IDEAYA BIOSCIENCES INC IDYA
COM · Common Stock · CUSIP 45166A102
Company in South San Francisco, United States
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersSouth San Francisco, CA
- Founded2015
- Websiteideayabio.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($884.9k this quarter). Holder counts are more reliable. Shares outstanding: 96.5m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $37.20. Options: 7 managers hold calls ($15.8m notional), 5 hold puts ($11.1m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 112 |
| Q4 2022 | 118 |
| Q1 2023 | 129 |
| Q2 2023 | 139 |
| Q3 2023 | 145 |
| Q4 2023 | 159 |
| Q1 2024 | 206 |
| Q2 2024 | 201 |
| Q3 2024 | 211 |
| Q4 2024 | 208 |
| Q1 2025 | 209 |
| Q2 2025 | 206 |
| Q3 2025 | 225 |
| Q4 2025 | 247 |
| Q1 2026 | 255 |
| Q2 2026 | 285 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 139 | 70 |
| Q4 2024 | 117 | 91 |
| Q1 2025 | 127 | 73 |
| Q2 2025 | 107 | 106 |
| Q3 2025 | 123 | 87 |
| Q4 2025 | 127 | 99 |
| Q1 2026 | 125 | 107 |
| Q2 2026 | 153 | 122 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $14.1m | $2.9m | 0.20 |
| Q4 2025 | $38.6m | $7.4m | 0.19 |
| Q1 2026 | $46.7m | $39.0m | 0.84 |
| Q2 2026 | $15.8m | $11.1m | 0.70 |
Biggest buyers
| ALLIANCEBERNSTEIN L.P. | Added | +1.5m |
| DEERFIELD MANAGEMENT COMPANY, L.P. | Added | +1.2m |
| BAKER BROS. ADVISORS LP | Added | +1.1m |
| FMR LLC | Added | +937.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | New | +891.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +891.6k |
| STATE STREET CORP | Added | +767.7k |
| Sio Capital Management, LLC | New | +480.4k |
| BlackRock, Inc. | Added | +451.1k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +400.2k |
Biggest sellers
| FEDERATED HERMES, INC. | Reduced | -1.6m |
| Fiera Capital Corp | Reduced | -1.1m |
| First Turn Management, LLC | Sold out | -873.8k |
| Ensign Peak Advisors, Inc | Reduced | -632.3k |
| Logos Global Management LP | Reduced | -450.0k |
| GOLDMAN SACHS GROUP INC | Reduced | -424.0k |
| CITADEL ADVISORS LLC | Reduced | -379.0k |
| Point72 Asset Management, L.P. | Sold out | -327.9k |
| DEUTSCHE BANK AG\ | Reduced | -284.6k |
| Nicholas Investment Partners, LP | Sold out | -248.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.3m275.5k shares |
| CITIGROUP INC | New | $3.0m80.1k shares |
| CITADEL ADVISORS LLC | Added | $1.0m27.7k shares |
| JANE STREET GROUP, LLC | Reduced | $976.5k26.2k shares |
| GROUP ONE TRADING LLC | Reduced | $287.0k7.7k shares |
| PEAK6 LLC | New | $137.9k3.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $108.1k2.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.4m170.8k shares |
| JANE STREET GROUP, LLC | Reduced | $3.0m81.0k shares |
| CITADEL ADVISORS LLC | Reduced | $1.4m38.6k shares |
| GROUP ONE TRADING LLC | Reduced | $141.6k3.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $89.4k2.4k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| JANUS HENDERSON GROUP PLC 13G · institution +1.0 pts · filed 2026-05-15 | 8.3% |
| BlackRock, Inc. 13G · institution -1.6 pts · filed 2025-04-17 | 8.1% |
| Capital Research Global Investors 13G · institution -1.5 pts · filed 2026-02-12 | 6.0% |
| BAKER BROS. ADVISORS LP 13G · institution new · filed 2026-08-14 | 5.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), Point72 Asset Management, L.P. (2.1%, 2026-02-17), FEDERATED HERMES, INC. (3.9%, 2026-01-08)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 1 | $1.6m | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 1 | $382.1k | $382.1k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-07 | Ruiz Briseno Andres Chief Accounting Officer | Sold plan | $382.1k9.6k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.02% of their portfolio | 14.1m $525.9m | Added +937.3k |
| BlackRock, Inc. 0.00% of their portfolio | 8.9m $331.5m | Added +451.1k |
| Jupiter Topco LLC 0.13% of their portfolio | 8.6m $319.7m | First filing |
