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.
| # | 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 | PERCEPTIVE ADVISORS LLC | $97.0M | 9.8M | ▲+412% Added · +7.8M sh | Q1 2026 | |
| 6 | Bellevue Group AG | $77.6M | 7.8M | ▼−6.6% Reduced · −550K sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $73.5M | 7.4M | ▲New +7.4M sh | Q1 2026 | |
| 8 | STATE STREET CORP | $62.0M | 6.2M | ▼−3.0% Reduced · −193K sh | Q1 2026 | |
| 9 | Nextech Invest, Ltd. | $55.0M | 5.5M | ▲+18% Added · +825K sh | Q1 2026 | |
| 10 | TCG Crossover Management, LLC | $42.5M | 4.3M | ▲+33% Added · +1.1M sh | Q1 2026 | |
| 11 | FMR LLC | $36.8M | 3.7M | ▲23× Added · +3.5M sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $34.9M | 3.5M | ▲+3.0% Added · +101K sh | Q1 2026 | |
| 13 | BALYASNY ASSET MANAGEMENT L.P. | $30.2M | 3.0M | ▲+45% Added · +939K sh | Q1 2026 | |
| 14 | DIMENSIONAL FUND ADVISORS LP | $29.2M | 2.9M | ▲+19% Added · +460K sh | Q1 2026 | |
| 15 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $25.8M | 2.6M | ▲+418% Added · +2.1M sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $25.3M | 2.5M | ▲+37% Added · +682K sh | Q1 2026 | |
| 17 | MPM BioImpact LLC | $23.5M | 2.4M | ▲+5.7% Added · +127K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $19.3M | 1.9M | ▲+86% Added · +897K sh | Q1 2026 | |
| 19 | PRICE T ROWE ASSOCIATES INC /MD/ | $19.2M | 1.9M | ▲+17% Added · +280K sh | Q1 2026 | |
| 20 | EcoR1 Capital, LLC | $19.0M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | $18.5M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $16.7M | 1.7M | ▲+47% Added · +537K sh | Q1 2026 | |
| 23 | Alphabet Inc. | $15.6M | 1.6M | ▼−0.3% Reduced · −5K sh | Q1 2026 | |
| 24 | MORGAN STANLEY | $14.2M | 1.4M | ▼−29% Reduced · −586K sh | Q1 2026 | |
| 25 | Kynam Capital Management, LP | $14.2M | 1.4M | —Held | Q1 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 30, 2026 | Rahmer Peter | See remarks | Grant (A) | 3K | $21K |
| Jun 30, 2026 | Patel Sanjiv | President and CEO, Director | Grant (A) | 3K | $21K |
| Jun 22, 2026 | Catinazzo Thomas | Chief Financial Officer | Sell (S) | 18K | $301K |
| Jun 22, 2026 | Catinazzo Thomas | Chief Financial Officer | Option exercise (M) | 56K | $284K |
| Jun 22, 2026 | Catinazzo Thomas | Chief Financial Officer | Sell (S) | 56K | $956K |
| Jun 22, 2026 | Catinazzo Thomas | Chief Financial Officer | Option exercise (M) | 62K | $321K |
| Jun 22, 2026 | Catinazzo Thomas | Chief Financial Officer | Sell (S) | 62K | $1.0M |
| Jun 22, 2026 | Catinazzo Thomas | Chief Financial Officer | Option exercise (M) | 52K | $229K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 71 funds | $33.2B |
| ELI LILLY & COLLY | 71 funds | $8.7B |
| UNITEDHEALTH GROUP INCUNH | 71 funds | $3.7B |
| BOSTON SCIENTIFIC CORPBSX | 71 funds | $2.0B |
| AMAZON.COM INCAMZN | 70 funds | $25.0B |
| VISA INC-CLASS A SHARESV | 70 funds | $6.4B |
| COSTCO WHOLESALE CORPCOST | 70 funds | $6.0B |
| INTUITIVE SURGICAL INCISRG | 70 funds | $2.8B |
| NVIDIA CORPNVDA | 69 funds | $50.6B |
| ALPHABET INC-CL AGOOGL | 69 funds | $22.9B |
| META PLATFORMS INC-CLASS AMETA | 69 funds | $15.8B |
| MICRON TECHNOLOGY INCMU | 69 funds | $8.3B |
Ranked by how many of RLAY's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.