RELAY THERAPEUTICS INC (RLAY) Institutional Shareholders
RELAY THERAPEUTICS INC (RLAY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.86B in RLAY holdings during the latest filing period.
Sb Investment Advisers (Uk) Ltd is currently the largest disclosed institutional shareholder of RLAY tracked by InsiderSet, reporting ownership valued at approximately $277.65M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $525.45M, representing an estimated gain of +89.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed RLAY value among the investors covered in this analysis. Major shareholders include Sb Investment Advisers (Uk) Ltd, Commodore Capital Lp, Casdin Capital, Llc, and several other long-term asset managers with concentrated positions in RELAY THERAPEUTICS INC (RLAY).
This page ranks the largest institutional RLAY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
240
Total Reported Value
$1.86B
Largest Holder
Sb Investment Advisers (Uk) Ltd
Largest Position
$277.65M
Insider Transactions (90d)
14
Latest Filing Quarter
Q2 2026
New Institutional Positions
129
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sb Investment Advisers (Uk) Ltd | 3.59% | 27,904,963 | $277,654,382 | $525,450,453 | +$247,796,071 | +89.25% | |
| Commodore Capital Lp | 9.79% | 17,000,000 | $169,150,000 | $320,110,000 | +$150,960,000 | +89.25% | |
| Casdin Capital, Llc | 10.86% | 14,418,574 | $143,464,811 | $271,501,748 | +$128,036,937 | +89.25% | |
| Blackrock, Inc. | 0.00% | 12,975,299 | $129,104,225 | $244,324,880 | +$115,220,655 | +89.25% | |
| Perceptive Advisors Llc | 1.92% | 9,751,141 | $97,023,853 | $183,613,985 | +$86,590,132 | +89.25% | |
| Bellevue Group Ag | 1.85% | 7,795,242 | $77,562,658 | $146,784,407 | +$69,221,749 | +89.25% | |
| Vanguard Capital Management Llc | 0.00% | 7,387,465 | $73,505,277 | $139,105,966 | +$65,600,689 | +89.25% | |
| State Street Corp | 0.00% | 6,233,545 | $62,023,773 | $117,377,652 | +$55,353,879 | +89.25% | |
| Nextech Invest, Ltd. | 3.87% | 5,526,506 | $54,988,735 | $104,064,108 | +$49,075,373 | +89.25% | |
| Tcg Crossover Management, Llc | 1.22% | 4,273,356 | $42,519,892 | $80,467,293 | +$37,947,401 | +89.25% | |
| Pictet Asset Management Holding Sa | 0.04% | 2,077,297 | $39,220,161 | $39,115,503 | -$104,658 | -0.27% | |
| Fmr Llc | 0.00% | 3,695,431 | $36,769,536 | $69,584,966 | +$32,815,430 | +89.25% | |
| Geode Capital Management, Llc | 0.00% | 3,510,636 | $34,938,159 | $66,105,276 | +$31,167,117 | +89.21% | |
| Balyasny Asset Management L.P. | 0.06% | 3,039,179 | $30,239,831 | $57,227,741 | +$26,987,910 | +89.25% | |
| Spruce Street Capital Lp | 7.14% | 2,984,125 | $29,692,044 | $56,191,074 | +$26,499,030 | +89.25% | |
| Dimensional Fund Advisors Lp | 0.01% | 2,940,536 | $29,248,486 | $55,370,293 | +$26,121,807 | +89.31% | |
| Adage Capital Partners Gp, L.L.C. | 0.04% | 2,590,000 | $25,770,500 | $48,769,700 | +$22,999,200 | +89.25% | |
| Goldman Sachs Group Inc | 0.00% | 2,541,861 | $25,291,517 | $47,863,243 | +$22,571,726 | +89.25% | |
| Mpm Bioimpact Llc | 1.81% | 2,359,586 | $23,477,881 | $44,431,004 | +$20,953,123 | +89.25% | |
| Bank Of America Corp | 0.00% | 1,937,695 | $19,280,066 | $36,486,797 | +$17,206,731 | +89.25% | |
| Ecor1 Capital, Llc | 0.81% | 1,904,762 | $18,952,382 | $35,866,668 | +$16,914,286 | +89.25% | |
