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RLAY in the 13F filings

Relay Therapeutics Inc · CUSIP 75943R102

Sector · Pharmaceuticals and biotechnologyTheme · Biological productsTheme · Healthcare: biopharma and medtech· L3VLUP-defined
Quarter
Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
19 Feb 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
25
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 1 listed it in both
Shares listed
27,887,171
combined, among listed positions
Reported value
$236m
combined, at the quarter end

Among the 92 comparable managers: 14 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +2,585,936.

Managers listing RLAY in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

25 of 25 holders

ActionFiling
Point72 Asset Management LP13,859,172$117m0.13%Trimmed-914,50417 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC2,099,912$18munder 0.1%Added+924,94117 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,645,403$14munder 0.1%Added+507,72217 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP1,560,265$13munder 0.1%Added+464,63017 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP1,289,800$11munder 0.1%Added+165,50017 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC1,163,124$9.8munder 0.1%Trimmed-137,91217 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP1,141,880$9.7m0.08%Newnew17 Feb 2026 (the filing on sec.gov)
Millennium Management LLC896,909$7.6munder 0.1%Added+152,86517 Feb 2026 (the filing on sec.gov)
Invesco Ltd865,481$7.3munder 0.1%Added+504,29119 Feb 2026 (the filing on sec.gov)
Woodline Partners LP679,115$5.7munder 0.1%Trimmed-339,00017 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC647,899$5.5munder 0.1%Trimmed-375,21112 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC456,648$3.9munder 0.1%Trimmed-44,59010 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP451,500$3.8munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP222,929$1.9munder 0.1%Added+86,04017 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)162,222$1.4munder 0.1%Trimmed-52017 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP145,251$1.2munder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC114,143$966kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC94,210$797kunder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Man Group PLC87,037$736kunder 0.1%Trimmed-100,78417 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp84,163$712kunder 0.1%Added+7,71717 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC76,476$647kunder 0.1%Trimmed-108,47512 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC61,853$523kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd36,873$312kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
PDT Partners LLC28,906$245kunder 0.1%Trimmed-24,73117 Feb 2026 (the filing on sec.gov)
Winton Group Ltd16,000$135kunder 0.1%Newnew11 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
4 in Q2 2024 to 2 in Q2 2026

Tracked managers listing it, at least.

0246820212022202320242025
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
RLAY by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20202$57mn.a.n.a.
Q4 20204$23mn.a.n.a.
Q1 20213$21mn.a.n.a.
Q2 20212$18mn.a.n.a.
Q3 20214$449mn.a.n.a.
Q4 20214$515mn.a.n.a.
Q1 20225$514mn.a.n.a.
Q2 20224$16mn.a.n.a.
Q3 20227$131mn.a.n.a.
Q4 20223$16mn.a.n.a.
Q1 20234$129mn.a.n.a.
Q2 20233$8.6mn.a.n.a.
Q3 20234$6.9mn.a.n.a.
Q4 20234$12m21
Q1 20244$7.6m13
Q2 20244$5.8m22
Q3 20242$2.9m12
Q4 20241$447k01
Q1 20251$28m10
Q2 20251$47m10
Q3 20251$77m10
Q4 20253$127m1410
Q2 20262$25m1413

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

RLAY and GILD →RLAY and AMGN →RLAY and ARGX →Choose a stock to compare with RLAY →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own RLAY, latest filings →Back to the 13F Explorer →