Erasca, Inc.: which funds bought and sold

Institutions that bought and sold Erasca shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 161 institutions that filed 13F reports for both quarters added to or opened positions in Erasca, and 102 cut or closed them. Together they added a net 9.6M shares, +3.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 6.3M shares (+7.2%); index fund managers were net buyers of 5.6M shares (+10.3%). 61 opened a new position and 26 sold out entirely.

Bought, Q2 2026 161 institutions, 61 of them new holders Sold, Q2 2026 102 institutions, 26 of them sold out

Net change, all compared +9.6M shares (+3.6%)

Net change, active managers +6.3M shares (+7.2%), 34 bought, 29 sold

Buyers versus sellers

institutions compared, 278

161 bought 15 102 sold

Active managers and hedge funds 34 bought · 29 sold · +6.3M

Index fund managers 10 bought · 2 sold · +5.6M

Other institutions 117 bought · 71 sold · −2.2M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Price T Rowe Associates Inc Active manager	+4.5M +245.5%	6.3M	$115M
State Street Corp Index funds	+2.9M +31.0%	12.2M	$223M
Jennison Associates LLC Active manager	+2.8M New position	2.8M	$51.1M
Soleus Capital Management, L.P. Hedge fund	+2.7M New position	2.7M	$49.5M
Samlyn Capital, LLC Hedge fund	+2.3M New position	2.3M	$41.3M
RTW Investments, LP Hedge fund	+1.8M +11.1%	17.9M	$329M
Assenagon Asset Management S.A.	+1.6M New position	1.6M	$29.8M
Venrock Adviser, LLC	+1.5M +9.2%	17.9M	$328M
FMR LLC Active manager	+1.4M +93.5%	2.9M	$52.8M
Evergreen Quality Fund Gp, Ltd.	+1.4M New position	1.4M	$25.2M
Nuveen, LLC	+1.3M +239.2%	1.8M	$33.7M
Stempoint Capital LP	+1.1M +226.4%	1.6M	$28.7M
Federated Hermes, Inc. Active manager	+1.1M +107587.8%	1.1M	$19.8M
Fred Alger Management, LLC Active manager	+1.1M +452.5%	1.3M	$24M
Caption Management, LLC	+1.0M New position	1.0M	$19.1M
Blackrock, Inc. Index funds	+1.0M +5.0%	21.2M	$388M
Logos Global Management LP Hedge fund	+1.0M +9.0%	12.2M	$223M
BNP Paribas Financial Markets	+955K +87.8%	2.0M	$37.4M
Schroder Investment Management Group Active manager	+720K New position	720K	$13.2M
Capital World Investors Active manager	+705K New position	705K	$12.9M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Price T Rowe Associates Inc Active manager	+4.5M +245.5%	6.3M	$115M
Jennison Associates LLC Active manager	+2.8M New position	2.8M	$51.1M
Soleus Capital Management, L.P. Hedge fund	+2.7M New position	2.7M	$49.5M
Samlyn Capital, LLC Hedge fund	+2.3M New position	2.3M	$41.3M
RTW Investments, LP Hedge fund	+1.8M +11.1%	17.9M	$329M
FMR LLC Active manager	+1.4M +93.5%	2.9M	$52.8M
Federated Hermes, Inc. Active manager	+1.1M +107587.8%	1.1M	$19.8M
Fred Alger Management, LLC Active manager	+1.1M +452.5%	1.3M	$24M
Logos Global Management LP Hedge fund	+1.0M +9.0%	12.2M	$223M
Schroder Investment Management Group Active manager	+720K New position	720K	$13.2M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Vivo Capital, LLC	−8.0M −66.0%	4.1M	$75.6M
Balyasny Asset Management L.P. Hedge fund	−4.5M −87.2%	658K	$12.1M
5Am Venture Management, LLC	−3.5M Sold out	0	—