| Capital Research Global Investors 0.03% of their portfolio | 5.3m $199.2m | Added +181.2k |
| BAKER BROS. ADVISORS LP 0.94% of their portfolio | 5.0m $186.7m | Added +1.1m |
| STATE STREET CORP 0.01% of their portfolio | 4.5m $169.5m | Added +767.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 4.1m $154.0m | Added +400.2k |
| Logos Global Management LP 4.81% of their portfolio | 3.0m $111.8m | Reduced -450.0k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.14% of their portfolio | 2.7m $101.2m | Reduced -108.1k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 1.06% of their portfolio | 2.7m $101.2m | Added +1.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.4m $90.4m | Reduced -75.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 2.2m $82.3m | Added +891.6k |
| MORGAN STANLEY 0.00% of their portfolio | 1.9m $72.0m | Added +71.0k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.7m $61.9m | Added +327.8k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 1.6m $54.2m | Added +1.5m |
| Fiera Capital Corp 0.20% of their portfolio | 1.4m $53.9m | Reduced -1.1m |
| FEDERATED HERMES, INC. 0.08% of their portfolio | 1.4m $53.4m | Reduced -1.6m |
| GSK plc 8.25% of their portfolio | 1.3m $49.7m | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio | 1.3m $47.3m | Added +168.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.2m $45.9m | Reduced -424.0k |
| Candriam S.C.A. 0.18% of their portfolio | 1.1m $40.7m | Reduced -15.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.0m $38.2m | Added +84.1k |
| Sofinnova Investments, Inc. 1.84% of their portfolio | 925.1k $34.5m | Reduced -206.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 891.6k $33.2m | New |
| Fisher Asset Management, LLC 0.01% of their portfolio | 851.3k $31.7m | Reduced -31.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 821.6k $30.6m | Added +76.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 804.1k $30.0m | Added +70.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 754.9k $28.1m | Added +39.4k |
| Pictet Asset Management Holding SA 0.03% of their portfolio | 712.7k $26.6m | Reduced -3.2k |
| UBS Group AG 0.00% of their portfolio | 656.7k $24.5m | Reduced -105.8k |
| Nuveen, LLC 0.01% of their portfolio | 640.3k $23.9m | Added +192.0k |
| Redmile Group, LLC 1.60% of their portfolio | 640.2k $23.9m | Added +119.1k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 621.0k $23.1m | Added +59.5k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 592.5k $22.1m | Added +8.4k |
| Aberdeen Group plc 0.03% of their portfolio | 560.9k $20.9m | Added +15.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 502.0k $18.7m | Reduced -13.5k |
| DAFNA Capital Management LLC 3.53% of their portfolio | 497.2k $18.5m | Added +20.5k |
| Sio Capital Management, LLC 3.07% of their portfolio | 480.4k $17.9m | New |
| TANG CAPITAL MANAGEMENT LLC 0.76% of their portfolio | 450.0k $16.8m | Unchanged |
| Affinity Asset Advisors, LLC 0.73% of their portfolio | 400.0k $14.9m | New |
| Walleye Capital LLC 0.07% of their portfolio | 386.2k $14.4m | New |
| RTW INVESTMENTS, LP 0.12% of their portfolio | 370.4k $13.8m | New |
| Rhenman & Partners Asset Management AB 1.21% of their portfolio | 343.8k $12.8m | Added +88.3k |
| BIT Capital GmbH 0.40% of their portfolio | 311.3k $11.6m | New |
| GENERAL AMERICAN INVESTORS CO INC 0.70% of their portfolio | 308.2k $11.5m | Added +28.0k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 306.7k $11.4m | Added +260.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 300.4k $11.2m | Reduced -379.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 297.8k $11.1m | Added +54.5k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 297.6k $11.1m | Added +89.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 267.5k $9.9m | Reduced -24.6k |
| Ensign Peak Advisors, Inc 0.02% of their portfolio | 267.2k $10.0m | Reduced -632.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 265.2k $9.9m | Added +14.9k |
