| 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% | $50,152,476 | +$13,993,047 | 13,445,704 | +39% | Point72 Asset Management, L.P. | 30 Jun 2025 |
| Casdin Capital, LLC | 7.5% | $110,010,236 | 13,003,574 | CASDIN CAPITAL, LLC | 31 Dec 2025 | |||
| BlackRock, Inc. | 6.1% | -30% | $32,882,558 | -$13,928,338 | 10,308,012 | -30% | BlackRock, Inc. | 31 Mar 2025 |
| VANGUARD GROUP INC | 5.5% | -24% | $32,454,284 | -$9,430,469 | 9,379,851 | -23% | The Vanguard Group | 30 Jun 2025 |
As of 31 Dec 2025, 223 institutional investors reported holding 173,539,662 shares of Relay Therapeutics, Inc. - Common Stock, par value $0.001 per share (RLAY). This represents 100% of the company’s total 173,380,987 outstanding shares.
The largest institutional shareholders of Relay Therapeutics, Inc. - Common Stock, par value $0.001 per share (RLAY) together control 84% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| SB INVESTMENT ADVISERS (UK) LTD | 16% | 27,904,963 | 0% | 2.4% | $236,075,987 |
| Commodore Capital LP | 9.8% | 17,000,000 | 0% | 9.6% | $143,820,000 |
| Point72 Asset Management, L.P. | 8% | 13,859,172 | -6.2% | 0.18% | $117,248,595 |
| BlackRock, Inc. | 7.6% | 13,228,502 | -3.9% | 0% | $111,913,127 |
| Casdin Capital, LLC | 7.5% | 13,003,574 | +15% | 6.8% | $110,010,236 |
| VANGUARD GROUP INC | 5.6% | 9,691,445 | +3.1% | 0% | $81,989,624 |
| Bellevue Group AG | 4.8% | 8,345,364 | -0% | 1.3% | $70,601,779 |
| STATE STREET CORP | 3.7% | 6,426,111 | +27% | 0% | $54,364,899 |
| Nextech Invest, Ltd. | 2.7% | 4,701,506 | +22% | 3.8% | $39,774,741 |
| GEODE CAPITAL MANAGEMENT, LLC | 2% | 3,409,363 | +12% | 0% | $28,849,082 |
| TCG Crossover Management, LLC | 1.9% | 3,220,186 | +78% | 0.9% | $27,242,774 |
| Spruce Street Capital LP | 1.7% | 2,984,125 | 0% | 8.3% | $25,245,698 |
| DIMENSIONAL FUND ADVISORS LP | 1.4% | 2,480,350 | -0.1% | 0% | $20,983,096 |
| MPM BIOIMPACT LLC | 1.3% | 2,232,451 | -2.2% | 2.2% | $18,886,535 |
| Balyasny Asset Management L.P. | 1.2% | 2,099,912 | +79% | 0.03% | $17,765,256 |
| MORGAN STANLEY | 1.2% | 2,018,464 | +14% | 0% | $17,076,206 |
| PERCEPTIVE ADVISORS LLC | 1.1% | 1,903,245 | 0.29% | $16,101,453 | |
| GOLDMAN SACHS GROUP INC | 1.1% | 1,859,634 | -0.49% | 0% | $15,732,503 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.95% | 1,645,403 | +45% | 0% | $13,921,000 |
| Alphabet Inc. | 0.9% | 1,568,753 | 0% | 0.51% | $13,271,651 |
| TWO SIGMA INVESTMENTS, LP | 0.9% | 1,560,265 | +42% | 0.02% | $13,199,842 |
| Kynam Capital Management, LP | 0.82% | 1,424,259 | -51% | 0.78% | $12,049,231 |
| TWO SIGMA ADVISERS, LP | 0.74% | 1,289,800 | +15% | 0.02% | $10,911,708 |
| AQR CAPITAL MANAGEMENT LLC | 0.67% | 1,163,124 | -11% | 0.01% | $9,840,028 |
| BAKER BROS. ADVISORS LP | 0.67% | 1,160,117 | 0% | 0.06% | $9,814,590 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 173,539,662 | $1,468,044,711 | +$54,929,330 | $8.46 | 223 |
| 2025 Q3 | 166,220,789 | $867,505,943 | -$18,699,881 | $5.22 | 196 |
| 2025 Q2 | 170,927,354 | $591,366,333 | +$36,190,035 | $3.46 | 203 |
| 2025 Q1 | 162,665,545 | $426,190,863 | -$16,276,230 | $2.62 | 205 |
| 2024 Q4 | 163,889,986 | $675,297,060 | -$42,360,167 | $4.12 | 197 |
| 2024 Q3 | 163,415,012 | $1,156,675,796 | +$253,277,512 | $7.08 | 193 |
| 2024 Q2 | 126,697,163 | $826,050,230 | -$42,426,305 | $6.52 | 171 |
| 2024 Q1 | 132,236,260 | $1,097,561,545 | +$24,572,655 | $8.30 | 182 |
| 2023 Q4 | 127,244,702 | $1,400,985,578 | -$17,110,979 | $11.01 | 176 |
| 2023 Q3 | 130,456,510 | $1,097,122,997 | -$2,918,566 | $8.41 | 169 |
| 2023 Q2 | 129,294,786 | $1,623,964,520 | -$20,848,790 | $12.56 | 159 |
| 2023 Q1 | 131,039,866 | $2,156,444,291 | +$53,163,179 | $16.47 | 155 |
| 2022 Q4 | 128,192,171 | $1,915,159,649 | +$58,936,160 | $14.94 | 163 |
| 2022 Q3 | 123,551,085 | $2,763,964,560 | +$25,518,843 | $22.37 | 153 |
| 2022 Q2 | 120,596,011 | $2,019,993,086 | +$124,571,798 | $16.75 | 137 |
| 2022 Q1 | 113,095,261 | $3,384,210,971 | +$67,735,824 | $29.93 | 133 |
| 2021 Q4 | 110,982,949 | $3,407,692,692 | +$588,792,014 | $30.71 | 128 |
| 2021 Q3 | 91,778,622 | $2,894,965,132 | +$74,331,777 | $31.53 | 132 |
| 2021 Q2 | 89,144,608 | $3,261,742,353 | +$138,052,473 | $36.59 | 124 |
| 2021 Q1 | 85,493,244 | $2,955,555,198 | -$171,240,328 | $34.57 | 135 |
| 2020 Q4 | 87,701,562 | $3,644,892,889 | +$108,159,345 | $41.56 | 115 |
| 2020 Q3 | 84,683,348 | $3,603,495,710 | +$3,603,495,710 | $42.59 | 94 |