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Relay Therapeutics, Inc. hedge fund holdings

RLAYNASDAQ
$19.39+0.43 (+2.27% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

RLAY · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+246.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20258869$90M$59M192Aug 14, 2025
Q3 20255666$47.9M$72.2M185Nov 14, 2025
Q4 20258152$130M$128M213Feb 14, 2026
Q1 202610564$325M$225M234May 15, 2026
Q2 202613270$1.36B$381M238Aug 14, 2026

Quarterly action breakdown

Q2 2026
238 filers
New position
39
$277M+14.8M sh
Increased
93
$1.08B+57.6M sh
Reduced
46
-$302M-16.1M sh
Out / sold
24
-$78.7M-4.2M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Commodore Capital LPReduce 29.41%-$93.6M$225M13.37%Aug 14, 2026
Perceptive Advisors LLCAdded 44.66%+$81.5M$264M3.96%Aug 14, 2026
Siren, L.L.C.New Buy+$68.3M$68.3M1.38%Aug 13, 2026
Westfield Capital Management Co LPNew Buy+$62.6M$62.6M0.20%Aug 12, 2026
Pictet Asset Management Holding SAAdded 10502.78%+$38.9M$39.2M0.04%Jul 30, 2026
T. Rowe Price Investment Management, Inc.New Buy+$35.8M$35.8M0.02%Aug 14, 2026
Kynam Capital Management, LPAdded 131.70%+$35.1M$61.7M3.41%Aug 14, 2026
Polar Capital Holdings PlcNew Buy+$33.5M$33.5M0.08%Aug 14, 2026
Baker Bros. Advisors LPAdded 143.66%+$31.2M$52.9M0.27%Aug 14, 2026
Casdin Capital, LLCAdded 11.21%+$30.2M$300M15.02%Aug 14, 2026
Bellevue Group AGReduce 20.64%-$30.1M$116M2.44%Aug 14, 2026
Nextech Invest Ltd.Added 22.62%+$23.4M$127M6.02%Aug 14, 2026
EcoR1 Capital, LLCReduce 63.36%-$22.6M$13.1M0.63%Aug 14, 2026
Frazier Life Sciences Management, L.P.New Buy+$19M$19M0.41%Aug 14, 2026
Kalehua Capital Management LLCSell 100%-$17.9M$00.00%Aug 19, 2026
Elmind Capital, LPAdded 172.89%+$17.4M$27.4M6.89%Aug 14, 2026
Adage Capital Partners GP, L.L.C.Reduce 32.82%-$15.9M$32.6M0.05%Aug 14, 2026
Affinity Asset Advisors, LLCAdded 162.50%+$12.2M$19.6M0.89%Aug 13, 2026
Boxer Capital Management, LLCNew Buy+$8.42M$8.42M0.63%Aug 14, 2026
Lord, Abbett & Co. LLCNew Buy+$7.69M$7.69M0.02%Aug 14, 2026
Logos Global Management LPReduce 53.33%-$7.48M$6.55M0.28%Aug 14, 2026
Tetragon Partners GP LtdAdded 214.15%+$7.27M$10.7M1.68%Aug 13, 2026
Aberdeen Group plcNew Buy+$6.96M$6.96M0.01%Jul 31, 2026
ADAR1 Capital Management, LLCNew Buy+$6.7M$6.7M0.31%Aug 14, 2026
Duquesne Family Office LLCNew Buy+$6.53M$6.53M0.13%Aug 14, 2026
Timothy G. Youngquist 2020 Irrevocable TrustAdded 60.60%+$5.66M$15M2.94%Aug 7, 2026
Squadron Capital Management LLCAdded 44.24%+$5.57M$18.1M5.63%Aug 14, 2026
Longaeva Partners L.P.Sell 100%-$4.68M$00.00%Aug 14, 2026
Foresite Capital Management IV, LLCAdded 25.00%+$4.68M$23.4M8.06%Aug 14, 2026
Susquehanna Portfolio Strategies, LLCReduce 70.13%-$4.45M$1.9M0.03%Aug 14, 2026
Exome Asset Management LLCReduce 82.92%-$4.32M$889K0.55%Aug 14, 2026
Diadema Partners LPNew Buy+$4.32M$4.32M0.55%Aug 14, 2026
Rhenman & Partners Asset Management ABAdded 57.22%+$3.85M$10.6M1.00%Aug 13, 2026
Sphera Funds Management Ltd.Reduce 42.75%-$3.27M$4.38M0.57%Aug 14, 2026
Eversept Partners, LPAdded 60.44%+$3.06M$8.13M0.42%Aug 14, 2026
Alphabet Inc.Reduce 9.85%-$2.88M$26.4M0.03%Aug 7, 2026
Cinctive Capital Management LPNew Buy+$1.92M$1.92M0.07%Aug 14, 2026
Wellington Management Group LLPAdded 163.67%+$1.82M$2.94M0.00%Aug 14, 2026
Seven Grand Managers, LLCNew Buy+$1.59M$1.59M0.06%Aug 14, 2026
