13F Insight
DOSSIER · 13F Holders · Q1 2026Healthcare · Biological Products, (No Diagnostic Substances)CyclicalNet sold
RLAY

RELAY THERAPEUTICS INC

255 institutions still hold RELAY THERAPEUTICS INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 75943R102·Biological Products, (No Diagnostic Substances)·255 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.1%
vs prior quarter
13F value held
$1.4B
53.0% inst. owned
of float
Holders
255
-94 QoQ
filers reporting
Activity
+53 / −67
+920 added · −912 reduced
this quarter
Concentration
20.14%
SB INVESTMENT ADVISERS (UK) LTD #1
top holder share
AI Holders Summary · Q1 2026

255 institutions reported RLAY in Q1 2026. SB INVESTMENT ADVISERS (UK) LTD leads at 20.1% of the visible book. -94 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
SB INVESTMENT ADVISERS (UK) LTD
CIK 0001731509
$278M27.9M3.59%Q1 202602
Commodore Capital LP
CIK 0001831942
$169M17.0M9.79%Q1 202603
Casdin Capital, LLC
CIK 0001534261
$143M14.4M10.86%Q1 202604
BlackRock, Inc.
CIK 0002012383
$129M13.0M0.00%Q1 202605
PERCEPTIVE ADVISORS LLC
CIK 0001224962
$97M9.8M1.90%Q1 202606
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$74M7.4M0.00%Q1 202607
Bellevue Group AG
CIK 0001674546
$71M8.3M1.34%Q4 202508
STATE STREET CORP
CIK 0000093751
$62M6.2M0.00%Q1 202609
TCG Crossover Management, LLC
CIK 0001839948
$43M4.3M1.22%Q1 202610
Nextech Invest, Ltd.
CIK 0001595430
$40M4.7M3.85%Q4 202511
FMR LLC
CIK 0000315066
$37M3.7M0.00%Q1 202612
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$35M3.5M0.00%Q1 202613
BALYASNY ASSET MANAGEMENT L.P.
CIK 0001218710
$30M3.0M0.04%Q1 202614
Spruce Street Capital LP
CIK 0002050194
$30M3.0M7.14%Q1 202615
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$29M2.9M0.01%Q1 202616
ADAGE CAPITAL PARTNERS GP, L.L.C.
CIK 0001165408
$26M2.6M0.04%Q1 202617
GOLDMAN SACHS GROUP INC
CIK 0000886982
$25M2.5M0.00%Q1 202618
MPM BioImpact LLC
CIK 0001687078
$23M2.4M1.81%Q1 202619
BANK OF AMERICA CORP /DE/
CIK 0000070858
$19M1.9M0.00%Q1 202620
EcoR1 Capital, LLC
CIK 0001587114
$19M1.9M0.80%Q1 2026
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