Relay Therapeutics, Inc. (RLAY) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

173,019,186Shares Outstanding

23,019,838Shares held by institutions

$210,861,716Value of institutional holdings

82.83%Institutional ownership %

12.84%Shares Changed QoQ

215No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Relay Therapeutics, Inc. (NASDAQ:RLAY) is held by 215 institutional firms.

The percentage of Relay Therapeutics owned by institutions changed from 96.1% in September 2025 to 82.8% in December 2025, marking a slight down trend.
The company experienced a 12.84% quarterly change in institutional shares held, alongside an increase of 9.69% in total owners annually.
A review of institutional activity for Relay Therapeutics shows 110 of 215 filers increasing their positions, while 56 reduced their stake, and 49 remained unchanged.
This class of investors increased its holdings in Relay Therapeutics to 143.30Mn shares for the 13F-cycle ending December 2025, up by 16.31Mn shares quarter on quarter, and down 19.46Mn shares year over year.
As of December 31, 2025, Commodore Capital LP held Relay Therapeutics's largest shareholding position with over 17.00Mn shares, representing 9.83% of total outstanding shares.
Among the most significant buyers of Relay Therapeutics during December 2025 were Spruce Street Capital LP (2.98Mn), PERCEPTIVE ADVISORS LLC (1.90Mn), Casdin Capital, LLC (1.66Mn), TCG Crossover Management, LLC (1.41Mn), STATE STREET CORP (1.36Mn).
Leading sellers of Relay Therapeutics stock in December 2025 included Kynam Capital Management, LP (1.46Mn), Point72 Asset Management, L.P. (914.50K), BlackRock, Inc. (530.88K), RENAISSANCE TECHNOLOGIES LLC (375.21K), Woodline Partners LP (339.00K).
The top 10 institutional holders of Relay Therapeutics for the quarter ending December 2025 included Commodore Capital LP (17.00Mn), Point72 Asset Management, L.P. (13.86Mn), BlackRock, Inc. (13.23Mn), Casdin Capital, LLC (13.00Mn), VANGUARD GROUP INC (9.69Mn), Bellevue Group AG (8.35Mn), STATE STREET CORP (6.43Mn), Nextech Invest, Ltd. (4.70Mn), GEODE CAPITAL MANAGEMENT, LLC (3.41Mn), TCG Crossover Management, LLC (3.22Mn).

215 Institutional Holders

23,019,838 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Commodore Capital LP	31 Dec, 2025	17,000,000	0	0.00%	$143,820,000.00
Point72 Asset Management, L.P.	31 Dec, 2025	13,859,172	-914,504	-6.19%	$117,248,595.00
BlackRock, Inc.	31 Dec, 2025	13,228,502	-530,880	-3.86%	$111,913,127.00
Casdin Capital, LLC	31 Dec, 2025	13,003,574	1,662,193	14.66%	$110,010,236.00
VANGUARD GROUP INC	31 Dec, 2025	9,691,445	295,701	3.15%	$81,989,624.00
Bellevue Group AG	31 Dec, 2025	8,345,364	-246	0.00%	$70,601,779.00
STATE STREET CORP	31 Dec, 2025	6,426,111	1,360,121	26.85%	$54,364,899.00
Nextech Invest, Ltd.	31 Dec, 2025	4,701,506	855,097	22.23%	$39,774,741.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	3,409,363	354,777	11.61%	$28,849,082.00
TCG Crossover Management, LLC	31 Dec, 2025	3,220,186	1,409,835	77.88%	$27,242,774.00
Spruce Street Capital LP	31 Dec, 2025	2,984,125	2,984,125	0.00%	$25,245,698.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	2,480,350	-2,600	-0.10%	$20,983,096.00
MPM BioImpact LLC	31 Dec, 2025	2,232,451	-50,229	-2.20%	$18,886,535.00
BALYASNY ASSET MANAGEMENT L.P.	31 Dec, 2025	2,099,912	924,941	78.72%	$17,765,256.00
MORGAN STANLEY	31 Dec, 2025	2,018,464	254,368	14.42%	$17,076,206.00
PERCEPTIVE ADVISORS LLC	31 Dec, 2025	1,903,245	1,903,245	0.00%	$16,101,453.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	1,859,634	-9,237	-0.49%	$15,732,503.00
Alphabet Inc.	31 Dec, 2025	1,568,753	0	0.00%	$13,271,651.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	1,560,265	464,630	42.41%	$13,199,842.00
Kynam Capital Management, LP	31 Dec, 2025	1,424,259	-1,462,755	-50.67%	$12,049,231.00

1 - 20 of 215

Research Tools