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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LGM
Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Sofinnova Investments's IDYA Position: Q1 2026 in Review

Sofinnova Investments increased its IDEAYA Biosciences (IDYA) stake by 28% in Q1 2026, buying an estimated $8.28M and bringing the position to 1,131,786 shares worth $37.7M. The position accounts for 1.43% of the portfolio, ranked #24.

Sofinnova Investments first reported a position in IDYA in Q3 2022 and has held it in 15 quarters since. The position peaked at $55.4M in Q3 2024. 253 funds tracked by Wall St. Rank hold IDYA as of Q1 2026.

  • Sofinnova Investments held 1,131,786 shares of IDEAYA Biosciences worth $37.7M as of Q1 2026.
  • Sofinnova Investments bought 246,665 IDEAYA Biosciences shares in Q1 2026, an estimated $8.28M.
  • IDEAYA Biosciences made up 1.43% of Sofinnova Investments's portfolio in Q1 2026, its #24 holding.
  • Sofinnova Investments first reported a position in IDEAYA Biosciences in Q3 2022 and has held it in 15 quarters since.
  • Sofinnova Investments's IDEAYA Biosciences position peaked at $55.4M in Q3 2024.
  • 253 funds tracked by Wall St. Rank held IDEAYA Biosciences as of Q1 2026.

Based on Sofinnova Investments's 13F filing for Q1 2026, filed 15 May 2026.