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Perceptive Advisors’s Relay Therapeutics RLAY Stock Holding History

Perceptive Advisors’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 		$264M Buy
14,106,187
+4,355,046
+45% +$63.2M 3.96% 7
2026
Q1 		$97M Buy
9,751,141
+7,847,896
+412% +$70.2M 1.9% 15
2025
Q4 		$16.1M Buy
+1,903,245
New +$13.6M 0.29% 70
2023
Q4 		– Sell
-1,943,097
Closed -$16.3M – 112
2023
Q3 		$16.3M Hold
1,943,097
– – 0.55% 50
2023
Q2 		$24.4M Hold
1,943,097
– – 0.71% 43
2023
Q1 		$32M Hold
1,943,097
– – 0.94% 34
2022
Q4 		$29M Hold
1,943,097
– – 0.82% 37
2022
Q3 		$43.5M Hold
1,943,097
– – 1.26% 25
2022
Q2 		$32.5M Hold
1,943,097
– – 1.02% 24
2022
Q1 		$58.2M Hold
1,943,097
– – 1.16% 23
2021
Q4 		$59.7M Hold
1,943,097
– – 0.92% 28
2021
Q3 		$61.3M Sell
1,943,097
-75,000
-4% -$2.52M 0.89% 29
2021
Q2 		$73.8M Hold
2,018,097
– – 0.96% 30
2021
Q1 		$69.8M Sell
2,018,097
-311,310
-13% -$13.5M 0.88% 29
2020
Q4 		$96.8M Hold
2,329,407
– – 1.04% 26
2020
Q3 		$99.2M Buy
+2,329,407
New +$88.8M 1.45% 19

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

Perceptive Advisors's RLAY Position: Q2 2026 in Review

Perceptive Advisors increased its Relay Therapeutics (RLAY) stake by 45% in Q2 2026, buying an estimated $63.2M and bringing the position to 14,106,187 shares worth $264M. The position accounts for 3.96% of the portfolio, ranked #7.

Perceptive Advisors first reported a position in RLAY in Q3 2020 and has held it in 16 quarters since. 260 funds tracked by Wall St. Rank hold RLAY as of Q2 2026.

  • Perceptive Advisors held 14,106,187 shares of Relay Therapeutics worth $264M as of Q2 2026.
  • Perceptive Advisors bought 4,355,046 Relay Therapeutics shares in Q2 2026, an estimated $63.2M.
  • Relay Therapeutics made up 3.96% of Perceptive Advisors's portfolio in Q2 2026, its #7 holding.
  • Perceptive Advisors first reported a position in Relay Therapeutics in Q3 2020 and has held it in 16 quarters since.
  • 260 funds tracked by Wall St. Rank held Relay Therapeutics as of Q2 2026.

Based on Perceptive Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.