HighVista Strategies LLCAdded 19.99%+$1.58M$9.47M2.16%Aug 14, 2026
Seven Fleet Capital Management LPReduce 30.85%-$1.49M$3.33M0.55%Aug 17, 2026
Alps Advisors IncAdded 51.48%+$1.4M$4.12M0.02%Jul 29, 2026
Diversified Trust CoNew Buy+$1.24M$1.24M0.02%Jul 17, 2026
Handelsbanken Fonder ABNew Buy+$1.11M$1.11M0.00%Jul 10, 2026
MPM Bioimpact LLCAdded 2.38%+$1.05M$45.2M2.76%Aug 14, 2026
Persistent Asset Partners LtdAdded 332.16%+$1.02M$1.32M0.39%Aug 7, 2026
Himension Capital (Singapore) Pte. Ltd.Reduce 46.79%-$824K$938K0.06%Aug 13, 2026
Harvest Investment Services, LLCNew Buy+$774K$774K0.12%Aug 14, 2026
Rafferty Asset Management, LLCAdded 16.05%+$452K$3.27M0.01%Aug 14, 2026
Yorktown Management & Research Co IncNew Buy+$434K$434K0.27%Jul 23, 2026
Tidal Investments LLCAdded 14.72%+$424K$3.31M0.01%Aug 13, 2026
Tema ETFs LLCAdded 14.72%+$424K$3.31M0.11%Jul 10, 2026
Profund Advisors LLCAdded 29.63%+$378K$1.65M0.05%Aug 11, 2026
Susquehanna Fundamental Investments, LLCNew Buy+$366K$366K0.01%Aug 14, 2026
Cresset Asset Management, LLCSell 100%-$363K$00.00%Aug 14, 2026
Gotham Asset Management, LLCSell 100%-$334K$00.00%Aug 14, 2026
OP Asset Management LtdSell 100%-$291K$00.00%Jul 28, 2026
Quantinno Capital Management LPAdded 72.27%+$286K$683K0.00%Aug 13, 2026
Fiduciary Trust CoReduce 50.05%-$262K$261K0.00%Aug 13, 2026
Great Lakes Retirement, Inc.New Buy+$258K$258K0.02%Jul 30, 2026
DNB Asset Management ASAdded 77.95%+$231K$527K0.00%Aug 11, 2026
Virtus Investment Advisers, LLCReduce 34.94%-$222K$413K0.10%Aug 11, 2026
Aigen Investment Management, LPSell 100%-$220K$00.00%Aug 14, 2026
AssuredPartners Investment Advisors, LLCSell 100%-$150K$00.00%Aug 10, 2026
Fox Run Management, L.L.C.Sell 100%-$143K$00.00%Aug 4, 2026
Congress Asset Management CoAdded 1.16%+$135K$11.7M0.07%Jul 7, 2026
J. Goldman & Co LPReduce 11.11%-$132K$1.06M0.03%Aug 14, 2026
49 Wealth Management, LLCSell 100%-$110K$00.00%Aug 18, 2026
E Fund Management Co., Ltd.Added 30.17%+$107K$461K0.01%Aug 11, 2026
CANADA LIFE ASSURANCE CoAdded 53.36%+$85.9K$247K0.00%Aug 13, 2026
State of New Jersey Common Pension Fund DReduce 8.00%-$62.1K$714K0.00%Aug 4, 2026
Xponance LLCAdded 24.21%+$58.2K$299K0.00%Aug 10, 2026
Pacer Advisors, Inc.New Buy+$55K$55K0.00%Aug 13, 2026
Duncan Williams Asset Management, LLCAdded 21.31%+$45.6K$260K0.06%Jul 22, 2026
China Universal Asset Management Co., Ltd.Added 7.64%+$45.3K$639K0.04%Jul 24, 2026
Amova Asset Management Americas, Inc.New Buy+$43.5K$43.5K0.00%Aug 13, 2026
Tokio Marine Asset Management Co LtdNew Buy+$17.8K$17.8K0.00%Jul 30, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Reduce 27.24%-$12.5K$33.3K0.00%Aug 13, 2026
J.Safra Asset Management CorpNew Buy+$10.4K$10.4K0.00%Aug 6, 2026
SMA Capital LLCNew Buy+$10.3K$10.3K0.00%Aug 14, 2026
Kemnay Advisory Services Inc.Added 30.32%+$8.21K$35.3K0.00%Aug 14, 2026
Truvestments Capital LLCNew Buy+$7.15K$7.15K0.00%Aug 12, 2026
Keating Financial Advisory Services, Inc.Reduce 24.89%-$3.16K$9.54K0.00%Aug 11, 2026
Quarry LPNew Buy+$1.35K$1.35K0.00%Aug 14, 2026
Versant Capital Management, IncAdded 13.39%+$1.24K$10.5K0.00%Jul 2, 2026
Hughes Financial Services, LLCReduce 3.45%-$56$1.57K0.00%Jul 20, 2026
Silver Grove Financial Group, Inc.New Buy+$19$190.00%Aug 13, 2026

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