IC
RLAY icon

Ikarian Capital’s Relay Therapeutics RLAY Stock Holding History

Ikarian 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
2025
Q4 		– Sell
-467,362
Closed -$2.44M – 214
2025
Q3 		$2.44M Sell
467,362
-275,946
-37% -$1.05M 0.25% 91
2025
Q2 		$2.57M Hold
743,308
– – 0.49% 59
2025
Q1 		$1.95M Buy
743,308
+50,000
+7% +$196K 0.24% 69
2024
Q4 		$2.86M Sell
693,308
-42
-0% -$229 0.39% 66
2024
Q3 		$4.91M Buy
+693,350
New +$5.18M 0.68% 41

Other funds holding RLAY

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ikarian Capital's RLAY Position: Q4 2025 in Review

Ikarian Capital sold out of Relay Therapeutics (RLAY) in Q4 2025, closing a stake of 467,362 shares — an estimated $2.44M sold.

Ikarian Capital first reported a position in RLAY in Q3 2024 and held it in 5 quarters. The position peaked at $4.91M in Q3 2024. 226 funds tracked by Wall St. Rank hold RLAY as of Q4 2025.

  • Ikarian Capital reported no remaining Relay Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Ikarian Capital sold 467,362 Relay Therapeutics shares in Q4 2025, an estimated $2.44M.
  • Ikarian Capital first reported a position in Relay Therapeutics in Q3 2024 and held it in 5 quarters.
  • Ikarian Capital's Relay Therapeutics position peaked at $4.91M in Q3 2024.
  • 226 funds tracked by Wall St. Rank held Relay Therapeutics as of Q4 2025.

Based on Ikarian Capital's 13F filing for Q4 2025, filed 18 Feb 2026.