Relay Therapeutics, Inc. (RLAY) Institutional Ownership

Ownership Summary

Relay Therapeutics, Inc. (NASDAQ:RLAY) is held by 221 institutional investors per 13F filings through December 2025.

• These investors collectively held 99.7% of Relay Therapeutics's outstanding shares in December 2025, up from 97.5% in September 2025.
• Their total shares held in RLAY increased 9.3% from the prior quarter, while the number of investors in Relay Therapeutics increased 12.76% year over year.
• Of these 221 holders, 112 added to their stakes in Relay Therapeutics, 60 trimmed positions, and 49 made no changes.
• The aggregate institutional position in Relay Therapeutics amounted to 171.87Mn shares as of December 2025, up by 14.62Mn shares quarter on quarter, and up 6.96Mn shares year over year.
• SB INVESTMENT ADVISERS (UK) LTD leads ownership in RLAY with 27.9Mn shares as of December 31, 2025, equal to 16.19% of outstanding shares.
• Leading buyers of Relay Therapeutics shares for the quarter ending December 2025 were PERCEPTIVE ADVISORS LLC (7.85Mn), VANGUARD CAPITAL MANAGEMENT LLC (7.39Mn), FMR LLC (3.53Mn), ADAGE CAPITAL PARTNERS GP, L.L.C. (2.09Mn), PRICE T ROWE ASSOCIATES INC /MD/ (1.92Mn).
• The largest sellers of Relay Therapeutics for the quarter ending December 2025 were Goldman Sachs Group Inc (1.18Mn), Morgan Stanley (586.46K), Bellevue Group AG (550.12K), MILLENNIUM MANAGEMENT LLC (549.18K), Trexquant Investment LP (377.8K).
• Business Quant data shows the 10 biggest positions in Relay Therapeutics as of December 2025 are held by SB INVESTMENT ADVISERS (UK) LTD (27.9Mn), Commodore Capital LP (17.0Mn), Casdin Capital, LLC (14.42Mn), BlackRock, Inc. (12.98Mn), PERCEPTIVE ADVISORS LLC (9.75Mn), Bellevue Group AG (7.8Mn), VANGUARD CAPITAL MANAGEMENT LLC (7.39Mn), State Street Corp (6.23Mn), Nextech Invest, Ltd. (5.53Mn), TCG Crossover Management, LLC (4.27Mn).