Who owns IDEAYA Biosciences (IDYA)
Which tracked institutional funds hold IDYA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IDYA 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
104 tracked funds added or opened IDYA while 40 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
IDYA’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IDYA 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 271 tracked filers holding IDYA, 149 increased or opened the position and 134 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 IDYA 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 27
- Jupiter Topco LLC$320M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$33M
- Sio Capital Management, LLC$18M
- Affinity Asset Advisors, LLC$15M
- Walleye Capital LLC$14M
- RTW INVESTMENTS, LP$14M
Full exits 18
- JANUS HENDERSON GROUP PLC$242M
- First Turn Management, LLC$29M
- Point72 Asset Management, L.P.$11M
- Nicholas Investment Partners, LP$8M
- Alyeska Investment Group, L.P.$6M
- NEUBERGER BERMAN GROUP LLC$4M
Largest adds
- FMR LLC$87M
- BAKER BROS. ADVISORS LP$55M
- ALLIANCEBERNSTEIN L.P.$51M
- DEERFIELD MANAGEMENT COMPANY, L.P.$50M
- BlackRock, Inc.$50M
- STATE STREET CORP$44M
Largest trims
- FEDERATED HERMES, INC.$46M
- Fiera Capital Corp$30M
- Ensign Peak Advisors, Inc$20M
- CITADEL ADVISORS LLC$11M
- GOLDMAN SACHS GROUP INC$9M
- DEUTSCHE BANK AG\$9M
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 |
|---|---|---|---|---|
| FMR LLC added | 14,109,431 | $526M | 14.2% | 2026-Q2 |
| BlackRock, Inc. added | 8,893,260 | $331M | 8.9% | 2026-Q2 |
| Jupiter Topco LLC new | 8,579,881 | $320M | 8.6% | 2026-Q2 |
| Capital Research Global Investors added | 5,344,701 | $199M | 5.4% | 2026-Q2 |
| BAKER BROS. ADVISORS LP added | 5,010,030 | $187M | 5.0% | 2026-Q2 |
| STATE STREET CORP added | 4,548,911 | $170M | 4.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 4,132,646 | $154M | 4.2% | 2026-Q2 |
| Logos Global Management LP trimmed | 3,000,000 | $112M | 3.0% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 2,715,391 | $101M | 2.7% | 2026-Q2 |
| DEERFIELD MANAGEMENT COMPANY, L.P. added | 2,714,503 | $101M | 2.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 2,425,602 | $90M | 2.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 2,207,451 | $82M | 2.2% | 2026-Q2 |
| MORGAN STANLEY added | 1,931,491 | $72M | 1.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,661,281 | $62M | 1.7% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 1,627,521 | $54M | 1.5% | 2026-Q2 |
| Fiera Capital Corp trimmed | 1,445,885 | $54M | 1.5% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 1,431,630 | $53M | 1.4% | 2026-Q2 |
| GSK plc | 1,333,333 | $50M | 1.3% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 1,269,889 | $47M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,231,614 | $46M | 1.2% | 2026-Q2 |
| Candriam S.C.A. trimmed | 1,092,301 | $41M | 1.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,026,143 | $38M | 1.0% | 2026-Q2 |
| Sofinnova Investments, Inc. trimmed | 925,119 | $34M | 0.9% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new | 891,608 | $33M | 0.9% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 851,306 | $32M | 0.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 821,612 | $31M | 0.8% | 2026-Q2 |
| NORTHERN TRUST CORP added | 804,118 | $30M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 754,888 | $28M | 0.8% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 712,674 | $27M | 0.7% | 2026-Q2 |
| UBS Group AG trimmed | 656,721 | $24M | 0.7% | 2026-Q2 |
| Nuveen, LLC added | 640,257 | $24M | 0.6% | 2026-Q2 |
| Redmile Group, LLC added | 640,202 | $24M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 621,025 | $23M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 592,473 | $22M | 0.6% | 2026-Q2 |
| Aberdeen Group plc added | 560,934 | $21M | 0.6% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 501,990 | $19M | 0.5% | 2026-Q2 |
| DAFNA Capital Management LLC added | 497,240 | $19M | 0.5% | 2026-Q2 |
| Sio Capital Management, LLC added | 480,383 | $18M | 0.5% | 2026-Q2 |
| TANG CAPITAL MANAGEMENT LLC | 450,000 | $17M | 0.5% | 2026-Q2 |
