AI Holders Summary · Q1 2026

258 institutions reported RLAY in Q1 2026. SB INVESTMENT ADVISERS (UK) LTD leads at 19.7% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

SB INVESTMENT ADVISERS (UK) LTD

CIK 0001731509

$278M27.9M3.59%Q1 2026 02

Commodore Capital LP

CIK 0001831942

$169M17.0M9.79%Q1 2026 03

Casdin Capital, LLC

CIK 0001534261

$143M14.4M10.86%Q1 2026 04

BlackRock, Inc.

CIK 0002012383

$129M13.0M0.00%Q1 2026 05

PERCEPTIVE ADVISORS LLC

CIK 0001224962

$97M9.8M1.90%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$74M7.4M0.00%Q1 2026 07

Bellevue Group AG

CIK 0001674546

$71M8.3M1.34%Q4 2025 08

STATE STREET CORP

CIK 0000093751

$62M6.2M0.00%Q1 2026 09

TCG Crossover Management, LLC

CIK 0001839948

$43M4.3M1.22%Q1 2026 10

Nextech Invest, Ltd.

CIK 0001595430

$40M4.7M3.85%Q4 2025 11

Pictet Asset Management Holding SA

CIK 0001993888

$39M2.1M0.04%Q2 2026 12

FMR LLC

CIK 0000315066

$37M3.7M0.00%Q1 2026 13

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$35M3.5M0.00%Q1 2026 14

BALYASNY ASSET MANAGEMENT L.P.

CIK 0001218710

$30M3.0M0.04%Q1 2026 15

Spruce Street Capital LP

CIK 0002050194

$30M3.0M7.14%Q1 2026 16

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$29M2.9M0.01%Q1 2026 17

Alphabet Inc.

CIK 0001652044

$26M1.4M0.03%Q2 2026 18

ADAGE CAPITAL PARTNERS GP, L.L.C.

CIK 0001165408

$26M2.6M0.04%Q1 2026 19

GOLDMAN SACHS GROUP INC

CIK 0000886982

$25M2.5M0.00%Q1 2026 20

PANAGORA ASSET MANAGEMENT INC

CIK 0000883677

$24M1.3M0.07%Q2 2026

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