RLAY
Relay Therapeutics, Inc.
+0.50 (+2.68%)19.35USD1.2M成交股數4.2B市值–本益比(近四季)409.6股價營收比-48.3%營收年增(近四季)2026-11-05下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 21 · 359M · 7 |
| 其中 10b5-1 計畫賣出 | 15 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 360M |
| 近 180 天 淨額 | −360M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-08 | 09-09 | Patel Sanjiv | President and CEO | S 公開市場賣出(10b5-1) | 48.2K | 18.94 | 913K | 520K | SEC |
| 2026-09-08 | 09-09 | Bergstrom Donald A | President, R&D | S 公開市場賣出(10b5-1) | 8.5K | 18.97 | 162K | 399K | SEC |
| 2026-09-08 | 09-09 | Catinazzo Thomas | Chief Financial Officer | S 公開市場賣出(10b5-1) | 17.7K | 18.94 | 336K | 123K | SEC |
| 2026-08-26 | 08-28 | Rahmer Peter | See remarks | S 公開市場賣出(10b5-1) | 4.5K | 20.03 | 90K | 224K | SEC |
| 2026-08-25 | 08-28 | SVF Pauling (Cayman) Ltd | TenPercentOwner | S 公開市場賣出 | 6.0M | 19.40 | 116M | 21.9M | SEC |
| 2026-08-25 | 08-28 | SOFTBANK VISION FUND (AIV M2) L.P. | TenPercentOwner | S 公開市場賣出 | 6.0M | 19.40 | 116M | 21.9M | SEC |
| 2026-08-25 | 08-28 | SB INVESTMENT ADVISERS (UK) LTD | TenPercentOwner | S 公開市場賣出 | 6.0M | 19.40 | 116M | 21.9M | SEC |
| 2026-08-17 | 08-18 | Patel Sanjiv | President and CEO | S 公開市場賣出(10b5-1) | 48.2K | 20.33 | 980K | 568K | SEC |
| 2026-08-14 | 08-18 | Catinazzo Thomas | Chief Financial Officer | S 公開市場賣出(10b5-1) | 17.7K | 19.74 | 350K | 141K | SEC |
| 2026-07-28 | 07-30 | Rahmer Peter | See remarks | S 公開市場賣出 | 748 | 18.61 | 14K | 228K | SEC |
| 2026-07-28 | 07-30 | Catinazzo Thomas | Chief Financial Officer | S 公開市場賣出 | 1.5K | 18.61 | 27K | 158K | SEC |
| 2026-07-28 | 07-30 | Bergstrom Donald A | President, R&D | S 公開市場賣出 | 2.2K | 18.61 | 42K | 408K | SEC |
| 2026-07-07 | 07-08 | Patel Sanjiv | President and CEO | S 公開市場賣出(10b5-1) | 48.2K | 19.58 | 944K | 616K | SEC |
| 2026-07-06 | 07-08 | Catinazzo Thomas | Chief Financial Officer | S 公開市場賣出(10b5-1) | 17.7K | 18.69 | 331K | 160K | SEC |
| 2026-07-06 | 07-08 | Bergstrom Donald A | President, R&D | S 公開市場賣出(10b5-1) | 8.7K | 18.71 | 162K | 410K | SEC |
| 2026-06-30 | 07-08 | Patel Sanjiv | President and CEO | A 獲配股票 | 3.1K | 6.95 | 21K | 664K | SEC |
| 2026-06-30 | 07-02 | Rahmer Peter | See remarks | S 公開市場賣出(10b5-1) | 50.0K | 19.09 | 955K | 226K | SEC |
| 2026-06-30 | 07-02 | Rahmer Peter | See remarks | A 獲配股票 | 3.1K | 6.95 | 21K | 229K | SEC |
| 2026-06-22 | 06-24 | Bergstrom Donald A | President, R&D | M 選擇權執行 | 93.5K | 4.12 | 385K | 512K | SEC |
