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Polymer Capital Management’s Relay Therapeutics RLAY Stock Holding History

Polymer Capital 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
2025
Q4 		– Sell
-21,693
Closed -$113K – 961
2025
Q3 		$113K Sell
21,693
-13,296
-38% -$50.7K 0.01% 726
2025
Q2 		$121K Sell
34,989
-34,415
-50% -$102K 0.01% 578
2025
Q1 		$182K Buy
+69,404
New +$272K 0.05% 443

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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $2.11B AUM 413.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polymer Capital Management's RLAY Position: Q4 2025 in Review

Polymer Capital Management sold out of Relay Therapeutics (RLAY) in Q4 2025, closing a stake of 21,693 shares — an estimated $113K sold.

Polymer Capital Management first reported a position in RLAY in Q1 2025 and held it in 3 quarters. The position peaked at $182K in Q1 2025. 227 funds tracked by Wall St. Rank hold RLAY as of Q4 2025.

  • Polymer Capital Management reported no remaining Relay Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Polymer Capital Management sold 21,693 Relay Therapeutics shares in Q4 2025, an estimated $113K.
  • Polymer Capital Management first reported a position in Relay Therapeutics in Q1 2025 and held it in 3 quarters.
  • Polymer Capital Management's Relay Therapeutics position peaked at $182K in Q1 2025.
  • 227 funds tracked by Wall St. Rank held Relay Therapeutics as of Q4 2025.

Based on Polymer Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.