RLAY
Relay Therapeutics IncNASDAQ
Healthcare • Biotechnology
Factor tilt: Mid-Cap Momentum
$18.60+9.41%
Close Nov 6, 2026
- Market cap
- $3.56B
- 1 month
- +6.8%
- 3 months
- -6.7%
- 1 year
- +184.0%
- 52-week range
- $6.05$20.75
- Dividend
- No dividends on record
- Next-quarter EPS estimate
- -$0.40Quarter to Sep 30, 2026 · 11 analysts · revenue $1.59M · 0.0% in 30d
- Short interest
- 30.3% of float44M shares · settled Oct 15, 2026 · -5.8% since Sep 30, 2026 · FINRA
Fundamentals · trailing 12 months to Jun 30, 2026
- Revenue
- $10.35M
- Net income
- -$286.04M
- Free cash flow
- -$212.21M
- Book value
- $890.01M
- Total debt
- $30.66M
- P/E
- —
- Price / sales
- 344.3×
- Price / book
- 4×
- FCF yield
- -6.0%
- Net margin
- -2,763.6%
EODHD (TTM) · as of Nov 6, 2026
End-of-day close from stored market data, not a live quote.
About Relay Therapeutics Inc
Relay Therapeutics, Inc. operates as a clinical-stage precision medicines company. It transforms the drug discovery process with a focus on enhancing small molecule therapeutic discovery in targeted oncology and genetic disease indications.
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The company's lead product candidates include RLY-2608, a pan-mutant and isoform-selective phosphoinostide 3 kinase alpha, or PI3Ka, inhibitor that is in clinical development for the treatment of breast cancer, solid tumor, and vascular malformations; and aGal chaperone for Fabry diseases. It also develops RLY-8161, an oncogene driver that belongs to the RAS family of signaling proteins. In addition, the company develops lirafugratinib (RLY-4008), a receptor tyrosine kinase for the treatment of cancer. It has collaboration and license agreements with D. E. Shaw Research, LLC to research certain biological targets through the use of D. E. Shaw Research computational modeling capabilities focused on analysis of protein motion to develop and commercialize compounds and products directed to such targets; Elevar Therapeutics, Inc. for the development and commercialization of RLY-4008; and Pfizer Inc. for the development of RLY-2608 in combination with fulvestrant and atirmociclib. The company was formerly known as Allostery, Inc. and changed its name to Relay Therapeutics, Inc. in December 2015. Relay Therapeutics, Inc. was incorporated in 2015 and is headquartered in Cambridge, Massachusetts.
- Website
- relaytx.com
- Headquarters
- Cambridge, MA, United States
- Employees
- 202
- Listed
- Jul 16, 2020
- Fiscal year ends
- December
Company profile from EODHD, stored Oct 22, 2026.
Quarterly results
The last 8 fiscal quarters as reported (EODHD). Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Jun 2026filed Aug 6, 2026 | $350.0K | -48.3% | 100.0% | -$90.8M | -$83.7M |
| Mar 2026filed May 5, 2026 | $3.0M | -60.9% | 83.2% | -$78.6M | -$73.3M |
| Dec 2025filed Feb 26, 2026 | $7.0M | — | 91.4% | -$60.6M | -$54.9M |
| Sep 2025filed Nov 6, 2025 | — | — | — | -$80.4M | -$74.1M |
| Jun 2025filed Aug 7, 2025 | $677.0K | — | -8,980.1% | -$76.8M | -$70.4M |
| Mar 2025filed May 5, 2025 | $7.7M | -23.3% | 100.0% | -$84.9M | -$77.1M |
| Dec 2024filed Feb 26, 2025 | — | — | — | -$85.0M | -$76.0M |
| Sep 2024filed Nov 6, 2024 | — | — | — | -$96.4M | -$88.1M |
Fiscal years · last 6
| Fiscal year | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Dec 2025filed Feb 26, 2026 | $15.4M | +53.4% | 76.8% | -$302.7M | -$276.5M |
| Dec 2024filed Feb 26, 2025 | $10.0M | -60.8% | -3,052.2% | -$372.5M | -$337.7M |
| Dec 2023filed Feb 22, 2024 | $25.5M | +1,749.8% | -1,177.6% | -$373.0M | -$342.0M |
| Dec 2022filed Feb 23, 2023 | $1.4M | -54.4% | -17,496.3% | -$299.3M | -$290.5M |
| Dec 2021filed Feb 24, 2022 | $3.0M | -96.3% | -5,492.2% | -$364.7M | -$363.9M |
| Dec 2020filed Mar 25, 2021 | $82.7M | — | 95.7% | -$55.8M | -$52.4M |
Short-interest history
FINRA reports open short positions for a settlement date. The publication date is later. These are reported positions, with a separate date for each observation.
