Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in ERAS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Frazier Life Sciences Management, L.P. | 25.0M | $457.5M | +1.2% | 7.195% | 9.96% |
| 2 | BlackRock, Inc. | 21.2M | $387.5M | +5.0% | 6.094% | 0.01% |
| 3 | RTW INVESTMENTS, LP | 17.9M | $328.8M | +11.1% | 5.170% | 2.81% |
| 4 | Venrock Adviser, LLC | 17.9M | $327.8M | +9.2% | 5.154% | 9.94% |
| 5 | STATE STREET CORP | 12.2M | $223.2M | +31.0% | 3.510% | 0.00% |
| 6 | Logos Global Management LP | 12.2M | $222.6M | +9.0% | 3.500% | 9.58% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 11.4M | $208.9M | +1.4% | 3.285% | 0.00% |
| 8 | Siren, L.L.C. | 11.4M | $208.8M | +1.4% | 3.284% | 4.23% |
| 9 | Paradigm Biocapital Advisors LP | 9.6M | $175.0M | -8.1% | 2.751% | 3.28% |
| 10 | ARCH Venture Management, LLC | 7.1M | $129.9M | 0.0% | 2.043% | 11.81% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 6.5M | $119.1M | +8.4% | 1.873% | 0.01% |
| 12 | Cormorant Asset Management, LP | 6.0M | $109.9M | +3.5% | 1.728% | 5.63% |
| 13 | Caption Management, LLC | 5.5M | $100.9M | +798.8% | 1.586% | 0.47% |
| 14 | Affinity Asset Advisors, LLC | 5.3M | $96.2M | -1.9% | 1.512% | 4.35% |
| 15 | Vivo Capital, LLC | 4.1M | $75.6M | -66.0% | 1.189% | 6.90% |
| 16 | GOLDMAN SACHS GROUP INC | 3.8M | $70.0M | -21.6% | 1.101% | 0.01% |
| 17 | ALLIANCEBERNSTEIN L.P. | 4.1M | $66.6M | +55.7% | 1.187% | 0.02% |
| 18 | BANK OF AMERICA CORP /DE/ | 3.0M | $55.9M | -0.2% | 0.878% | 0.00% |
| 19 | FMR LLC | 2.9M | $52.8M | +93.5% | 0.831% | 0.00% |
| 20 | a16z Capital Management, L.L.C. | 2.9M | $52.4M | 0.0% | 0.825% | 0.37% |
| 21 | Woodline Partners LP | 2.8M | $51.9M | +0.0% | 0.816% | 0.16% |
| 22 | JENNISON ASSOCIATES LLC | 2.8M | $51.1M | — | 0.803% | 0.03% |
| 23 | Soleus Capital Management, L.P. | 2.7M | $49.5M | — | 0.778% | 1.70% |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.4M | $43.8M | +34.7% | 0.689% | 0.00% |
| 25 | SAMLYN CAPITAL, LLC | 2.3M | $41.3M | — | 0.650% | 0.67% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ERAS — a direct measure of their conviction.
Filings activity in ERAS during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 255 | +14% | 83.18% | +3.36 pp | $4.77B | +18% |
| Q1 2026 | 224 | +45% | 79.82% | +13.10 pp | $4.05B | +431% |
| Q4 2025 | 154 | +10% | 66.72% | 1.60 pp | $763M | +80% |
| Q3 2025 | 140 | 0.7% | 68.32% | +0.27 pp | $425M | +73% |
| Q2 2025 | 141 | 8.4% | 68.05% | 2.32 pp | $246M | 12% |
| Q1 2025 | 154 | +5.5% | 70.37% | 1.67 pp | $280M | 47% |
| Q4 2024 | 146 | +9.8% | 72.04% | 0.53 pp | $525M | 8.5% |
| Q3 2024 | 133 | — | 72.57% | — | $574M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ERAS stock.
Based on Q2 2026 13F filings, institutional ownership of Erasca, Inc. stands at 83.2%, held across 255 reporting institutions.
Frazier Life Sciences Management, L.P. is the largest reported institutional holder of ERAS, with approximately 24,975,188 shares worth $0.46B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of ERAS.
Our composite Smart Money Score for ERAS is 56 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
56 institutions opened new positions in ERAS during Q2 2026, while 27 fully exited. 142 added to existing positions and 50 trimmed.
ERAS institutional ownership rose by 3.36 percentage points quarter-over-quarter, with a net change of +31 holders.
The top 10 institutions account for 55.9% of all reported 13F value in ERAS, and the top 25 account for 77.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Erasca, Inc. (ERAS) Institutional Ownership