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Deerfield Management’s IDEAYA Biosciences IDYA Stock Holding History

Deerfield 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 		$101M Buy
2,714,503
+1,184,495
+77% +$36.3M 1.06% 29
2026
Q1 		$51M Sell
1,530,008
-623,035
-29% -$20.9M 0.6% 45
2025
Q4 		$74.4M Hold
2,153,043
– – 0.95% 29
2025
Q3 		$58.6M Sell
2,153,043
-1,762,268
-45% -$42.6M 0.89% 33
2025
Q2 		$82.3M Buy
3,915,311
+647,760
+20% +$12.4M 1.49% 19
2025
Q1 		$53.5M Buy
3,267,551
+531,551
+19% +$11.3M 1.06% 25
2024
Q4 		$70.3M Buy
2,736,000
+142,000
+5% +$4.02M 1.33% 20
2024
Q3 		$82.2M Buy
2,594,000
+496,887
+24% +$18.8M 1.23% 21
2024
Q2 		$73.6M Sell
2,097,113
-533,179
-20% -$21.1M 1.23% 24
2024
Q1 		$115M Hold
2,630,292
– – 2.01% 15
2023
Q4 		$93.6M Buy
2,630,292
+361,664
+16% +$10.8M 1.73% 16
2023
Q3 		$61.2M Hold
2,268,628
– – 1.35% 20
2023
Q2 		$53.3M Buy
2,268,628
+525,000
+30% +$10.8M 1.14% 25
2023
Q1 		$23.9M Hold
1,743,628
– – 0.53% 49
2022
Q4 		$31.7M Hold
1,743,628
– – 0.66% 45
2022
Q3 		$26M Buy
+1,743,628
New +$22.6M 0.52% 54
2019
Q4 		– Sell
-422,974
Closed -$3.81M – 87
2019
Q3 		$3.81M Sell
422,974
-2,026
-0.5% -$15.5K 0.16% 78
2019
Q2 		$4.23M Buy
+425,000
New +$4.62M 0.15% 82

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deerfield Management's IDYA Position: Q2 2026 in Review

Deerfield Management increased its IDEAYA Biosciences (IDYA) stake by 77% in Q2 2026, buying an estimated $36.3M and bringing the position to 2,714,503 shares worth $101M. The position accounts for 1.06% of the portfolio, ranked #29.

Deerfield Management first reported a position in IDYA in Q2 2019 and has held it in 18 quarters since. The position peaked at $115M in Q1 2024. 285 funds tracked by Wall St. Rank hold IDYA as of Q2 2026.

  • Deerfield Management held 2,714,503 shares of IDEAYA Biosciences worth $101M as of Q2 2026.
  • Deerfield Management bought 1,184,495 IDEAYA Biosciences shares in Q2 2026, an estimated $36.3M.
  • IDEAYA Biosciences made up 1.06% of Deerfield Management's portfolio in Q2 2026, its #29 holding.
  • Deerfield Management first reported a position in IDEAYA Biosciences in Q2 2019 and has held it in 18 quarters since.
  • Deerfield Management's IDEAYA Biosciences position peaked at $115M in Q1 2024.
  • 285 funds tracked by Wall St. Rank held IDEAYA Biosciences as of Q2 2026.

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