ERAS
Erasca, Inc. · Healthcare · Biotechnology
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 97 | +13 | 109.93M | $2.01B | +17 | −4 |
| Q1 2026 | 87 | +18 | 99.27M | $1.57B | +25 | −7 |
| Q4 2025 | 69 | +1 | 63.96M | $237.91M | +1 | — |
| Q3 2025 | 16 | +1 | 49.01M | $106.84M | +1 | — |
| Q2 2025 | 12 | -3 | 45.80M | $58.17M | — | −3 |
| Q1 2025 | 12 | 0 | 17.13M | $23.47M | +1 | −1 |
| Q4 2024 | 12 | 0 | 25.73M | $64.58M | +1 | −1 |
| Q3 2024 | 11 | 0 | 18.60M | $50.78M | — | — |
| Q2 2024 | 11 | — | 15.91M | $37.56M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 6.61M | — | $16.59M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 4.57M | +1.5% | $11.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 4.57M | +1.5% | $11.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 4.29M | -0.6% | $10.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 4.29M | -0.6% | $10.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Millennium Management ✦ | 4.18M | +73.3% | $10.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Marshall Wace ✦ | 2.03M | -33.0% | $5.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 1.13M | -12.2% | $2.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Adage Capital Partners ✦ | 1.00M | 0.0% | $2.51M | 0.0% | Held | 3 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 958.25K | -28.8% | $2.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wellington Management ✦ | 465.67K | New | $1.17M | 0.0% | New | 1 | SEC ↗ |
| 12 | Wellington Management ✦ | 465.67K | New | $1.17M | 0.0% | New | 1 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 369.25K | -23.7% | $926,828 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 70.04K | +18.4% | $176,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 57.02K | -44.0% | $143,133 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 57.02K | -44.0% | $143,133 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 57.02K | -44.0% | $143,133 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $1.17M | 0.0% |
| Wellington Management | $1.17M | 0.0% |
Exited
| Point72 Asset Management | $173,625 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 223 holders, 272.55M shares, $4.00B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.