| Vanguard Portfolio Management Llc | 0.00% | 1,863,565 | $18,542,472 | $35,090,929 | +$16,548,457 | +89.25% | |
| Northern Trust Corp | 0.00% | 1,675,387 | $16,670,101 | $31,547,537 | +$14,877,436 | +89.25% | |
| Alphabet Inc. | 0.39% | 1,564,173 | $15,563,521 | $29,453,378 | +$13,889,857 | +89.25% | |
| Morgan Stanley | 0.00% | 1,432,003 | $14,248,431 | $26,964,616 | +$12,716,185 | +89.25% | |
| Kynam Capital Management, Lp | 0.90% | 1,424,259 | $14,171,377 | $26,818,797 | +$12,647,420 | +89.25% | |
| Two Sigma Investments, Lp | 0.01% | 1,369,149 | $13,623,033 | $25,781,076 | +$12,158,043 | +89.25% | |
| Aqr Capital Management Llc | 0.01% | 1,290,032 | $12,835,818 | $24,291,303 | +$11,455,485 | +89.25% | |
| Congress Asset Management Co | 0.07% | 626,141 | $11,715,098 | $11,790,235 | +$75,137 | +0.64% | |
| Baker Bros. Advisors Lp | 0.07% | 1,160,117 | $11,543,164 | $21,845,003 | +$10,301,839 | +89.25% | |
| Charles Schwab Investment Management Inc | 0.00% | 1,111,891 | $11,063,315 | $20,936,908 | +$9,873,593 | +89.25% | |
| Foresite Capital Management Iv, Llc | 4.20% | 1,000,000 | $9,950,000 | $18,830,000 | +$8,880,000 | +89.25% | |
| Marshall Wace, Llp | 0.01% | 941,825 | $9,371,159 | $17,734,565 | +$8,363,406 | +89.25% | |
| Kalehua Capital Management Llc | 7.56% | 901,457 | $8,969,497 | $16,974,435 | +$8,004,938 | +89.25% | |
| Vanguard Fiduciary Trust Co | 0.00% | 900,546 | $8,960,433 | $16,957,281 | +$7,996,848 | +89.25% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | 837,038 | $8,328,528 | $15,761,426 | +$7,432,898 | +89.25% | |
| Panagora Asset Management Inc | 0.03% | 818,041 | $8,139,508 | $15,403,712 | +$7,264,204 | +89.25% | |
| Logos Global Management Lp | 0.38% | 750,000 | $7,462,500 | $14,122,500 | +$6,660,000 | +89.25% | |
| Aberdeen Group Plc | 0.01% | 372,169 | $6,963,282 | $7,007,942 | +$44,660 | +0.64% | |
| Woodline Partners Lp | 0.03% | 679,342 | $6,759,453 | $12,792,010 | +$6,032,557 | +89.25% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 673,599 | $6,702,310 | $12,683,869 | +$5,981,559 | +89.25% |
| Squadron Capital Management Llc | 2.68% | 672,500 | $6,691,375 | $12,663,175 | +$5,971,800 | +89.25% | |
| Invesco Ltd. | 0.00% | 669,874 | $6,665,247 | $12,613,727 | +$5,948,480 | +89.25% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 668,289 | $6,649,476 | $12,583,882 | +$5,934,406 | +89.25% | |
| Qube Research & Technologies Ltd | 0.01% | 619,652 | $6,165,537 | $11,668,047 | +$5,502,510 | +89.25% | |
| Arrowmark Colorado Holdings Llc | 0.14% | 541,124 | $5,384,184 | $10,189,365 | +$4,805,181 | +89.25% | |
| Elmind Capital, Lp | 1.52% | 536,946 | $5,342,613 | $10,110,693 | +$4,768,080 | +89.25% | |
| Ubs Group Ag | 0.00% | 527,611 | $5,249,730 | $9,934,915 | +$4,685,185 | +89.25% | |
| Longaeva Partners L.P. | 0.23% | 470,544 | $4,681,913 | $8,860,344 | +$4,178,431 | +89.25% | |
| Citigroup Inc | 0.00% | 248,233 | $4,644,440 | $4,674,227 | +$29,787 | +0.64% |
Frequently asked questions about RLAY
Who owns the most RLAY stock?
The largest holders of RLAY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for RELAY THERAPEUTICS INC (RLAY).
Is RLAY widely held by superinvestors?
Many widely followed stocks like RLAY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RLAY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.