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 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 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

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 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

Deerfield Management's IDYA Position: Q1 2026 in Review

Deerfield Management reduced its IDEAYA Biosciences (IDYA) stake by 29% in Q1 2026, selling an estimated $20.9M and leaving 1,530,008 shares worth $51M. The position accounts for 0.6% of the portfolio, ranked #45.

Deerfield Management first reported a position in IDYA in Q2 2019 and has held it in 17 quarters since. The position peaked at $115M in Q1 2024. 253 funds tracked by Wall St. Rank hold IDYA as of Q1 2026.

Deerfield Management held 1,530,008 shares of IDEAYA Biosciences worth $51M as of Q1 2026.
Deerfield Management sold 623,035 IDEAYA Biosciences shares in Q1 2026, an estimated $20.9M.
IDEAYA Biosciences made up 0.6% of Deerfield Management's portfolio in Q1 2026, its #45 holding.
Deerfield Management first reported a position in IDEAYA Biosciences in Q2 2019 and has held it in 17 quarters since.
Deerfield Management's IDEAYA Biosciences position peaked at $115M in Q1 2024.
253 funds tracked by Wall St. Rank held IDEAYA Biosciences as of Q1 2026.

Based on Deerfield Management's 13F filing for Q1 2026, filed 15 May 2026.