Who owns Relay Therapeutics (RLAY)
Which tracked institutional funds hold RLAY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RLAY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on RLAY is one-sided between 2026-Q1 and 2026-Q2: 137 added or opened and 26 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
RLAY’s largest tracked holder by dollar value, SB INVESTMENT ADVISERS (UK) LTD, sizes it at 6.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in RLAY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 244 tracked filers holding RLAY, 161 increased or opened the position and 107 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in RLAY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 21
- Siren, L.L.C.$68M
- WESTFIELD CAPITAL MANAGEMENT CO LP$63M
- Polar Capital Holdings Plc$33M
- FIRST TRUST ADVISORS LP$20M
- Frazier Life Sciences Management, L.P.$19M
- JUPITER ASSET MANAGEMENT LTD$13M
Full exits 15
- NORGES BANK$12M
- Kalehua Capital Management LLC$9M
- Qube Research & Technologies Ltd$6M
- Longaeva Partners L.P.$5M
- BESSEMER GROUP INC$5M
- JANE STREET GROUP, LLC$4M
Largest adds
- FMR LLC$342M
- SB INVESTMENT ADVISERS (UK) LTD$244M
- PERCEPTIVE ADVISORS LLC$167M
- BlackRock, Inc.$157M
- Casdin Capital, LLC$157M
- STATE STREET CORP$127M
Largest trims
- BALYASNY ASSET MANAGEMENT L.P.$28M
- MARSHALL WACE, LLP$9M
- EcoR1 Capital, LLC$6M
- AMERICAN CENTURY COMPANIES INC$4M
- RENAISSANCE TECHNOLOGIES LLC$3M
- Exome Asset Management LLC$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| SB INVESTMENT ADVISERS (UK) LTD | 27,904,963 | $522M | 11.7% | 2026-Q2 |
| FMR LLC added | 20,110,113 | $376M | 8.4% | 2026-Q2 |
| Casdin Capital, LLC added | 16,035,240 | $300M | 6.7% | 2026-Q2 |
| BlackRock, Inc. added | 15,288,202 | $286M | 6.4% | 2026-Q2 |
| PERCEPTIVE ADVISORS LLC added | 14,106,187 | $264M | 5.9% | 2026-Q2 |
| Commodore Capital LP trimmed | 12,000,000 | $225M | 5.0% | 2026-Q2 |
| STATE STREET CORP added | 10,125,381 | $189M | 4.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 8,964,423 | $168M | 3.8% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 7,708,507 | $144M | 3.2% | 2026-Q2 |
| Nextech Invest Ltd. added | 6,776,506 | $127M | 2.8% | 2026-Q2 |
| Bellevue Group AG trimmed | 6,185,970 | $116M | 2.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,726,576 | $88M | 2.0% | 2026-Q2 |
| TCG Crossover Management, LLC | 4,273,356 | $80M | 1.8% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 4,095,600 | $41M | 0.9% | 2026-Q2 |
| MORGAN STANLEY added | 3,851,071 | $72M | 1.6% | 2026-Q2 |
| Siren, L.L.C. new | 3,650,000 | $68M | 1.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 3,408,701 | $64M | 1.4% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP new | 3,343,496 | $63M | 1.4% | 2026-Q2 |
| Kynam Capital Management, LP added | 3,300,000 | $62M | 1.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 3,127,564 | $59M | 1.3% | 2026-Q2 |
| Spruce Street Capital LP | 2,984,125 | $56M | 1.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 2,892,785 | $54M | 1.2% | 2026-Q2 |
| BAKER BROS. ADVISORS LP added | 2,826,783 | $53M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,695,108 | $50M | 1.1% | 2026-Q2 |
| MPM BIOIMPACT LLC added | 2,415,672 | $45M | 1.0% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 2,238,929 | $42M | 0.9% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 2,077,297 | $39M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,953,456 | $37M | 0.8% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 1,856,913 | $35M | 0.8% | 2026-Q2 |
| Polar Capital Holdings Plc new | 1,789,056 | $33M | 0.8% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 1,740,000 | $33M | 0.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,500,817 | $28M | 0.6% | 2026-Q2 |
| Elmind Capital, LP added | 1,465,279 | $27M | 0.6% | 2026-Q2 |
| Alphabet Inc. trimmed | 1,410,029 | $26M | 0.6% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 1,291,182 | $24M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,279,473 | $24M | 0.5% | 2026-Q2 |
| Foresite Capital Management IV, LLC added | 1,250,000 | $23M | 0.5% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,224,006 | $23M | 0.5% | 2026-Q2 |
