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Sofinnova Investments’s IDEAYA Biosciences IDYA Stock Holding History

Sofinnova Investments’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 		$34.5M Sell
925,119
-206,667
-18% -$6.33M 1.78% 20
2026
Q1 		$37.7M Buy
1,131,786
+246,665
+28% +$8.28M 1.43% 24
2025
Q4 		$30.6M Sell
885,121
-37,574
-4% -$1.2M 1.32% 25
2025
Q3 		$25.1M Sell
922,695
-1,225,100
-57% -$29.6M 1.37% 24
2025
Q2 		$45.1M Sell
2,147,795
-474,397
-18% -$9.1M 2.76% 11
2025
Q1 		$43M Buy
2,622,192
+1,553,102
+145% +$33.1M 2.81% 11
2024
Q4 		$27.5M Sell
1,069,090
-680,365
-39% -$19.3M 2% 16
2024
Q3 		$55.4M Buy
1,749,455
+597,927
+52% +$22.7M 4.4% 5
2024
Q2 		$40.4M Buy
1,151,528
+369,932
+47% +$14.6M 2.1% 16
2024
Q1 		$34.3M Sell
781,596
-677,285
-46% -$29.1M 1.91% 19
2023
Q4 		$51.9M Buy
1,458,881
+421,694
+41% +$12.6M 2.9% 9
2023
Q3 		$28M Buy
1,037,187
+372,441
+56% +$9.44M 1.77% 20
2023
Q2 		$15.6M Buy
664,746
+211,597
+47% +$4.35M 1.02% 23
2023
Q1 		$6.22M Sell
453,149
-21,381
-5% -$356K 0.4% 38
2022
Q4 		$8.62M Sell
474,530
-180,226
-28% -$3.03M 0.51% 31
2022
Q3 		$9.77M Buy
+654,756
New +$8.5M 0.57% 33

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

Sofinnova Investments's IDYA Position: Q2 2026 in Review

Sofinnova Investments reduced its IDEAYA Biosciences (IDYA) stake by 18% in Q2 2026, selling an estimated $6.33M and leaving 925,119 shares worth $34.5M. The position accounts for 1.78% of the portfolio, ranked #20.

Sofinnova Investments first reported a position in IDYA in Q3 2022 and has held it in 16 quarters since. The position peaked at $55.4M in Q3 2024. 286 funds tracked by Wall St. Rank hold IDYA as of Q2 2026.

  • Sofinnova Investments held 925,119 shares of IDEAYA Biosciences worth $34.5M as of Q2 2026.
  • Sofinnova Investments sold 206,667 IDEAYA Biosciences shares in Q2 2026, an estimated $6.33M.
  • IDEAYA Biosciences made up 1.78% of Sofinnova Investments's portfolio in Q2 2026, its #20 holding.
  • Sofinnova Investments first reported a position in IDEAYA Biosciences in Q3 2022 and has held it in 16 quarters since.
  • Sofinnova Investments's IDEAYA Biosciences position peaked at $55.4M in Q3 2024.
  • 286 funds tracked by Wall St. Rank held IDEAYA Biosciences as of Q2 2026.

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