Who owns Erasca (ERAS)
Which tracked institutional funds hold ERAS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ERAS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
108 tracked funds added or opened ERAS while 46 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ERAS’s largest tracked holder by dollar value, Frazier Life Sciences Management, L.P., sizes it at 10.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 9.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ERAS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 248 tracked filers holding ERAS, 163 increased or opened the position and 108 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ERAS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 29
- JENNISON ASSOCIATES LLC$51M
- Soleus Capital Management, L.P.$49M
- SAMLYN CAPITAL, LLC$41M
- Evergreen Quality Fund GP, Ltd.$25M
- Caption Management, LLC$19M
- Assenagon Asset Management S.A.$15M
Full exits 15
- T. Rowe Price Investment Management, Inc.$344M
- JANUS HENDERSON GROUP PLC$60M
- 5AM Venture Management, LLC$56M
- MONTANOVA CAPITAL, LLC$56M
- Commodore Capital LP$51M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$34M
Largest adds
- BlackRock, Inc.$244M
- PRICE T ROWE ASSOCIATES INC /MD/$86M
- STATE STREET CORP$73M
- RTW INVESTMENTS, LP$67M
- Venrock Adviser, LLC$63M
- Frazier Life Sciences Management, L.P.$58M
Largest trims
- Vivo Capital, LLC$121M
- BALYASNY ASSET MANAGEMENT L.P.$71M
- Holocene Advisors, LP$10M
- GOLDMAN SACHS GROUP INC$9M
- EcoR1 Capital, LLC$9M
- Ensign Peak Advisors, Inc$8M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Frazier Life Sciences Management, L.P. added | 24,975,188 | $458M | 9.8% | 2026-Q2 |
| BlackRock, Inc. added | 21,154,146 | $388M | 8.3% | 2026-Q2 |
| RTW INVESTMENTS, LP added | 17,946,754 | $329M | 7.1% | 2026-Q2 |
| Venrock Adviser, LLC added | 17,891,812 | $328M | 7.0% | 2026-Q2 |
| STATE STREET CORP added | 12,184,555 | $223M | 4.8% | 2026-Q2 |
| Logos Global Management LP added | 12,150,000 | $223M | 4.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 11,402,199 | $209M | 4.5% | 2026-Q2 |
| Siren, L.L.C. added | 11,397,781 | $209M | 4.5% | 2026-Q2 |
| Paradigm Biocapital Advisors LP trimmed | 9,550,000 | $175M | 3.8% | 2026-Q2 |
| ARCH Venture Management, LLC | 7,091,557 | $130M | 2.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,501,426 | $119M | 2.6% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 6,272,508 | $115M | 2.5% | 2026-Q2 |
| Cormorant Asset Management, LP added | 6,000,000 | $110M | 2.4% | 2026-Q2 |
| Affinity Asset Advisors, LLC trimmed | 5,250,000 | $96M | 2.1% | 2026-Q2 |
| Vivo Capital, LLC trimmed | 4,127,412 | $76M | 1.6% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 4,118,614 | $67M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 3,822,113 | $70M | 1.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,048,737 | $56M | 1.2% | 2026-Q2 |
| FMR LLC added | 2,883,417 | $53M | 1.1% | 2026-Q2 |
| a16z Capital Management, L.L.C. | 2,862,500 | $52M | 1.1% | 2026-Q2 |
| Woodline Partners LP added | 2,831,867 | $52M | 1.1% | 2026-Q2 |
| JENNISON ASSOCIATES LLC new | 2,788,412 | $51M | 1.1% | 2026-Q2 |
| Soleus Capital Management, L.P. added | 2,700,000 | $49M | 1.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 2,389,864 | $44M | 0.9% | 2026-Q2 |
| SAMLYN CAPITAL, LLC new | 2,256,986 | $41M | 0.9% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 2,042,034 | $37M | 0.8% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,958,120 | $36M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,944,790 | $36M | 0.8% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,936,462 | $35M | 0.8% | 2026-Q2 |
| Nuveen, LLC added | 1,841,735 | $34M | 0.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,763,980 | $32M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,697,991 | $31M | 0.7% | 2026-Q2 |
| UBS Group AG trimmed | 1,596,662 | $29M | 0.6% | 2026-Q2 |
| STEMPOINT CAPITAL LP added | 1,565,913 | $29M | 0.6% | 2026-Q2 |
| Rock Springs Capital Management LP added | 1,402,150 | $26M | 0.6% | 2026-Q2 |
| Evergreen Quality Fund GP, Ltd. new | 1,375,300 | $25M | 0.5% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,368,918 | $25M | 0.5% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC added | 1,308,455 | $24M | 0.5% | 2026-Q2 |
