| 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 |
| Point72 Asset Management, L.P. | 7.8% | +35% | $50,152,476 | +$13,993,047 | 13,445,704 | +39% | Point72 Asset Management, L.P. | 30 Jun 2025 |
| BlackRock, Inc. | 6.1% | -30% | $32,882,558 | -$13,928,338 | 10,308,012 | -30% | BlackRock, Inc. | 31 Mar 2025 |
| VANGUARD GROUP INC | 5.5% | -24% | $32,454,284 | -$9,430,469 | 9,379,851 | -23% | The Vanguard Group | 30 Jun 2025 |
As of 30 Sep 2025, 196 institutional investors reported holding 166,222,637 shares of Relay Therapeutics, Inc. - Common Stock, par value $0.0001 per share (RLAY). This represents 97% of the company’s total 171,717,172 outstanding shares.
The largest institutional shareholders of Relay Therapeutics, Inc. - Common Stock, par value $0.0001 per share (RLAY) together control 85% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| SB INVESTMENT ADVISERS (UK) LTD | 16% | 27,904,963 | 0% | 1.1% | $145,663,907 |
| Commodore Capital LP | 9.9% | 17,000,000 | +27% | 4.3% | $88,740,000 |
| Point72 Asset Management, L.P. | 8.6% | 14,773,676 | +9.9% | 0.17% | $77,118,589 |
| BlackRock, Inc. | 8% | 13,759,382 | -1.4% | 0% | $71,823,974 |
| Casdin Capital, LLC | 6.6% | 11,341,381 | -0.5% | 4.9% | $59,202,009 |
| VANGUARD GROUP INC | 5.5% | 9,395,744 | +0.17% | 0% | $49,045,785 |
| Bellevue Group AG | 4.9% | 8,345,610 | +1.4% | 0.91% | $43,564,084 |
| TANG CAPITAL MANAGEMENT LLC | 4.7% | 8,068,058 | 0% | 1.6% | $42,115,263 |
| STATE STREET CORP | 3% | 5,065,990 | -2.6% | 0% | $26,444,468 |
| Nextech Invest, Ltd. | 2.2% | 3,846,409 | 0% | 3.1% | $20,078,255 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.8% | 3,054,586 | -5.4% | 0% | $15,947,600 |
| Kynam Capital Management, LP | 1.7% | 2,887,014 | 0% | 1.1% | $15,070,213 |
| DIMENSIONAL FUND ADVISORS LP | 1.4% | 2,482,950 | -11% | 0% | $12,960,818 |
| MPM BIOIMPACT LLC | 1.3% | 2,282,680 | 0% | 2% | $11,915,590 |
| GOLDMAN SACHS GROUP INC | 1.1% | 1,868,871 | -3.4% | 0% | $9,755,506 |
| TCG Crossover Management, LLC | 1.1% | 1,810,351 | 0.46% | $9,450,032 | |
| MORGAN STANLEY | 1% | 1,764,096 | +24% | 0% | $9,208,581 |
| Alphabet Inc. | 0.91% | 1,568,753 | 0% | 0.34% | $8,188,891 |
| AQR CAPITAL MANAGEMENT LLC | 0.76% | 1,301,036 | +20% | 0% | $6,791,407 |
| BANK OF AMERICA CORP /DE/ | 0.7% | 1,195,843 | -9.4% | 0% | $6,242,302 |
| Balyasny Asset Management L.P. | 0.68% | 1,174,971 | 0.01% | $6,133,349 | |
| NORTHERN TRUST CORP | 0.68% | 1,165,434 | +0.29% | 0% | $6,083,565 |
| BAKER BROS. ADVISORS LP | 0.68% | 1,160,117 | 0% | 0.04% | $6,055,811 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.66% | 1,137,681 | -60% | 0% | $5,940,000 |
| TWO SIGMA ADVISERS, LP | 0.65% | 1,124,300 | -1.4% | 0.01% | $5,868,846 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 683,885 | $5,771,622 | +$1,650,883 | $8.46 | 6 |
| 2025 Q3 | 166,222,637 | $867,515,589 | -$18,690,235 | $5.22 | 196 |
| 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 |