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EcoR1 Capital’s Relay Therapeutics RLAY Stock Holding History

EcoR1 Capital’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 		$13.1M Sell
697,948
-1,206,814
-63% -$17.5M 0.63% 19
2026
Q1 		$19M Buy
+1,904,762
New +$17M 0.8% 16
2025
Q2 		– Sell
-641,426
Closed -$1.68M – 46
2025
Q1 		$1.68M Hold
641,426
– – 0.1% 37
2024
Q4 		$2.64M Sell
641,426
-1,858,574
-74% -$10.1M 0.1% 48
2024
Q3 		$17.7M Buy
+2,500,000
New +$18.7M 0.61% 36
2023
Q4 		– Sell
-4,163,824
Closed -$35M – 56
2023
Q3 		$35M Hold
4,163,824
– – 1.18% 17
2023
Q2 		$52.3M Hold
4,163,824
– – 1.28% 16
2023
Q1 		$68.6M Hold
4,163,824
– – 2.21% 14
2022
Q4 		$62.2M Hold
4,163,824
– – 1.89% 14
2022
Q3 		$93.1M Buy
4,163,824
+440,283
+12% +$9.66M 2.75% 11
2022
Q2 		$62.4M Buy
3,723,541
+1,432,100
+62% +$30.7M 2.15% 14
2022
Q1 		$68.6M Buy
2,291,441
+512,357
+29% +$12.4M 2.15% 15
2021
Q4 		$54.6M Buy
1,779,084
+393,808
+28% +$12.4M 1.74% 16
2021
Q3 		$43.7M Sell
1,385,276
-3,102,500
-69% -$104M 1.52% 15
2021
Q2 		$164M Buy
4,487,776
+1,058,413
+31% +$34.9M 6.14% 5
2021
Q1 		$119M Buy
3,429,363
+228,714
+7% +$9.93M 5.26% 6
2020
Q4 		$133M Hold
3,200,649
– – 7.15% 2
2020
Q3 		$136M Buy
+3,200,649
New +$122M 9.72% 3

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

EcoR1 Capital's RLAY Position: Q2 2026 in Review

EcoR1 Capital reduced its Relay Therapeutics (RLAY) stake by 63% in Q2 2026, selling an estimated $17.5M and leaving 697,948 shares worth $13.1M. The position accounts for 0.63% of the portfolio, ranked #19.

EcoR1 Capital first reported a position in RLAY in Q3 2020 and has held it in 18 quarters since. The position peaked at $164M in Q2 2021. 258 funds tracked by Wall St. Rank hold RLAY as of Q2 2026.

  • EcoR1 Capital held 697,948 shares of Relay Therapeutics worth $13.1M as of Q2 2026.
  • EcoR1 Capital sold 1,206,814 Relay Therapeutics shares in Q2 2026, an estimated $17.5M.
  • Relay Therapeutics made up 0.63% of EcoR1 Capital's portfolio in Q2 2026, its #19 holding.
  • EcoR1 Capital first reported a position in Relay Therapeutics in Q3 2020 and has held it in 18 quarters since.
  • EcoR1 Capital's Relay Therapeutics position peaked at $164M in Q2 2021.
  • 258 funds tracked by Wall St. Rank held Relay Therapeutics as of Q2 2026.

Based on EcoR1 Capital's 13F filing for Q2 2026, filed 14 Aug 2026.