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 Q2	$127M	Buy	6,776,506 +1,250,000	+23%	+$18.1M	6.02%	3
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 $7.66B AUM 20.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

Commodore Capital New York $1.68B AUM 375.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

Nextech Invest's RLAY Position: Q2 2026 in Review

Nextech Invest increased its Relay Therapeutics (RLAY) stake by 23% in Q2 2026, buying an estimated $18.1M and bringing the position to 6,776,506 shares worth $127M. The position accounts for 6.02% of the portfolio, ranked #3.

Nextech Invest first reported a position in RLAY in Q1 2022 and has held it in 18 quarters since. 259 funds tracked by Wall St. Rank hold RLAY as of Q2 2026.

Nextech Invest held 6,776,506 shares of Relay Therapeutics worth $127M as of Q2 2026.
Nextech Invest bought 1,250,000 Relay Therapeutics shares in Q2 2026, an estimated $18.1M.
Relay Therapeutics made up 6.02% of Nextech Invest's portfolio in Q2 2026, its #3 holding.
Nextech Invest first reported a position in Relay Therapeutics in Q1 2022 and has held it in 18 quarters since.
259 funds tracked by Wall St. Rank held Relay Therapeutics as of Q2 2026.

Based on Nextech Invest's 13F filing for Q2 2026, filed 14 Aug 2026.