Relay Therapeutics, Inc.: which funds bought and sold
Institutions that bought and sold Relay Therapeutics shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 162 institutions that filed 13F reports for both quarters added to or opened positions in Relay Therapeutics, and 94 cut or closed them. Together they added a net 61.8M shares, +33.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 35.9M shares (+52.6%); index fund managers were net buyers of 11.1M shares (+30.7%). 49 opened a new position and 30 sold out entirely.
Bought, Q2 2026 162 institutions, 49 of them new holders Sold, Q2 2026 94 institutions, 30 of them sold out
Net change, all compared +61.8M shares (+33.5%)
Net change, active managers +35.9M shares (+52.6%), 34 bought, 23 sold
Buyers versus sellers
162 bought 27 94 sold
Active managers and hedge funds 34 bought · 23 sold · +35.9M
Index fund managers 11 bought · 1 sold · +11.1M
Other institutions 117 bought · 70 sold · +14.8M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | +16.4M +444.2% | 20.1M | $376M |
| Price T Rowe Associates Inc Active manager | +5.8M +300.5% | 7.7M | $144M |
| Perceptive Advisors LLC Hedge fund | +4.4M +44.7% | 14.1M | $264M |
| Alliancebernstein L.P. Active manager | +4.0M +2719.7% | 4.1M | $40.8M |
| State Street Corp Index funds | +3.9M +62.4% | 10.1M | $189M |
| Siren, L.L.C. | +3.6M New position | 3.6M | $68.3M |
| Westfield Capital Management Co LP Active manager | +3.3M New position | 3.3M | $62.6M |
| Morgan Stanley | +2.4M +168.9% | 3.9M | $72.1M |
| Blackrock, Inc. Index funds | +2.3M +17.8% | 15.3M | $286M |
| Pictet Asset Management Holding SA | +2.1M +10502.8% | 2.1M | $39.2M |
| T. Rowe Price Investment Management, Inc. Active manager | +1.9M New position | 1.9M | $35.8M |
| Kynam Capital Management, LP Hedge fund | +1.9M +131.7% | 3.3M | $61.7M |
| Franklin Resources Inc Active manager | +1.8M +3696.2% | 1.9M | $34.7M |
| Polar Capital Holdings PLC Active manager | +1.8M New position | 1.8M | $33.5M |
| Baker Bros. Advisors LP Hedge fund | +1.7M +143.7% | 2.8M | $52.9M |
| Casdin Capital, LLC Hedge fund | +1.6M +11.2% | 16.0M | $300M |
| Vanguard Capital Management LLC Index funds | +1.6M +21.3% | 9.0M | $168M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +1.6M +235.0% | 2.2M | $41.9M |
| Nextech Invest Ltd. | +1.3M +22.6% | 6.8M | $127M |
| Geode Capital Management, LLC Index funds | +1.2M +34.6% | 4.7M | $88.4M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | +16.4M +444.2% | 20.1M | $376M |
| Price T Rowe Associates Inc Active manager | +5.8M +300.5% | 7.7M | $144M |
| Perceptive Advisors LLC Hedge fund | +4.4M +44.7% | 14.1M | $264M |
| Alliancebernstein L.P. Active manager | +4.0M +2719.7% | 4.1M | $40.8M |
| Westfield Capital Management Co LP Active manager | +3.3M New position | 3.3M | $62.6M |
| T. Rowe Price Investment Management, Inc. Active manager | +1.9M New position | 1.9M | $35.8M |
| Kynam Capital Management, LP Hedge fund | +1.9M +131.7% | 3.3M | $61.7M |
| Franklin Resources Inc Active manager | +1.8M +3696.2% | 1.9M | $34.7M |
| Polar Capital Holdings PLC Active manager | +1.8M New position | 1.8M | $33.5M |
| Baker Bros. Advisors LP Hedge fund | +1.7M +143.7% | 2.8M | $52.9M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Commodore Capital LP Hedge fund | −5.0M −29.4% | 12.0M | $225M |
| Balyasny Asset Management L.P. Hedge fund | −2.9M −96.3% | 113K | $2.1M |
| Kalehua Capital Management LLC | −1.8M Sold out | 0 | — |
