Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in RLAY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | SB INVESTMENT ADVISERS (UK) LTD | 27.9M | $277.7M | 0.0% | 14.748% | 3.59% |
| 2 | COMMODORE CAPITAL LP | 17.0M | $169.2M | 0.0% | 8.985% | 9.79% |
| 3 | Casdin Capital, LLC | 14.4M | $143.5M | +10.9% | 7.620% | 10.86% |
| 4 | BlackRock, Inc. | 13.0M | $129.1M | -1.9% | 6.858% | 0.00% |
| 5 | PERCEPTIVE ADVISORS LLC | 9.8M | $97.0M | +412.3% | 5.154% | 1.92% |
| 6 | Bellevue Group AG | 7.8M | $77.6M | -6.6% | 4.120% | 1.85% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 7.4M | $73.5M | — | 3.904% | 0.00% |
| 8 | STATE STREET CORP | 6.2M | $62.0M | -3.0% | 3.295% | 0.00% |
| 9 | Nextech Invest, Ltd. | 5.5M | $55.0M | +17.5% | 2.921% | 3.87% |
| 10 | TCG Crossover Management, LLC | 4.3M | $42.5M | +32.7% | 2.259% | 1.22% |
| 11 | FMR LLC | 3.7M | $36.8M | +2178.0% | 1.953% | 0.00% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 3.5M | $34.9M | +3.0% | 1.855% | 0.00% |
| 13 | BALYASNY ASSET MANAGEMENT LLC | 3.0M | $30.2M | +44.7% | 1.606% | 0.10% |
| 14 | Spruce Street Capital LP | 3.0M | $29.7M | 0.0% | 1.577% | 7.14% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 2.9M | $29.2M | +18.6% | 1.554% | 0.01% |
| 16 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 2.6M | $25.8M | +418.0% | 1.369% | 0.04% |
| 17 | GOLDMAN SACHS GROUP INC | 2.5M | $25.3M | +36.7% | 1.343% | 0.00% |
| 18 | MPM Oncology Impact Management LP | 2.4M | $23.5M | +5.7% | 1.247% | 1.81% |
| 19 | BANK OF AMERICA CORP /DE/ | 1.9M | $19.3M | +86.2% | 1.024% | 0.00% |
| 20 | EcoR1 Capital, LLC | 1.9M | $19.0M | — | 1.007% | 0.80% |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.9M | $18.5M | — | 0.985% | 0.00% |
| 22 | NORTHERN TRUST CORP | 1.7M | $16.7M | +47.1% | 0.885% | 0.00% |
| 23 | Alphabet Inc. | 1.6M | $15.6M | -0.3% | 0.827% | 0.39% |
| 24 | MORGAN STANLEY | 1.4M | $14.2M | -29.0% | 0.757% | 0.00% |
| 25 | Kynam Capital Management, LP | 1.4M | $14.2M | 0.0% | 0.753% | 0.89% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in RLAY — a direct measure of their conviction.
Filings activity in RLAY during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 235 | +5.9% | 63.42% | +11.96 pp | $1.78B | +23% |
| Q4 2025 | 222 | +14% | 51.46% | +21.32 pp | $1.44B | +71% |
| Q3 2025 | 194 | 4.9% | 30.14% | +9.84 pp | $845M | +48% |
| Q2 2025 | 204 | 1.0% | 20.30% | +5.76 pp | $569M | +40% |
| Q1 2025 | 206 | +4.0% | 14.54% | 8.59 pp | $408M | 37% |
| Q4 2024 | 198 | +4.8% | 23.13% | 14.03 pp | $648M | 38% |
| Q3 2024 | 189 | +6.8% | 37.16% | +9.48 pp | $1.04B | +34% |
| Q2 2024 | 177 | — | 27.68% | — | $776M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying RLAY stock.
Based on Q1 2026 13F filings, institutional ownership of Relay Therapeutics, Inc. stands at 63.4%, held across 235 reporting institutions.
SB INVESTMENT ADVISERS (UK) LTD is the largest reported institutional holder of RLAY, with approximately 27,904,963 shares worth $0.28B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of RLAY.
Our composite Smart Money Score for RLAY is 49 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
49 institutions opened new positions in RLAY during Q1 2026, while 36 fully exited. 154 added to existing positions and 29 trimmed.
RLAY institutional ownership rose by 11.96 percentage points quarter-over-quarter, with a net change of +13 holders.
The top 10 institutions account for 63.4% of all reported 13F value in RLAY, and the top 25 account for 83.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Relay Therapeutics, Inc. (RLAY) Institutional Ownership