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The company

Relay Therapeutics, Inc.

RLAY · Nasdaq

Health CareBiotechnologyJust started moving

RLAY stood above a rising 150-day average in 52 of the last 52 weekly readings, every one of them. It is 11.9% above that average now. Biotechnology: 18% of its 561 stocks in an uptrend (−14 points in four weeks); Health Care: 28% (−9 points in four weeks).

Statistics

Rotation
Just started moving
Weeks in an uptrend
52 in a row
Industry in uptrend
18% -14 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$258.1M
Officials’ trades on record
4
Institutions holding
247 (+12)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 52 of 52 weeks.

21 Apr – 20 Oct
18%28%39%Apr 26Jun 26Jul 26Sep 26Oct 26

Biotechnology: Few of its stocks are in an uptrend and the share has fallen sharply over four weeks. Health Care: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$227.2M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

4 disclosed lines: House 1, Senate 0, executive 3; 2 people.

WhoDidAmountTraded
Daniel S. Goldman House: U.S. House ClerkNY10sold$1k–$15k12 Jul 2023filed 13 Aug 2023
Eric S. Lander Executive branch: Office of Government EthicsOffice of Science and Technology Policysold$50k–$100k11 Jun 2021filed 8 Sep 2021
Eric S. Lander Executive branch: Office of Government EthicsOffice of Science and Technology Policysold$50k–$100k11 Jun 2021filed 8 Sep 2021
Eric S. Lander Executive branch: Office of Government EthicsOffice of Science and Technology Policysold$100k–$250k10 Jun 2021filed 8 Sep 2021

Insiders

Buy orders, 12 months0
Sale orders, 12 months38
Buyers · sellers0 · 6
WhoDidSharesTraded
Sanjiv PatelPresident and CEOsold48,199at $18.107 Oct 2026filed 8 Oct 2026
Thomas CatinazzoChief Financial Officersold17,511at $18.586 Oct 2026filed 8 Oct 2026
Thomas CatinazzoChief Financial Officersold206at $19.266 Oct 2026filed 8 Oct 2026
Sanjiv PatelPresident and CEOsold48,199at $18.948 Sep 2026filed 9 Sep 2026
Thomas CatinazzoChief Financial Officersold17,717at $18.948 Sep 2026filed 9 Sep 2026
Donald A. BergstromPresident, R&Dsold8,530at $18.978 Sep 2026filed 9 Sep 2026
Peter RahmerSee remarkssold4,508at $20.0326 Aug 2026filed 28 Aug 2026
Svf Pauling (Cayman) Ltd10% ownersold6,000,000at $19.4025 Aug 2026filed 28 Aug 2026
Sanjiv PatelPresident and CEOsold48,199at $20.3317 Aug 2026filed 18 Aug 2026
Thomas CatinazzoChief Financial Officersold17,717at $19.7414 Aug 2026filed 18 Aug 2026
Donald A. BergstromPresident, R&Dsold2,237at $18.6128 Jul 2026filed 30 Jul 2026
Peter RahmerSee remarkssold748at $18.6128 Jul 2026filed 30 Jul 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders247+12 on the quarter
New · exited47 · 34
Reported value$4.4B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
SB INVESTMENT ADVISERS (UK) LTDunchanged · filed 14 Aug 202627,904,963$522.1M00.0%
FMR LLCadded · filed 13 Aug 202620,110,113$376.3M+16,414,682+444.2%
Casdin Capital, LLCadded · filed 14 Aug 202616,035,240$300.0M+1,616,666+11.2%
BlackRock, Inc.added · filed 7 Aug 202615,288,260$286.0M+2,312,903+17.8%
PERCEPTIVE ADVISORS LLCadded · filed 14 Aug 202614,544,658$265.1M+4,793,517+49.2%
Commodore Capital LPreduced · filed 14 Aug 202612,000,000$224.5M-5,000,000−29.4%
STATE STREET CORPadded · filed 7 Aug 202610,125,381$189.5M+3,891,836+62.4%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20268,984,284$167.8M+1,576,958+21.3%
Nextech Invest Ltd.added · filed 14 Aug 20266,776,506$126.8M+1,250,000+22.6%
Bellevue Group AGreduced · filed 14 Aug 20266,185,970$115.7M-1,609,272−20.6%
31 Mar 2023 – 30 Jun 2026
130187243Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Sanjiv Patel Company insiderPresident and CEO · last 7 Oct 20261 · 33
Thomas Catinazzo Company insiderChief Financial Officer · last 6 Oct 20260 · 58
Donald A. Bergstrom Company insiderPresident, R&D · last 8 Sep 20260 · 61
Peter Rahmer Company insiderSee remarks · last 26 Aug 20260 · 41
Sb Investment Advisers (Uk) Ltd Company insider10% owner · last 25 Aug 20260 · 1
SVF Pauling (Cayman) Ltd Company insider10% owner · last 25 Aug 20260 · 1
Alexis Borisy Company insiderDirector · last 9 Jun 20260 · 0
Claire Mazumdar Company insiderDirector · last 9 Jun 20260 · 0
Douglas S. Ingram Company insiderDirector · last 9 Jun 20261 · 0
Habib J. Dable Company insiderDirector · last 9 Jun 20260 · 0
Linda A. Hill Company insiderDirector · last 9 Jun 20260 · 0
Lonnel Coats Company insiderDirector · last 9 Jun 20260 · 0

Same industry

MRNA ModernaLeading+167%
ENTX Entera BioLeading+52%
XNCR XencorLeading+41%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Return on capital employedFY 2025 · to 31 Dec 2025-50.8%
Share count trendFY 2025 · to 20 Feb 20262.8%
Cash and equivalentsFY 2025 · to 31 Dec 2025$84.0M
Free cash flowFY 2025 · to 31 Dec 2025−$235.9M

Analyst forecasts

No analyst forecasts yet.