Relay Therapeutics, Inc. (RLAY) Institutional Ownership

Ownership Summary

Relay Therapeutics, Inc. (NASDAQ:RLAY) showed up in the 13F filings of 221 institutional investors as of December 2025.

• These investors collectively held 99.7% of Relay Therapeutics's 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.
• 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 Spruce Street Capital LP (2.98Mn), PERCEPTIVE ADVISORS LLC (1.9Mn), Casdin Capital, LLC (1.66Mn), TCG Crossover Management, LLC (1.41Mn), State Street Corp (1.36Mn).
• The largest sellers of Relay Therapeutics 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), BlackRock, Inc. (530.88K), Jpmorgan Chase & Co (498.8K).
• 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), GEODE CAPITAL MANAGEMENT, LLC (3.41Mn).