Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in IDYA held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 13.2M | $438.9M | +0.2% | 14.992% | 0.02% |
| 2 | BlackRock, Inc. | 8.4M | $281.3M | +2.8% | 9.609% | 0.00% |
| 3 | JANUS HENDERSON GROUP PLC | 7.3M | $242.0M | +1.1% | 8.269% | 0.12% |
| 4 | Capital Research Global Investors | 5.2M | $172.0M | -2.2% | 5.877% | 0.03% |
| 5 | BAKER BROS. ADVISORS LP | 3.9M | $131.5M | +9.1% | 4.492% | 0.76% |
| 6 | STATE STREET CORP | 3.8M | $126.0M | -8.6% | 4.304% | 0.00% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 3.7M | $124.4M | — | 4.248% | 0.00% |
| 8 | Logos Global Management LP | 3.5M | $115.0M | -3.5% | 3.927% | 5.74% |
| 9 | FEDERATED HERMES, INC. | 3.0M | $99.5M | -12.0% | 3.400% | 0.16% |
| 10 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 2.8M | $94.1M | +0.8% | 3.214% | 0.15% |
| 11 | Fiera Capital Corp | 2.5M | $84.2M | +3.7% | 2.876% | 0.29% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 2.5M | $83.3M | +20.6% | 2.846% | 0.01% |
| 13 | GOLDMAN SACHS GROUP INC | 1.9M | $63.8M | +8.1% | 2.178% | 0.01% |
| 14 | MORGAN STANLEY | 1.9M | $62.0M | +48.5% | 2.117% | 0.00% |
| 15 | DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 1.5M | $51.0M | -28.9% | 1.741% | 0.60% |
| 16 | GSK plc | 1.3M | $44.4M | 0.0% | 1.517% | 7.41% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $44.4M | +42.0% | 1.518% | 0.01% |
| 18 | Sofinnova Investments, Inc. | 1.1M | $37.7M | +27.9% | 1.288% | 1.98% |
| 19 | Candriam Luxembourg S.C.A. | 1.1M | $36.9M | +7.4% | 1.261% | 0.19% |
| 20 | BNP Paribas Asset Management Holding S.A. | 1.1M | $36.7M | +57.8% | 1.253% | 0.04% |
| 21 | BANK OF AMERICA CORP /DE/ | 942K | $31.4M | +4.3% | 1.072% | 0.00% |
| 22 | Ensign Peak Advisors, Inc | 900K | $30.0M | -8.1% | 1.024% | 0.06% |
| 23 | Fisher Asset Management, LLC | 883K | $29.4M | -0.8% | 1.005% | 0.01% |
| 24 | First Turn Management, LLC | 874K | $29.1M | +20.8% | 0.995% | 3.25% |
| 25 | CITADEL ADVISORS LLC | 773K | $25.8M | -23.8% | 0.880% | 0.01% |
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 IDYA — a direct measure of their conviction.
Filings activity in IDYA during Q1 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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 245 | +1.7% | 122.08% | 5.69 pp | $3.11B | 4.5% |
| Q4 2025 | 241 | +12% | 127.77% | +31.45 pp | $3.25B | +33% |
| Q3 2025 | 216 | +6.4% | 96.32% | +18.86 pp | $2.45B | +24% |
| Q2 2025 | 203 | +0.5% | 77.46% | +20.78 pp | $1.97B | +37% |
| Q1 2025 | 202 | 1.0% | 56.68% | 29.47 pp | $1.44B | 34% |
| Q4 2024 | 204 | 0.5% | 86.15% | 20.41 pp | $2.19B | 19% |
| Q3 2024 | 205 | +3.5% | 106.56% | +1.26 pp | $2.71B | +1.2% |
| Q2 2024 | 198 | — | 105.30% | — | $2.68B | — |
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 IDYA stock.
Based on Q1 2026 13F filings, institutional ownership of IDEAYA Biosciences, Inc. stands at 122.1%, held across 245 reporting institutions.
FMR LLC is the largest reported institutional holder of IDYA, with approximately 13,172,103 shares worth $0.44B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of IDYA, including Fisher Asset Management, LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for IDYA is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
43 institutions opened new positions in IDYA during Q1 2026, while 39 fully exited. 65 added to existing positions and 132 trimmed.
IDYA institutional ownership fell by 5.69 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 58.7% of all reported 13F value in IDYA, and the top 25 account for 80.9%.
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.
IDEAYA Biosciences, Inc. (IDYA) Institutional Ownership