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Neo Ivy Capital Management’s IDEAYA Biosciences IDYA Stock Holding History

Neo Ivy 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 		$380K Buy
+10,183
New +$312K 0.09% 258
2025
Q1 		– Sell
-130,806
Closed -$3.36M – 352
2024
Q4 		$3.36M Buy
+130,806
New +$3.7M 0.68% 58

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 $3.38T AUM 44.17% 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

Neo Ivy Capital Management's IDYA Position: Q2 2026 in Review

Neo Ivy Capital Management opened a new position in IDEAYA Biosciences (IDYA) in Q2 2026: 10,183 shares worth $380K. The stake represents 0.09% of the portfolio and ranks #258 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in IDYA as recently as Q4 2024.

Neo Ivy Capital Management first reported a position in IDYA in Q4 2024 and has held it in 2 quarters since. The position peaked at $3.36M in Q4 2024. 285 funds tracked by Wall St. Rank hold IDYA as of Q2 2026.

  • Neo Ivy Capital Management held 10,183 shares of IDEAYA Biosciences worth $380K as of Q2 2026.
  • IDEAYA Biosciences was a new Neo Ivy Capital Management position in Q2 2026.
  • IDEAYA Biosciences made up 0.09% of Neo Ivy Capital Management's portfolio in Q2 2026, its #258 holding.
  • Neo Ivy Capital Management first reported a position in IDEAYA Biosciences in Q4 2024 and has held it in 2 quarters since.
  • Neo Ivy Capital Management's IDEAYA Biosciences position peaked at $3.36M in Q4 2024.
  • 285 funds tracked by Wall St. Rank held IDEAYA Biosciences as of Q2 2026.

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