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Logos Global Management’s Relay Therapeutics RLAY Stock Holding History

Logos Global 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 		$6.55M Sell
350,000
-400,000
-53% -$5.81M 0.28% 52
2026
Q1 		$7.46M Buy
+750,000
New +$6.71M 0.37% 52
2024
Q3 		– Sell
-1,300,000
Closed -$8.48M – 65
2024
Q2 		$8.48M Buy
+1,300,000
New +$8.88M 0.68% 38
2020
Q4 		– Sell
-100,000
Closed -$4.26M – 63
2020
Q3 		$4.26M Buy
+100,000
New +$3.81M 0.55% 34

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

Logos Global Management's RLAY Position: Q2 2026 in Review

Logos Global Management reduced its Relay Therapeutics (RLAY) stake by 53% in Q2 2026, selling an estimated $5.81M and leaving 350,000 shares worth $6.55M. The position accounts for 0.28% of the portfolio, ranked #52.

Logos Global Management first reported a position in RLAY in Q3 2020 and has held it in 4 quarters since. The position peaked at $8.48M in Q2 2024. 258 funds tracked by Wall St. Rank hold RLAY as of Q2 2026.

  • Logos Global Management held 350,000 shares of Relay Therapeutics worth $6.55M as of Q2 2026.
  • Logos Global Management sold 400,000 Relay Therapeutics shares in Q2 2026, an estimated $5.81M.
  • Relay Therapeutics made up 0.28% of Logos Global Management's portfolio in Q2 2026, its #52 holding.
  • Logos Global Management first reported a position in Relay Therapeutics in Q3 2020 and has held it in 4 quarters since.
  • Logos Global Management's Relay Therapeutics position peaked at $8.48M in Q2 2024.
  • 258 funds tracked by Wall St. Rank held Relay Therapeutics as of Q2 2026.

Based on Logos Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.