228 tracked 13F filers disclose a position in RLAY as of the latest SEC 13F filings, a combined $2.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SB INVESTMENT ADVISERS (UK) LTD | $277.7M | 27.9M | —Held | Q1 2026 | |
| 2 | Commodore Capital LP | $169.2M | 17.0M | —Held | Q1 2026 | |
| 3 | Casdin Capital, LLC | $143.5M | 14.4M | ▲+11% Added · +1.4M sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $129.1M | 13.0M | ▼−1.9% Reduced · −253K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $189.5M | 10.1M | ▲+62% Added · +3.9M sh | Q2 2026 | |
| 6 | PERCEPTIVE ADVISORS LLC | $97.0M | 9.8M | ▲+412% Added · +7.8M sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $73.5M | 7.4M | →First observed position No prior filed position | Q1 2026 | |
| 8 | Bellevue Group AG | $115.7M | 6.2M | ▼−21% Reduced · −1.6M sh | Q2 2026 | |
| 9 | Nextech Invest, Ltd. | $55.0M | 5.5M | ▲+18% Added · +825K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $88.4M | 4.7M | ▲+35% Added · +1.2M sh | Q2 2026 | |
| 11 | TCG Crossover Management, LLC | $42.5M | 4.3M | ▲+33% Added · +1.1M sh | Q1 2026 | |
| 12 | FMR LLC | $36.8M | 3.7M | ▲23× Added · +3.5M sh | Q1 2026 | |
| 13 | Siren, L.L.C. | $68.3M | 3.6M | ▲New +3.6M sh | Q2 2026 | |
| 14 | WESTFIELD CAPITAL MANAGEMENT CO LP | $62.6M | 3.3M | ▲New +3.3M sh | Q2 2026 | |
| 15 | BALYASNY ASSET MANAGEMENT L.P. | $30.2M | 3.0M | ▲+45% Added · +939K sh | Q1 2026 | |
| 16 | Spruce Street Capital LP | $55.8M | 3.0M | —Held | Q2 2026 | |
| 17 | DIMENSIONAL FUND ADVISORS LP | $29.2M | 2.9M | ▲+19% Added · +460K sh | Q1 2026 | |
| 18 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $25.8M | 2.6M | ▲+418% Added · +2.1M sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $25.3M | 2.5M | ▲+37% Added · +682K sh | Q1 2026 | |
| 20 | MPM BioImpact LLC | $23.5M | 2.4M | ▲+5.7% Added · +127K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $19.3M | 1.9M | ▲+86% Added · +897K sh | Q1 2026 | |
| 22 | PRICE T ROWE ASSOCIATES INC /MD/ | $19.2M | 1.9M | ▲+17% Added · +280K sh | Q1 2026 | |
| 23 | EcoR1 Capital, LLC | $19.0M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | $18.5M | 1.9M | →First observed position No prior filed position | Q1 2026 | |
| 25 | Polar Capital Holdings Plc | $33.5M | 1.8M | ▲New +1.8M sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 18 funds opened a new position in RLAY and 29 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 116 funds | $311.8B |
| AMAZON.COM INCAMZN | 115 funds | $154.9B |
| ELI LILLY & COLLY | 114 funds | $63.0B |
| MICROSOFT CORPMSFT | 112 funds | $208.5B |
| BROADCOM INCAVGO | 111 funds | $125.7B |
| ALPHABET INC-CL AGOOGL | 111 funds | $123.2B |
| META PLATFORMS INC-CLASS AMETA | 109 funds | $85.8B |
| ADVANCED MICRO DEVICESAMD | 109 funds | $30.3B |
| APPLE INCAAPL | 108 funds | $233.7B |
| MICRON TECHNOLOGY INCMU | 107 funds | $31.9B |
| TESLA INCTSLA | 106 funds | $55.1B |
| LAM RESEARCH CORPLRCX | 106 funds | $31.1B |
Ranked by how many of RLAY's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 26, 2026 | Rahmer Peter | See remarks | Sell (S) | 5K | $90K |
| Aug 25, 2026 | SVF Pauling (Cayman) Ltd | 10% Owner | Sell (S) | 6.0M | $116.4M |
| Aug 17, 2026 | Patel Sanjiv | President and CEO, Director | Sell (S) | 48K | $980K |
| Aug 14, 2026 | Catinazzo Thomas | Chief Financial Officer | Sell (S) | 18K | $350K |
| Jul 28, 2026 | Catinazzo Thomas | Chief Financial Officer | Sell (S) | 1K | $27K |
| Jul 28, 2026 | Rahmer Peter | See remarks | Sell (S) | 748 | $14K |
| Jul 28, 2026 | Bergstrom Donald A | President, R&D | Sell (S) | 2K | $42K |
| Jul 7, 2026 | Patel Sanjiv | President and CEO, Director | Sell (S) | 48K | $944K |
| Jul 6, 2026 | Catinazzo Thomas | Chief Financial Officer | Sell (S) | 18K | $331K |
| Jul 6, 2026 | Bergstrom Donald A | President, R&D | Sell (S) | 9K | $162K |
| Jun 30, 2026 | Rahmer Peter | See remarks | Sell (S) | 50K | $955K |
| Jun 22, 2026 | Catinazzo Thomas | Chief Financial Officer | Sell (S) | 18K | $301K |
Connected entities for RLAY
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/RLAY/capital-change-brief"
Use Arkolith's capital_change_brief for RLAY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for RLAY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.