How many institutional investors hold RLAY?

3 tracked institutional investors disclosed a position in RLAY (RELAY THERAPEUTICS INC) in their most recent 13F filing.

Who is the largest institutional holder of RLAY?

Steve Cohen, Point72 Asset Management, holds the largest disclosed position in RLAY, valued at $117M.

Where does this RLAY ownership data come from?

SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.

RLAY — RELAY THERAPEUTICS INC

Name: RELAY THERAPEUTICS INC (RLAY) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Public company

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying RLAY?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence

Institutional Conviction

Net accumulation · 1 buying vs 0 selling last quarter

Macro Tailwind

Macro conditions are mixed for this sector

Why? — Evidence & Confidence ▾

Of 1 tracked investors who changed their RLAY position last quarter, 1 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence

+1 tracked investor added or increased positions last quarter (Stanley Druckenmiller)
+3 tracked investors reported holding RLAY at their latest filing
+Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource

Contradicting evidence — always shown

−13F data is disclosed up to 45 days after quarter end — positions may have changed since

Know the limits

· 13F disclosure lag (up to 45 days)
· Tracked investors are a sample, not the whole market
· Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About RELAY THERAPEUTICS INC (RLAY)

RELAY THERAPEUTICS INC (RLAY) appears in the most recent 13F filings of 3 tracked institutional investors. The largest disclosed position is held by Steve Cohen (Point72 Asset Management), valued at $117M. Across recent filings, tracked investors recorded 1 new positions, 0 increased, 0 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in RLAY

100

/100

Strong Institutional Accumulation

Added / Increased1

Reduced0

Exited0

BearishBullish

Crowded Trade Score™

How many top investors track RLAY

/100

Emerging Interest

3investors

A small number of top investors own this.

UndiscoveredCrowded

151015+

RLAY Ownership Composition

How RELAY THERAPEUTICS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type

Multi-Strategy / Quant

84% of tracked value

Institutions

tracked investors

Total Reported

$41.7M

combined 13F value

Multi-Strategy / Quant84.3%
Macro15.7%

Multi-Strategy / Quant(2)

84.3%

Macro(1)

15.7%

Tracked investors currently reporting RLAY

2 tracked investors have since exited this position — listed separately below.

Investor	Firm	Shares	Market value	% of portfolio	As of
Ken Griffin	Citadel Advisors	1.3M	$24.1M	0.00%	Jun 30, 2026
Izzy Englander	Millennium Management	591.7K	$11.1M	0.00%	Jun 30, 2026
Stanley Druckenmiller	Duquesne Family Office	349K	$6.5M	0.13%	Jun 30, 2026

Ken GriffinJun 30, 2026
Citadel Advisors
Shares
1.3M
Value
$24.1M
% Portfolio
0.00%
Izzy EnglanderJun 30, 2026
Millennium Management
Shares
591.7K
Value
$11.1M
% Portfolio
0.00%
Stanley DruckenmillerJun 30, 2026
Duquesne Family Office
Shares
349K
Value
$6.5M
% Portfolio
0.13%

Previously held RLAY

These investors reported RLAY in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

Investor	Firm	Last reported shares	Value then	Last held
Steve Cohen	Point72 Asset Management	13.9M	$117.2M	Dec 31, 2025
Paul Tudor Jones	Tudor Investment Corp	84.2K	$712K	Dec 31, 2025

Recent activity

Investor	Action	Δ %	Current value	Filing date
Stanley Druckenmiller	New	—	$6.5M	Aug 14, 2026

Stanley Druckenmiller
New
$6.5MAug 14, 2026

Frequently asked questions

How many institutional investors hold RLAY?: 3 tracked institutional investors disclosed a position in RLAY (RELAY THERAPEUTICS INC) in their most recent 13F filing.
Who is the largest institutional holder of RLAY?: Steve Cohen, Point72 Asset Management, holds the largest disclosed position in RLAY, valued at $117M.
Did institutional ownership of RLAY increase or decrease?: Across recent 13F filings, tracked investors recorded 1 new positions, 0 increased, 0 reduced, and 0 fully exited RLAY.
Where does this RLAY ownership data come from?: SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.