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 ($1.2m this quarter). Holder counts are more reliable. Shares outstanding: 87.9m as of 2026-05-01, 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 ≈ $33.34. Options: 10 managers hold calls ($46.7m notional), 11 hold puts ($39.0m).
Trends to Q1 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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 116 | 92 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $886.9k | $2.8m | 3.13 |
| Q3 2025 | $14.1m | $2.9m | 0.20 |
| Q4 2025 | $38.6m | $7.4m | 0.19 |
| Q1 2026 | $46.7m | $39.0m | 0.84 |
Biggest buyers
| MORGAN STANLEY | Added | +608.0k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +427.1k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added | +403.2k |
| DIMENSIONAL FUND ADVISORS LP | Added | +394.6k |
| BAKER BROS. ADVISORS LP | Added | +327.7k |
| Logos Global Management LP | Added | +325.0k |
| JENNISON ASSOCIATES LLC | New | +255.8k |
| Sofinnova Investments, Inc. | Added | +246.7k |
| BlackRock, Inc. | Added | +232.7k |
| SummitTX Capital, L.P. | New | +162.7k |
Biggest sellers
| Point72 Asset Management, L.P. | Reduced | -1.5m |
| DEERFIELD MANAGEMENT COMPANY, L.P. | Reduced | -623.0k |
| FEDERATED HERMES, INC. | Reduced | -408.7k |
| Balyasny Asset Management L.P. | Reduced | -388.1k |
| STATE STREET CORP | Reduced | -353.5k |
| UBS Group AG | Reduced | -323.1k |
| EVENTIDE ASSET MANAGEMENT, LLC | Sold out | -284.1k |
| CITADEL ADVISORS LLC | Reduced | -280.0k |
| Redmile Group, LLC | Reduced | -220.9k |
| BARCLAYS PLC | Reduced | -219.9k |
Biggest calls
| Caption Management, LLC | Added | $32.6m977.8k shares |
| Squadron Capital Management LLC | New | $3.5m104.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.0m90.1k shares |
| GOLDMAN SACHS GROUP INC | New | $2.7m80.0k shares |
| Exome Asset Management LLC | New | $1.3m40.0k shares |
| ACUTA CAPITAL PARTNERS, LLC | New | $1.2m350 shares |
| JANE STREET GROUP, LLC | Reduced | $1.0m30.4k shares |
| SIMPLEX TRADING, LLC | Added | $543.1k16.3k shares |
| CITADEL ADVISORS LLC | Reduced | $506.5k15.2k shares |
| GROUP ONE TRADING LLC | Added | $389.8k11.7k shares |
Biggest puts
| Hudson Bay Capital Management LP | New | $6.4m191.0k shares |
| GOLDMAN SACHS GROUP INC | New | $5.9m178.0k shares |
| JANE STREET GROUP, LLC | Added | $5.0m148.6k shares |
| MILLENNIUM MANAGEMENT LLC | New | $4.2m126.8k shares |
| Squadron Capital Management LLC | New | $4.0m120.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.8m115.2k shares |
| Caption Management, LLC | New | $3.3m99.2k shares |
| CITADEL ADVISORS LLC | Added | $2.6m78.5k shares |
| GROUP ONE TRADING LLC | Added | $1.5m43.7k shares |
| Exome Asset Management LLC | New | $1.3m40.0k 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 Q1 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 |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 2 | $8.4m | $8.4m |
| Q3 2024 | 0 | — | 0 | — | — |
| 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 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-02 | Stein Jeffrey Director | Bought | $1.6m50.0k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.02% of their portfolio | 13.2m $438.9m | Added +22.1k |
| BlackRock, Inc. 0.00% of their portfolio | 8.4m $281.3m | Added +232.7k |
| JANUS HENDERSON GROUP PLC 0.12% of their portfolio | 7.3m $242.0m | Added +78.8k |
| Capital Research Global Investors 0.03% of their portfolio | 5.2m $172.0m | Reduced -116.1k |
| BAKER BROS. ADVISORS LP 0.76% of their portfolio | 3.9m $131.5m | Added +327.7k |
| STATE STREET CORP 0.00% of their portfolio | 3.8m $126.0m | Reduced -353.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.7m $124.4m | First filing |
