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Bellevue Group’s Relay Therapeutics RLAY Stock Holding History

Bellevue Group’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 		$116M Sell
6,185,970
-1,609,272
-21% -$23.4M 2.44% 11
2026
Q1 		$77.6M Sell
7,795,242
-550,122
-7% -$4.92M 1.85% 20
2025
Q4 		$70.6M Sell
8,345,364
-246
-0% -$1.75K 1.34% 22
2025
Q3 		$43.6M Buy
8,345,610
+114,740
+1% +$438K 0.91% 29
2025
Q2 		$28.5M Buy
8,230,870
+853,578
+12% +$2.54M 0.63% 41
2025
Q1 		$19.3M Hold
7,377,292
– – 0.43% 52
2024
Q4 		$30.4M Buy
7,377,292
+108
+0% +$588 0.59% 42
2024
Q3 		$52.2M Buy
7,377,184
+1,000,069
+16% +$7.47M 0.85% 29
2024
Q2 		$41.6M Buy
6,377,115
+450,497
+8% +$3.08M 0.68% 38
2024
Q1 		$49.2M Sell
5,926,618
-9,464
-0.2% -$92.3K 0.75% 40
2023
Q4 		$65.4M Buy
5,936,082
+1,051,082
+22% +$8.87M 1% 30
2023
Q3 		$41.1M Buy
4,885,000
+714,200
+17% +$7.68M 0.66% 46
2023
Q2 		$52.4M Sell
4,170,800
-1,800
-0% -$22.4K 0.75% 40
2023
Q1 		$68.7M Sell
4,172,600
-32,220
-0.8% -$578K 1% 35
2022
Q4 		$62.8M Hold
4,204,820
– – 0.83% 37
2022
Q3 		$94.1M Buy
4,204,820
+172,558
+4% +$3.79M 1.35% 21
2022
Q2 		$67.5M Buy
4,032,262
+113,300
+3% +$2.43M 0.95% 36
2022
Q1 		$117M Sell
3,918,962
-187,000
-5% -$4.54M 1.36% 22
2021
Q4 		$126M Buy
4,105,962
+350,000
+9% +$11.1M 1.3% 22
2021
Q3 		$118M Buy
3,755,962
+1,115,000
+42% +$37.5M 1.2% 25
2021
Q2 		$96.6M Buy
2,640,962
+709,618
+37% +$23.4M 0.94% 34
2021
Q1 		$66.8M Buy
1,931,344
+521,987
+37% +$22.7M 0.71% 49
2020
Q4 		$58.6M Buy
1,409,357
+109,357
+8% +$4.94M 0.67% 46
2020
Q3 		$55.4M Buy
+1,300,000
New +$49.6M 0.77% 39

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

Bellevue Group's RLAY Position: Q2 2026 in Review

Bellevue Group reduced its Relay Therapeutics (RLAY) stake by 21% in Q2 2026, selling an estimated $23.4M and leaving 6,185,970 shares worth $116M. The position accounts for 2.44% of the portfolio, ranked #11.

Bellevue Group first reported a position in RLAY in Q3 2020 and has held it in 24 quarters since. The position peaked at $126M in Q4 2021. 258 funds tracked by Wall St. Rank hold RLAY as of Q2 2026.

  • Bellevue Group held 6,185,970 shares of Relay Therapeutics worth $116M as of Q2 2026.
  • Bellevue Group sold 1,609,272 Relay Therapeutics shares in Q2 2026, an estimated $23.4M.
  • Relay Therapeutics made up 2.44% of Bellevue Group's portfolio in Q2 2026, its #11 holding.
  • Bellevue Group first reported a position in Relay Therapeutics in Q3 2020 and has held it in 24 quarters since.
  • Bellevue Group's Relay Therapeutics position peaked at $126M in Q4 2021.
  • 258 funds tracked by Wall St. Rank held Relay Therapeutics as of Q2 2026.

Based on Bellevue Group's 13F filing for Q2 2026, filed 14 Aug 2026.