3.85M |
| Goldman Sachs Group | 159.58K | 443.00K | 300.77K | 959.78K | 1.43M | 1.27M | 1.40M | 1.29M | 891.61K | 983.39K | 1.76M | 1.48M | 1.98M | 2.71M | 2.08M | 1.94M | 1.87M | 1.86M | 2.54M | 3.41M |
| Bank of America Corp | 36.31K | 153.14K | 84.82K | 121.36K | 152.03K | 354.49K | 625.90K | 378.76K | 264.35K | 312.19K | 741.70K | 795.48K | 1.25M | 457.29K | 554.43K | 1.32M | 1.20M | 1.04M | 1.94M | 2.70M |
| Arrowstreet Capital | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 668.29K | 2.24M |
| Northern Trust Corp | 575.93K | 684.39K | 650.35K | 798.95K | 817.84K | 882.29K | 872.42K | 794.23K | 801.36K | 824.35K | 828.41K | 814.41K | 938.27K | 1.17M | 1.14M | 1.16M | 1.17M | 1.14M | 1.68M | 1.95M |
| Franklin Resources | — | — | — | — | — | — | — | — | — | 29.91K | 29.89K | 35.06K | 1.40M | 58.80K | 171.08K | 394.12K | 379.36K | 48.91K | 48.91K | 1.86M |
| Charles Schwab Investment Management | 428.32K | 528.02K | 544.59K | 545.48K | 618.97K | 654.44K | 653.88K | 672.39K | 714.80K | 877.81K | 912.16K | 821.39K | 1.04M | 1.01M | 1.06M | 1.11M | 1.11M | 1.14M | 1.11M | 1.50M |
| Citadel Advisors | 246.85K | 252.76K | 100.09K | 267.62K | 435.94K | 142.56K | 114.72K | 338.31K | 1.70M | 606.79K | 243.10K | 1.17M | 2.93M | 702.48K | 390.77K | 36.10K | 25.20K | 150.44K | 202.37K | 1.29M |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | 11.50K | 14.55K | 67.24K | 23.39K | 326.13K | 364.95K | 1.08M | 1.30M | 1.16M | 1.29M | 1.28M |
| UBS Group AG | 10.88K | 94.24K | 116.52K | 64.63K | 20.43K | 263.10K | 170.66K | 194.70K | 60.96K | 186.30K | 287.93K | 189.32K | 191.72K | 343.25K | 275.56K | 173.09K | 152.25K | 296.02K | 527.61K | 1.09M |
| JPMorgan Chase & Co | 1.43M | 3.37M | 3.27M | 4.94M | 5.02M | 4.47M | 6.00K | 4.99M | 5.14M | 6.07M | 3.72M | 3.96M | 5.52M | 4.98M | 4.91M | 4.34M | 462.38K | 425.96K | — | 801.66K |
| Two Sigma Investments | 191.89K | — | — | 23.91K | — | — | — | — | 400.67K | 404.92K | 587.69K | 730.02K | 1.02M | 816.09K | 843.86K | 1.02M | 1.10M | 1.56M | 1.37M | 700.92K |
| Invesco Ltd | 27.39K | 29.84K | 53.33K | 57.62K | 57.81K | 58.87K | 73.95K | 126.88K | 153.31K | 147.08K | 116.88K | 114.51K | 114.16K | 119.42K | 184.83K | 273.38K | 361.19K | 865.48K | 669.87K | 692.58K |
| Millennium Management | 27.76K | 21.03K | 13.76K | 185.56K | 40.23K | 629.34K | 190.00K | 1.57M | 958.20K | 186.97K | 227.91K | 1.15M | 1.06M | 2.57M | 2.94M | 1.87M | 744.04K | 896.91K | 347.73K | 591.67K |
| BNY Mellon | 234.88K | 280.93K | 286.89K | 297.62K | 342.25K | 388.49K | 376.00K | 321.76K | 322.52K | 322.06K | 306.45K | 354.67K | 278.71K | 328.90K | 329.90K | 358.37K | 371.58K | 378.70K | 382.92K | 462.76K |
| Moore Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 414.00K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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