| Logos Global Management LP 5.92% of their portfolio | 3.5m $115.0m | Added +325.0k |
| FEDERATED HERMES, INC. 0.16% of their portfolio | 3.0m $99.5m | Reduced -408.7k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.15% of their portfolio | 2.8m $94.1m | Added +23.5k |
| Fiera Capital Corp 0.29% of their portfolio | 2.5m $84.2m | Added +89.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.5m $83.3m | Added +427.1k |
| MORGAN STANLEY 0.00% of their portfolio | 1.9m $62.0m | Added +608.0k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.7m $55.2m | Reduced -115.2k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 0.60% of their portfolio | 1.5m $51.0m | Reduced -623.0k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.3m $44.4m | Added +394.6k |
| GSK plc 7.41% of their portfolio | 1.3m $44.4m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.3m $43.8m | Reduced -133.3k |
| Sofinnova Investments, Inc. 1.89% of their portfolio | 1.1m $37.7m | Added +246.7k |
| Candriam S.C.A. 0.19% of their portfolio | 1.1m $36.9m | Added +76.4k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% of their portfolio | 1.1m $36.7m | Added +403.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 942.1k $31.4m | Added +39.1k |
| Ensign Peak Advisors, Inc 0.06% of their portfolio | 899.5k $30.0m | Reduced -79.6k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 882.7k $29.4m | Reduced -6.9k |
| First Turn Management, LLC 3.25% of their portfolio | 873.8k $29.1m | Added +150.2k |
| UBS Group AG 0.00% of their portfolio | 762.5k $25.4m | Reduced -323.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 745.6k $24.8m | First filing |
| NORTHERN TRUST CORP 0.00% of their portfolio | 734.1k $24.5m | Added +59.0k |
| Pictet Asset Management Holding SA 0.03% of their portfolio | 715.9k $23.9m | Reduced -18.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 715.5k $23.8m | Added +894 |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 679.4k $22.6m | Reduced -280.0k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 584.0k $19.5m | Added +116.2k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 561.6k $18.7m | First filing |
| Aberdeen Group plc 0.03% of their portfolio | 545.6k $18.2m | Reduced -15.0k |
| Redmile Group, LLC 1.15% of their portfolio | 521.1k $17.4m | Reduced -220.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 515.4k $17.2m | Added +7.1k |
| DAFNA Capital Management LLC 3.61% of their portfolio | 476.7k $15.9m | Reduced -30.0k |
| TANG CAPITAL MANAGEMENT LLC 0.76% of their portfolio | 450.0k $15.0m | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 448.3k $14.9m | Added +74.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 378.4k $12.6m | Added +10.0k |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 327.9k $10.9m | Reduced -1.5m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 292.1k $9.2m | Reduced -7.8k |
| GENERAL AMERICAN INVESTORS CO INC 0.62% of their portfolio | 280.3k $9.3m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 256.3k $8.5m | Reduced -21.2k |
| JENNISON ASSOCIATES LLC 0.01% of their portfolio | 255.8k $8.5m | New |
| Rhenman & Partners Asset Management AB 1.05% of their portfolio | 255.5k $8.5m | Added +5.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 250.3k $8.3m | Added +6.3k |
| Nicholas Investment Partners, LP 0.60% of their portfolio | 248.2k $8.3m | Added +55.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 243.3k $8.1m | Reduced -12.8k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 241.5k $8.0m | Added +37.1k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 230.3k $7.7m | Reduced -9.9k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 229.0k $7.6m | Added +20.4k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 208.3k $6.9m | Reduced -388.1k |
