Relay Therapeutics, Inc.
Relay Therapeutics, Inc. (RLAY) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · RLAY · as of Sep 30, 2025
Ownership Breakdown
204
Institutional Holders
▼ 4 vs Q2
$867.88M
Total Inst. Value
▲ $275.52M vs Q2
175.02M
Shares Outstanding
freeFloat 77.72%
166.22M
13F Shares Held
▼ 4.91M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
RLAY largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
SB INVESTMENT ADVISERS (UK) LTD biological products, (no diagnostic substances) | 27.90M | 16.29% | 16.29% | $145.66B | Nov 14, 2025 | — held |
COMMODORE CAPITAL LP biological products, (no diagnostic substances) | 17.00M | 9.93% | 9.93% | $88.74B | Nov 14, 2025 | ▲ 3.65M |
POINT72 ASSET MANAGEMENT, L.P. biological products, (no diagnostic substances) | 14.77M | 8.63% | 8.63% | $77.12B | Nov 14, 2025 | ▲ 1.33M |
BLACKROCK, INC. biological products, (no diagnostic substances) | 13.76M | 8.03% | 8.03% | $71.82B | Nov 12, 2025 | ▼ 195.1K |
CASDIN CAPITAL, LLC biological products, (no diagnostic substances) | 11.34M | 6.62% | 6.62% | $59.20B | Nov 14, 2025 | ▼ 57.2K |
VANGUARD GROUP INC biological products, (no diagnostic substances) | 9.40M | 5.49% | 5.49% | $49.05B | Nov 7, 2025 | ▲ 15.9K |
BELLEVUE GROUP AG biological products, (no diagnostic substances) | 8.35M | 4.87% | 4.87% | $43.56B | Nov 14, 2025 | ▲ 114.7K |
TANG CAPITAL MANAGEMENT LLC biological products, (no diagnostic substances) | 8.07M | 4.71% | 4.71% | $42.12B | Nov 14, 2025 | — held |
STATE STREET CORP biological products, (no diagnostic substances) | 5.07M | 2.96% | 2.96% | $26.44B | Nov 14, 2025 | ▼ 136.8K |
NEXTECH INVEST, LTD. biological products, (no diagnostic substances) | 3.85M | 2.25% | 2.25% | $20.08B | Nov 14, 2025 | — held |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
17
Increased
+7.52M shares2
New Positions
first time holders19
Decreased
−9.63M shares0
Sold Out
fully exitedNet shares change (top 50)
2.11M
+7.52M / −9.63M
Net new holders
+0
2 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
RLAY insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
1
Buy transactions
7
Sell transactions
0.14
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Catinazzo Thomas Chief Financial Officer | May 14, 2026 | Sale | 17,717 | $12.86 | $227.8K | 195.2K | Form 4 ↗ |
Catinazzo Thomas Chief Financial Officer | Apr 28, 2026 | Sale | 972 | $14.79 | $14.4K | 212.9K | Form 4 ↗ |
Rahmer Peter See remarks | Apr 28, 2026 | Sale | 753 | $14.79 | $11.1K | 275.9K | Form 4 ↗ |
Bergstrom Donald A President, R&D | Apr 28, 2026 | Sale | 1,490 | $14.79 | $22.0K | 418.6K | Form 4 ↗ |
Catinazzo Thomas Chief Financial Officer | Apr 7, 2026 | Sale | 17,717 | $13.01 | $230.5K | 213.9K | Form 4 ↗ |
Catinazzo Thomas Chief Financial Officer | Apr 9, 2026 | Sale | 1,800 | $15.00 | $27.0K | 213.9K | Form 4 ↗ |
Catinazzo Thomas Chief Financial Officer | Mar 9, 2026 | Sale | 17,717 | $10.06 | $178.2K | 231.6K | Form 4 ↗ |
Bergstrom Donald A President, R&D | Jan 27, 2026 | Sale | 18,895 | $7.62 | $144.0K | 422.7K | Form 4 ↗ |
Bergstrom Donald A President, R&D | Jan 28, 2026 | Sale | 2,686 | $8.45 | $22.7K | 420.0K | Form 4 ↗ |
Rahmer Peter See remarks | Dec 31, 2025 | Award | 994 | $2.99 | $3.0K | 338.5K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Relay Therapeutics, Inc. (RLAY) is primarily owned by institutional investors, who hold approximately 95.0% of total shares outstanding. Company insiders own approximately 22.28%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of Relay Therapeutics, Inc. is SB INVESTMENT ADVISERS (UK) LTD, holding approximately 27.90 million shares — equal to 16.29% of outstanding shares — as of September 30, 2025.
A total of 204 institutional investors currently hold RLAY stock, with a combined institutional value of approximately $867,882,833 as of the most recent 13F filing period.
Frequently asked questions
RLAY ownershipRelay Therapeutics, Inc. (RLAY) is primarily owned by institutional investors, who hold approximately 95.0% of shares. The largest shareholder is SB INVESTMENT ADVISERS (UK) LTD with a 16.29% stake. Company insiders hold 22.28%. Data sourced from SEC Form 13F as of September 30, 2025.