Relay Therapeutics RLAY Institutional Ownership

NASDAQ RLAY

$18.05 -0.31 (-1.69%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

259 Institutions

Increased 167 64.5%

Unchanged 30 11.6%

Reduced 62 23.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

122.25%

▲+19.84 pp QoQ

Shares Held by Institutions

247.98Mn

of 202.85Mn outstanding

▲+37.53% QoQ

Shares Outstanding

202.85Mn

-45.13Mn held outside 13F filers

Institutional Investors

259

filed 13F for Jun 2026

▲+16 vs prior quarter

Net Shares Added (QoQ)

+67.67Mn

accumulated since last quarter

Value of Holdings

$4.48Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Relay Therapeutics, Inc. (NASDAQ:RLAY) has 259 institutional investors that have filed 13F reports for the period ending June 2026.

These investors collectively held 122.2% of Relay Therapeutics's outstanding shares in June 2026, up from 102.4% in March 2026.
They increased total shares held in Relay Therapeutics by 37.53% from the prior quarter, while the number of investors in RLAY increased 25.73% year over year.
Among the 259 funds, 167 bought more Relay Therapeutics shares, 62 sold down, and 30 held their ground.
In total, institutional investors held 247.98Mn shares in Relay Therapeutics as of June 2026, up by 67.67Mn shares quarter on quarter, and up 78.98Mn shares year over year.
As of June 30, 2026, SB INVESTMENT ADVISERS (UK) LTD held the largest stake in Relay Therapeutics with 27.9Mn shares, accounting for 13.76% of total shares outstanding.
The most significant purchases of RLAY for the quarter ending June 2026 came from FMR LLC (16.41Mn), PRICE T ROWE ASSOCIATES INC /MD/ (5.78Mn), PERCEPTIVE ADVISORS LLC (4.36Mn), ALLIANCEBERNSTEIN L.P. (3.95Mn), State Street Corp (3.89Mn).
The biggest sellers of Relay Therapeutics for the quarter ending June 2026 included Commodore Capital LP (5.0Mn), BALYASNY ASSET MANAGEMENT L.P. (2.93Mn), Bellevue Group AG (1.61Mn), EcoR1 Capital, LLC (1.21Mn), MARSHALL WACE, LLP (923.98K).
Relay Therapeutics's 10 largest shareholders as of June 2026 include SB INVESTMENT ADVISERS (UK) LTD (27.9Mn), FMR LLC (20.11Mn), Casdin Capital, LLC (16.04Mn), BlackRock, Inc. (15.29Mn), PERCEPTIVE ADVISORS LLC (14.11Mn), Commodore Capital LP (12.0Mn), State Street Corp (10.13Mn), VANGUARD CAPITAL MANAGEMENT LLC (8.96Mn), PRICE T ROWE ASSOCIATES INC /MD/ (7.71Mn), Nextech Invest Ltd. (6.78Mn) per Business Quant data.

Form 13F Holdings

259 Institutional Holders

Report period 30 Jun, 2026

Total shares held 247.98Mn

Of outstanding 122.25%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	SB INVESTMENT ADVISERS (UK) LTD	0001731509	27,904,963	13.76%	0	0.00%	$522.10Mn
2	FMR LLC	0000315066	20,110,113	9.91%	▲16,414,682	+444.19%	$376.26Mn
3	Casdin Capital, LLC	0001534261	16,035,240	7.90%	▲1,616,666	+11.21%	$300.02Mn
4	BlackRock, Inc.	0002012383	15,288,202	7.54%	▲2,312,903	+17.83%	$286.04Mn
5	PERCEPTIVE ADVISORS LLC	0001224962	14,106,187	6.95%	▲4,355,046	+44.66%	$263.93Mn
6	Commodore Capital LP	0001831942	12,000,000	5.92%	▼5,000,000	-29.41%	$224.52Mn
7	State Street Corp	0000093751	10,125,381	4.99%	▲3,891,836	+62.43%	$189.47Mn
8	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	8,964,423	4.42%	▲1,576,958	+21.35%	$167.72Mn
9	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	7,708,507	3.80%	▲5,783,569	+300.45%	$144.23K
10	Nextech Invest Ltd.	0001595430	6,776,506	3.34%	▲1,250,000	+22.62%	$126.79Mn
11	Bellevue Group AG	0001674546	6,185,970	3.05%	▼1,609,272	-20.64%	$115.74Mn
12	GEODE CAPITAL MANAGEMENT, LLC	0001214717	4,726,576	2.33%	▲1,215,940	+34.64%	$88.45Mn
13	TCG Crossover Management, LLC	0001839948	4,273,356	2.11%	0	0.00%	$79.95Mn
14	ALLIANCEBERNSTEIN L.P.	0001109448	4,095,600	2.02%	▲3,950,349	+2,719.67%	$40.75Mn
15	Morgan Stanley	0000895421	3,851,071	1.90%	▲2,419,068	+168.93%	$72.05Mn
16	Siren, L.L.C.	0002005245	3,650,000	1.80%	▲3,650,000	0.00%	$68.29Mn
17	Goldman Sachs Group Inc	0000886982	3,408,701	1.68%	▲866,840	+34.10%	$63.78Mn
18	WESTFIELD CAPITAL MANAGEMENT CO LP	0001177719	3,343,496	1.65%	▲3,343,496	0.00%	$62.56Mn
19	Kynam Capital Management, LP	0001907884	3,300,000	1.63%	▲1,875,741	+131.70%	$61.74Mn
20	DIMENSIONAL FUND ADVISORS LP	0000354204	3,127,564	1.54%	▲187,028	+6.36%	$58.53Mn

Showing 1 to 20 of 259 holders