| 2026-06-22 | 06-24 | Catinazzo Thomas | Chief Financial Officer | M 選擇權執行 | 61.6K | 5.22 | 321K | 239K | SEC |
| 2026-06-22 | 06-24 | Catinazzo Thomas | Chief Financial Officer | S 公開市場賣出(10b5-1) | 51.6K | 16.97 | 875K | 177K | SEC |
| 2026-06-22 | 06-24 | Catinazzo Thomas | Chief Financial Officer | M 選擇權執行 | 51.6K | 4.45 | 229K | 229K | SEC |
| 2026-06-22 | 06-24 | Catinazzo Thomas | Chief Financial Officer | S 公開市場賣出(10b5-1) | 61.6K | 16.97 | 1.0M | 177K | SEC |
| 2026-06-22 | 06-24 | Catinazzo Thomas | Chief Financial Officer | S 公開市場賣出(10b5-1) | 56.3K | 16.97 | 956K | 177K | SEC |
| 2026-06-22 | 06-24 | Catinazzo Thomas | Chief Financial Officer | M 選擇權執行 | 56.3K | 5.04 | 284K | 234K | SEC |
| 2026-06-22 | 06-24 | Catinazzo Thomas | Chief Financial Officer | S 公開市場賣出(10b5-1) | 17.7K | 17.01 | 301K | 177K | SEC |
| 2026-06-22 | 06-24 | Bergstrom Donald A | President, R&D | S 公開市場賣出(10b5-1) | 93.5K | 16.94 | 1.6M | 419K | SEC |
| 2026-05-14 | 05-14 | Catinazzo Thomas | Chief Financial Officer | S 公開市場賣出(10b5-1) | 17.7K | 12.86 | 228K | 195K | SEC |
| 2026-04-28 | 04-30 | Rahmer Peter | See remarks | S 公開市場賣出 | 753 | 14.79 | 11K | 276K | SEC |
| 2026-04-28 | 04-30 | Bergstrom Donald A | President, R&D | S 公開市場賣出 | 1.5K | 14.79 | 22K | 419K | SEC |
| 2026-04-28 | 04-30 | Catinazzo Thomas | Chief Financial Officer | S 公開市場賣出 | 972 | 14.79 | 14K | 213K | SEC |
| 2026-04-09 | 04-09 | Catinazzo Thomas | Chief Financial Officer | M 選擇權執行 | 1.8K | 5.22 | 9K | 216K | SEC |
| 2026-04-09 | 04-09 | Catinazzo Thomas | Chief Financial Officer | S 公開市場賣出(10b5-1) | 1.8K | 15.00 | 27K | 214K | SEC |
| 2026-04-07 | 04-09 | Catinazzo Thomas | Chief Financial Officer | S 公開市場賣出(10b5-1) | 17.7K | 13.01 | 230K | 214K | SEC |
| 2026-03-09 | 03-11 | Catinazzo Thomas | Chief Financial Officer | S 公開市場賣出(10b5-1) | 17.7K | 10.06 | 178K | 232K | SEC |
| 2026-01-28 | 01-29 | Bergstrom Donald A | President, R&D | S 公開市場賣出 | 2.7K | 8.45 | 23K | 420K | SEC |
| 2026-01-28 | 01-29 | Rahmer Peter | See remarks | S 公開市場賣出 | 1.4K | 8.45 | 11K | 277K | SEC |
| 2026-01-28 | 01-29 | Catinazzo Thomas | Chief Financial Officer | S 公開市場賣出 | 1.7K | 8.45 | 14K | 249K | SEC |
| 2026-01-27 | 01-29 | Catinazzo Thomas | Chief Financial Officer | S 公開市場賣出 | 13.8K | 7.62 | 105K | 251K | SEC |
| 2026-01-27 | 01-29 | Bergstrom Donald A | President, R&D | S 公開市場賣出 | 18.9K | 7.62 | 144K | 423K | SEC |
