Sio Capital Management’s IDEAYA Biosciences IDYA Stock Holding History

Sio 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	$17.9M	Buy	+480,383	New	+$14.7M	2.96%	10
2026 Q1	–	Sell	-75,730	Closed	-$2.62M	–	83
2025 Q4	$2.62M	Sell	75,730 -48,500	-39%	-$1.55M	0.41%	45
2025 Q3	$3.38M	Hold	124,230	–	–	0.86%	30
2025 Q2	$2.61M	Buy	124,230 +1,230	+1%	+$23.6K	1%	27
2025 Q1	$2.01M	Hold	123,000	–	–	0.6%	33
2024 Q4	$3.16M	Hold	123,000	–	–	0.89%	30
2024 Q3	$3.9M	Buy	+123,000	New	+$4.66M	1.55%	20
2024 Q2	–	Sell	-33,007	Closed	-$1.45M	–	55
2024 Q1	$1.45M	Hold	33,007	–	–	0.43%	41
2023 Q4	$1.17M	Sell	33,007 -41,000	-55%	-$1.22M	0.27%	31
2023 Q3	$2M	Sell	74,007 -587	-0.8%	-$14.9K	0.62%	33
2023 Q2	$1.75M	Buy	74,594 +4,594	+7%	+$94.5K	0.45%	29
2023 Q1	$961K	Hold	70,000	–	–	0.48%	31
2022 Q4	$1.27M	Hold	70,000	–	–	0.47%	30
2022 Q3	$1.04M	Buy	+70,000	New	+$909K	0.33%	35
2021 Q3	–	Sell	-48,298	Closed	-$1.01M	–	73
2021 Q2	$1.01M	Hold	48,298	–	–	0.25%	64
2021 Q1	$1.14M	Hold	48,298	–	–	0.23%	79
2020 Q4	$676K	Sell	48,298 -6,702	-12%	-$90.8K	0.14%	84
2020 Q3	$691K	Hold	55,000	–	–	0.14%	79
2020 Q2	$782K	Buy	+55,000	New	+$433K	0.23%	67

Other funds holding IDYA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Sio Capital Management's IDYA Position: Q2 2026 in Review

Sio Capital Management opened a new position in IDEAYA Biosciences (IDYA) in Q2 2026: 480,383 shares worth $17.9M. The stake represents 2.96% of the portfolio and ranks #10 among its holdings. This is a return to the name: Sio Capital Management previously reported a position in IDYA as recently as Q4 2025.

Sio Capital Management first reported a position in IDYA in Q2 2020 and has held it in 19 quarters since. 284 funds tracked by Wall St. Rank hold IDYA as of Q2 2026.

Sio Capital Management held 480,383 shares of IDEAYA Biosciences worth $17.9M as of Q2 2026.
IDEAYA Biosciences was a new Sio Capital Management position in Q2 2026.
IDEAYA Biosciences made up 2.96% of Sio Capital Management's portfolio in Q2 2026, its #10 holding.
Sio Capital Management first reported a position in IDEAYA Biosciences in Q2 2020 and has held it in 19 quarters since.
284 funds tracked by Wall St. Rank held IDEAYA Biosciences as of Q2 2026.

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