| Affinity Asset Advisors, LLC new | 400,000 | $15M | 0.4% | 2026-Q2 |
| Walleye Capital LLC added | 386,183 | $14M | 0.4% | 2026-Q2 |
| RTW INVESTMENTS, LP added | 370,370 | $14M | 0.4% | 2026-Q2 |
| Rhenman & Partners Asset Management AB added | 343,800 | $13M | 0.3% | 2026-Q2 |
| BIT Capital GmbH added | 311,333 | $12M | 0.3% | 2026-Q2 |
| GENERAL AMERICAN INVESTORS CO INC added | 308,240 | $11M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 306,729 | $11M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 300,438 | $11M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 297,848 | $11M | 0.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 297,565 | $11M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 267,494 | $10M | 0.3% | 2026-Q2 |
| Ensign Peak Advisors, Inc trimmed | 267,182 | $10M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 265,203 | $10M | 0.3% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 248,559 | $9M | 0.2% | 2026-Q2 |
| Man Group plc added | 245,492 | $9M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 230,209 | $9M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 224,109 | $8M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 209,394 | $8M | 0.2% | 2026-Q2 |
| SummitTX Capital, L.P. added | 204,872 | $8M | 0.2% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 204,659 | $8M | 0.2% | 2026-Q2 |
| Woodline Partners LP | 201,667 | $8M | 0.2% | 2026-Q2 |
| Burkehill Global Management, LP new | 200,000 | $7M | 0.2% | 2026-Q2 |
| SPHERA FUNDS MANAGEMENT LTD. added | 196,408 | $7M | 0.2% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 187,017 | $7M | 0.2% | 2026-Q2 |
| Verition Fund Management LLC added | 184,054 | $7M | 0.2% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 173,785 | $6M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 158,600 | $6M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 158,152 | $6M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 151,380 | $6M | 0.2% | 2026-Q2 |
| Creative Planning added | 150,582 | $6M | 0.2% | 2026-Q2 |
| Invesco Ltd. added | 145,220 | $5M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 143,285 | $5M | 0.1% | 2026-Q2 |
| PLATINUM INVESTMENT MANAGEMENT LTD added | 138,708 | $5M | 0.1% | 2026-Q2 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added | 138,336 | $5M | 0.1% | 2026-Q2 |
| Tema ETFs LLC added | 135,847 | $5M | 0.1% | 2026-Q2 |
| Tidal Investments LLC added | 135,847 | $5M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 124,118 | $5M | 0.1% | 2026-Q2 |
| TD Asset Management Inc added | 118,670 | $4M | 0.1% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO new | 117,713 | $4M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 112,800 | $4M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 111,764 | $4M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 110,970 | $4M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 107,585 | $4M | 0.1% | 2026-Q2 |
| Odyssean, LLC added | 102,582 | $4M | 0.1% | 2026-Q2 |
| Integral Health Asset Management, LLC new | 100,000 | $4M | 0.1% | 2026-Q2 |
| Atle Fund Management AB added | 94,478 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 93,936 | $4M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 93,844 | $3M | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 90,135 | $3M | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 88,769 | $3M | 0.1% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC trimmed | 87,747 | $3M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 80,461 | $3M | 0.1% | 2026-Q2 |
| KVP Capital Advisors, LP | 79,700 | $3M | 0.1% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 70,360 | $3M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 68,986 | $3M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 67,976 | $3M | 0.1% | 2026-Q2 |
| Ally Bridge Group (NY) LLC new | 67,500 | $3M | 0.1% | 2026-Q2 |
| ASSETMARK, INC trimmed | 65,021 | $2M | 0.1% | 2026-Q2 |
| EVENTIDE ASSET MANAGEMENT, LLC trimmed | 65,000 | $2M | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 64,150 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 63,715 | $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.