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 ($602.7k this quarter). Holder counts are more reliable. Shares outstanding: 87.6m as of 2025-08-01, 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 ≈ $21.02. Options: 5 managers hold calls ($886.9k notional), 6 hold puts ($2.8m).
Trends to Q2 2025
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 |
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 2023 | 81 | 53 |
| Q4 2023 | 101 | 53 |
| Q1 2024 | 133 | 65 |
| Q2 2024 | 116 | 92 |
| Q3 2024 | 139 | 70 |
| Q4 2024 | 117 | 91 |
| Q1 2025 | 127 | 73 |
| Q2 2025 | 107 | 106 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $1.9m | $836.0k | 0.45 |
| Q4 2024 | $1.1m | $753.0k | 0.70 |
| Q1 2025 | $1.4m | $584.8k | 0.41 |
| Q2 2025 | $886.9k | $2.8m | 3.13 |
Biggest buyers
| Point72 Asset Management, L.P. | Added | +4.9m |
| Capital Research Global Investors | Added | +3.8m |
| BAKER BROS. ADVISORS LP | Added | +1.1m |
| DEERFIELD MANAGEMENT COMPANY, L.P. | Added | +647.8k |
| ROYAL BANK OF CANADA | Added | +633.1k |
| Ensign Peak Advisors, Inc | Added | +414.2k |
| GOLDMAN SACHS GROUP INC | Added | +412.0k |
| Fiera Capital Corp | Added | +322.4k |
| CITADEL ADVISORS LLC | Added | +320.8k |
| UBS Group AG | Added | +301.8k |
Biggest sellers
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -1.6m |
| RA CAPITAL MANAGEMENT, L.P. | Sold out | -1.3m |
| SAMLYN CAPITAL, LLC | Sold out | -791.3k |
| JENNISON ASSOCIATES LLC | Sold out | -526.7k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -481.0k |
| Sofinnova Investments, Inc. | Reduced | -474.4k |
| Qube Research & Technologies Ltd | Reduced | -463.5k |
| Avidity Partners Management LP | Sold out | -445.0k |
| MPM BIOIMPACT LLC | Sold out | -430.2k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -357.6k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $603.3k28.7k shares |
| SIMPLEX TRADING, LLC | Added | $182.0k8.7k shares |
| Rosalind Advisors, Inc. | New | $68.0k20.0k shares |
| GROUP ONE TRADING LLC | Added | $33.6k1.6k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Caption Management, LLC | New | $1.2m55.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $754.6k35.9k shares |
| CITADEL ADVISORS LLC | Reduced | $441.4k21.0k shares |
| Hudson Bay Capital Management LP | New | $420.4k20.0k shares |
| SIMPLEX TRADING, LLC | New | $2.0k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 in Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 3 | $887.8k | $887.8k |
| Q4 2023 | 0 | — | 3 | $3.2m | $3.2m |
| Q1 2024 | 0 | — | 2 | $7.8m | $7.8m |
| Q2 2024 | 0 | — | 2 | $8.4m | $8.4m |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.02% of their portfolio | 13.1m $276.1m | Added +6.8k |
| BlackRock, Inc. 0.00% of their portfolio | 8.8m $185.9m | Reduced -313.9k |
| Capital Research Global Investors 0.03% of their portfolio | 6.6m $137.7m | Added +3.8m |
| JANUS HENDERSON GROUP PLC 0.06% of their portfolio | 6.2m $130.4m | Reduced -195.5k |
| Point72 Asset Management, L.P. 0.25% of their portfolio | 5.0m $105.7m | Added +4.9m |
| VANGUARD GROUP INC 0.00% of their portfolio | 4.9m $103.9m | Reduced -150.7k |
| FEDERATED HERMES, INC. 0.18% of their portfolio | 4.6m $97.3m | Reduced -140.7k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 1.49% of their portfolio | 3.9m $82.3m | Added +647.8k |
| STATE STREET CORP 0.00% of their portfolio | 3.4m $71.2m | Reduced -60.4k |
| Logos Global Management LP 9.39% of their portfolio | 3.3m $70.3m | Reduced -155.0k |
| Sofinnova Investments, Inc. 3.07% of their portfolio | 2.1m $45.1m | Reduced -474.4k |
| BAKER BROS. ADVISORS LP 0.43% of their portfolio | 2.1m $44.5m | Added +1.1m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.1m $44.4m | Added +33.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.9m $40.0m | Reduced -1.6m |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 1.8m $38.4m | Added +320.8k |
| Pictet Asset Management Holding SA 0.04% of their portfolio | 1.8m $37.9m | Reduced -33.6k |
| Fiera Capital Corp 0.11% of their portfolio | 1.5m $32.2m | Added +322.4k |
| MORGAN STANLEY 0.00% of their portfolio | 1.5m $30.5m | Reduced -233.2k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.04% of their portfolio | 1.2m $26.0m | Added +50.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.2m $25.8m | Added +412.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 923.7k $19.4m | Reduced -261.5k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 922.1k $19.4m | Reduced -42.9k |
| Candriam S.C.A. 0.11% of their portfolio | 914.4k $19.2m | Reduced -23.8k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.28% of their portfolio | 771.8k $16.2m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 755.5k $15.9m | Added +633.1k |
| UBS Group AG 0.00% of their portfolio | 751.9k $15.8m | Added +301.8k |
| Ensign Peak Advisors, Inc 0.03% of their portfolio | 741.8k $15.6m | Added +414.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 716.8k $15.1m | Added +13.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 715.4k $15.0m | Reduced -38.2k |
| DAFNA Capital Management LLC 3.59% of their portfolio | 619.1k $13.0m | Added +29.8k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 525.9k $11.1m | Reduced -463.5k |
| Rosalind Advisors, Inc. 5.20% of their portfolio | 511.1k $10.7m | Reduced -188.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 446.4k $9.4m | Added +115.8k |
