IDYA
IDEAYA Biosciences, Inc. · Healthcare · Biotechnology
Momentum inputs (comparable managers):
holder breadth -5.6% ·
share flow -3.9% ·
net new positions -11.8%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 101 | +5 | 68.11M | $2.53B | +11 | −5 |
| Q1 2026 | 98 | +2 | 72.39M | $2.41B | +9 | −8 |
| Q4 2025 | 96 | 0 | 74.31M | $2.57B | +1 | — |
| Q3 2025 | 17 | -1 | 45.06M | $1.23B | — | −2 |
| Q2 2025 | 16 | 0 | 43.75M | $919.60M | +1 | −1 |
| Q1 2025 | 13 | -1 | 14.55M | $238.33M | +1 | −2 |
| Q4 2024 | 14 | +1 | 14.99M | $385.22M | +1 | — |
| Q3 2024 | 12 | -1 | 10.73M | $339.97M | — | −1 |
| Q2 2024 | 13 | — | 11.98M | $420.72M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 13.15M | +0.1% | $357.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | BlackRock ✦ (passive) | 8.13M | -8.1% | $221.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×15 |
| 3 | The Vanguard Group ✦ (passive) | 4.92M | -0.4% | $133.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 4 | Point72 Asset Management ✦ | 3.82M | -24.1% | $103.83M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 3.24M | -4.3% | $88.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Adage Capital Partners ✦ | 2.90M | +134.2% | $78.91M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 2.15M | +1.7% | $58.51M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 8 | Morgan Stanley ✦ | 1.58M | — | $43.00M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 9 | Citadel Advisors ✦ | 1.32M | -27.9% | $35.84M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 10 | Goldman Sachs Group ✦ | 1.23M | — | $33.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | T. Rowe Price ✦ | 1.11M | -41.7% | $30.20M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 12 | Fisher Asset Management ✦ | 862.21K | -6.5% | $23.46M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 348.53K | — | $9.48M | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 14 | Millennium Management ✦ | 137.59K | +106.3% | $3.74M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 109.71K | -30.0% | $2.99M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 16 | Wellington Management ✦ | 36.78K | +2.6% | $1.00M | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
| 17 | AQR Capital Management ✦ | 22.23K | +9.2% | $604,768 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| D. E. Shaw & Co. | $2.06M | was 0.0% |
| Norges Bank | $642,981 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 253 holders, 94.40M shares, $3.10B 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.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer, Director · 25.54K sh · $954,787
Officer, Director · 800 sh · $30,610
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology