Point72 Asset Management
RLAY icon

Point72 Asset Management’s Relay Therapeutics RLAY Stock Holding History

Point72 Asset 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
Q1 		– Sell
-13,859,172
Closed -$117M – 4377
2025
Q4 		$117M Sell
13,859,172
-914,504
-6% -$6.53M 0.13% 145
2025
Q3 		$77.1M Buy
14,773,676
+1,327,972
+10% +$5.06M 0.13% 177
2025
Q2 		$46.5M Buy
13,445,704
+2,618,637
+24% +$7.79M 0.09% 261
2025
Q1 		$28.4M Buy
10,827,067
+9,234,314
+580% +$36.2M 0.06% 353
2024
Q4 		$6.56M Buy
1,592,753
+243,353
+18% +$1.32M 0.01% 860
2024
Q3 		$9.55M Buy
+1,349,400
New +$10.1M 0.02% 660
2024
Q2 		– Sell
-952,019
Closed -$7.9M – 2353
2024
Q1 		$7.9M Buy
+952,019
New +$9.29M 0.02% 805
2023
Q4 		– Sell
-20,215
Closed -$170K – 2711
2023
Q3 		$170K Sell
20,215
-256,325
-93% -$2.76M ﹤0.01% 1805
2023
Q2 		$3.47M Buy
+276,540
New +$3.44M 0.01% 927

Other funds holding RLAY

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
CC
Commodore Capital New York $1.68B AUM 375.52% 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
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $2.11B AUM 413.84% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

Point72 Asset Management's RLAY Position: Q1 2026 in Review

Point72 Asset Management sold out of Relay Therapeutics (RLAY) in Q1 2026, closing a stake of 13,859,172 shares — an estimated $117M sold.

Point72 Asset Management first reported a position in RLAY in Q2 2023 and held it in 9 quarters. The position peaked at $117M in Q4 2025. 244 funds tracked by Wall St. Rank hold RLAY as of Q1 2026.

  • Point72 Asset Management reported no remaining Relay Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Point72 Asset Management sold 13,859,172 Relay Therapeutics shares in Q1 2026, an estimated $117M.
  • Point72 Asset Management first reported a position in Relay Therapeutics in Q2 2023 and held it in 9 quarters.
  • Point72 Asset Management's Relay Therapeutics position peaked at $117M in Q4 2025.
  • 244 funds tracked by Wall St. Rank held Relay Therapeutics as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.