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Brandywine Managers’s Relay Therapeutics RLAY Stock Holding History

Brandywine Managers’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 		$719K Hold
38,429
– – 0.36% 27
2026
Q1 		$382K Hold
38,429
– – 0.23% 34
2025
Q4 		$325K Hold
38,429
– – 0.16% 35
2025
Q3 		$201K Hold
38,429
– – 0.19% 36
2025
Q2 		$133K Hold
38,429
– – 0.13% 35
2025
Q1 		$101K Hold
38,429
– – 0.12% 34
2024
Q4 		$158K Hold
38,429
– – 0.17% 35
2024
Q3 		$272K Buy
38,429
+6,622
+21% +$49.5K 0.29% 31
2024
Q2 		$207K Hold
31,807
– – 0.22% 32
2024
Q1 		$264K Hold
31,807
– – 0.26% 34
2023
Q4 		$350K Hold
31,807
– – 0.38% 32
2023
Q3 		$267K Hold
31,807
– – 0.45% 32
2023
Q2 		$399K Hold
31,807
– – 0.26% 38
2023
Q1 		$524K Hold
31,807
– – 0.37% 31
2022
Q4 		$475K Hold
31,807
– – 1.66% 22
2022
Q3 		$712K Hold
31,807
– – 2.34% 11
2022
Q2 		$533K Buy
31,807
+6,382
+25% +$137K 1.31% 24
2022
Q1 		$761K Hold
25,425
– – 1.31% 21
2021
Q4 		$781K Buy
25,425
+3,702
+17% +$117K 0.89% 27
2021
Q3 		$685K Hold
21,723
– – 0.72% 29
2021
Q2 		$795K Buy
21,723
+1,771
+9% +$58.4K 0.91% 24
2021
Q1 		$690K Buy
19,952
+11,702
+142% +$508K 0.92% 25
2020
Q4 		$343K Hold
8,250
– – 0.47% 37
2020
Q3 		$351K Buy
+8,250
New +$315K 0.67% 30

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

Brandywine Managers's RLAY Position: Q2 2026 in Review

Brandywine Managers held its Relay Therapeutics (RLAY) position steady in Q2 2026 at 38,429 shares worth $719K. The position accounts for 0.36% of the portfolio, ranked #27.

Brandywine Managers first reported a position in RLAY in Q3 2020 and has held it in 24 quarters since. The position peaked at $795K in Q2 2021. 258 funds tracked by Wall St. Rank hold RLAY as of Q2 2026.

  • Brandywine Managers held 38,429 shares of Relay Therapeutics worth $719K as of Q2 2026.
  • Brandywine Managers left its Relay Therapeutics share count unchanged in Q2 2026.
  • Relay Therapeutics made up 0.36% of Brandywine Managers's portfolio in Q2 2026, its #27 holding.
  • Brandywine Managers first reported a position in Relay Therapeutics in Q3 2020 and has held it in 24 quarters since.
  • Brandywine Managers's Relay Therapeutics position peaked at $795K in Q2 2021.
  • 258 funds tracked by Wall St. Rank held Relay Therapeutics as of Q2 2026.

Based on Brandywine Managers's 13F filing for Q2 2026, filed 14 Aug 2026.