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DAFNA Capital Management’s IDEAYA Biosciences IDYA Stock Holding History

DAFNA Capital 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 		$18.5M Buy
497,240
+20,500
+4% +$628K 3.53% 7
2026
Q1 		$15.9M Sell
476,740
-30,000
-6% -$1.01M 3.61% 6
2025
Q4 		$17.5M Sell
506,740
-33,183
-6% -$1.06M 4.07% 6
2025
Q3 		$14.7M Sell
539,923
-79,167
-13% -$1.91M 3.63% 8
2025
Q2 		$13M Buy
619,090
+29,760
+5% +$571K 3.59% 8
2025
Q1 		$9.65M Buy
589,330
+90,503
+18% +$1.93M 2.74% 11
2024
Q4 		$12.8M Buy
498,827
+27,417
+6% +$776K 3.26% 11
2024
Q3 		$14.9M Buy
471,410
+49,197
+12% +$1.87M 3.53% 7
2024
Q2 		$14.8M Sell
422,213
-24,128
-5% -$956K 3.54% 6
2024
Q1 		$19.6M Sell
446,341
-70,000
-14% -$3.01M 4.46% 4
2023
Q4 		$18.4M Buy
516,341
+16,521
+3% +$493K 4.4% 4
2023
Q3 		$13.5M Buy
499,820
+20,000
+4% +$507K 4.19% 4
2023
Q2 		$11.3M Buy
479,820
+11,462
+2% +$236K 3.08% 9
2023
Q1 		$6.43M Hold
468,358
– – 1.93% 16
2022
Q4 		$8.51M Sell
468,358
-70,203
-13% -$1.18M 2.4% 12
2022
Q3 		$8.04M Sell
538,561
-10,000
-2% -$130K 2.16% 14
2022
Q2 		$7.57M Buy
548,561
+58,500
+12% +$651K 2.06% 13
2022
Q1 		$5.48M Buy
490,061
+30,000
+7% +$442K 1.43% 20
2021
Q4 		$10.9M Hold
460,061
– – 2.73% 7
2021
Q3 		$11.7M Buy
460,061
+128,400
+39% +$3M 3.11% 6
2021
Q2 		$6.96M Hold
331,661
– – 1.46% 17
2021
Q1 		$7.79M Hold
331,661
– – 1.85% 10
2020
Q4 		$4.64M Hold
331,661
– – 1.38% 18
2020
Q3 		$4.17M Buy
+331,661
New +$4.11M 1.35% 19

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

DAFNA Capital Management's IDYA Position: Q2 2026 in Review

DAFNA Capital Management increased its IDEAYA Biosciences (IDYA) stake by 4.3% in Q2 2026, buying an estimated $628K and bringing the position to 497,240 shares worth $18.5M. The position accounts for 3.53% of the portfolio, ranked #7.

DAFNA Capital Management first reported a position in IDYA in Q3 2020 and has held it in 24 quarters since. The position peaked at $19.6M in Q1 2024. 284 funds tracked by Wall St. Rank hold IDYA as of Q2 2026.

  • DAFNA Capital Management held 497,240 shares of IDEAYA Biosciences worth $18.5M as of Q2 2026.
  • DAFNA Capital Management bought 20,500 IDEAYA Biosciences shares in Q2 2026, an estimated $628K.
  • IDEAYA Biosciences made up 3.53% of DAFNA Capital Management's portfolio in Q2 2026, its #7 holding.
  • DAFNA Capital Management first reported a position in IDEAYA Biosciences in Q3 2020 and has held it in 24 quarters since.
  • DAFNA Capital Management's IDEAYA Biosciences position peaked at $19.6M in Q1 2024.
  • 284 funds tracked by Wall St. Rank held IDEAYA Biosciences as of Q2 2026.

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