Montanova Capital, LLC Hedge fund	−3.4M Sold out	0	—
Commodore Capital LP Hedge fund	−3.2M Sold out	0	—
Adage Capital Partners Gp, L.L.C. Hedge fund	−2.1M Sold out	0	—
Goldman Sachs Group Inc	−1.1M −21.6%	3.8M	$70M
Paradigm Biocapital Advisors LP	−843K −8.1%	9.6M	$175M
Holocene Advisors, LP Hedge fund	−634K −83.4%	127K	$2.3M
Silverarc Capital Management, LLC	−589K −31.8%	1.3M	$23.1M
Ecor1 Capital, LLC Hedge fund	−570K −63.3%	330K	$6M
Ensign Peak Advisors, Inc	−493K −98.4%	7,950	$145,644
Exoduspoint Capital Management, LP Hedge fund	−475K −82.5%	101K	$1.8M
Jpmorgan Chase & Co	−424K −45.8%	501K	$9.3M
Citadel Advisors LLC Hedge fund	−404K −81.0%	95K	$1.7M
Prudential Financial Inc	−384K −92.1%	33K	$605,384
Morgan Stanley	−373K −37.7%	616K	$11.3M
American Century Companies Inc Active manager	−356K −93.4%	25K	$460,400
D. E. Shaw & Co., Inc. Hedge fund	−270K −22.1%	950K	$17.4M
UBS Group AG	−252K −13.6%	1.6M	$29.3M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Balyasny Asset Management L.P. Hedge fund	−4.5M −87.2%	658K	$12.1M
Montanova Capital, LLC Hedge fund	−3.4M Sold out	0	—
Commodore Capital LP Hedge fund	−3.2M Sold out	0	—
Adage Capital Partners Gp, L.L.C. Hedge fund	−2.1M Sold out	0	—
Holocene Advisors, LP Hedge fund	−634K −83.4%	127K	$2.3M
Ecor1 Capital, LLC Hedge fund	−570K −63.3%	330K	$6M
Exoduspoint Capital Management, LP Hedge fund	−475K −82.5%	101K	$1.8M
Citadel Advisors LLC Hedge fund	−404K −81.0%	95K	$1.7M
American Century Companies Inc Active manager	−356K −93.4%	25K	$460,400
D. E. Shaw & Co., Inc. Hedge fund	−270K −22.1%	950K	$17.4M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Jennison Associates LLCActive manager	2.8M	$51.1M
Soleus Capital Management, L.P.Hedge fund	2.7M	$49.5M
Samlyn Capital, LLCHedge fund	2.3M	$41.3M
Assenagon Asset Management S.A.	1.6M	$29.8M
Evergreen Quality Fund Gp, Ltd.	1.4M	$25.2M
Caption Management, LLC	1.0M	$19.1M
Schroder Investment Management GroupActive manager	720K	$13.2M
Capital World InvestorsActive manager	705K	$12.9M
Orbimed Advisors LLC	496K	$9.1M
Rhenman & Partners Asset Management AB	349K	$6.4M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
5Am Venture Management, LLC	3.5M	$56.4M
Montanova Capital, LLCHedge fund	3.4M	$55.6M
Commodore Capital LPHedge fund	3.2M	$51.4M
Adage Capital Partners Gp, L.L.C.Hedge fund	2.1M	$34M
Tang Capital Management LLCHedge fund	200K	$3.2M
Natixis	163K	$2.6M
Informed Momentum Co LLC	138K	$2.2M
J. Goldman & Co LPHedge fund	98K	$1.6M
Raymond James Financial Inc	83K	$1.3M
Gilder Gagnon Howe & Co LLCActive manager	57K	$915,739

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 257
Ten largest holders: 56.8%
Index fund managers: 21.3%
Active managers and hedge funds: 34.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	34	29	15	9	+6.3M	+7.2%
Index fund managers	10	2	0	0	+5.6M	+10.3%
Other institutions	117	71	46	17	−2.2M	−1.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Erasca.

Only managers that filed a holdings report for both quarters are compared (278 here). 11 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

← Back to Erasca, Inc. · Insiders · Politicians