Welcome to our dedicated page for Relay Therapeutics SEC filings (Ticker: RLAY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Relay Therapeutics, Inc. filings document the regulatory record of a clinical-stage precision-medicine company developing small molecule programs for cancer and genetic disease. Form 8-K reports include operating and financial results, Regulation FD clinical updates for zovegalisib, FDA Breakthrough Therapy designation disclosure, material agreements, capital-structure matters, and governance changes.
Proxy materials describe board composition, committee structure, executive compensation, equity awards, shareholder voting matters, and related governance policies. Other filings address amendments to bylaws, including exclusive-forum provisions, and securities disclosures tied to RLAY common stock and its development-stage pipeline.
Relay Therapeutics, Inc. has a significant shareholder group led by Commodore Capital LP, which, together with Commodore Capital Master LP, Robert Egen Atkinson, and Michael Kramarz, reports beneficial ownership of 12,000,000 shares of common stock. As of June 30, 2026, this represents 5.5% of the outstanding common stock, based on 218,531,200 shares reported as issued and outstanding. The group reports no sole voting or dispositive power over these shares, but shared voting and shared dispositive power over the full 12,000,000 shares. Commodore Capital LP serves as investment manager to Commodore Capital Master LP, and Atkinson and Kramarz, as managing partners, exercise investment discretion with respect to these securities.
Perceptive Advisors LLC, Joseph Edelman, and Perceptive Life Sciences Master Fund, Ltd. report beneficial ownership of Common Stock of Relay Therapeutics, Inc. The Master Fund directly holds 14,106,187 shares of Common Stock. Based on 219,141,631 shares outstanding as of July 31, 2026, this represents 6.4% of the class for each Reporting Person. All 14,106,187 shares are reported with shared power to vote and shared power to dispose, and 0 shares are reported with sole voting or dispositive power. Perceptive Advisors acts as investment manager to the Master Fund, and Joseph Edelman, as managing member of Perceptive Advisors, may be deemed to beneficially own the shares held by the Master Fund.
FMR LLC filed an amended Schedule 13G reporting a significant ownership position in Relay Therapeutics, Inc. common stock. FMR LLC and Abigail P. Johnson together report beneficial ownership of 21,270,751.24 shares of common stock (CUSIP 75943R102), representing 10.0% of the class as of July 31, 2026.
FMR LLC has sole voting power over 21,153,779 shares and sole dispositive power over 21,270,751.24 shares, with no shared voting or dispositive power reported. Abigail P. Johnson reports sole dispositive power over the same 21,270,751.24 shares, with no voting power. One or more other persons may receive dividends or sale proceeds, but no such person holds more than five percent of the class.
Relay Therapeutics, Inc. is offering up to $212,978,049 of common stock from time to time under an amended sales agreement with TD Securities (USA) LLC (TD Cowen) as an at-the-market program on The Nasdaq Global Market.
The company previously sold 16,006,569 shares under the original agreement, leaving about $87,021,951 of capacity there. As of June 30, 2026, 218,531,200 shares were outstanding. An illustrative sale of 11,310,570 shares at $18.83 per share would raise $213.0 million and increase net tangible book value from $3.89 to $4.61 per share, implying dilution of $14.22 per share for new investors at that price.
Relay plans to use any proceeds, together with existing cash, to fund research and clinical development of pipeline candidates, working capital, capital expenditures and general corporate purposes. TD Cowen will earn up to a 3.0% commission on gross proceeds and may be deemed an underwriter, with customary indemnification. The company warns that investing involves a high degree of risk and highlights potential dilution and stock price impact from future equity issuances.
Relay Therapeutics increased the size of its at‑the‑market common stock sales program with TD Securities from $250,000,000 to an aggregate offering price of $462,978,049 and filed a new prospectus supplement covering up to $212,978,049 of additional common shares. As of this report, it has sold approximately $162,978,049 of stock under the program, paying TD Cowen a cash commission of up to 3.0% of gross proceeds, with either party able to suspend sales and no obligation to sell any shares.
For the quarter ended June 30, 2026, revenue was $0.4 million, research and development expenses were $76.5 million, general and administrative expenses were $14.7 million, and net loss was $83.7 million, or $0.41 per share. Cash, cash equivalents and investments totaled $910.9 million, including approximately $316 million of gross proceeds from a May 2026 follow‑on offering, and the company expects this balance to fund operations into 2029. Relay highlighted clinical progress for lead asset zovegalisib, including a 44% objective response rate in a triplet breast cancer regimen, 60% volumetric responses at 12 weeks in vascular anomalies, and ongoing/planned Phase 3 trials in second‑ and first‑line HR+/HER2‑ breast cancer.
FMR LLC reported beneficial ownership of 20,015,113.24 shares of Relay Therapeutics, Inc. common stock on a Schedule 13G, representing 9.4% of the class as of June 30, 2026. FMR has sole voting power over 19,967,458 shares and sole dispositive power over 20,015,113.24 shares, with no shared voting or dispositive power.
Abigail P. Johnson is listed as a reporting person with sole dispositive power over the same 20,015,113.24 shares and a 9.4% beneficial ownership of the class. One or more other persons have rights to receive dividends or sale proceeds from these securities, but no such person holds more than 5% of the outstanding common stock. FMR files as a parent holding company, with relevant subsidiaries identified in an attached Exhibit 99.
RLAY insider Sekar Kathiresan filed to sell common stock under a planned transaction. The filing lists 42,225 shares of common stock to be sold on 08/04/2026 in connection with a stock option exercise, with an indicated value of $826,465.70, to be executed in cash through Morgan Stanley Smith Barney LLC Executive Financial Services on NASDAQ. It also reports prior sales over the past three months: 30,000 shares on 07/31/2026 for $563,553.00, 30,000 shares on 07/21/2026 for $594,414.00, and 66,055 shares on 07/20/2026 for $1,293,555.07.
RLAY reporting person Sekar Kathiresan filed to sell common stock. The planned transaction covers 30,000 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services on or about July 31, 2026 on NASDAQ, with an indicated value of $563,553.00.
The filing also lists prior sales within three months: 30,000 shares of common stock on July 21, 2026 for $594,414.00, and 66,055 shares on July 20, 2026 for $1,293,555.07. The planned sale is linked to a stock option exercise settled in cash.
Relay Therapeutics, Inc. Chief Financial Officer Thomas Catinazzo reported the sale of 1,459 shares of common stock on July 28, 2026 at $18.61 per share. The shares were sold solely to cover income tax withholding from the vesting of 3,269 RSUs, with no discretion by the officer and in line with company policies. After the sale, he beneficially owns 158,285 shares, including 6,538 shares underlying RSUs.