Relay Therapeutics, Inc. (RLAY) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

172,389,209Shares Outstanding

173,805,521Shares held by institutions

$2,807,828,192Value of institutional holdings

100.82%Institutional ownership %

10.03%Shares Changed QoQ

221No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Relay Therapeutics, Inc. (NASDAQ:RLAY) has 221 institutional investors that have filed 13F reports for the period ending December 2025.

These investors held 99.7% of outstanding shares in December 2025, up from 97.5% in September 2025.
They increased total shares held in Relay Therapeutics by 9.3% from the prior quarter, while the number of investors in RLAY increased 12.76% year over year.
Activity in RLAY broke down as 112 buyers, 60 sellers, and 49 unchanged among 221 total holders.
Altogether, these fund groups held 171.87Mn shares in RLAY by December 2025, up by 14.62Mn shares quarter on quarter, and up 6.96Mn shares year over year.
As of December 31, 2025, SB INVESTMENT ADVISERS (UK) LTD held the largest stake in Relay Therapeutics with 27.9Mn shares, accounting for 16.19% of total shares outstanding.
The largest buyers of Relay Therapeutics for the quarter ending December 2025 were Spruce Street Capital LP (2.98Mn), PERCEPTIVE ADVISORS LLC (1.9Mn), Goldman Sachs Group Inc (1.85Mn), Casdin Capital, LLC (1.66Mn), TCG Crossover Management, LLC (1.41Mn).
Leading sellers of Relay Therapeutics shares for the quarter ending December 2025 were Kynam Capital Management, LP (1.46Mn), Bank Of America Corp /De/ (1.35Mn), Point72 Asset Management, L.P. (914.5K), Barclays Plc (761.43K), BlackRock, Inc. (530.88K).
According to Business Quant data, leading holders of RLAY for December 2025 are SB INVESTMENT ADVISERS (UK) LTD (27.9Mn), Commodore Capital LP (17.0Mn), Point72 Asset Management, L.P. (13.86Mn), BlackRock, Inc. (13.23Mn), Casdin Capital, LLC (13.0Mn), VANGUARD GROUP INC (9.69Mn), Bellevue Group AG (8.35Mn), State Street Corp (6.43Mn), Nextech Invest, Ltd. (4.7Mn), Goldman Sachs Group Inc (3.72Mn).

221 Institutional Holders

173,805,521 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
SB INVESTMENT ADVISERS (UK) LTD	31 Dec, 2025	27,904,963	0	0.00%	$236,075,987.00
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
Goldman Sachs Group Inc	31 Dec, 2025	3,719,268	1,850,397	99.01%	$31,465,006.00
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
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

1 - 20 of 221

Research Tools