| Aberdeen Group plc 0.02% of their portfolio | 441.3k $9.3m | Unchanged |
| Redmile Group, LLC 0.97% of their portfolio | 432.5k $9.1m | Reduced -102.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 415.4k $8.7m | Reduced -52.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 401.7k $8.4m | Added +70.6k |
| AXA S.A. 0.02% of their portfolio | 324.5k $6.8m | Added +523 |
| BARCLAYS PLC 0.00% of their portfolio | 321.2k $6.8m | Added +135.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 283.8k $6.0m | Reduced -9.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 272.7k $5.7m | Reduced -30.5k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 266.6k $5.6m | Reduced -147.0k |
| GENERAL AMERICAN INVESTORS CO INC 0.37% of their portfolio | 260.3k $5.5m | Unchanged |
| ALGERT GLOBAL LLC 0.11% of their portfolio | 253.1k $5.3m | Reduced -53.6k |
| Soleus Capital Management, L.P. 0.36% of their portfolio | 250.0k $5.3m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 249.8k $5.3m | Added +23.2k |
| WCM INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 239.7k $5.1m | Reduced -4.3k |
| Woodline Partners LP 0.03% of their portfolio | 226.4k $4.8m | Reduced -89.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 221.0k $4.6m | Reduced -41.7k |
| Nuveen, LLC 0.00% of their portfolio | 217.3k $4.6m | Reduced -70.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 217.1k $4.6m | Added +47.8k |
| Schonfeld Strategic Advisors LLC 0.03% of their portfolio | 209.6k $4.4m | New |
| SummitTX Capital, L.P. 0.19% of their portfolio | 207.2k $4.4m | Added +74.8k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 170.7k $3.6m | Added +89.5k |
| PLATINUM INVESTMENT MANAGEMENT LTD 0.23% of their portfolio | 166.9k $3.5m | Added +14.2k |
| STEMPOINT CAPITAL LP 1.12% of their portfolio | 165.9k $3.5m | Added +98.9k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 156.6k $3.3m | Reduced -311.9k |
| Swiss National Bank 0.00% of their portfolio | 150.8k $3.2m | Unchanged |
| Foresite Capital Management VI LLC 1.71% of their portfolio | 144.5k $3.0m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 143.9k $3.0m | Added +14.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 131.1k $2.8m | Added +6.7k |
| Sio Capital Management, LLC 1.05% of their portfolio | 124.2k $2.6m | Added +1.2k |
| Creative Planning 0.00% of their portfolio | 121.7k $2.6m | Added +60.7k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 114.6k $2.4m | Added +102.7k |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 109.8k $2.3m | Reduced -11.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 109.2k $2.3m | Added +11.8k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 100.8k $2.1m | Added +10.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 98.2k $2.1m | Reduced -210.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 97.8k $2.1m | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 85.9k $1.8m | Added +1.2k |
| Aquatic Capital Management LLC 0.04% of their portfolio | 85.2k $1.8m | Added +36.6k |
| Invesco Ltd. 0.00% of their portfolio | 84.0k $1.8m | Added +13.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 83.3k $1.8m | Added +40.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 82.5k $1.7m | Added +1.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 71.2k $1.5m | Reduced -1.1k |
| NEOS Investment Management LLC 0.02% of their portfolio | 69.7k $1.5m | Added +13.5k |
| Tema ETFs LLC 0.39% of their portfolio | 69.7k $1.5m | Added +13.5k |
| Man Group plc 0.00% of their portfolio | 68.0k $1.4m | Added +54.2k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 66.7k $1.4m | Reduced -481.0k |
| OBSIDIAN CIO, LLC 0.20% of their portfolio | 64.9k $1.4m | Unchanged |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 64.8k $1.4m | Reduced -5.0k |
| ASSETMARK, INC 0.00% of their portfolio | 62.6k $1.3m | Added +12.8k |
| CITIGROUP INC 0.00% of their portfolio | 61.8k $1.3m | Reduced -102.7k |
| Verition Fund Management LLC 0.01% of their portfolio | 60.9k $1.3m | Reduced -26.0k |
| Nebula Research & Development LLC 0.11% of their portfolio | 60.8k $1.3m | Reduced -28.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 59.2k $1.2m | Reduced -65.0k |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.03% of their portfolio | 51.6k $1.1m | Reduced -17.9k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 51.3k $1.1m | Reduced -5.8k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.03% of their portfolio | 50.9k $1.1m | New |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 50.0k $1.1m | Unchanged |
| MetLife Investment Management, LLC 0.01% of their portfolio | 49.9k $1.0m | Unchanged |
| ALPS ADVISORS INC 0.01% of their portfolio | 47.2k $993.0k | Reduced -14.3k |
| Orion Porfolio Solutions, LLC 0.01% of their portfolio | 44.6k $938.0k | Added +8.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 40.5k $850.3k | Reduced -228.6k |
| INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 39.5k $830.1k | Reduced -20.4k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 38.7k $814.0k | New |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 37.7k $803.8k | Reduced -47.3k |
| Squarepoint Ops LLC 0.00% of their portfolio | 37.4k $785.9k | Reduced -51.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 35.8k $753.3k | Reduced -651 |
| TD Asset Management Inc 0.00% of their portfolio | 35.0k $736.5k | Unchanged |