Ranked by reported Q1 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. | 24.7M | $399.2M | +8.6% | 7.934% | 10.27% |
| 2 | BlackRock, Inc. | 20.2M | $326.0M | +29.2% | 6.480% | 0.01% |
| 3 | VR Adviser, LLC | 16.4M | $265.1M | -8.3% | 5.268% | 9.89% |
| 4 | RTW INVESTMENTS, LP | 16.2M | $261.4M | +10917.4% | 5.196% | 2.60% |
| 5 | Vivo Capital, LLC | 12.2M | $196.6M | +31.0% | 3.907% | 16.41% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 11.2M | $182.0M | β | 3.617% | 0.00% |
| 7 | Siren, L.L.C. | 11.2M | $181.9M | +28.4% | 3.616% | 5.04% |
| 8 | Logos Global Management LP | 11.2M | $180.4M | -14.2% | 3.585% | 9.01% |
| 9 | Paradigm Biocapital Advisors LP | 10.4M | $168.2M | -26.6% | 3.342% | 3.44% |
| 10 | STATE STREET CORP | 9.3M | $150.5M | +50.6% | 2.990% | 0.01% |
| 11 | ARCH Venture Management, LLC | 7.1M | $114.7M | -35.9% | 2.280% | 16.95% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 6.0M | $97.0M | +21.7% | 1.928% | 0.01% |
| 13 | Cormorant Asset Management, LP | 5.8M | $93.8M | β | 1.865% | 4.71% |
| 14 | Affinity Asset Advisors, LLC | 5.3M | $86.6M | +37.2% | 1.720% | 5.04% |
| 15 | BALYASNY ASSET MANAGEMENT LLC | 5.1M | $83.2M | +5145.1% | 1.654% | 0.29% |
| 16 | GOLDMAN SACHS GROUP INC | 4.9M | $78.9M | +46.3% | 1.568% | 0.01% |
| 17 | JANUS HENDERSON GROUP PLC | 3.7M | $60.0M | β | 1.193% | 0.03% |
| 18 | 5AM Venture Management, LLC | 3.5M | $56.4M | -35.5% | 1.121% | 15.66% |
| 19 | SUVRETTA CAPITAL MANAGEMENT, LLC | 3.4M | $55.6M | -76.3% | 1.104% | 1.51% |
| 20 | COMMODORE CAPITAL LP | 3.2M | $51.4M | β | 1.021% | 2.97% |
| 21 | BANK OF AMERICA CORP /DE/ | 3.1M | $49.4M | +89.6% | 0.983% | 0.00% |
| 22 | a16z Capital Management, L.L.C. | 2.9M | $46.3M | 0.0% | 0.920% | 3.59% |
| 23 | Woodline Partners LP | 2.8M | $45.8M | +46.7% | 0.910% | 0.17% |
| 24 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 2.1M | $34.0M | β | 0.675% | 0.05% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.9M | $30.7M | +13.4% | 0.610% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in ERAS β a direct measure of their conviction.
Filings activity in ERAS during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 219 | +44% | 91.82% | +74.63 pp | $4.01B | +434% |
| Q4 2025 | 152 | +8.6% | 17.19% | +7.47 pp | $751M | +77% |
| Q3 2025 | 140 | 0.7% | 9.72% | +4.10 pp | $425M | +73% |
| Q2 2025 | 141 | 8.4% | 5.62% | 0.80 pp | $246M | 12% |
| Q1 2025 | 154 | +5.5% | 6.42% | 5.60 pp | $280M | 47% |
| Q4 2024 | 146 | +9.8% | 12.02% | 1.12 pp | $525M | 8.5% |
| Q3 2024 | 133 | +5.6% | 13.14% | +2.80 pp | $574M | +27% |
| Q2 2024 | 126 | β | 10.34% | β | $452M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ERAS stock.
Based on Q1 2026 13F filings, institutional ownership of Erasca, Inc. stands at 91.8%, held across 219 reporting institutions.
Frazier Life Sciences Management, L.P. is the largest reported institutional holder of ERAS, with approximately 24,675,188 shares worth $0.40B as of Q1 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 59 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
95 institutions opened new positions in ERAS during Q1 2026, while 28 fully exited. 117 added to existing positions and 6 trimmed.
ERAS institutional ownership rose by 74.63 percentage points quarter-over-quarter, with a net change of +67 holders.
The top 10 institutions account for 57.6% of all reported 13F value in ERAS, and the top 25 account for 82.1%.
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