Relay Therapeutics, Inc. (RLAY) Institutional Ownership

Ownership Summary

According to SEC filings for the period ending September 2025, Relay Therapeutics, Inc. (NASDAQ:RLAY) is held by 198 institutional firms.

• The percentage of Relay Therapeutics owned by institutions changed from 99.3% in June 2025 to 96.5% in September 2025, marking a slight down trend.
• On a quarter-over-quarter basis, institutional holdings shifted by -1.25%, with a year-over-year an increase of 2.59% in the count of filers.
• During the quarter, 81 institutions bought more Relay Therapeutics shares, 67 sold shares, and 50 of the 198 total investors held their position steady.
• This class of investors decreased its holdings in Relay Therapeutics to 166.33Mn shares for the 13F-cycle ending September 2025, down by 2.11Mn shares quarter on quarter, and up 3.83Mn shares year over year.
• As of September 30, 2025, SB INVESTMENT ADVISERS (UK) LTD held Relay Therapeutics's largest shareholding position with over 27.90Mn shares, representing 16.19% of total outstanding shares.
• Among the most significant buyers of Relay Therapeutics during September 2025 were Commodore Capital LP (3.65Mn), TCG Crossover Management, LLC (1.81Mn), Point72 Asset Management, L.P. (1.33Mn), BALYASNY ASSET MANAGEMENT L.P. (943.53K), MORGAN STANLEY (341.75K).
• Leading sellers of Relay Therapeutics stock in September 2025 included JPMORGAN CHASE & CO (3.88Mn), PRICE T ROWE ASSOCIATES INC /MD/ (1.74Mn), MILLENNIUM MANAGEMENT LLC (1.13Mn), ALGERT GLOBAL LLC (593.18K), RENAISSANCE TECHNOLOGIES LLC (485.10K).
• The top 10 institutional holders of Relay Therapeutics for the quarter ending September 2025 included SB INVESTMENT ADVISERS (UK) LTD (27.90Mn), Commodore Capital LP (17.00Mn), Point72 Asset Management, L.P. (14.77Mn), BlackRock, Inc. (13.76Mn), Casdin Capital, LLC (11.34Mn), VANGUARD GROUP INC (9.40Mn), Bellevue Group AG (8.35Mn), TANG CAPITAL MANAGEMENT LLC (8.07Mn), STATE STREET CORP (5.07Mn), Nextech Invest, Ltd. (3.85Mn).