$RLAY

$18.12 -$0.06 (0.33%) Close

$RLAY Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 219.1M shares outstanding

Who owns RLAY?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 63.4%

SB Investment Advisers (uk) LTD 12.7% · FMR LLC 9.2%

Institutional ownership

100.0%

+15.8 pts vs last qtr

Institutional holders

260

+11 vs last qtr

Net shares bought

+63.2M

by institutions in Q2 2026

New / sold out

50 / 39

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

FMR LLC +16.4M
Price T Rowe Associates Inc /MD/ +5.8M

Biggest sellers in Q2 2026

Commodore Capital LP −5.0M
Balyasny Asset Management L.P. −2.9M

Who is planning to sell?

Notices of proposed sale, last 12 months

$141M

14 notices from 6 people

Shares covered

7.0M

3.20% of the company

Arranged in advance

10%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

SVF Pauling (Cayman) Ltd Stockholder $123M
Thomas Catinazzo Officer 10b5-1 $6.08M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2020–FY2022

+163.3%

+62.28% a year

Each share's claim on the business

−62.0%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $137M

over 3 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years60% 3–5 years4% 1–3 years13% Under 1 year23%

Quarterly turnover

28.1%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting RLAY on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
SI SB Investment Advisers (uk) LTD	27.9M	12.73%	Unchanged	≤2021	6.8%
Shares held by quarter Peak holding27.9M (Q3'24) Change over 8 quarters0 Share of the company12.730% SB Investment Advisers (uk) LTD's full portfolio →
F FMR LLC	20.1M	9.18%	+16.4M (+444.2%)	≤2021	0.0%
Shares held by quarter Peak holding20.1M (Q2'26) Change over 8 quarters+20.0M Share of the company9.180% FMR LLC's full portfolio →

SB Investment Advisers (uk) LTD

27.9M

% of company

12.73%

Change vs last qtr

Unchanged

Held since

≤2021

FMR LLC

20.1M

% of company

9.18%

Change vs last qtr

+16.4M (+444.2%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Relay Therapeutics Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting RLAY on Form N-PORT; together they hold 32.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$127M	6.8M	3.10%	0.01%	June 30, 2026
SS State Street(R) SPDR(R) S&P(R) Biotech ETF SPDR Series Trust	$118M	6.3M	2.88%	1.10%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$127M

% of company

3.10%

% of the fund

0.01%

As of

June 30, 2026

State Street(R) SPDR(R) S&P(R) Biotech ETF

SPDR Series Trust

Position value

$118M

% of company

2.88%

% of the fund

1.10%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Relay Therapeutics Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
PS Patel Sanjiv Insider	2.0M	0.93%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.930% Patel Sanjiv's insider activity →
BD Bergstrom Donald A Insider	399.1K	0.18%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.180% Bergstrom Donald A's insider activity →

Patel Sanjiv

Insider

2.0M

% of company

0.93%

Change vs last qtr

—

Held since

—

Bergstrom Donald A

Insider

399.1K

% of company

0.18%

Change vs last qtr

—

Held since

—

3 more holders behind a free account

See every insider and 5%+ holder of Relay Therapeutics Inc.

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