Relay Therapeutics, Inc.
Relay Therapeutics, Inc.（RLAY）股东结构
基于 13F 申报与流通股数据，展示机构、内部人与公众持股结构；下方为前十大机构、机构动向与内部人交易。
SEC 13F · FMP · RLAY · 截至 2025年9月30日
股东结构概览
204
机构持有人数
▼ 4 vs Q2
$867.88M
机构持仓总市值
▲ $275.52M vs Q2
175.02M
总流通股
freeFloat 77.72%
166.22M
13F 申报持股数
▼ 4.91M vs Q2
机构持仓% = 13F 持股数 ÷ 总流通股。内部人% = 100 − 自由流通率。散户% = 自由流通率 − 机构%。数据来源：FMP /symbol-positions-summary + /shares-float + SEC EDGAR。
前10大机构持仓
RLAY 最大股东 · 机构持仓
Q3 2025 · SEC 13F
显示前 10 家
| 机构 | 持股数 | 占比 | 权重 | 市值 | 申报日 | 变动 |
|---|---|---|---|---|---|---|
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 |
数据来源：SEC 13F 申报文件。变动标识：isNew / isSoldOut / changeInSharesNumber。
机构仓位变动
Q3 2025 对比上季度
Q3 2025
17
增持
+7.52M 股2
新建仓
首次建仓19
减持
−9.63M 股0
清仓
完全退出净股数变化（前50家）
2.11M
+7.52M / −9.63M
净新增持仓人
+0
新建 2 个 / 退出 0 个
基于前50家最大机构持仓统计，全市场实际数量可能不同。
内幕交易买卖情绪
RLAY 内幕交易记录
数据来源：SEC Form 4
近期内部人员以卖出为主。 卖出可能源于预定的 10b5-1 计划，不代表负面展望。
1
买入笔数
7
卖出笔数
0.14
买卖比
$0M
卖出总金额
最近内幕交易记录
最近10条 · 仅普通股
| 姓名 · 职位 | 日期 | 类型 | 股数 | 价格 | 金额 | 交易后持股 | 申报 |
|---|---|---|---|---|---|---|---|
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 ↗ |
数据来源：SEC Form 4。买卖方向：acquisitionOrDisposition A=买入，D=卖出。已排除 RSU 归属（M-Exempt）。
关于机构与内部人持股结构
Relay Therapeutics, Inc.（RLAY）主要由机构投资者持有，机构持股比例约为 95.0%。公司内部人员持股约 22.28%，散户及公众持股约占剩余的 0.00%。
Relay Therapeutics, Inc. 最大机构股东为 SB INVESTMENT ADVISERS (UK) LTD，截至 September 30, 2025 持有约 27.90 million 股，占总流通股的 16.29%。
目前共有 204 家机构持有 RLAY 股票，合计持仓市值约 $867,882,833，数据来源为最新 SEC 13F 申报。
常见问题
RLAY ownershipRelay Therapeutics, Inc.（RLAY）主要由机构投资者持有，机构持股约 95.0%。最大股东为 SB INVESTMENT ADVISERS (UK) LTD，持股比例 16.29%。内部人员持股约 22.28%。数据来源 SEC Form 13F，截至 September 30, 2025。