Security Snapshot

Relay Therapeutics, Inc. - Common Stock, par value $0.001 per share (RLAY) Institutional Ownership

CUSIP: 75943R102

13F Institutional Holders and Ownership History from Q3 2020 to Q2 2026

Latest Period

Q1 2026

Institutions Reporting

241

Shares (Excl. Options)

183,654,386

Price

$9.95

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+9,415,160
Value change
+$121,908,026
Number of holders
241
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
4,389,099
SEC-reported price per share
$18.73
Insider filing price
$18.73
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • RLAY - Relay Therapeutics, Inc. - Common Stock, par value $0.001 per share is tracked under CUSIP 75943R102.
  • 241 institutions reported positions in Q1 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 241 to 38 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $1,826,833,241 to $75,122,400.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 241 institutions filings for Q1 2026.

Open SEC evidence

Security key

75943R102

Latest holder period

Q1 2026

13F holders

241

13D/G owners

4

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
4
Security
RLAY
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Commodore Capital LP 9.9% +26% $88,740,000 +$19,053,000 17,000,000 +27% Commodore Capital LP 30 Sep 2025
Casdin Capital, LLC 7.5% $110,010,236 13,003,574 CASDIN CAPITAL, LLC 31 Dec 2025
BlackRock, Inc. 6.1% -30% $32,882,558 -$13,928,338 10,308,012 -30% BlackRock, Inc. 31 Mar 2025
PERCEPTIVE ADVISORS LLC 10% +94% $4,362,830 -$89,215,124 438,471 -95% Perceptive Advisors LLC 06 Apr 2026

As of 31 Mar 2026, 241 institutional investors reported holding 183,654,386 shares of Relay Therapeutics, Inc. - Common Stock, par value $0.001 per share (RLAY). This represents 4184% of the company’s total 4,389,099 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
3400%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SB INVESTMENT ADVISERS (UK) LTD 636% 27,904,963 0% 3.6% $277,654,382
Commodore Capital LP 387% 17,000,000 0% 9.8% $169,150,000
Casdin Capital, LLC 329% 14,418,574 +11% 11% $143,464,811
BlackRock, Inc. 296% 12,975,299 -1.9% 0% $129,104,225
PERCEPTIVE ADVISORS LLC 222% 9,751,141 +412% 1.9% $97,023,853
Bellevue Group AG 178% 7,795,242 -6.6% 1.8% $77,562,658
VANGUARD CAPITAL MANAGEMENT LLC 168% 7,387,465 0% 0% $73,505,277
STATE STREET CORP 142% 6,233,545 -3% 0% $62,023,773
Nextech Invest, Ltd. 126% 5,526,506 +18% 3.9% $54,988,735
TCG Crossover Management, LLC 97% 4,273,356 +33% 1.2% $42,519,892
FMR LLC 84% 3,695,431 +2178% 0% $36,769,536
GEODE CAPITAL MANAGEMENT, LLC 80% 3,510,636 +3% 0% $34,938,159
Balyasny Asset Management L.P. 69% 3,039,179 +45% 0.06% $30,239,831
Spruce Street Capital LP 68% 2,984,125 0% 7.1% $29,692,044
DIMENSIONAL FUND ADVISORS LP 67% 2,940,536 +19% 0.01% $29,248,486
ADAGE CAPITAL PARTNERS GP, L.L.C. 59% 2,590,000 +418% 0.04% $25,770,500
GOLDMAN SACHS GROUP INC 58% 2,541,861 +37% 0% $25,291,517
MPM BIOIMPACT LLC 54% 2,359,586 +5.7% 1.8% $23,477,881
BANK OF AMERICA CORP /DE/ 44% 1,937,695 +86% 0% $19,280,066
PRICE T ROWE ASSOCIATES INC /MD/ 44% 1,924,938 +17% 0% $19,154,000
EcoR1 Capital, LLC 43% 1,904,762 0.81% $18,952,382
VANGUARD PORTFOLIO MANAGEMENT LLC 42% 1,863,565 0% 0% $18,542,472
NORTHERN TRUST CORP 38% 1,675,387 +47% 0% $16,670,101
Alphabet Inc. 36% 1,564,173 -0.29% 0.39% $15,563,521
MORGAN STANLEY 33% 1,432,003 -29% 0% $14,248,431

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
24
Latest
Q1 2026
Rows shown
1-24 of 24
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 3,991,033 $75,122,400 +$50,974,953 $18.71 38
2026 Q1 183,654,386 $1,826,833,241 +$121,908,026 $9.95 241
2025 Q4 173,567,140 $1,468,277,175 +$55,238,266 $8.46 226
2025 Q3 166,100,415 $866,877,590 -$18,449,389 $5.22 195
2025 Q2 170,927,354 $591,366,333 +$36,190,035 $3.46 203
2025 Q1 162,665,545 $426,190,863 -$16,276,230 $2.62 205
2024 Q4 163,889,986 $675,297,060 -$42,360,167 $4.12 197
2024 Q3 163,415,012 $1,156,675,796 +$253,277,512 $7.08 193
2024 Q2 126,697,163 $826,050,230 -$42,426,305 $6.52 171
2024 Q1 132,236,260 $1,097,561,545 +$24,572,655 $8.30 182
2023 Q4 127,244,702 $1,400,985,578 -$17,110,979 $11.01 176
2023 Q3 130,456,510 $1,097,122,997 -$2,918,566 $8.41 169
2023 Q2 129,294,786 $1,623,964,520 -$20,848,790 $12.56 159
2023 Q1 131,039,866 $2,156,444,291 +$53,163,179 $16.47 155
2022 Q4 128,192,171 $1,915,159,649 +$58,936,160 $14.94 163
2022 Q3 123,551,085 $2,763,964,560 +$25,518,843 $22.37 153
2022 Q2 120,596,011 $2,019,993,086 +$124,571,798 $16.75 137
2022 Q1 113,095,261 $3,384,210,971 +$67,735,824 $29.93 133
2021 Q4 110,982,949 $3,407,692,692 +$588,792,014 $30.71 128
2021 Q3 91,778,622 $2,894,965,132 +$74,331,777 $31.53 132
2021 Q2 89,144,608 $3,261,742,353 +$138,052,473 $36.59 124
2021 Q1 85,493,244 $2,955,555,198 -$171,240,328 $34.57 135
2020 Q4 87,701,562 $3,644,892,889 +$108,159,345 $41.56 115
2020 Q3 84,683,348 $3,603,495,710 +$3,603,495,710 $42.59 94
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