Vault-13

IKENA ONCOLOGY INC

COM · CUSIP 45175G108

0 institutional holders -42 vs Q2 2025
—reported value*
0 new 0 added 0 reduced 41 sold out net sold ≈ $42.6m (-31.8m shares)

* 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. Holder counts are more reliable.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 42Q4 22: 35Q1 23: 40Q2 23: 53Q3 23: 59Q4 23: 55Q1 24: 58Q2 24: 71Q3 24: 58Q4 24: 54Q1 25: 47Q2 25: 42Q3 25: 00Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 202242
Q4 202235
Q1 202340
Q2 202353
Q3 202359
Q4 202355
Q1 202458
Q2 202471
Q3 202458
Q4 202454
Q1 202547
Q2 202542
Q3 20250

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q4 23: 33 bought or addedQ4 23: 20 cut or sold outQ1 24: 28 bought or addedQ1 24: 24 cut or sold outQ1 24Q2 24: 41 bought or addedQ2 24: 34 cut or sold outQ3 24: 17 bought or addedQ3 24: 37 cut or sold outQ3 24Q4 24: 13 bought or addedQ4 24: 31 cut or sold outQ1 25: 10 bought or addedQ1 25: 29 cut or sold outQ1 25Q2 25: 12 bought or addedQ2 25: 19 cut or sold outQ3 25: 0 bought or addedQ3 25: 41 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20233320
Q1 20242824
Q2 20244134
Q3 20241737
Q4 20241331
Q1 20251029
Q2 20251219
Q3 2025041

Biggest buyers

None

Biggest sellers

Atlas Venture Life Science Advisors, LLC Sold out -5,018,178-5.0m
Blue Owl Capital Holdings LP Sold out -4,091,118-4.1m
BML Capital Management, LLC Sold out -4,030,102-4.0m
BVF INC/IL Sold out -4,006,564-4.0m
ORBIMED ADVISORS LLC Sold out -3,539,358-3.5m
Deep Track Capital, LP Sold out -2,515,513-2.5m
Omega Fund Management, LLC Sold out -2,249,123-2.2m
VANGUARD GROUP INC Sold out -1,413,649-1.4m
ADAGE CAPITAL PARTNERS GP, L.L.C. Sold out -800,000-800.0k
NEA Management Company, LLC Sold out -600,063-600.1k

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.

HolderStakeChangeShares Last filed
ORBIMED ADVISORS LLC 13D · may seek influence +6.2 pts · filed 2026-04-29
Stated purposeThe Reporting Persons from time to time intend to review their investment in the Issuer on the basis of various factors, including the Issuer's business, financial condition, results of operations and prospects, general economic and industry conditions, the securities markets in general and those for the Issuer's Shares in particular, as well as other developments and other investment opportunities. Based upon such review, the Reporting Persons will take such actions in the future as the Reporting Persons may deem appropriate in light of the circumstances existing from time to time. If the Reporting Persons believe that further investment in the Issuer is attractive, whether because of the market price of Shares or otherwise, they may acquire Shares or other securities of the Issuer either… Full filing
 13.1% +6.2 pts 1.5m 2026-04-29
BML Investment Partners, L.P. 13D · may seek influence +0.9 pts · filed 2025-06-16
Stated purposeAll of the Common Stock of the Issuer reported on this Schedule 13D was acquired in the ordinary course of business by the reporting persons for investment purposes. The reporting persons have no present plans or proposals that relate to or would result in any of the actions described in Item 4(a) through (j) of Schedule 13D. The reporting persons may evaluate on a continuing basis the investment in the Issuer and may, from time to time, acquire or dispose of Common Stock of the Issuer. Any such acquisitions or dispositions will depend upon (i) the price and availability of the Issuer's securities; (ii) subsequent developments concerning the Issuer's business and prospects and the industry in which the Issuer operates; (iii) investment policies of the reporting persons; (iv) other invest… Full filing
 8.5% +0.9 pts 4.1m 2025-06-16
BIOTECHNOLOGY VALUE FUND L P 13G · passive investor filed 2025-02-14 8.3% 4.0m 2025-02-14

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change