undamentalytics Newsletter

Ideaya Biosciences, Inc.: which funds bought and sold

Institutions that bought and sold Ideaya Biosciences 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, 152 institutions that filed 13F reports for both quarters added to or opened positions in Ideaya Biosciences, and 121 cut or closed them. Together they added a net 6.2M shares, +7.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4.8M shares (+11.9%); index fund managers were net buyers of 1.8M shares (+8.3%). 61 opened a new position and 32 sold out entirely.

Bought, Q2 2026 152 institutions, 61 of them new holders Sold, Q2 2026 121 institutions, 32 of them sold out
Net change, all compared +6.2M shares (+7.1%)
Net change, active managers +4.8M shares (+11.9%), 29 bought, 24 sold

Buyers versus sellers

institutions compared, 309
Active managers and hedge funds 29 bought · 24 sold · +4.8M
Index fund managers 9 bought · 3 sold · +1.8M
Other institutions 114 bought · 94 sold · −356K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Alliancebernstein L.P. Active manager +1.5M +1514.8% 1.6M $54.2M
Deerfield Management Company, L.P. Hedge fund +1.2M +77.4% 2.7M $101M
Baker Bros. Advisors LP Hedge fund +1.1M +26.9% 5.0M $187M
FMR LLC Active manager +937K +7.1% 14.1M $526M
Arrowstreet Capital, Limited Partnership Hedge fund +892K New position 892K $33.2M
Price T Rowe Associates Inc Active manager +892K +67.8% 2.2M $82.3M
State Street Corp Index funds +768K +20.3% 4.5M $170M
Sio Capital Management, LLC +480K New position 480K $17.9M
Blackrock, Inc. Index funds +451K +5.3% 8.9M $331M
Vanguard Capital Management LLC Index funds +400K +10.7% 4.1M $154M
Affinity Asset Advisors, LLC +400K New position 400K $14.9M
Walleye Capital LLC Hedge fund +386K New position 386K $14.4M
RTW Investments, LP Hedge fund +370K New position 370K $13.8M
Dimensional Fund Advisors LP +328K +24.6% 1.7M $61.9M
Bit Capital Gmbh +311K New position 311K $11.6M
First Trust Advisors LP +260K +557.0% 307K $11.4M
Burkehill Global Management, LP Hedge fund +200K New position 200K $7.5M
Sphera Funds Management Ltd. +196K New position 196K $7.3M
Nuveen, LLC +192K +42.8% 640K $23.9M
Verition Fund Management LLC Hedge fund +184K New position 184K $6.9M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Federated Hermes, Inc. Active manager −1.6M −52.1% 1.4M $53.4M
Fiera Capital Corp −1.1M −42.8% 1.4M $53.9M
First Turn Management, LLC −874K Sold out 0 —
Ensign Peak Advisors, Inc −632K −70.3% 267K $10M
Logos Global Management LP Hedge fund −450K −13.0% 3.0M $112M
Goldman Sachs Group Inc −424K −25.6% 1.2M $45.9M
Citadel Advisors LLC Hedge fund −379K −55.8% 300K $11.2M
Point72 Asset Management, L.P. Hedge fund −328K Sold out 0 —
Deutsche Bank Ag\ −285K −75.2% 94K $3.5M
Nicholas Investment Partners, LP −248K Sold out 0 —
Millennium Management LLC Hedge fund −218K −95.4% 11K $391,335
Sofinnova Investments, Inc. −207K −18.3% 925K $34.5M
Alyeska Investment Group, L.P. Hedge fund −192K Sold out 0 —
Neuberger Berman Group LLC Active manager −121K Sold out 0 —
Adage Capital Partners Gp, L.L.C. Hedge fund −108K −3.8% 2.7M $101M
UBS Group AG −106K −13.9% 657K $24.5M
Jane Street Group, LLC −88K Sold out 0 —
Connor, Clark & Lunn Investment Management Ltd. −87K −49.2% 90K $3.4M
Russell Investments Group, Ltd. −84K −62.0% 51K $1.9M
Two Sigma Investments, LP Hedge fund −78K −65.4% 41K $1.5M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Arrowstreet Capital, Limited PartnershipHedge fund 892K $33.2M
Sio Capital Management, LLC 480K $17.9M
Affinity Asset Advisors, LLC 400K $14.9M
Walleye Capital LLCHedge fund 386K $14.4M
RTW Investments, LPHedge fund 370K $13.8M
Bit Capital Gmbh 311K $11.6M
Burkehill Global Management, LPHedge fund 200K $7.5M
Sphera Funds Management Ltd. 196K $7.3M
Verition Fund Management LLCHedge fund 184K $6.9M
Rheos Capital Works Inc. 150K $5.6M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
First Turn Management, LLC 874K $29.1M
Point72 Asset Management, L.P.Hedge fund 328K $10.9M
Nicholas Investment Partners, LP 248K $8.3M
Alyeska Investment Group, L.P.Hedge fund 192K $6.4M
Neuberger Berman Group LLCActive manager 121K $4M
Jane Street Group, LLC 88K $2.9M
Y-Intercept (Hong Kong) Ltd 55K $1.8M
Acuta Capital Partners, LLC 48K $1.6M
Boothbay Fund Management, LLCHedge fund 28K $924,730
Ishara Investments LP 25K $819,672

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
282
Ten largest holders
57.7%
of 13F-reported shares
Index fund managers
22.7%
of 13F-reported shares
Active managers and hedge funds
44.3%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 29 24 14 9 +4.8M +11.9%
Index fund managers 9 3 0 0 +1.8M +8.3%
Other institutions 114 94 47 23 −356K −1.4%

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.

← Back to Ideaya Biosciences, Inc. · Insiders · Politicians