| 2026-01-27 | 01-29 | Rahmer Peter | See remarks | S 公開市場賣出 | 11.7K | 7.62 | 89K | 278K | SEC |
| 2026-01-06 | 01-07 | Patel Sanjiv | President and CEO | S 公開市場賣出 | 43.2K | 7.82 | 338K | 661K | SEC |
| 2025-12-31 | 01-29 | Rahmer Peter | See remarks | A 獲配股票 | 994 | 2.99 | 3K | 338K | SEC |
| 2025-12-31 | 01-07 | Patel Sanjiv | President and CEO | A 獲配股票 | 994 | 2.99 | 3K | 704K | SEC |
| 2025-11-03 | 11-04 | Patel Sanjiv | President and CEO | S 公開市場賣出 | 62.1K | 7.00 | 435K | 703K | SEC |
| 2025-10-29 | 10-30 | Rahmer Peter | See remarks | S 公開市場賣出 | 21.4K | 7.50 | 160K | 337K | SEC |
| 2025-10-28 | 10-30 | Bergstrom Donald A | President, R&D | S 公開市場賣出 | 30.9K | 7.29 | 225K | 522K | SEC |
| 2025-10-28 | 10-30 | Rahmer Peter | See remarks | S 公開市場賣出 | 19.1K | 7.29 | 139K | 359K | SEC |
| 2025-10-28 | 10-30 | Catinazzo Thomas | Chief Financial Officer | S 公開市場賣出 | 21.7K | 7.29 | 158K | 314K | SEC |
| 2025-07-29 | 07-30 | Rahmer Peter | See remarks | S 公開市場賣出 | 15.7K | 3.68 | 58K | 378K | SEC |
| 2025-07-29 | 07-30 | Catinazzo Thomas | Chief Financial Officer | S 公開市場賣出 | 18.4K | 3.68 | 68K | 335K | SEC |
| 2025-07-29 | 07-30 | Bergstrom Donald A | President, R&D | S 公開市場賣出 | 26.7K | 3.68 | 98K | 553K | SEC |
| 2025-07-29 | 07-30 | Adams Brian | Chief Legal Officer | S 公開市場賣出 | 18.3K | 3.68 | 67K | 371K | SEC |
| 2025-07-28 | 07-30 | Adams Brian | Chief Legal Officer | S 公開市場賣出 | 1.6K | 3.74 | 6K | 390K | SEC |
| 2025-07-28 | 07-30 | Rahmer Peter | See remarks | S 公開市場賣出 | 1.4K | 3.74 | 5K | 394K | SEC |
| 2025-07-28 | 07-30 | Bergstrom Donald A | President, R&D | S 公開市場賣出 | 4.1K | 3.74 | 15K | 579K | SEC |
| 2025-07-28 | 07-30 | Catinazzo Thomas | Chief Financial Officer | S 公開市場賣出 | 1.7K | 3.74 | 6K | 354K | SEC |
| 2025-07-09 | 07-10 | Patel Sanjiv | President and CEO | S 公開市場賣出 | 42.7K | 3.57 | 153K | 784K | SEC |
| 2025-07-09 | 07-10 | Patel Sanjiv | President and CEO | S 公開市場賣出 | 18.6K | 3.57 | 67K | 765K | SEC |
| 2025-06-30 | 07-01 | Rahmer Peter | See remarks | A 獲配股票 | 5.0K | 2.94 | 15K | 395K | SEC |
| 2025-06-30 | 07-01 | Patel Sanjiv | President and CEO | A 獲配股票 | 5.0K | 2.94 | 15K | 827K | SEC |
| 2025-04-30 | 04-30 | Adams Brian | Chief Legal Officer | S 公開市場賣出 | 12.9K | 3.00 | 39K | 391K | SEC |
| 2025-04-30 | 04-30 | Rahmer Peter | See remarks | S 公開市場賣出 | 10.7K | 3.00 | 32K | 390K | SEC |
| 2025-04-30 | 04-30 | Catinazzo Thomas | Chief Financial Officer | S 公開市場賣出(10b5-1) | 12.9K | 3.00 | 39K | 355K | SEC |
