Relay Therapeutics, Inc.

NasdaqGM:RLAY Stock Report

Market Cap: US$2.9b

Relay Therapeutics Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:RLAY Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
28 Apr 26SellUS$22,037Donald BergstromIndividual1,490US$14.79
28 Apr 26SellUS$11,137Peter RahmerIndividual753US$14.79
28 Apr 26SellUS$14,376Thomas CatinazzoIndividual972US$14.79
28 Jan 26SellUS$119,631Thomas CatinazzoIndividual15,515US$8.45
28 Jan 26SellUS$100,473Peter RahmerIndividual13,038US$8.45
28 Jan 26SellUS$166,677Donald BergstromIndividual21,581US$8.45
06 Jan 26SellUS$337,574Sanjiv PatelIndividual43,168US$7.82
03 Nov 25SellUS$434,511Sanjiv PatelIndividual62,073US$7.00
29 Oct 25SellUS$299,949Peter RahmerIndividual40,529US$7.50
28 Oct 25SellUS$225,239Donald BergstromIndividual30,897US$7.29
28 Oct 25SellUS$157,931Thomas CatinazzoIndividual21,664US$7.29
29 Jul 25SellUS$73,378Brian AdamsIndividual19,913US$3.74
29 Jul 25SellUS$113,478Donald BergstromIndividual30,770US$3.74
29 Jul 25SellUS$62,947Peter RahmerIndividual17,083US$3.74
29 Jul 25SellUS$74,000Thomas CatinazzoIndividual20,081US$3.74
09 Jul 25SellUS$219,123Sanjiv PatelIndividual61,379US$3.57

Insider Trading Volume

Insider Buying: RLAY insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of RLAY?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders3,886,5271.78%
Hedge Funds17,000,0007.8%
General Public37,833,52217.4%
VC/PE Firms42,323,53719.4%
Institutions116,896,74653.6%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 27.1%.

Top Shareholders

Top 25 shareholders own 64.11% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
12.8%
SB Investment Advisers (UK) Limited
27,904,963US$377.6m0%2.84%
7.8%
Commodore Capital LP
17,000,000US$230.0m0%12.31%
6.62%
Casdin Capital, LLC
14,418,574US$195.1m10.9%12.58%
5.95%
BlackRock, Inc.
12,975,299US$175.6m-1.91%no data
3.58%
Bellevue Asset Management AG
7,795,242US$105.5m-6.59%2.04%
3.39%
Vanguard Capital Management, LLC
7,387,465US$100.0m0%no data
2.86%
State Street Global Advisors, Inc.
6,233,545US$84.3m-3%no data
2.54%
Nextech Invest Ltd.
5,526,506US$74.8m17.6%4.21%
1.96%
TCG Crossover Management, LLC
4,273,356US$57.8m32.7%1.52%
1.69%
FMR LLC
3,691,146US$49.9m2,210%no data
1.61%
Geode Capital Management, LLC
3,510,636US$47.5m2.97%no data
1.39%
Balyasny Asset Management L.P.
3,039,179US$41.1m44.7%0.08%
1.37%
Spruce Street Capital LP
2,984,125US$40.4m0%9.24%
1.35%
Dimensional Fund Advisors LP
2,940,536US$39.8m18.6%no data
1.19%
Adage Capital Management, L.P.
2,590,000US$35.0m418%0.05%
1.08%
MPM BioImpact LLC
2,359,586US$31.9m5.69%2.29%
0.88%
T. Rowe Price Group, Inc.
1,924,938US$26.0m17%no data
0.87%
EcoR1 Capital, LLC
1,904,762US$25.8m0%1.0%
0.86%
Vanguard Portfolio Management, LLC
1,863,565US$25.2m0%no data
0.81%
Bank of America Corporation
1,766,685US$23.9m88.1%0.01%
0.77%
Northern Trust Global Investments
1,675,387US$22.7m47.1%no data
0.72%
GV Management Company, LLC
1,564,173US$21.2m0%2.52%
0.71%
Sanjiv Patel
1,547,944US$20.9m6.51%no data
0.65%
The Goldman Sachs Group, Inc.
1,427,348US$19.3m50.6%0.01%
0.65%
Kynam Capital Management, LP
1,424,259US$19.3m0%1.29%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/26 19:54
End of Day Share Price 2026/05/26 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Relay Therapeutics, Inc. is covered by 18 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Peter LawsonBarclays
Etzer DaroutBarclays
Gaurav GoparajuBerenberg