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 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 $7.73B AUM 2.35% 1-Year Est. Return

Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Perceptive Advisors's RLAY Position: Q1 2026 in Review

Perceptive Advisors increased its Relay Therapeutics (RLAY) stake by 412% in Q1 2026, buying an estimated $70.2M and bringing the position to 9,751,141 shares worth $97M. The position accounts for 1.9% of the portfolio, ranked #15.

Perceptive Advisors first reported a position in RLAY in Q3 2020 and has held it in 15 quarters since. The position peaked at $99.2M in Q3 2020. 242 funds tracked by Wall St. Rank hold RLAY as of Q1 2026.

Perceptive Advisors held 9,751,141 shares of Relay Therapeutics worth $97M as of Q1 2026.
Perceptive Advisors bought 7,847,896 Relay Therapeutics shares in Q1 2026, an estimated $70.2M.
Relay Therapeutics made up 1.9% of Perceptive Advisors's portfolio in Q1 2026, its #15 holding.
Perceptive Advisors first reported a position in Relay Therapeutics in Q3 2020 and has held it in 15 quarters since.
Perceptive Advisors's Relay Therapeutics position peaked at $99.2M in Q3 2020.
242 funds tracked by Wall St. Rank held Relay Therapeutics as of Q1 2026.

Based on Perceptive Advisors's 13F filing for Q1 2026, filed 15 May 2026.