Relay Therapeutics, Inc.

NasdaqGM:RLAY Stock Report

Market Cap: US$1.3b

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
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
30 Apr 25SellUS$44,040Brian AdamsIndividual14,587US$3.17
30 Apr 25SellUS$95,381Donald BergstromIndividual31,562US$3.17
30 Apr 25SellUS$44,247Thomas CatinazzoIndividual14,652US$3.17
30 Apr 25SellUS$36,541Peter RahmerIndividual12,103US$3.17
23 Apr 25SellUS$182,423Sanjiv PatelIndividual61,422US$2.97
27 Mar 25SellUS$846Brian AdamsIndividual298US$2.84
27 Mar 25SellUS$2,800Donald BergstromIndividual986US$2.84
27 Mar 25SellUS$846Thomas CatinazzoIndividual298US$2.84
27 Mar 25SellUS$701Peter RahmerIndividual247US$2.84
13 Feb 25SellUS$818,400Sanjiv PatelIndividual215,506US$3.85
30 Jan 25SellUS$248,173Thomas CatinazzoIndividual54,544US$4.63
30 Jan 25SellUS$204,753Peter RahmerIndividual45,464US$4.63
30 Jan 25SellUS$247,872Brian AdamsIndividual54,479US$4.63
30 Jan 25SellUS$362,298Donald BergstromIndividual80,450US$4.63
02 Jan 25SellUS$133,447Peter RahmerIndividual32,156US$4.15
27 Dec 24SellUS$2,878Donald BergstromIndividual657US$4.38
27 Dec 24SellUS$1,310Thomas CatinazzoIndividual299US$4.38
27 Dec 24SellUS$1,310Brian AdamsIndividual299US$4.38
27 Dec 24SellUS$1,752Peter RahmerIndividual400US$4.38

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
Public Companies4,5800.00264%
General Public1,678,8570.969%
Individual Insiders3,828,6242.21%
Hedge Funds31,773,67618.3%
VC/PE Firms39,246,34422.6%
Institutions96,790,30455.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 83.27% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
16.1%
SB Investment Advisers (UK) Limited
27,904,963US$212.9m0%1.05%
9.81%
Commodore Capital LP
17,000,000US$129.7m27.3%4.51%
8.52%
Point72 Asset Management, L.P.
14,773,676US$112.7m9.88%0.19%
7.94%
BlackRock, Inc.
13,759,382US$105.0m-1.4%no data
6.54%
Casdin Capital, LLC
11,341,381US$86.5m-0.5%5.49%
5.42%
The Vanguard Group, Inc.
9,395,744US$71.7m0.17%no data
4.82%
Bellevue Asset Management AG
8,345,610US$63.7m1.39%0.8%
4.65%
Tang Capital Management, LLC
8,068,058US$61.6m0%1.84%
2.92%
State Street Global Advisors, Inc.
5,065,990US$38.7m-2.63%no data
2.22%
Nextech Invest Ltd.
3,846,409US$29.3m0%2.94%
1.76%
Geode Capital Management, LLC
3,054,586US$23.3m-5.42%no data
1.67%
Kynam Capital Management, LP
2,887,014US$22.0m0%1.16%
1.43%
Dimensional Fund Advisors LP
2,482,950US$18.9m-11%no data
1.32%
MPM BioImpact LLC
2,282,680US$17.4m0%2.08%
1.04%
TCG Crossover Management, LLC
1,810,351US$13.8m0%0.5%
0.9%
GV Management Company, LLC
1,564,173US$11.9m0%1.6%
0.84%
Sanjiv Patel
1,453,264US$11.1m5.42%no data
0.73%
AQR Capital Management, LLC
1,266,868US$9.7m19.8%0.01%
0.68%
Balyasny Asset Management L.P.
1,174,971US$9.0m0%0.02%
0.67%
Northern Trust Global Investments
1,165,434US$8.9m0.29%no data
0.67%
Baker Bros. Advisors LP
1,160,117US$8.9m0%0.05%
0.66%
Bank of America Corporation
1,149,669US$8.8m-11.9%no data
0.66%
T. Rowe Price Group, Inc.
1,137,681US$8.7m-60.4%no data
0.65%
Two Sigma Advisers, LP
1,124,300US$8.6m-1.36%0.02%
0.64%
Charles Schwab Investment Management, Inc.
1,111,331US$8.5m0.46%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/09 10:06
End of Day Share Price 2025/12/08 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

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. 10 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