| SILVERARC CAPITAL MANAGEMENT, LLC trimmed | 1,263,026 | $23M | 0.5% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 1,247,203 | $23M | 0.5% | 2026-Q2 |
| First Turn Management, LLC added | 1,221,721 | $22M | 0.5% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 1,082,262 | $20M | 0.4% | 2026-Q2 |
| Caption Management, LLC new | 1,041,225 | $19M | 0.4% | 2026-Q2 |
| Integral Health Asset Management, LLC added | 1,000,000 | $18M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 949,590 | $17M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 909,814 | $17M | 0.4% | 2026-Q2 |
| Invesco Ltd. added | 864,527 | $16M | 0.3% | 2026-Q2 |
| Assenagon Asset Management S.A. new | 812,876 | $15M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP added | 756,991 | $14M | 0.3% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP new | 719,725 | $13M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 713,534 | $13M | 0.3% | 2026-Q2 |
| Capital World Investors new | 704,602 | $13M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 681,481 | $12M | 0.3% | 2026-Q2 |
| TD Asset Management Inc added | 661,152 | $12M | 0.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 658,175 | $12M | 0.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 655,298 | $12M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 624,107 | $11M | 0.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 615,976 | $11M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 567,973 | $10M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 547,935 | $10M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 500,604 | $9M | 0.2% | 2026-Q2 |
| ORBIMED ADVISORS LLC new | 495,900 | $9M | 0.2% | 2026-Q2 |
| Polymer Capital Management (HK) LTD added | 478,020 | $9M | 0.2% | 2026-Q2 |
| KVP Capital Advisors, LP added | 455,000 | $8M | 0.2% | 2026-Q2 |
| Spruce Street Capital LP | 422,543 | $8M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 405,879 | $7M | 0.2% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 393,288 | $7M | 0.2% | 2026-Q2 |
| Cinctive Capital Management LP added | 391,642 | $7M | 0.2% | 2026-Q2 |
| Rhenman & Partners Asset Management AB new | 349,000 | $6M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 347,656 | $6M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 340,847 | $6M | 0.1% | 2026-Q2 |
| EcoR1 Capital, LLC trimmed | 330,000 | $6M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 313,397 | $6M | 0.1% | 2026-Q2 |
| Swiss National Bank trimmed | 311,900 | $6M | 0.1% | 2026-Q2 |
| Seven Fleet Capital Management LP added | 308,007 | $6M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 290,523 | $5M | 0.1% | 2026-Q2 |
| Longaeva Partners L.P. added | 286,322 | $5M | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 276,988 | $5M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 266,140 | $5M | 0.1% | 2026-Q2 |
| E Fund Management Co., Ltd. added | 265,381 | $5M | 0.1% | 2026-Q2 |
| ACUTA CAPITAL PARTNERS, LLC trimmed | 265,199 | $5M | 0.1% | 2026-Q2 |
| Parkman Healthcare Partners LLC trimmed | 258,684 | $5M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 256,367 | $5M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 222,306 | $4M | 0.1% | 2026-Q2 |
| ArrowMark Colorado Holdings LLC added | 210,927 | $4M | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 206,463 | $4M | 0.1% | 2026-Q2 |
| Man Group plc new | 202,553 | $4M | 0.1% | 2026-Q2 |
| Tema ETFs LLC trimmed | 182,438 | $3M | 0.1% | 2026-Q2 |
| Tidal Investments LLC trimmed | 182,438 | $3M | 0.1% | 2026-Q2 |
| Moody Aldrich Partners LLC new | 177,939 | $3M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 176,273 | $3M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 172,006 | $3M | 0.1% | 2026-Q2 |
| HighVista Strategies LLC trimmed | 160,328 | $3M | 0.1% | 2026-Q2 |
| Atom Investors LP trimmed | 159,811 | $3M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 155,860 | $3M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP new | 149,297 | $3M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 148,195 | $3M | 0.1% | 2026-Q2 |
| NOMURA HOLDINGS INC new | 142,500 | $3M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 135,233 | $2M | 0.1% | 2026-Q2 |
| PFM Health Sciences, LP trimmed | 134,088 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.