IDEAYA Biosciences, Inc.

IDYA • NASDAQ

IDEAYA Biosciences, Inc. is a biotechnology company in the healthcare sector on NASDAQ, led by Andres Ruiz Briseno, with a market cap of $3.0B. As of Q3 2025, 107% of shares are held by 216 institutional investors, with FMR LLC as the largest holder at 15.0%.

Principal Accounting OfficerAndres Ruiz Briseno

Market Cap$3.0B

Biotechnology

Healthcare

Employees124.0

Websiteideayabio.com

Country

United States of America

Overview

Overview of institutional ownership in IDYA as of Q3 2025 with a market cap of $2.4B

All Institutions

Institutions: 216
Value Held: $2.6B
Shares Held: 93.7M
Avg Position: $11.8M
Median Position: $852.4K

Hedge Funds

Hedge Funds: 36
Value Held: $456.4M
Shares Held: 16.8M
Avg Position: $12.7M
Median Position: $2.5M

Ownership Breakdown

Institutional (non-HF)

87.82%

$2.1B

Hedge Funds

19.14%

$456.4M

Retail & Other

Based on market cap of $2.4B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in IDYA as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
FMR LLC Institution	-	$357.7M 0.02% of portfolio	15.00% 13.1M shares	Q1 2021 Held for 4y 8m	$1.92T
B BlackRock, Inc. Institution	-	$221.1M 0.00% of portfolio	9.27% 8.1M shares	Q2 2019 Held for 6y 5m	$5.67T
Capital Research Global Investors RIA/Wealth	Maria Alejandra Herrera CIO	$178.3M 0.03% of portfolio	7.48% 6.6M shares	Q2 2023 Held for 2y 5m	$532.36B
HENDERSON GROUP PLC Institution	Ali Dibadj CEO	$174.9M 0.08% of portfolio	7.33% 6.4M shares	Q3 2021 Held for 4y 2m	$218.74B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$133.9M 0.00% of portfolio	5.62% 4.9M shares	Q2 2019 Held for 6y 5m	$6.69T
FEDERATED INVESTORS INC /PA/ Long Only Manager	Gregory Philip Dulski Chairman	$125.9M 0.22% of portfolio	5.28% 4.6M shares	Q3 2020 Held for 5y 2m	$56.6B
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	Steven Alan Cohen CEO	$103.8M 0.24% of portfolio	4.35% 3.8M shares	Q1 2025 Held for 8 months	$43.2B
B BAKER BROS. ADVISORS LP Hedge Fund•Sector	Scott Lawrence Lessing President	$89.1M 0.83% of portfolio	3.74% 3.3M shares	Q3 2022 Held for 3y 2m	$10.8B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$88.2M 0.00% of portfolio	3.70% 3.2M shares	Q2 2020 Held for 5y 5m	$2.88T
A ADAGE CAPITAL PARTNERS GP LLC Institution	-	$78.9M 0.13% of portfolio	3.31% 2.9M shares	Q1 2021 Held for 4y 8m	$63.0B

Net Capital Flow

Institutional buying and selling activity for IDYA in Q3 2025

Traded: −$70.4M
Buyers: 125
Sellers: 88
Total Bought: +$239.0M
Total Sold: −$309.4M
Avg Position: $10.6M

Biggest Buyers

Institution	Net Bought	Current Position
A ADAGE CAPITAL PARTNERS GP LLC Institution	+$45.2M +1.7M shares	$78.9M 2.9M shares
B BAKER BROS. ADVISORS LP Hedge Fund•Sector	+$31.5M +1.2M shares	$89.1M 3.3M shares
B BNP Paribas Investment Partners S.A. Institution	+$11.1M +407.8K shares	$11.1M 408.5K shares
T TANG CAPITAL MANAGEMENT LLC Institution	+$10.9M +400.0K shares	$10.9M 400.0K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$9.7M +358.2K shares	$10.3M 380.3K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	+$8.9M +326.4K shares	$13.5M 497.0K shares
R Redmile Group, LLC Hedge Fund•Sector	+$8.4M +309.5K shares	$20.2M 742.0K shares
F Fiera Capital Corp Institution	+$8.3M +305.7K shares	$50.0M 1.8M shares
UBS Group AG Institution	+$8.3M +304.7K shares	$28.7M 1.1M shares
Iron Triangle Partners LP Hedge Fund•Long/Short	+$7.3M +270.0K shares	$7.3M 270.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
DEERFIELD MANAGEMENT CO /NY Hedge Fund•Long/Short	−$48.0M −1.8M shares	$58.6M 2.2M shares
S Sofinnova Ventures Inc Venture Capital	−$33.3M −1.2M shares	$25.1M 922.7K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	−$33.0M −1.2M shares	$103.8M 3.8M shares
Logos Global Management LP Hedge Fund•Long/Short	−$29.8M −1.1M shares	$61.2M 2.3M shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	−$21.6M −795.2K shares	$30.2M 1.1M shares
Pictet Asset Management Holding SA Long Only Manager	−$21.0M −772.1K shares	$28.1M 1.0M shares
B BlackRock, Inc. Institution	−$19.5M −715.4K shares	$221.1M 8.1M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$13.8M −508.9K shares	$35.8M 1.3M shares
JPMORGAN CHASE & CO Institution	−$7.4M −272.2K shares	$4.7M 174.3K shares
Q Qube Research & Technologies Ltd Institution	−$7.1M −262.2K shares	$7.2M 263.7K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IDYA in Q3 2025

