Guru Ownership Trend
Guru Analysis for Relay Therapeutics, Inc. (RLAY)
Relay Therapeutics, Inc. (RLAY), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q1 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $28.06 M.
Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).
Institutional sentiment is currently Bearish. This is evidenced by a $116.11 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who opened a new position.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Relay Therapeutics, Inc. (RLAY)
Major holders include Cliff Asness ($12.84 M), Renaissance Technologies (RenTech) ($6.7 M), Joel Greenblatt ($334,380). According to the latest reported data, 3 tracked investment managers collectively hold approximately 2 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $116.11 M, with 3 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 0 managers trimmed their positions, while 2 fully exited RLAY. The total reported sell value was $117.96 M.
Yes, 1 managers opened new positions in RLAY, and 2 increased their existing holdings. The total reported buy value was $1.85 M.