S&P 500: 681.75 +0.1% NASDAQ 100: 601.92 +0.2% Dow Jones: 495.28 +0.1%

Relay Therapeutics, Inc.

RLAY Healthcare
$8.93 +$0.12 (1.36%)
Market Cap: $1.55 B
Gurus Holding
4
Popularity Rank
#2075
% of Shares Held
9.69%
Net Activity (Q4 2025)
-$3.17 M

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 Q3 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $150.02 M.

Top institutional holders include Steven Cohen and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $3.17 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Renaissance Technologies reduced exposure by 36.7%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$0
Total Buy Value
New Buys 0
Additions 0
-$3.17 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
0

FAQs for Relay Therapeutics, Inc. (RLAY)

Major holders include Steven Cohen ($77.12 M), Cliff Asness ($6.79 M), Renaissance Technologies ($5.48 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 16.8 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $3.17 M, with 0 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited RLAY. The total reported sell value was $3.17 M.

No tracked managers opened new positions or increased their holdings in RLAY during the most recent reporting period.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.13% Add 9.9% 14,773,676 $77.12 M Q3 2025
0.00% Add 20.1% 1,301,036 $6.79 M Q3 2025
0.01% Reduce -36.7% 647,899 $5.48 M Q4 2025
0.00% New Buy 76,446 $399,048 Q3 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form