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 Q2 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $40.85 M.
Top institutional holders include Cliff Asness and Louis Moore Bacon.
Institutional sentiment is currently Bullish. This is evidenced by a $4.74 M net inflow during the quarter.
Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 71.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Relay Therapeutics, Inc. (RLAY)
Major holders include Cliff Asness ($23.94 M), Louis Moore Bacon ($7.75 M), Stanley Druckenmiller ($6.53 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 2.23 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $4.74 M, with 2 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited RLAY. The total reported sell value was $9.54 M.
Yes, 2 managers opened new positions in RLAY, and 0 increased their existing holdings. The total reported buy value was $14.28 M.