StreetAlpha
Relay Therapeutics, Inc. · 13F filings

RLAY Institutional Ownership

Holdings as of Jun 30, 2026From SEC Form 13FUpdated

Who owns Relay Therapeutics, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 259 funds reported holding RLAY at Jun 30, 2026, together owning 112.6% of the company.

← RLAY stock page

Fund sentiment
Strongly bullish
Strongly bearishNeutralStrongly bullish
  • ▲163 buying vs 93 selling
  • ▲Held by funds +28.2 pts
  • ▲Funds holding +15
  • ▲Superinvestors: 3 added, 1 cut
  • ●Put/call not meaningful

What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.

Funds holding259+15 vs Q1 2026
Held by funds112.6%+28.2 pts
Value held$4.6B247M shares
Put/call ratio7.62up from 0.05

Funds holding and ownership

8 quarters
Q3 2024: 195 fundsQ3 '24Q4 2024: 199 fundsQ4 '24Q1 2025: 207 fundsQ1 '25Q2 2025: 208 fundsQ2 '25Q3 2025: 199 fundsQ3 '25Q4 2025: 227 fundsQ4 '25Q1 2026: 244 fundsQ1 '26Q2 2026: 259 fundsQ2 '26112.6% owned
Funds holdingHeld by funds %

Quarter over quarter

all 13F filers
Q2 2026This quarterQ1 2026Change
Funds holding259244+6.1%
In funds' top 10118+37.5%
13F shares247M185M+33.3%
Held by funds112.6%84.5%+28.2 pts
New positions4944+11.4%
Increased11495+20.0%
Reduced6252+19.2%
Sold out3130+3.3%
Calls (shares)165K1.2M−86.4%
Puts (shares)1.3M60K+1994.3%
Put/call ratio7.620.05+15258.4%

Buyers vs sellers

adding or new vs cutting or sold out
Q4 2024: 114 buyingQ4 2024: 71 sellingQ4 '24Q1 2025: 106 buyingQ1 2025: 83 sellingQ1 '25Q2 2025: 106 buyingQ2 2025: 90 sellingQ2 '25Q3 2025: 82 buyingQ3 2025: 87 sellingQ3 '25Q4 2025: 105 buyingQ4 2025: 76 sellingQ4 '25Q1 2026: 139 buyingQ1 2026: 82 sellingQ1 '26Q2 2026: 163 buyingQ2 2026: 93 sellingQ2 '26
Buying 163Selling 93latest quarter

Superinvestors in RLAY

All superinvestors →

Who owns RLAY

share of fund held shares
  • Index and passive funds21.1%
  • Active managers and hedge funds72.3%
  • Banks and brokers6.2%
  • Pensions, insurers and other0.3%

The top 10 holders own 56.3% of all RLAY shares that funds reported. Groups are our own grouping of filers by name.

Put/call ratio

funds' options, market makers left out
1.00Q3 2024: 0.00Q3 '24Q4 2024: 0.00Q4 '24Q1 2025: 0.00Q1 '25Q3 2025: 0.00Q3 '25Q4 2025: 0.00Q4 '25Q1 2026: 0.05Q1 '26Q2 2026: 7.62Q2 '267.62

Above 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.

Filed so far for Q3 2026

36 funds changed their position

🔒 Free account: see all 20.

Top holders

Q2 2026
#FundOf companySharesValueChange
1SB Investment Advisers (uk) Ltd12.73%27.9M$522M0
2Fmr LLC9.18%20.1M$376M+16.4M
3Casdin Capital, LLC7.32%16M$300M+1.6M
4BlackRock, Inc.6.98%15.3M$286M+2.3M
5Perceptive Advisors LLC6.44%14.1M$264M+4.4M
6Commodore Capital LP5.48%12M$225M−5M
7State Street Corp4.62%10.1M$189M+3.9M
8Vanguard Capital Management LLC4.09%9M$168M+1.6M
9Price T Rowe Associates Inc /md/3.52%7.7M$144M+5.8M
10Nextech Invest Ltd.3.09%6.8M$127M+1.3M
🔒 15 more top holders. Create a free account or sign in to see them.
Biggest buyers
Biggest sellers

RLAY institutional ownership FAQ

Who owns the most RLAY stock?

In Q2 2026 13F filings the largest holder of RLAY was SB Investment Advisers (uk) Ltd, followed by Fmr LLC and Casdin Capital, LLC. Index fund managers are usually the biggest holders of large companies.

What percentage of RLAY is owned by institutions?

Funds that file 13F reports held 112.6% of RLAY's shares at Jun 30, 2026, compared with 84.5% a quarter earlier. That counts every manager with more than $100 million in US stocks.

Are hedge funds buying RLAY?

In Q2 2026, 163 funds bought RLAY (49 of them new positions) and 93 sold (31 sold out completely). Among well known investors, 3 added and 1 cut. Our fund sentiment for RLAY is strongly bullish.

What is RLAY's institutional put/call ratio?

Funds reported $23.5M of RLAY puts against $3.1M of calls, a put/call ratio of 7.62 (0.05 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.

How current is this RLAY ownership data?

13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.