| Susquehanna Portfolio Strategies, LLC 0.10% of their portfolio | 202.4k $6.7m | Unchanged |
| Woodline Partners LP 0.03% of their portfolio | 201.7k $6.7m | Unchanged |
| Alyeska Investment Group, L.P. 0.02% of their portfolio | 192.3k $6.4m | Unchanged |
| WCM INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 181.6k $5.7m | Reduced -37.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 177.3k $5.9m | Added +128.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 175.2k $5.8m | Added +1.0k |
| Man Group plc 0.01% of their portfolio | 171.8k $5.7m | Added +148.0k |
| SummitTX Capital, L.P. 0.17% of their portfolio | 162.7k $5.4m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 161.8k $5.4m | Reduced -3.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 157.3k $5.2m | Reduced -6.1k |
| Swiss National Bank 0.00% of their portfolio | 155.6k $5.2m | Unchanged |
| Creative Planning 0.00% of their portfolio | 145.0k $4.8m | Added +9.0k |
| GREAT LAKES ADVISORS, LLC 0.04% of their portfolio | 141.0k $4.7m | Reduced -8.9k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 134.9k $4.5m | Added +125.2k |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.14% of their portfolio | 122.1k $4.1m | Added +8.6k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 120.6k $4.0m | Added +9.3k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 119.1k $4.0m | Added +5.3k |
| Tidal Investments LLC 0.01% of their portfolio | 112.3k $3.7m | New |
| Tema ETFs LLC 0.25% of their portfolio | 112.3k $3.7m | Added +42.2k |
| Invesco Ltd. 0.00% of their portfolio | 111.1k $3.7m | Reduced -127.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 107.4k $3.6m | Reduced -242 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 100.8k $3.5m | Added +2.9k |
| Squarepoint Ops LLC 0.01% of their portfolio | 99.3k $3.3m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 96.7k $3.2m | Added +20.7k |
| PLATINUM INVESTMENT MANAGEMENT LTD 0.77% of their portfolio | 91.6k $3.1m | Reduced -29.0k |
| CITIGROUP INC 0.00% of their portfolio | 88.9k $3.0m | Reduced -38.2k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 88.1k $2.9m | New |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 86.7k $2.9m | Reduced -39.7k |
| Seven Fleet Capital Management LP 0.90% of their portfolio | 86.3k $2.9m | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 84.8k $2.8m | Added +16.1k |
| KVP Capital Advisors, LP 1.98% of their portfolio | 79.7k $2.7m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 72.9k $2.4m | Added +3.0k |
| ALPS ADVISORS INC 0.01% of their portfolio | 71.5k $2.4m | Reduced -302 |
| Legal & General Group Plc 0.00% of their portfolio | 70.5k $2.3m | Reduced -13.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 66.1k $2.2m | Added +60.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 65.9k $2.1m | Reduced -105.3k |
| ASSETMARK, INC 0.00% of their portfolio | 65.6k $2.2m | Reduced -6.3k |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 59.0k $2.0m | Reduced -25.0k |
| AlphaCore Capital LLC 0.05% of their portfolio | 57.4k $1.9m | Added +50.6k |
| XTX Topco Ltd 0.03% of their portfolio | 56.6k $1.9m | Reduced -9.6k |
| Lido Advisors, LLC 0.01% of their portfolio | 55.5k $1.8m | Reduced -2 |
| Y-Intercept (Hong Kong) Ltd 0.03% of their portfolio | 54.6k $1.8m | Reduced -26.4k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 52.4k $1.7m | First filing |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 50.0k $1.7m | Unchanged |
| Orion Porfolio Solutions, LLC 0.01% of their portfolio | 49.4k $1.6m | Reduced -9.0k |
| ACUTA CAPITAL PARTNERS, LLC 1.14% of their portfolio | 48.2k $1.6m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 46.7k $1.6m | Reduced -16.8k |