Relay Therapeutics, Inc. - Common Stock, par value $0.0001 per share (RLAY)

Historical Holders from Q3 2020 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.0001 per share
Symbol
RLAY on Nasdaq
Shares outstanding
171,717,172
Price per share
$8.46
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
166,222,637
Total reported value
$867,515,589
% of total 13F portfolios
0%
Share change
-4,551,651
Value change
-$18,690,096
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
196
Price from insider filings
$7.82
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Relay Therapeutics, Inc. - Common Stock, par value $0.0001 per share (RLAY) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Commodore Capital LP 9.9% +26% $88,740,000 +$19,053,000 17,000,000 +27% Commodore Capital LP 30 Sep 2025
Point72 Asset Management, L.P. 7.8% +35% $47,463,335 +$13,242,749 13,445,704 +39% Point72 Asset Management, L.P. 30 Jun 2025
BlackRock, Inc. 6.1% -30% $24,945,389 -$10,566,325 10,308,012 -30% BlackRock, Inc. 31 Mar 2025
VANGUARD GROUP INC 5.5% -24% $27,670,560 -$8,040,429 9,379,851 -23% The Vanguard Group 30 Jun 2025
As of 30 Sep 2025, Relay Therapeutics, Inc. - Common Stock, par value $0.0001 per share (RLAY) has 196 institutional shareholders filing 13F forms. They hold 166,222,637 shares of 171,717,172 outstanding shares (97%) .

Top 25 institutional shareholders own 85% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
SB INVESTMENT ADVISERS (UK) LTD 16% 27,904,963 0% 1.1% $145,663,907
Commodore Capital LP 9.9% 17,000,000 +27% 4.3% $88,740,000
Point72 Asset Management, L.P. 8.6% 14,773,676 +9.9% 0.17% $77,118,589
BlackRock, Inc. 8% 13,759,382 -1.4% 0% $71,823,974
Casdin Capital, LLC 6.6% 11,341,381 -0.5% 4.9% $59,202,009
VANGUARD GROUP INC 5.5% 9,395,744 +0.17% 0% $49,045,785
Bellevue Group AG 4.9% 8,345,610 +1.4% 0.91% $43,564,084
TANG CAPITAL MANAGEMENT LLC 4.7% 8,068,058 0% 1.6% $42,115,263
STATE STREET CORP 3% 5,065,990 -2.6% 0% $26,444,468
Nextech Invest, Ltd. 2.2% 3,846,409 0% 3.1% $20,078,255
GEODE CAPITAL MANAGEMENT, LLC 1.8% 3,054,586 -5.4% 0% $15,947,600
Kynam Capital Management, LP 1.7% 2,887,014 0% 1.1% $15,070,213
DIMENSIONAL FUND ADVISORS LP 1.4% 2,482,950 -11% 0% $12,960,818
MPM BIOIMPACT LLC 1.3% 2,282,680 0% 2% $11,915,590
GOLDMAN SACHS GROUP INC 1.1% 1,868,871 -3.4% 0% $9,755,506
TCG Crossover Management, LLC 1.1% 1,810,351 0.46% $9,450,032
MORGAN STANLEY 1% 1,764,096 +24% 0% $9,208,581
Alphabet Inc. 0.91% 1,568,753 0% 0.34% $8,188,891
AQR CAPITAL MANAGEMENT LLC 0.76% 1,301,036 +20% 0% $6,791,407
BANK OF AMERICA CORP /DE/ 0.7% 1,195,843 -9.4% 0% $6,242,302
Balyasny Asset Management L.P. 0.68% 1,174,971 0.01% $6,133,349
NORTHERN TRUST CORP 0.68% 1,165,434 +0.29% 0% $6,083,565
BAKER BROS. ADVISORS LP 0.68% 1,160,117 0% 0.04% $6,055,811
PRICE T ROWE ASSOCIATES INC /MD/ 0.66% 1,137,681 -60% 0% $5,940,000
TWO SIGMA ADVISERS, LP 0.65% 1,124,300 -1.4% 0.01% $5,868,846

Institutional Holders of Relay Therapeutics, Inc. - Common Stock, par value $0.0001 per share (RLAY) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (% of par) Investors
2025 Q4 683,885 $5,771,622 +$1,650,890 846.02% 6
2025 Q3 166,222,637 $867,515,589 -$18,690,096 522% 196
2025 Q2 170,987,354 $591,897,333 +$36,190,049 346% 204
2025 Q1 162,665,545 $426,190,838 -$16,276,175 262% 205
2024 Q4 163,887,291 $675,285,833 -$17,893,472 412% 196
2024 Q3 157,497,497 $1,114,779,863 +$213,149,603 708% 192
2024 Q2 126,709,981 $826,133,526 -$18,822,117 652% 171
2024 Q1 128,825,720 $1,069,253,636 -$15,181,619 830% 180
2023 Q4 60,647 $675,115 -$1,942,317 1,117% 2
2023 Q3 128,926,582 $1,084,260,246 -$1,936,952 841% 167
2023 Q2 127,647,902 $1,603,274,089 -$46,626,842 1,256% 157
2023 Q1 130,754,404 $2,151,756,038 +$54,363,585 1,647% 151
2022 Q4 127,989,516 $1,912,134,724 +$47,798,662 1,494% 158
2022 Q3 123,222,908 $2,756,605,792 +$23,685,402 2,237% 149
2022 Q2 120,556,159 $2,019,325,029 +$125,491,185 1,675% 133
2022 Q1 112,991,648 $3,381,093,020 +$65,326,181 2,993% 130
2021 Q4 110,429,984 $3,390,723,363 +$589,807,191 3,071% 126
2021 Q3 91,192,604 $2,876,445,823 +$72,474,589 3,153% 130
2021 Q2 88,595,794 $3,241,644,463 +$135,264,224 3,659% 121
2021 Q1 85,468,376 $2,954,670,320 -$171,128,078 3,457% 132
2020 Q4 87,273,471 $3,627,103,378 -$126,698,431 4,156% 111
2020 Q3 84,642,724 $3,601,765,710 +$3,601,765,728 4,259% 93