JO
IDYA icon

John Overdeck’s IDEAYA Biosciences IDYA Stock Holding History

John Overdeck’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 		$1.54M Sell
41,205
-77,911
-65% -$2.38M ﹤0.01% 3246
2026
Q1 		$3.97M Buy
119,116
+5,275
+5% +$177K ﹤0.01% 2179
2025
Q4 		$3.94M Buy
113,841
+4,129
+4% +$132K 0.01% 1919
2025
Q3 		$2.99M Sell
109,712
-46,927
-30% -$1.13M ﹤0.01% 1855
2025
Q2 		$3.29M Sell
156,639
-311,939
-67% -$5.99M 0.01% 1510
2025
Q1 		$7.68M Buy
468,578
+44,804
+11% +$955K 0.02% 885
2024
Q4 		$10.9M Sell
423,774
-74,816
-15% -$2.12M 0.02% 712
2024
Q3 		$15.8M Sell
498,590
-105,958
-18% -$4.02M 0.03% 574
2024
Q2 		$21.2M Buy
604,548
+124,627
+26% +$4.94M 0.05% 440
2024
Q1 		$21.1M Buy
479,921
+409,452
+581% +$17.6M 0.05% 429
2023
Q4 		$2.51M Sell
70,469
-2,239
-3% -$66.8K 0.01% 1364
2023
Q3 		$1.96M Sell
72,708
-199,223
-73% -$5.05M 0.01% 1396
2023
Q2 		$6.39M Sell
271,931
-52,479
-16% -$1.08M 0.02% 825
2023
Q1 		$4.45M Buy
324,410
+184,447
+132% +$3.07M 0.01% 966
2022
Q4 		$2.54M Buy
139,963
+128,063
+1,076% +$2.15M 0.01% 1194
2022
Q3 		$178K Sell
11,900
-14,307
-55% -$186K ﹤0.01% 2133
2022
Q2 		$362K Sell
26,207
-232,122
-90% -$2.58M ﹤0.01% 1953
2022
Q1 		$2.89M Buy
+258,329
New +$3.81M 0.01% 1179
2021
Q3 		– Sell
-23,473
Closed -$493K – 4453
2021
Q2 		$493K Sell
23,473
-94,278
-80% -$1.94M ﹤0.01% 3113
2021
Q1 		$2.77M Sell
117,751
-56,497
-32% -$1.09M 0.01% 1452
2020
Q4 		$2.44M Sell
174,248
-6,727
-4% -$91.1K 0.01% 1366
2020
Q3 		$2.27M Buy
180,975
+158,124
+692% +$1.96M 0.01% 1216
2020
Q2 		$325K Buy
+22,851
New +$180K ﹤0.01% 2321

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

John Overdeck's IDYA Position: Q2 2026 in Review

John Overdeck reduced its IDEAYA Biosciences (IDYA) stake by 65% in Q2 2026, selling an estimated $2.38M and leaving 41,205 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #3246.

John Overdeck first reported a position in IDYA in Q2 2020 and has held it in 23 quarters since. The position peaked at $21.2M in Q2 2024. 282 funds tracked by Wall St. Rank hold IDYA as of Q2 2026.

  • John Overdeck held 41,205 shares of IDEAYA Biosciences worth $1.54M as of Q2 2026.
  • John Overdeck sold 77,911 IDEAYA Biosciences shares in Q2 2026, an estimated $2.38M.
  • IDEAYA Biosciences made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3246 holding.
  • John Overdeck first reported a position in IDEAYA Biosciences in Q2 2020 and has held it in 23 quarters since.
  • John Overdeck's IDEAYA Biosciences position peaked at $21.2M in Q2 2024.
  • 282 funds tracked by Wall St. Rank held IDEAYA Biosciences as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.