| JENNISON ASSOCIATES LLC 0.01% of their portfolio | 248.6k $9.3m | Reduced -7.2k |
| Man Group plc 0.02% of their portfolio | 245.5k $9.1m | Added +73.6k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 230.2k $8.6m | Reduced -59 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 224.1k $8.4m | Reduced -32.2k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 209.4k $7.8m | Reduced -32.1k |
| SummitTX Capital, L.P. 0.20% of their portfolio | 204.9k $7.6m | Added +42.1k |
| Susquehanna Portfolio Strategies, LLC 0.12% of their portfolio | 204.7k $7.6m | Added +2.2k |
| Woodline Partners LP 0.02% of their portfolio | 201.7k $7.5m | Unchanged |
| Burkehill Global Management, LP 0.27% of their portfolio | 200.0k $7.5m | New |
| SPHERA FUNDS MANAGEMENT LTD. 1.05% of their portfolio | 196.4k $7.3m | New |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 187.0k $6.8m | Added +121.1k |
| Verition Fund Management LLC 0.05% of their portfolio | 184.1k $6.9m | New |
| WCM INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 173.8k $6.4m | Reduced -7.8k |
| Swiss National Bank 0.00% of their portfolio | 158.6k $5.9m | Added +3.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 158.2k $5.9m | Reduced -3.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 151.4k $5.6m | Reduced -5.9k |
| Creative Planning 0.00% of their portfolio | 150.6k $5.6m | Added +5.6k |
| Rheos Capital Works Inc. 0.32% of their portfolio | 150.0k $5.6m | New |
| Invesco Ltd. 0.00% of their portfolio | 145.2k $5.4m | Added +34.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 143.3k $5.3m | Reduced -31.9k |
| PLATINUM INVESTMENT MANAGEMENT LTD 1.27% of their portfolio | 138.7k $5.2m | Added +47.1k |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.15% of their portfolio | 138.3k $5.2m | Added +16.3k |
| Tidal Investments LLC 0.01% of their portfolio | 135.8k $5.1m | Added +23.5k |
| Tema ETFs LLC 0.16% of their portfolio | 135.8k $5.1m | First filing |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 124.1k $4.6m | Added +109.8k |
| TD Asset Management Inc 0.00% of their portfolio | 118.7k $4.4m | Added +75.0k |
| CONGRESS ASSET MANAGEMENT CO 0.03% of their portfolio | 117.7k $4.4m | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 112.8k $4.2m | Added +100.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 111.8k $4.2m | Added +4.4k |
| CITIGROUP INC 0.00% of their portfolio | 111.0k $4.1m | Added +22.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 107.6k $4.0m | Added +34.7k |
| Odyssean, LLC 0.62% of their portfolio | 102.6k $3.8m | Added +87.3k |
| Integral Health Asset Management, LLC 0.15% of their portfolio | 100.0k $3.7m | New |
| Atle Fund Management AB 0.95% of their portfolio | 94.5k $3.5m | Added +63.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 93.9k $3.5m | Reduced -2.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 93.8k $3.5m | Reduced -284.6k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 90.1k $3.4m | Reduced -87.1k |
| ALPS ADVISORS INC 0.02% of their portfolio | 88.8k $3.3m | Added +17.3k |
| GREAT LAKES ADVISORS, LLC 0.02% of their portfolio | 87.7k $3.3m | Reduced -53.3k |
| FLAX POND CAPITAL, LLC 1.07% of their portfolio | 81.7k $2.9m | Added +42.5k |
| Legal & General Group Plc 0.00% of their portfolio | 80.5k $3.0m | Added +10.0k |
| KVP Capital Advisors, LP 2.18% of their portfolio | 79.7k $3.0m | Unchanged |
| MARTINGALE ASSET MANAGEMENT L P 0.06% of their portfolio | 70.4k $2.6m | Added +24.2k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 69.0k $2.6m | Reduced -15.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 68.0k $2.5m | Added +25.8k |
| Ally Bridge Group (NY) LLC 3.24% of their portfolio | 67.5k $2.5m | New |
| ASSETMARK, INC 0.00% of their portfolio | 65.0k $2.4m | Reduced -611 |
| EVENTIDE ASSET MANAGEMENT, LLC 0.03% of their portfolio | 65.0k $2.4m | New |