RLAY
Relay Therapeutics, Inc. · Healthcare · Biotechnology
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow +28.6% ·
net new positions -20.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 53.97K | $939,635 | n/a | n/a |
| Q2 2026 | 93 | +6 | 111.07M | $2.04B | +13 | −9 |
| Q1 2026 | 92 | +9 | 68.30M | $679.13M | +15 | −7 |
| Q4 2025 | 84 | +2 | 73.82M | $624.52M | +3 | n/a |
| Q3 2025 | 14 | -1 | 56.07M | $292.70M | n/a | −2 |
| Q2 2025 | 13 | 0 | 54.62M | $188.99M | +1 | −1 |
| Q1 2025 | 10 | -2 | 33.93M | $88.91M | n/a | −2 |
| Q4 2024 | 12 | 0 | 26.38M | $108.69M | n/a | n/a |
| Q3 2024 | 11 | 0 | 24.01M | $170.03M | +2 | −2 |
| Q2 2024 | 11 | n/a | 15.37M | $100.25M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Point72 Asset Management ✦ | 10.83M | +579.8% | $28.37M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passive) | 5.16M | -2.3% | $13.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Norges Bank ✦ (passive) | 4.64M | -19.8% | $12.14M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 3.48M | +4.7% | $9.11M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Geode Capital Management ✦ (passive) | 3.07M | +1.3% | $8.05M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | Millennium Management ✦ | 2.94M | +14.6% | $7.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 2.28M | +46.9% | $5.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 843.86K | +3.4% | $2.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 364.95K | +11.9% | $956,159 | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 10 | Citadel Advisors ✦ | 337.27K | -50.9% | $883,642 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Adage Capital Partners | $5.77M | was 0.0% |
| Marshall Wace | $114,405 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 240 holders, 183.00M shares, $1.79B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer, Director · 48.20K sh · $872,402
Officer · 17.51K sh · $325,354
Officer · 206 sh · $3,968
Officer · 17.72K sh · $335,560
Officer · 8.53K sh · $161,814
Officer, Director · 48.20K sh · $912,889
Officer · 4.51K sh · $90,295
10% owner · 6.00M sh · $116.40M
Officer · 17.72K sh · $349,734
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology