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RLAY — RELAY THERAPEUTICS INC

Reported value held$1.77B
Funds holding (latest)44
SectorHealth Care
Funds holding (Q2 2026)35
Institutional value$1.55B · 90.37M sh
New / Add / Cut / Exit4 / 25 / 6 / 1
Top-5 / Top-10 concentration72.5% / 87.2%
Institutional holdings change Accumulating +61.0% (+34.25M sh)
Institutional value change Up +187.0%

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.

FundQuarterSharesValuePortfolio WeightChange
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

View all 44 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 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

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