Compare the reported short exposure around the dates you bought, sold or watched RLAY. A long position benefits from price rises; a short position benefits from falls. A change in these counts does not predict either move.
Settlement Oct 15, 2026
44,026,826 shares short
-2,720,116 shares (-5.8%) vs Sep 30, 2026
30.3% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
46,746,942 shares short
+2,259,514 shares (+5.1%) vs Sep 15, 2026
32.1% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
44,487,428 shares short
+937,012 shares (+2.2%) vs Aug 31, 2026
34.7% of the stored float. Published Sep 24, 2026.
Settlement Aug 31, 2026
43,550,416 shares short
+2,191,214 shares (+5.3%) vs Aug 14, 2026
33.9% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
41,359,202 shares short
+1,109,158 shares (+2.8%) vs Jul 31, 2026
32.2% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
40,250,044 shares short
-2,307,645 shares (-5.4%) vs Jul 15, 2026
31.4% of the stored float. Published Aug 11, 2026.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records, up to six settlements from the last 240 days. FINRA data and reporting dates · How to read short interest
Dividends and stock splits
See the recorded cash amounts and dates behind RLAY’s income, and the splits that change its share count. Dates below are stored event records, not confirmation of a payment to your account.
Cash-dividend records
No qualified cash-dividend records are stored. This does not establish that the company pays no dividend.
Up to six Polygon cash-dividend events, including recorded ex-dates within the next 120 days. Amounts retain their recorded currency and decimal precision. Historical amounts are not restated to a common split basis, annualized, or converted to dollars.
For a long holding, compare the ex-date with when you held the shares and check the pay date against your broker’s cash history. Owning the stock today does not establish past entitlement. For a short holding, a dividend can create a payment obligation to the share lender.
Ex-dates and special dividend rules · Short-sale dividend obligations · Dividend data definitions
Split history
No qualified split events are stored. This does not establish that the stock has never split.
Up to six stored split dates through Nov 7, 2026. Equivalent vendor ratios are combined; conflicting ratios are left out. This history may be incomplete.
A split changes the share count and per-share price basis; it does not by itself add investment value. Put your holding’s earlier and later share counts on the same basis before comparing them. This applies to both long shares and shares owed on a short position.
How stock splits workPortfolio context
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Smart money context
Holder IQ: MEDIUM
49 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Oct 27, 2026
Smart-money 13F trend: accumulating (heavy)
Unlock crowding heatmapUnlock filer discoveryInsider context
Sentiment: bearish
Last trade: sell 8 days ago
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What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: bearish. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 2
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: bearish. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Largest 13-F holders · Q2 2026
260 filers reported a long position in RLAY for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
56.3%
of the 246.8M shares 13-F filers reported
Moves vs Q1 2026
8 added1 trimmed
1 unchanged
Net shares held
+30.1%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | SB INVESTMENT ADVISERS (UK) LTD | $522.1M · 27.9M shares | 27.9M | Unchanged |
| 2 | FMR LLC | $376.3M · 20.1M shares | 20.1M | +444.2% |
| 3 | Casdin Capital, LLC | $300M · 16M shares | 16M | +11.2% |
| 4 | BlackRock, Inc. | $286M · 15.3M shares | 15.3M | +17.8% |
| 5 | PERCEPTIVE ADVISORS LLC | $263.9M · 14.1M shares | 14.1M | +44.7% |
| 6 | Commodore Capital LP | $224.5M · 12M shares | 12M | -29.4% |
| 7 | STATE STREET CORP | $189.5M · 10.1M shares | 10.1M | +62.4% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $167.7M · 9M shares | 9M | +21.3% |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $144.2M · 7.7M shares | 7.7M | +300.5% |
| 10 | Nextech Invest Ltd. | $126.8M · 6.8M shares | 6.8M | +22.6% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign in5% holder filings (13D / 13G)
Holders of more than 5% of RLAY file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Aug 14, 2026 | Commodore Capital LP13G · passive · amended | 5.5% |
| Aug 10, 2026 | PERCEPTIVE ADVISORS LLC13G · passive · amended | 6.4% |
| Aug 7, 2026 | FMR LLC13G · passive · amended | 10% |
| May 15, 2026 | Point72 Asset Management, L.P.13G · passive · amended | 0%under 5% |
| Mar 27, 2026 | VANGUARD GROUP INC13G · passive · amended | 0%under 5% |
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