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Nextech Invest’s Relay Therapeutics RLAY Stock Holding History

Nextech Invest’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
Q1 		$55M Buy
5,526,506
+825,000
+18% +$7.38M 3.87% 6
2025
Q4 		$39.8M Buy
4,701,506
+855,097
+22% +$6.1M 3.85% 5
2025
Q3 		$20.1M Hold
3,846,409
– – 3.06% 5
2025
Q2 		$13.3M Hold
3,846,409
– – 2.52% 7
2025
Q1 		$10.1M Hold
3,846,409
– – 2.34% 7
2024
Q4 		$15.8M Hold
3,846,409
– – 2.57% 9
2024
Q3 		$27.2M Hold
3,846,409
– – 3.82% 7
2024
Q2 		$25.1M Hold
3,846,409
– – 4.22% 7
2024
Q1 		$31.9M Buy
3,846,409
+2,500,000
+186% +$24.4M 5.06% 7
2023
Q4 		$14.8M Buy
1,346,409
+150,000
+13% +$1.27M 2.76% 8
2023
Q3 		$10.1M Buy
1,196,409
+247,750
+26% +$2.66M 3.05% 7
2023
Q2 		$11.9M Buy
948,659
+323,174
+52% +$4.02M 4.05% 7
2023
Q1 		$10.3M Buy
625,485
+150,000
+32% +$2.69M 4.3% 7
2022
Q4 		$7.1M Hold
475,485
– – 2.83% 11
2022
Q3 		$10.6M Hold
475,485
– – 3.44% 10
2022
Q2 		$7.96M Hold
475,485
– – 2.69% 11
2022
Q1 		$14.2M Buy
+475,485
New +$11.5M 4.06% 8

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
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nextech Invest's RLAY Position: Q1 2026 in Review

Nextech Invest increased its Relay Therapeutics (RLAY) stake by 18% in Q1 2026, buying an estimated $7.38M and bringing the position to 5,526,506 shares worth $55M. The position accounts for 3.87% of the portfolio, ranked #6.

Nextech Invest first reported a position in RLAY in Q1 2022 and has held it in 17 quarters since. 242 funds tracked by Wall St. Rank hold RLAY as of Q1 2026.

  • Nextech Invest held 5,526,506 shares of Relay Therapeutics worth $55M as of Q1 2026.
  • Nextech Invest bought 825,000 Relay Therapeutics shares in Q1 2026, an estimated $7.38M.
  • Relay Therapeutics made up 3.87% of Nextech Invest's portfolio in Q1 2026, its #6 holding.
  • Nextech Invest first reported a position in Relay Therapeutics in Q1 2022 and has held it in 17 quarters since.
  • 242 funds tracked by Wall St. Rank held Relay Therapeutics as of Q1 2026.

Based on Nextech Invest's 13F filing for Q1 2026, filed 15 May 2026.