| 2025-04-30 | 04-30 | Bergstrom Donald A | President, R&D | S 公開市場賣出 | 27.5K | 3.00 | 82K | 583K | SEC |
| 2025-04-29 | 04-30 | Catinazzo Thomas | Chief Financial Officer | S 公開市場賣出(10b5-1) | 3.6K | 3.23 | 11K | 368K | SEC |
| 2025-04-28 | 04-30 | Bergstrom Donald A | President, R&D | S 公開市場賣出 | 4.1K | 3.17 | 13K | 611K | SEC |
| 2025-04-28 | 04-30 | Adams Brian | Chief Legal Officer | S 公開市場賣出 | 1.6K | 3.17 | 5K | 404K | SEC |
| 2025-04-28 | 04-30 | Catinazzo Thomas | Chief Financial Officer | S 公開市場賣出(10b5-1) | 1.7K | 3.17 | 5K | 373K | SEC |
| 2025-04-28 | 04-30 | Rahmer Peter | See remarks | S 公開市場賣出 | 1.4K | 3.17 | 4K | 401K | SEC |
| 2025-04-28 | 04-30 | Catinazzo Thomas | Chief Financial Officer | S 公開市場賣出(10b5-1) | 981 | 3.17 | 3K | 372K | SEC |
| 2025-04-23 | 04-24 | Patel Sanjiv | President and CEO | S 公開市場賣出 | 42.8K | 2.97 | 127K | 840K | SEC |
| 2025-04-23 | 04-24 | Patel Sanjiv | President and CEO | S 公開市場賣出 | 18.7K | 2.97 | 55K | 822K | SEC |
| 2025-03-27 | 03-31 | Adams Brian | Chief Legal Officer | S 公開市場賣出 | 298 | 2.84 | 846.32 | 406K | SEC |
| 2025-03-27 | 03-31 | Bergstrom Donald A | President, R&D | S 公開市場賣出 | 986 | 2.84 | 3K | 615K | SEC |
| 2025-03-27 | 03-31 | Rahmer Peter | See remarks | S 公開市場賣出 | 247 | 2.84 | 701.48 | 402K | SEC |
| 2025-03-27 | 03-31 | Catinazzo Thomas | Chief Financial Officer | S 公開市場賣出(10b5-1) | 4.6K | 2.84 | 13K | 375K | SEC |
| 2025-03-27 | 03-31 | Catinazzo Thomas | Chief Financial Officer | S 公開市場賣出(10b5-1) | 298 | 2.84 | 846.32 | 379K | SEC |
| 2025-02-13 | 02-13 | Patel Sanjiv | President and CEO | S 公開市場賣出 | 75.3K | 3.70 | 279K | 883K | SEC |
| 2025-02-11 | 02-13 | Patel Sanjiv | President and CEO | A 獲配股票 | 332K | – | – | 958K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| SB INVESTMENT ADVISERS (UK) LTD | 27.9M | 522M | 新進 | 新進 |
| FMR LLC | 20.1M | 376M | 新進 | 新進 |
| Casdin Capital, LLC | 16.0M | 300M | 新進 | 新進 |
| BlackRock, Inc. | 15.3M | 286M | 新進 | 新進 |
| PERCEPTIVE ADVISORS LLC | 14.1M | 264M | 新進 | 新進 |
| Commodore Capital LP | 12.0M | 225M | 新進 | 新進 |
| STATE STREET CORP | 10.1M | 189M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 9.0M | 168M | 新進 | 新進 |
| Nextech Invest Ltd. | 6.8M | 127M | 新進 | 新進 |
| Bellevue Group AG | 6.2M | 116M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 4.7M | 88.4M | 新進 | 新進 |
| TCG Crossover Management, LLC | 4.3M | 80.0M | 新進 | 新進 |
| MORGAN STANLEY | 3.9M | 72.1M | 新進 | 新進 |
