Relay Therapeutics, Inc. - RLAY

Sector: Healthcare · Industry: Biological Products, (No Diagnostic Substances)
Website: No information yet · Social: No information yet

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$1.474B
QoQ value delta ($000)
+$604.6M (+69.57%)
Implied price effect (QoQ)
+62.05%
Shares
Total shares
174,212,827
QoQ shares delta
+7,723,772 (+4.64%)
Total shares held by funds (by quarter)

Market chart (RLAY)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 17 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
SB INVESTMENT ADVISERS (UK) LTD 236,075 27,904,963 2.36%
Commodore Capital LP 143,820 17,000,000 9.57%
Point72 Asset Management, L.P. 117,248 13,859,172 0.13%
BlackRock, Inc. 111,913 13,228,502 0.0%
Casdin Capital, LLC 110,010 13,003,574 6.83%
VANGUARD GROUP INC 81,989 9,691,445 0.0%
Bellevue Group AG 70,601 8,345,364 1.34%
STATE STREET CORP 54,364 6,426,111 0.0%
Nextech Invest, Ltd. 39,774 4,701,506 3.85%
GEODE CAPITAL MANAGEMENT, LLC 28,849 3,409,363 0.0%
TCG Crossover Management, LLC 27,242 3,220,186 0.9%
Spruce Street Capital LP 25,245 2,984,125 8.34%
DIMENSIONAL FUND ADVISORS LP 20,983 2,480,350 0.0%
MPM BioImpact LLC 18,886 2,232,451 2.16%
BALYASNY ASSET MANAGEMENT L.P. 17,765 2,099,912 0.02%
MORGAN STANLEY 17,076 2,018,464 0.0%
PERCEPTIVE ADVISORS LLC 16,101 1,903,245 0.29%
GOLDMAN SACHS GROUP INC 15,732 1,859,634 0.0%
PRICE T ROWE ASSOCIATES INC /MD/ 13,921 1,645,403 0.0%
Alphabet Inc. 13,271 1,568,753 0.51%
TWO SIGMA INVESTMENTS, LP 13,199 1,560,265 0.02%
Kynam Capital Management, LP 12,049 1,424,259 0.77%
TWO SIGMA ADVISERS, LP 10,911 1,289,800 0.02%
AQR CAPITAL MANAGEMENT LLC 9,840 1,163,124 0.01%
BAKER BROS. ADVISORS LP 9,814 1,160,117 0.06%