Relay Therapeutics Inc (RLAY) 13F Ownership Report (Q2 2026)

RLAY ranks #2396 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

RLAY is a top-conviction position for Casdin Capital, LLC — at 15.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in RLAY belongs to Sb Investment Advisers, but the position matters far more to Casdin Capital, LLC, who has 15.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Fidelity has added to its RLAY position for two straight quarters, increasing it by $374.9M to reach $376.3M today.

Raiffeisen Bank International AG has trimmed its RLAY position for two straight quarters, cutting it by $508.3K while still holding $1.6M.

RLAY is up 0.6% today, and institutions have been net buyers of $1.4B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

RLAY reported a net loss of $286.0M over the trailing twelve months.

• Not yet profitable — net loss of $286.0M over the trailing twelve months
• Revenue grew 23.9% year over year
• Net income improved year over year, from -$311.5M to -$286.0M
• Operating cash flow was negative, using $235.5M in cash
• Current ratio of 22.61x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.10x equity — within a conventional range