Relay Therapeutics, Inc. - RLAY

Sector: Healthcare · Industry: Biological Products, (No Diagnostic Substances)

Website: No information yet · Social: No information yet

Company profile

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$4.64B

QoQ value delta ($000)

+$2.795B (+151.5%)

Implied price effect (QoQ)

+86.64%

Total shares

249,971,353

QoQ shares delta

+64,467,292 (+34.75%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q2 2026 data: 262 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
SB INVESTMENT ADVISERS (UK) LTD	522,101	27,904,963	6.81%
FMR LLC	376,260	20,110,113	0.02%
Casdin Capital, LLC	300,019	16,035,240	15.02%
BlackRock, Inc.	286,042	15,288,202	0.0%
PERCEPTIVE ADVISORS LLC	263,926	14,106,187	3.96%
Commodore Capital LP	224,520	12,000,000	13.37%
STATE STREET CORP	189,474	10,125,381	0.01%
VANGUARD CAPITAL MANAGEMENT LLC	167,724	8,964,423	0.0%
PRICE T ROWE ASSOCIATES INC /MD/	144,227	7,708,507	0.01%
Nextech Invest Ltd.	126,788	6,776,506	6.02%
Bellevue Group AG	115,739	6,185,970	2.44%
GEODE CAPITAL MANAGEMENT, LLC	88,448	4,726,576	0.0%
TCG Crossover Management, LLC	79,954	4,273,356	1.92%
MORGAN STANLEY	72,053	3,851,071	0.0%
Siren, L.L.C.	68,291	3,650,000	1.38%
GOLDMAN SACHS GROUP INC	63,776	3,408,701	0.01%
WESTFIELD CAPITAL MANAGEMENT CO LP	62,556	3,343,496	0.2%
Kynam Capital Management, LP	61,743	3,300,000	3.41%
DIMENSIONAL FUND ADVISORS LP	58,533	3,127,564	0.01%
Spruce Street Capital LP	55,832	2,984,125	10.95%
VANGUARD PORTFOLIO MANAGEMENT LLC	54,124	2,892,785	0.0%
BAKER BROS. ADVISORS LP	52,889	2,826,783	0.27%
BANK OF AMERICA CORP /DE/	50,425	2,695,108	0.0%
MPM BioImpact LLC	45,197	2,415,672	2.76%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	41,890	2,238,929	0.02%