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Logos Global Management’s IDEAYA Biosciences IDYA Stock Holding History

Logos Global 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 		$112M Sell
3,000,000
-450,000
-13% -$13.8M 4.81% 4
2026
Q1 		$115M Buy
3,450,000
+325,000
+10% +$10.9M 5.74% 3
2025
Q4 		$108M Buy
3,125,000
+875,000
+39% +$27.9M 6.53% 3
2025
Q3 		$61.2M Sell
2,250,000
-1,095,000
-33% -$26.5M 5.49% 2
2025
Q2 		$70.3M Sell
3,345,000
-155,000
-4% -$2.97M 7.78% 2
2025
Q1 		$57.3M Buy
3,500,000
+500,000
+17% +$10.7M 10.19% 1
2024
Q4 		$77.1M Buy
3,000,000
+900,000
+43% +$25.5M 9.02% 1
2024
Q3 		$66.5M Buy
2,100,000
+400,000
+24% +$15.2M 7.18% 1
2024
Q2 		$59.7M Buy
1,700,000
+200,000
+13% +$7.92M 4.8% 4
2024
Q1 		$65.8M Sell
1,500,000
-300,000
-17% -$12.9M 5.33% 3
2023
Q4 		$64M Sell
1,800,000
-450,000
-20% -$13.4M 5.98% 3
2023
Q3 		$60.7M Buy
2,250,000
+500,000
+29% +$12.7M 8.1% 2
2023
Q2 		$41.1M Sell
1,750,000
-1,850,000
-51% -$38M 5.59% 4
2023
Q1 		$49.4M Sell
3,600,000
-300,000
-8% -$5M 7.07% 2
2022
Q4 		$70.9M Sell
3,900,000
-235,000
-6% -$3.95M 8.3% 1
2022
Q3 		$61.7M Buy
4,135,000
+385,000
+10% +$5M 7.58% 3
2022
Q2 		$51.8M Buy
3,750,000
+900,000
+32% +$10M 9.49% 3
2022
Q1 		$31.9M Buy
2,850,000
+1,300,000
+84% +$19.2M 4.13% 10
2021
Q4 		$36.6M Sell
1,550,000
-225,000
-13% -$5.23M 3.78% 10
2021
Q3 		$45.2M Buy
+1,775,000
New +$41.4M 3.26% 9

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

Logos Global Management's IDYA Position: Q2 2026 in Review

Logos Global Management reduced its IDEAYA Biosciences (IDYA) stake by 13% in Q2 2026, selling an estimated $13.8M and leaving 3,000,000 shares worth $112M. The position accounts for 4.81% of the portfolio, ranked #4.

Logos Global Management first reported a position in IDYA in Q3 2021 and has held it in 20 quarters since. The position peaked at $115M in Q1 2026. 284 funds tracked by Wall St. Rank hold IDYA as of Q2 2026.

  • Logos Global Management held 3,000,000 shares of IDEAYA Biosciences worth $112M as of Q2 2026.
  • Logos Global Management sold 450,000 IDEAYA Biosciences shares in Q2 2026, an estimated $13.8M.
  • IDEAYA Biosciences made up 4.81% of Logos Global Management's portfolio in Q2 2026, its #4 holding.
  • Logos Global Management first reported a position in IDEAYA Biosciences in Q3 2021 and has held it in 20 quarters since.
  • Logos Global Management's IDEAYA Biosciences position peaked at $115M in Q1 2026.
  • 284 funds tracked by Wall St. Rank held IDEAYA Biosciences as of Q2 2026.

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