Balyasny Asset Management
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Balyasny Asset Management’s Relay Therapeutics RLAY Stock Holding History

Balyasny Asset Management’s Portfolio RLAY Stock Details RLAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.11M Sell
112,989
-2,926,190
-96% -$42.5M ﹤0.01% 1786
2026
Q1 		$30.2M Buy
3,039,179
+939,267
+45% +$8.4M 0.04% 523
2025
Q4 		$17.8M Buy
2,099,912
+924,941
+79% +$6.6M 0.02% 773
2025
Q3 		$6.13M Buy
+1,174,971
New +$4.48M 0.01% 1279
2025
Q2 		– Sell
-231,442
Closed -$606K – 3268
2025
Q1 		$606K Sell
231,442
-460,837
-67% -$1.81M ﹤0.01% 2204
2024
Q4 		$2.85M Buy
+692,279
New +$3.77M ﹤0.01% 1535
2024
Q3 		– Sell
-65,989
Closed -$430K – 3100
2024
Q2 		$430K Sell
65,989
-933,650
-93% -$6.38M ﹤0.01% 2115
2024
Q1 		$8.3M Buy
+999,639
New +$9.75M 0.01% 1009
2023
Q4 		– Sell
-51,971
Closed -$437K – 2840
2023
Q3 		$437K Sell
51,971
-265,998
-84% -$2.86M ﹤0.01% 1796
2023
Q2 		$3.99M Buy
+317,969
New +$3.96M 0.01% 1143
2023
Q1 		– Sell
-203,168
Closed -$3.04M – 3076
2022
Q4 		$3.04M Buy
+203,168
New +$3.89M 0.01% 1238

Other funds holding RLAY

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
CC
Commodore Capital New York $1.68B AUM 375.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $2.11B AUM 413.84% 1-Year Est. Return

Balyasny Asset Management's RLAY Position: Q2 2026 in Review

Balyasny Asset Management reduced its Relay Therapeutics (RLAY) stake by 96% in Q2 2026, selling an estimated $42.5M and leaving 112,989 shares worth $2.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Balyasny Asset Management first reported a position in RLAY in Q4 2022 and has held it in 11 quarters since. The position peaked at $30.2M in Q1 2026. 258 funds tracked by Wall St. Rank hold RLAY as of Q2 2026.

  • Balyasny Asset Management held 112,989 shares of Relay Therapeutics worth $2.11M as of Q2 2026.
  • Balyasny Asset Management sold 2,926,190 Relay Therapeutics shares in Q2 2026, an estimated $42.5M.
  • Relay Therapeutics made up ﹤0.01% of Balyasny Asset Management's portfolio in Q2 2026, its #1786 holding.
  • Balyasny Asset Management first reported a position in Relay Therapeutics in Q4 2022 and has held it in 11 quarters since.
  • Balyasny Asset Management's Relay Therapeutics position peaked at $30.2M in Q1 2026.
  • 258 funds tracked by Wall St. Rank held Relay Therapeutics as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.