Hudson Bay Capital Management
RLAY icon

Hudson Bay Capital Management’s Relay Therapeutics RLAY Stock Holding History

Hudson Bay 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 		– Sell
-311,330
Closed -$3.1M – 1636
2026
Q1 		$3.1M Sell
311,330
-140,170
-31% -$1.25M 0.01% 649
2025
Q4 		$3.82M Buy
+451,500
New +$3.22M 0.01% 568
2022
Q4 		– Sell
-96,290
Closed -$2.15M – 1092
2022
Q3 		$2.15M Buy
+96,290
New +$2.11M 0.02% 710

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

Hudson Bay Capital Management's RLAY Position: Q2 2026 in Review

Hudson Bay Capital Management sold out of Relay Therapeutics (RLAY) in Q2 2026, closing a stake of 311,330 shares — an estimated $3.1M sold.

Hudson Bay Capital Management first reported a position in RLAY in Q3 2022 and held it in 3 quarters. The position peaked at $3.82M in Q4 2025. 258 funds tracked by Wall St. Rank hold RLAY as of Q2 2026.

  • Hudson Bay Capital Management reported no remaining Relay Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Hudson Bay Capital Management sold 311,330 Relay Therapeutics shares in Q2 2026, an estimated $3.1M.
  • Hudson Bay Capital Management first reported a position in Relay Therapeutics in Q3 2022 and held it in 3 quarters.
  • Hudson Bay Capital Management's Relay Therapeutics position peaked at $3.82M in Q4 2025.
  • 258 funds tracked by Wall St. Rank held Relay Therapeutics as of Q2 2026.

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