RLAY
Relay Therapeutics, Inc. · Healthcare · Biotechnology
Momentum inputs (comparable managers):
holder breadth -6.7% ·
share flow -3.9% ·
net new positions -14.3%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 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 ✦ | 14.77M | +9.9% | $77.12M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 13.76M | -1.4% | $71.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×12 |
| 3 | The Vanguard Group ✦ (passive) | 9.40M | +0.2% | $49.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | State Street Global Advisors ✦ (passive) | 5.07M | -2.6% | $26.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 3.05M | -5.4% | $15.95M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 6 | Goldman Sachs Group ✦ | 1.87M | n/a | $9.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 1.76M | n/a | $9.21M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 8 | AQR Capital Management ✦ | 1.30M | +20.1% | $6.79M | 0.0% | ▲ Add | 6 | SEC ↗ ×5 |
| 9 | T. Rowe Price ✦ | 1.14M | -60.4% | $5.94M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 10 | Two Sigma Investments ✦ | 1.10M | +7.1% | $5.72M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 1.02M | -32.2% | $5.34M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 924.76K | n/a | $4.83M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 13 | Millennium Management ✦ | 744.04K | -60.2% | $3.88M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 162.74K | +2.9% | $849,511 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
“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
| Norges Bank | $2.89M | was 0.0% |
| Marshall Wace | $178,874 | 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