| Bellevue Group AG | −1.6M −20.6% | 6.2M | $116M |
| Ecor1 Capital, LLC Hedge fund | −1.2M −63.4% | 698K | $13.1M |
| Marshall Wace, LLP Hedge fund | −924K −98.1% | 18K | $333,842 |
| Adage Capital Partners Gp, L.L.C. Hedge fund | −850K −32.8% | 1.7M | $32.6M |
| Two Sigma Investments, LP Hedge fund | −668K −48.8% | 701K | $13.1M |
| Qube Research & Technologies Ltd Hedge fund | −620K Sold out | 0 | — |
| Renaissance Technologies LLC Hedge fund | −481K −71.4% | 192K | $3.6M |
| Longaeva Partners L.P. | −471K Sold out | 0 | — |
| Jane Street Group, LLC | −424K Sold out | 0 | — |
| Logos Global Management LP Hedge fund | −400K −53.3% | 350K | $6.5M |
| American Century Companies Inc Active manager | −399K −90.7% | 41K | $769,000 |
| Hudson Bay Capital Management LP Hedge fund | −311K Sold out | 0 | — |
| Acadian Asset Management LLC Active manager | −290K Sold out | 0 | — |
| Susquehanna Portfolio Strategies, LLC | −238K −70.1% | 101K | $1.9M |
| Exome Asset Management LLC | −231K −82.9% | 48K | $889,305 |
| Sphera Funds Management Ltd. | −175K −42.7% | 234K | $4.4M |
| Alphabet Inc. | −154K −9.9% | 1.4M | $26.4M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Commodore Capital LP Hedge fund | −5.0M −29.4% | 12.0M | $225M |
| Balyasny Asset Management L.P. Hedge fund | −2.9M −96.3% | 113K | $2.1M |
| Ecor1 Capital, LLC Hedge fund | −1.2M −63.4% | 698K | $13.1M |
| Marshall Wace, LLP Hedge fund | −924K −98.1% | 18K | $333,842 |
| Adage Capital Partners Gp, L.L.C. Hedge fund | −850K −32.8% | 1.7M | $32.6M |
| Two Sigma Investments, LP Hedge fund | −668K −48.8% | 701K | $13.1M |
| Qube Research & Technologies Ltd Hedge fund | −620K Sold out | 0 | — |
| Renaissance Technologies LLC Hedge fund | −481K −71.4% | 192K | $3.6M |
| Logos Global Management LP Hedge fund | −400K −53.3% | 350K | $6.5M |
| American Century Companies Inc Active manager | −399K −90.7% | 41K | $769,000 |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Siren, L.L.C. | 3.6M | $68.3M |
| Westfield Capital Management Co LPActive manager | 3.3M | $62.6M |
| T. Rowe Price Investment Management, Inc.Active manager | 1.9M | $35.8M |
| Polar Capital Holdings PLCActive manager | 1.8M | $33.5M |
| First Trust Advisors LP | 1.1M | $20.1M |
| Frazier Life Sciences Management, L.P. | 1.0M | $19M |
| Jupiter Asset Management LtdActive manager | 720K | $13.5M |
| Boxer Capital Management, LLCHedge fund | 450K | $8.4M |
| Moore Capital Management, LPHedge fund | 414K | $7.7M |
| Lord, Abbett & Co. LLC | 411K | $7.7M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Kalehua Capital Management LLC | 1.8M | $17.9M |
| Qube Research & Technologies LtdHedge fund | 620K | $6.2M |
| Longaeva Partners L.P. | 471K | $4.7M |
| Jane Street Group, LLC | 424K | $4.2M |
| Hudson Bay Capital Management LPHedge fund | 311K | $3.1M |
| Acadian Asset Management LLCActive manager | 290K | $2.9M |
| Engineers Gate Manager LPHedge fund | 141K | $1.4M |
| Schonfeld Strategic Advisors LLCHedge fund | 72K | $715,204 |
| Prelude Capital Management, LLC | 62K | $615,895 |
| Algert Global LLCHedge fund | 49K | $482,674 |
Who holds the shares
- Institutions reporting
- 257
- Ten largest holders
- 56.4% of 13F-reported shares
- Index fund managers
- 19.1% of 13F-reported shares
- Active managers and hedge funds
- 42.3% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 34 | 23 | 13 | 8 | +35.9M | +52.6% |
| Index fund managers | 11 | 1 | 0 | 0 | +11.1M | +30.7% |
| Other institutions | 117 | 70 | 36 | 22 | +14.8M | +18.4% |