| UBS Group AG added | 1,094,980 | $20M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,075,126 | $20M | 0.5% | 2026-Q2 |
| Affinity Asset Advisors, LLC added | 1,050,000 | $20M | 0.4% | 2026-Q2 |
| Frazier Life Sciences Management, L.P. new | 1,015,693 | $19M | 0.4% | 2026-Q2 |
| Squadron Capital Management LLC added | 970,000 | $18M | 0.4% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 961,702 | $18M | 0.4% | 2026-Q2 |
| Woodline Partners LP added | 929,692 | $17M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 801,657 | $16M | 0.4% | 2026-Q2 |
| Timothy G. Youngquist 2020 Irrevocable Trust added | 801,464 | $15M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 783,065 | $15M | 0.3% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD new | 719,576 | $13M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 700,921 | $13M | 0.3% | 2026-Q2 |
| EcoR1 Capital, LLC trimmed | 697,948 | $13M | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 692,584 | $13M | 0.3% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 626,141 | $12M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 591,675 | $11M | 0.2% | 2026-Q2 |
| Tetragon Partners GP Ltd added | 570,311 | $11M | 0.2% | 2026-Q2 |
| Rhenman & Partners Asset Management AB added | 566,000 | $11M | 0.2% | 2026-Q2 |
| ArrowMark Colorado Holdings LLC | 541,124 | $10M | 0.2% | 2026-Q2 |
| HighVista Strategies LLC added | 506,235 | $9M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 480,076 | $9M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 473,682 | $9M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 462,756 | $9M | 0.2% | 2026-Q2 |
| Boxer Capital Management, LLC trimmed | 450,000 | $8M | 0.2% | 2026-Q2 |
| Eversept Partners, LP added | 434,314 | $8M | 0.2% | 2026-Q2 |
| MOORE CAPITAL MANAGEMENT, LP new | 414,005 | $8M | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 392,691 | $7M | 0.2% | 2026-Q2 |
| Aberdeen Group plc new | 372,169 | $7M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 363,523 | $7M | 0.2% | 2026-Q2 |
| ADAR1 Capital Management, LLC new | 358,333 | $7M | 0.2% | 2026-Q2 |
| Logos Global Management LP trimmed | 350,000 | $7M | 0.1% | 2026-Q2 |
| Duquesne Family Office LLC new | 349,000 | $7M | 0.1% | 2026-Q2 |
| TD Asset Management Inc added | 347,946 | $7M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 278,327 | $5M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 263,506 | $5M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 248,233 | $5M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 241,076 | $5M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 238,836 | $4M | 0.1% | 2026-Q2 |
| Swiss National Bank trimmed | 236,600 | $4M | 0.1% | 2026-Q2 |
| SPHERA FUNDS MANAGEMENT LTD. trimmed | 233,836 | $4M | 0.1% | 2026-Q2 |
| DIADEMA PARTNERS LP added | 230,677 | $4M | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 220,386 | $4M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 203,737 | $4M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 192,399 | $4M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 184,178 | $3M | 0.1% | 2026-Q2 |
| Seven Fleet Capital Management LP trimmed | 178,222 | $3M | 0.1% | 2026-Q2 |
| Tidal Investments LLC added | 176,782 | $3M | 0.1% | 2026-Q2 |
| Tema ETFs LLC added | 176,782 | $3M | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC added | 174,785 | $3M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 169,944 | $3M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 164,036 | $3M | 0.1% | 2026-Q2 |
| Verition Fund Management LLC trimmed | 158,017 | $3M | 0.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 156,906 | $3M | 0.1% | 2026-Q2 |
| Trexquant Investment LP added | 152,017 | $3M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 149,664 | $3M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 127,676 | $2M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 126,829 | $2M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 125,949 | $2M | 0.1% | 2026-Q2 |
| Aquatic Capital Management LLC added | 120,197 | $2M | 0.1% | 2026-Q2 |
| Creative Planning added | 114,131 | $2M | 0.0% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 112,989 | $2M | 0.0% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 106,632 | $2M | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.