Baker Bros. Advisors’s IDEAYA Biosciences IDYA Stock Holding History

Baker Bros. Advisors’s Portfolio IDYA Stock Details IDYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$131M	Buy	3,946,515 +327,689	+9%	+$11M	0.76%	20
2025 Q4	$125M	Buy	3,618,826 +343,382	+10%	+$10.9M	0.73%	20
2025 Q3	$89.1M	Buy	3,275,444 +1,156,716	+55%	+$28M	0.64%	19
2025 Q2	$44.5M	Buy	2,118,728 +1,056,605	+99%	+$20.3M	0.43%	26
2025 Q1	$17.4M	Hold	1,062,123	–	–	0.19%	38
2024 Q4	$27.3M	Hold	1,062,123	–	–	0.29%	37
2024 Q3	$33.6M	Hold	1,062,123	–	–	0.35%	32
2024 Q2	$37.3M	Hold	1,062,123	–	–	0.48%	29
2024 Q1	$46.6M	Hold	1,062,123	–	–	0.58%	28
2023 Q4	$37.8M	Hold	1,062,123	–	–	0.43%	29
2023 Q3	$28.7M	Hold	1,062,123	–	–	0.17%	29
2023 Q2	$25M	Buy	1,062,123 +229,354	+28%	+$4.72M	0.14%	39
2023 Q1	$11.4M	Sell	832,769 -835,586	-50%	-$13.9M	0.06%	49
2022 Q4	$30.3M	Hold	1,668,355	–	–	0.18%	29
2022 Q3	$24.9M	Buy	+1,668,355	New	+$21.7M	0.16%	40
2020 Q2	–	Sell	-126,611	Closed	-$522K	–	116
2020 Q1	$522K	Sell	126,611 -73,389	-37%	-$520K	﹤0.01%	103
2019 Q4	$1.5M	Hold	200,000	–	–	0.01%	88
2019 Q3	$1.8M	Hold	200,000	–	–	0.01%	87
2019 Q2	$1.99M	Buy	+200,000	New	+$2.18M	0.01%	86

Other funds holding IDYA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LGM

Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Baker Bros. Advisors's IDYA Position: Q1 2026 in Review

Baker Bros. Advisors increased its IDEAYA Biosciences (IDYA) stake by 9.1% in Q1 2026, buying an estimated $11M and bringing the position to 3,946,515 shares worth $131M. The position accounts for 0.76% of the portfolio, ranked #20.

Baker Bros. Advisors first reported a position in IDYA in Q2 2019 and has held it in 19 quarters since. 253 funds tracked by Wall St. Rank hold IDYA as of Q1 2026.

Baker Bros. Advisors held 3,946,515 shares of IDEAYA Biosciences worth $131M as of Q1 2026.
Baker Bros. Advisors bought 327,689 IDEAYA Biosciences shares in Q1 2026, an estimated $11M.
IDEAYA Biosciences made up 0.76% of Baker Bros. Advisors's portfolio in Q1 2026, its #20 holding.
Baker Bros. Advisors first reported a position in IDEAYA Biosciences in Q2 2019 and has held it in 19 quarters since.
253 funds tracked by Wall St. Rank held IDEAYA Biosciences as of Q1 2026.

Based on Baker Bros. Advisors's 13F filing for Q1 2026, filed 15 May 2026.