13FPulse
中
ID

IDYA IDEAYA BIOSCIENCES INC

2026Q2 · CUSIP 45166A102 · Sector: Healthcare & Biotech

Piling in

Net holder growth ranks near the top of the market

Funds that own it
279
Institutions that reported holding it to the SEC
Net increase in holders
+28
Last quarter 251 → now 279
How unusual is that
Top 20%
Stronger buying than 88% of US stocks
What the filings say, in one paragraph

279 funds held IDYA at the end of 2026Q2, up 28 from the quarter before. That is stronger buying than 88.4% of US stocks — among the most piled-into names this quarter. On the business itself, return on equity is -14.6%. IDYA has had 7 buying rushes in its history, and the price moved +27.0% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Healthcare & Biotech sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2019Q3: holders=24 2019Q4: holders=30 2020Q1: holders=28 2020Q2: holders=64 2020Q3: holders=68 2020Q4: holders=82 2021Q1: holders=90 2021Q2: holders=84 2021Q3: holders=91 2021Q4: holders=110 2022Q1: holders=102 2022Q2: holders=96 2022Q3: holders=112 2022Q4: holders=118 2023Q1: holders=127 2023Q2: holders=138 2023Q3: holders=143 2023Q4: holders=156 2024Q1: holders=203 2024Q2: holders=198 2024Q3: holders=209 2024Q4: holders=206 2025Q1: holders=204 2025Q2: holders=204 2025Q3: holders=222 2025Q4: holders=246 2026Q1: holders=251 2026Q2: holders=279 -47 -23.5 +0 +23.5 +47 21157293 19Q320Q221Q121Q422Q323Q224Q124Q425Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 7 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2025Q3 Top 20% -1.3% -11.1%
2024Q1 Top 5% -3.6% -34.2%
2023Q2 Top 20% +17.9% +83.8%
2023Q1 Top 20% +17.5% +40.2%
2022Q3 Top 10% -0.3% +22.7%
2020Q2 Top 10% +15.9% +60.4%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
143
Change in large funds
+14
Total value they hold
$3.8B
Funds buying for the first time
67
Funds that sold out entirely
39
Price change that quarter
+41.8%
Funds holding puts (bearish)
3
Funds holding calls (bullish)
5

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
—
EPS (TTM)
$-1.91
EPS YoY
—
Revenue (TTM)
—
Revenue YoY
—
Net margin
—
ROE
-14.6%
Debt ratio
8.5%
FCF (TTM)
-$114M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS -0.31 2021-12-31: EPS -0.49 2022-03-31: EPS -0.36 2022-06-30: EPS -0.57 2022-09-30: EPS 0.04 2022-12-31: EPS -0.53 2023-03-31: EPS -0.49 2023-06-30: EPS -0.50 2023-09-30: EPS -0.46 2023-12-31: EPS -0.51 2024-03-31: EPS -0.53 2024-06-30: EPS -0.68 2024-09-30: EPS -0.60 2024-12-31: EPS -1.55 2025-03-31: EPS -0.82 2025-06-30: EPS -0.88 2025-09-30: EPS 1.33 2025-12-31: EPS -0.91 2026-03-31: EPS -1.11 2026-06-30: EPS -1.22 -1.71 -0.12 1.46 20212022202320242025202606/26 EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

Quarterly free cash flow
-123M10M142M 201820192020202120222023202420252026
Latest quarter $-76M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.