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
2021 Q4	–	Sell	-80,000	Closed	-$2.52M	–	228
2021 Q3	$2.52M	Buy	+80,000	New	+$2.69M	0.18%	114

Other funds holding RLAY

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 1-Year Est. Return

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.