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RLAY RELAY THERAPEUTICS INC

2026Q2 · CUSIP 75943R102 · Sector: Healthcare & Biotech

Normal

Fund flows are within the usual range

Funds that own it
254
Institutions that reported holding it to the SEC
Net increase in holders
+12
Last quarter 242 → now 254
How unusual is that
Above average
Stronger buying than 73% of US stocks
What the filings say, in one paragraph

254 funds held RLAY at the end of 2026Q2, up 12 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $10M(YoY +23.8%), return on equity is -32.1%. RLAY has had 6 buying rushes in its history, and the price moved +17.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Healthcare & Biotech sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2020Q4: holders=114 2021Q1: holders=137 2021Q2: holders=124 2021Q3: holders=131 2021Q4: holders=129 2022Q1: holders=140 2022Q2: holders=148 2022Q3: holders=161 2022Q4: holders=165 2023Q1: holders=155 2023Q2: holders=159 2023Q3: holders=170 2023Q4: holders=177 2024Q1: holders=189 2024Q2: holders=180 2024Q3: holders=193 2024Q4: holders=199 2025Q1: holders=206 2025Q2: holders=207 2025Q3: holders=200 2025Q4: holders=227 2026Q1: holders=242 2026Q2: holders=254 -27 -13.5 +0 +13.5 +27 102185267 20Q421Q221Q422Q222Q423Q223Q424Q224Q425Q225Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 6 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q4 Top 20% +52.1% +47.0%
2023Q3 Top 20% +43.2% +32.9%
2022Q3 Top 20% -17.4% +1.4%
2022Q2 Top 20% +15.7% +2.4%
2022Q1 Top 20% +12.5% +11.7%
2021Q1 Top 20% +25.2% +9.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
138
Change in large funds
+10
Total value they hold
$4.6B
Funds buying for the first time
52
Funds that sold out entirely
40
Price change that quarter
+53.0%
Funds holding puts (bearish)
5
Funds holding calls (bullish)
4

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
—
EPS (TTM)
$-1.56
EPS YoY
—
Revenue (TTM)
$0.0B
Revenue YoY
+23.8%
Net margin
—
ROE
-32.1%
Debt ratio
8.0%
FCF (TTM)
-$212M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS -0.66 2021-12-31: EPS -0.59 2022-03-31: EPS -0.57 2022-06-30: EPS -0.71 2022-09-30: EPS -0.76 2022-12-31: EPS -0.55 2023-03-31: EPS -0.78 2023-06-30: EPS -0.81 2023-09-30: EPS -0.54 2023-12-31: EPS -0.66 2024-03-31: EPS -0.62 2024-06-30: EPS -0.69 2024-09-30: EPS -0.63 2024-12-31: EPS -0.42 2025-03-31: EPS -0.46 2025-06-30: EPS -0.41 2025-09-30: EPS -0.43 2025-12-31: EPS -0.31 2026-03-31: EPS -0.41 2026-06-30: EPS -0.41 0M 13M 25M $M -0.89 -0.45 0.00 20212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

Quarterly free cash flow
-89M-22M46M 20192020202120222023202420252026
Latest quarter $-45M (2025-12-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.