Geode Capital Management
RLAY icon

Geode Capital Management’s Relay Therapeutics RLAY Stock Holding History

Geode Capital 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 		$88.4M Buy
4,726,576
+1,215,940
+35% +$17.7M ﹤0.01% 1288
2026
Q1 		$34.9M Buy
3,510,636
+101,273
+3% +$906K ﹤0.01% 1698
2025
Q4 		$28.8M Buy
3,409,363
+354,777
+12% +$2.53M ﹤0.01% 1808
2025
Q3 		$15.9M Sell
3,054,586
-175,080
-5% -$668K ﹤0.01% 2122
2025
Q2 		$11.2M Buy
3,229,666
+159,548
+5% +$475K ﹤0.01% 2291
2025
Q1 		$8.05M Buy
3,070,118
+39,961
+1% +$157K ﹤0.01% 2423
2024
Q4 		$12.5M Buy
3,030,157
+297,887
+11% +$1.62M ﹤0.01% 2223
2024
Q3 		$19.3M Buy
2,732,270
+367,473
+16% +$2.75M ﹤0.01% 1994
2024
Q2 		$15.4M Buy
2,364,797
+148,004
+7% +$1.01M ﹤0.01% 2072
2024
Q1 		$18.4M Buy
2,216,793
+135,283
+6% +$1.32M ﹤0.01% 1970
2023
Q4 		$22.9M Buy
2,081,510
+110,522
+6% +$933K ﹤0.01% 1826
2023
Q3 		$16.6M Buy
1,970,988
+89,728
+5% +$965K ﹤0.01% 1948
2023
Q2 		$23.6M Buy
1,881,260
+126,730
+7% +$1.58M ﹤0.01% 1742
2023
Q1 		$28.9M Buy
1,754,530
+60,409
+4% +$1.08M ﹤0.01% 1560
2022
Q4 		$25.3M Buy
1,694,121
+143,146
+9% +$2.74M ﹤0.01% 1614
2022
Q3 		$34.7M Buy
1,550,975
+124,251
+9% +$2.73M 0.01% 1350
2022
Q2 		$23.9M Buy
1,426,724
+74,247
+5% +$1.59M ﹤0.01% 1642
2022
Q1 		$40.5M Buy
1,352,477
+47,461
+4% +$1.15M 0.01% 1399
2021
Q4 		$40.1M Buy
1,305,016
+239,756
+23% +$7.58M ﹤0.01% 1471
2021
Q3 		$33.6M Buy
1,065,260
+357,365
+50% +$12M ﹤0.01% 1605
2021
Q2 		$25.9M Buy
707,895
+103,962
+17% +$3.43M ﹤0.01% 1790
2021
Q1 		$20.9M Buy
603,933
+157,909
+35% +$6.85M ﹤0.01% 1853
2020
Q4 		$18.5M Buy
446,024
+9,042
+2% +$409K ﹤0.01% 1767
2020
Q3 		$18.6M Buy
+436,982
New +$16.7M ﹤0.01% 1590

Other funds holding RLAY

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 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
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
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

Geode Capital Management's RLAY Position: Q2 2026 in Review

Geode Capital Management increased its Relay Therapeutics (RLAY) stake by 35% in Q2 2026, buying an estimated $17.7M and bringing the position to 4,726,576 shares worth $88.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Geode Capital Management first reported a position in RLAY in Q3 2020 and has held it in 24 quarters since. 241 funds tracked by Wall St. Rank hold RLAY as of Q2 2026.

  • Geode Capital Management held 4,726,576 shares of Relay Therapeutics worth $88.4M as of Q2 2026.
  • Geode Capital Management bought 1,215,940 Relay Therapeutics shares in Q2 2026, an estimated $17.7M.
  • Relay Therapeutics made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #1288 holding.
  • Geode Capital Management first reported a position in Relay Therapeutics in Q3 2020 and has held it in 24 quarters since.
  • 241 funds tracked by Wall St. Rank held Relay Therapeutics as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.