Balyasny Asset Management
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Balyasny Asset Management’s IDEAYA Biosciences IDYA Stock Holding History

Balyasny Asset Management’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
Q2 		$11.1M Buy
297,565
+89,220
+43% +$2.73M 0.01% 1010
2026
Q1 		$6.94M Sell
208,345
-388,138
-65% -$13M 0.01% 1214
2025
Q4 		$20.6M Buy
596,483
+216,172
+57% +$6.89M 0.03% 699
2025
Q3 		$10.3M Buy
380,311
+358,194
+1,620% +$8.66M 0.01% 1042
2025
Q2 		$465K Sell
22,117
-195,740
-90% -$3.76M ﹤0.01% 2317
2025
Q1 		$3.57M Buy
+217,857
New +$4.64M 0.01% 1414
2024
Q4 		– Sell
-7,605
Closed -$241K – 2980
2024
Q3 		$241K Buy
+7,605
New +$288K ﹤0.01% 2515
2024
Q1 		– Sell
-466,271
Closed -$16.6M – 2836
2023
Q4 		$16.6M Buy
+466,271
New +$13.9M 0.03% 676

Other funds holding IDYA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Balyasny Asset Management's IDYA Position: Q2 2026 in Review

Balyasny Asset Management increased its IDEAYA Biosciences (IDYA) stake by 43% in Q2 2026, buying an estimated $2.73M and bringing the position to 297,565 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #1010.

Balyasny Asset Management first reported a position in IDYA in Q4 2023 and has held it in 8 quarters since. The position peaked at $20.6M in Q4 2025. 286 funds tracked by Wall St. Rank hold IDYA as of Q2 2026.

  • Balyasny Asset Management held 297,565 shares of IDEAYA Biosciences worth $11.1M as of Q2 2026.
  • Balyasny Asset Management bought 89,220 IDEAYA Biosciences shares in Q2 2026, an estimated $2.73M.
  • IDEAYA Biosciences made up 0.01% of Balyasny Asset Management's portfolio in Q2 2026, its #1010 holding.
  • Balyasny Asset Management first reported a position in IDEAYA Biosciences in Q4 2023 and has held it in 8 quarters since.
  • Balyasny Asset Management's IDEAYA Biosciences position peaked at $20.6M in Q4 2025.
  • 286 funds tracked by Wall St. Rank held IDEAYA Biosciences as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.