RLAYRelay Therapeutics, Inc.

$19.45

Who owns RLAY

239 institutions reported holding RLAY for 2026Q1, together 102% of the company, more than the 222 a quarter earlier.

239

Institutions reporting a position · as of 2026Q1 · up from 222 the quarter before

Shares held by institutions
183.6M

Shares held by institutions · 102% of the company · long US equity positions only, as reported on Form 13F

Reported value
$1.83B

Reported value · at 2026-03-31 prices, not today's

Top 5 holders
46%

Top 5 holders · of the whole company, between five filers

Details
Reporting quarter2026-03-31
2026Q1
Quarters on record
23
New positions
45
Positions exited
33
Added to
87
Reduced
49
Top 10 holdersof the company
65%
Institutional ownership by quarter, 2020Q3 to 2026Q1
QuarterFilersSharesReported value
2026Q1239183.6M$1.83B
2025Q4222173.5M$1.47B
2025Q3197166.1M$867M
2025Q2206170.9M$592M
2025Q1205167.3M$439M
2024Q4197163.9M$675M
2024Q3193163.4M$1.16B
2024Q2177126.8M$827M
2024Q1188132.3M$1.10B
2023Q4177127.2M$1.40B
2023Q3171130.5M$1.10B
2023Q2159130.2M$1.64B
2023Q1156131.0M$2.16B
2022Q4163128.1M$1.91B
2022Q3160123.5M$2.76B
2022Q2146120.6M$2.02B
Largest reported holders, 2026Q1
HolderShares% of companyValue
SB INVESTMENT ADVISERS (UK) LTD27.9M16%$278M
Commodore Capital LP17.0M9.5%$169M
Casdin Capital, LLC14.4M8.0%$143M
BlackRock Inc.13.0M7.2%$129M
VANGUARD GROUP INC10.4M5.8%$103M
PERCEPTIVE ADVISORS LLC9.8M5.4%$97M
Bellevue Group AG7.8M4.3%$78M
STATE STREET CORP6.2M3.5%$62M
Nextech Invest, Ltd.5.5M3.1%$55M
TCG Crossover Management, LLC4.3M2.4%$43M

SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.

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