| Siren, L.L.C. | 3.6M | 68.3M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 3.4M | 63.8M | 新進 | 新進 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 3.3M | 62.6M | 新進 | 新進 |
| Kynam Capital Management, LP | 3.3M | 61.7M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 3.1M | 58.5M | 新進 | 新進 |
| Spruce Street Capital LP | 3.0M | 55.8M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.9M | 54.1M | 新進 | 新進 |
| BAKER BROS. ADVISORS LP | 2.8M | 52.9M | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 2.7M | 50.4M | 新進 | 新進 |
| MPM BIOIMPACT LLC | 2.4M | 45.2M | 新進 | 新進 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.2M | 41.9M | 新進 | 新進 |
| ALLIANCEBERNSTEIN L.P. | 4.1M | 40.8M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 259 +15 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 259 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 247M · 100.0% |
| 合計季末市值 | 4.4B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 43.6M |
|---|---|
| 與上期比 | +5.3% |
| 佔流通股數 | 19.87% |
| 日均成交量 | 2.6M |
| 回補天數 | 16.7 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 43.6M | +5.3% | 19.87% | 2.6M | 16.7 |
| 2026-08-14 | 41.4M | +2.8% | 18.87% | 1.9M | 21.6 |
| 2026-07-31 | 40.3M | -5.4% | 18.37% | 2.3M | 17.4 |
| 2026-07-15 | 42.6M | -1.1% | 19.42% | 3.2M | 13.4 |
| 2026-06-30 | 43.0M | +12.9% | 19.64% | 5.9M | 7.2 |
| 2026-06-15 | 38.1M | +10.9% | 17.40% | 3.9M | 9.9 |
| 2026-05-29 | 34.4M | +19.3% | 15.69% | 6.0M | 5.7 |
| 2026-05-15 | 28.8M | +5.2% | 13.15% | 2.8M | 10.3 |
| 2026-04-30 | 27.4M | +1.5% | 12.51% | 3.1M | 8.7 |
| 2026-04-15 | 27.0M | +23.1% | 12.32% | 4.4M | 6.2 |
| 2026-03-31 | 21.9M | +10.6% | 10.01% | 2.1M | 10.3 |
| 2026-03-13 | 19.8M | +2.1% | 9.06% | 3.1M | 6.4 |
| 2026-02-27 | 19.4M | -2.3% | 8.87% | 2.0M | 9.8 |
| 2026-02-13 | 19.9M | -17.2% | 9.08% | 2.7M | 7.3 |
| 2026-01-30 | 24.0M | +7.3% | 10.96% | 2.5M | 9.5 |
| 2026-01-15 | 22.4M | +0.7% | 10.21% | 1.9M | 12.1 |
| 2025-12-31 | 22.2M | +9.5% | 10.15% | 2.3M | 9.5 |
| 2025-12-15 | 20.3M | -12.4% | 9.26% | 2.0M | 10.2 |
| 2025-11-28 | 23.2M | +8.4% | 10.57% | 2.1M | 10.9 |
| 2025-11-14 | 21.4M | +19.6% | 9.75% | 2.6M | 8.3 |
| 2025-10-31 | 17.9M | -18.5% | 8.15% | 2.1M | 8.4 |
| 2025-10-15 | 21.9M | -3.2% | 10.01% | 1.6M | 14.0 |
| 2025-09-30 | 22.6M | +0.6% | 10.33% | 1.8M | 12.6 |
| 2025-09-15 | 22.5M | -1.0% | 10.27% | 1.5M | 15.0 |
| 2025-08-29 | 22.7M | -0.1% | 10.37% | 933K | 24.4 |
| 2025-08-15 | 22.7M | +1.6% | 10.38% | 2.0M | 11.2 |