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John Overdeck’s Relay Therapeutics RLAY Stock Holding History

John Overdeck’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
700,921
-668,228
-49% -$9.7M 0.01% 1323
2026
Q1 		$13.6M Sell
1,369,149
-191,116
-12% -$1.71M 0.01% 1200
2025
Q4 		$13.2M Buy
1,560,265
+464,630
+42% +$3.32M 0.02% 953
2025
Q3 		$5.72M Buy
1,095,635
+72,251
+7% +$276K 0.01% 1340
2025
Q2 		$3.54M Buy
1,023,384
+179,528
+21% +$534K 0.01% 1453
2025
Q1 		$2.21M Buy
843,856
+27,771
+3% +$109K ﹤0.01% 1669
2024
Q4 		$3.36M Sell
816,085
-199,482
-20% -$1.09M 0.01% 1371
2024
Q3 		$7.19M Buy
1,015,567
+285,545
+39% +$2.13M 0.02% 906
2024
Q2 		$4.76M Buy
730,022
+142,332
+24% +$973K 0.01% 1029
2024
Q1 		$4.88M Buy
587,690
+182,774
+45% +$1.78M 0.01% 986
2023
Q4 		$4.46M Buy
404,916
+4,243
+1% +$35.8K 0.01% 1056
2023
Q3 		$3.37M Buy
+400,673
New +$4.31M 0.01% 1092
2022
Q3 		– Sell
-23,909
Closed -$400K – 2764
2022
Q2 		$400K Buy
+23,909
New +$512K ﹤0.01% 1905
2021
Q4 		– Sell
-191,891
Closed -$6.05M – 4787
2021
Q3 		$6.05M Buy
+191,891
New +$6.46M 0.01% 1099

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

John Overdeck's RLAY Position: Q2 2026 in Review

John Overdeck reduced its Relay Therapeutics (RLAY) stake by 49% in Q2 2026, selling an estimated $9.7M and leaving 700,921 shares worth $13.1M. The position accounts for 0.01% of the portfolio, ranked #1323.

John Overdeck first reported a position in RLAY in Q3 2021 and has held it in 14 quarters since. The position peaked at $13.6M in Q1 2026. 256 funds tracked by Wall St. Rank hold RLAY as of Q2 2026.

  • John Overdeck held 700,921 shares of Relay Therapeutics worth $13.1M as of Q2 2026.
  • John Overdeck sold 668,228 Relay Therapeutics shares in Q2 2026, an estimated $9.7M.
  • Relay Therapeutics made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1323 holding.
  • John Overdeck first reported a position in Relay Therapeutics in Q3 2021 and has held it in 14 quarters since.
  • John Overdeck's Relay Therapeutics position peaked at $13.6M in Q1 2026.
  • 256 funds tracked by Wall St. Rank held Relay Therapeutics as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.