New Positions: 28
New Value: $34.2M
Exited Positions: 22
Exited Value: $34.2M

New Positions

Institution	Position Value
T TANG CAPITAL MANAGEMENT LLC Institution	$10.9M 400.0K shares
Iron Triangle Partners LP Hedge Fund•Long/Short	$7.3M 270.0K shares
Susquehanna Portfolio Strategies, LLC Private Equity	$4.4M 163.3K shares
C CANADA PENSION PLAN INVESTMENT BOARD Institution	$3.0M 110.3K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$2.2M 81.4K shares
W Winton Capital Group Ltd Institution	$1.2M 42.3K shares
Knights of Columbus Asset Advisors LLC Long Only Manager	$934.3K 34.3K shares
F FIFTH LANE CAPITAL, LP Institution	$931.6K 34.2K shares
Weiss Asset Management LP Hedge Fund•Multi-Strategy	$634.6K 23.3K shares
W WESBANCO BANK INC Institution	$576.9K 21.2K shares

Exited Positions

Institution	Previous Position
A AXA Institution	$6.8M 324.5K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	$6.0M 283.8K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	$5.6M 266.6K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	$5.3M 253.1K shares
Foresite Capital Management VI LLC Venture Capital	$3.0M 144.5K shares
D D. E. Shaw & Co., Inc. Institution	$2.1M 98.2K shares
Aquatic Capital Management LLC Hedge Fund•Quant	$1.8M 85.2K shares
UBS OCONNOR LLC Long Only Manager	$1.1M 51.6K shares
T TWINBEECH CAPITAL LP Hedge Fund•Quant	$726.4K 34.6K shares
S Skandinaviska Enskilda Banken AB Institution	$684.1K 32.5K shares

Options Activity

Institutions with the largest Call and Put options positions in IDYA as of Q3 2025

Call Positions: 4
Call Value: $13.8M
Put Positions: 4
Put Value: $2.8M

Call Positions

Institution	Position Value
Logos Global Management LP Hedge Fund•Long/Short	$12.2M 4.5K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$865.3K 318.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$443.5K 163.0 contracts
J JANE STREET GROUP, LLC Institution	$283.0K 104.0 contracts

Put Positions

Institution	Position Value
Caption Management, LLC Hedge Fund•Long/Short	$1.9M 700.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$892.5K 328.0 contracts
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	- - contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with IDYA as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Logos Global Management LP Hedge Fund•Long/Short	Graham Gordon Walmsley Managing Partner	6.20% $61.2M	2.57% 2.3M shares	Q3 2021 Held for 4y 2m	$987.5M
D DAFNA Capital Management LLC Hedge Fund•Event Driven	Nathan Fischel CEO	3.69% $14.7M	0.62% 539.9K shares	Q3 2020 Held for 5y 2m	$397.7M
R Rosalind Advisors, Inc. Institution	-	3.61% $9.5M	0.40% 350.0K shares	Q1 2025 Held for 8 months	$263.6M
StemPoint Capital LP Hedge Fund•Long/Short	Sean Chua Tan President	2.04% $10.1M	0.42% 371.8K shares	Q1 2024 Held for 1y 8m	$495.9M
R Redmile Group, LLC Hedge Fund•Sector	Amrit Nmn Nagpal Managing Partner	1.96% $20.2M	0.85% 742.0K shares	Q4 2023 Held for 1y 11m	$1.0B
S Sofinnova Ventures Inc Venture Capital	James Irvin Healy Managing Partner	1.54% $25.1M	1.05% 922.7K shares	Q3 2022 Held for 3y 2m	$1.6B
Iron Triangle Partners LP Hedge Fund•Long/Short	Michael John O'Brien CFO	1.04% $7.3M	0.31% 270.0K shares	Q3 2025 Held for 2 months	$703.3M
DEERFIELD MANAGEMENT CO /NY Hedge Fund•Long/Short	James Edward Flynn President	0.97% $58.6M	2.46% 2.2M shares	Q3 2022 Held for 3y 2m	$6.0B
F FIFTH LANE CAPITAL, LP Institution	-	0.97% $931.6K	0.04% 34.2K shares	Q3 2025 Held for 2 months	$96.1M
Sio Capital Management, LLC Hedge Fund•Long/Short	Judah Zvi Drillick CEO	0.86% $3.4M	0.14% 124.2K shares	Q3 2022 Held for 3y 2m	$395.2M

Hedge Fund Spotlight

Discover hedge funds investing in IDYA

Sio Capital Management, LLC

Hedge Fund • Long/Short

Portfolio ManagerJudah Zvi Drillick

Portfolio Value: $395.2M
Positions: 51
Last Reported: Q3 2025

Sector Allocation

Position in IDEAYA Biosciences, Inc.

Market Value: $3.4M
Shares Held: 124.2K
Portfolio Weight: 0.86%
Owned Since: 2022-Q3

Top Holding	Sector	Market Value	Weight
1 Maximus MMS	Specialty Business Services Industrials	$50.9M	12.89%
2 Celcuity CELC	Biotechnology Healthcare	$38.9M	9.83%
3 SNY Sanofi SNY	Unknown Unknown	$26.6M	6.72%

View full profile

IDEAYA Biosciences, Inc.

Overview

All Institutions

Hedge Funds

Ownership Breakdown

Biggest Investors

Net Capital Flow

Biggest Buyers

Biggest Sellers

Entry and Exit Activity

New Positions

Exited Positions

Options Activity

Call Positions

Put Positions

Most Committed Institutions

Hedge Fund Spotlight

Position in IDEAYA Biosciences, Inc.

Cookie Preferences