IDYANasdaqPharmaceutical PreparationsFiscal year ends December 31
IDEAYA Biosciences, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$33.81+0.96 (+2.92%)
Close on Oct 19, 2026
- Market cap
- $3.11B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
102M of 96M shares
Institutional holders
284
66 new, 33 sold out
Net institutional buying
15M
In Q2 2026
Insider trades, 12 months
1 buys · 1 sales
Net bought $1.27M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Janus Henderson Group PLC | 7,265,253 | 8.30% | 13G (passive) amendment | Mar 31, 2026 |
| BlackRock, Inc. | 7,130,507 | 8.10% | 13G (passive) amendment | Mar 31, 2025 |
| Capital Research Global Investors | 5,279,675 | 6.00% | 13G (passive) amendment | Dec 31, 2025 |
| Felix J. Baker | 5,010,030 | 5.20% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 4,834,771 | 5.08% | 13G (passive) | Jun 30, 2026 |
| Abigail P. Johnson | 12,635,652 | 14.96% | 13G (passive) amendment | Nov 12, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of IDYA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 14,109,431 | 14.62% | $525.86M | +937,328 | 0.02% |
| BlackRock, Inc. | 8,893,260 | 9.22% | $331.45M | +451,127 | 0.00% |
| Jupiter Topco LLC | 8,579,881 | 8.89% | $319.73M | New | 0.13% |
| Capital Research Global Investors | 5,344,701 | 5.54% | $199.20M | +181,158 | 0.03% |
| Baker Bros. Advisors LP | 5,010,030 | 5.19% | $186.72M | +1,063,515 | 0.94% |
| State Street Corp | 4,548,911 | 4.71% | $169.54M | +767,744 | 0.01% |
| Vanguard Capital Management LLC | 4,132,646 | 4.28% | $154.02M | +400,224 | 0.00% |
| Logos Global Management LP | 3,000,000 | 3.11% | $111.81M | −450,000 | 4.81% |
| Adage Capital Partners Gp, L.L.C. | 2,715,391 | 2.81% | $101.20M | −108,109 | 0.14% |
| Deerfield Management Company, L.P. (Series C) | 2,714,503 | 2.81% | $101.17M | +1,184,495 | 1.06% |
| Geode Capital Management, LLC | 2,425,602 | 2.51% | $90.42M | −75,122 | 0.00% |
| Price T Rowe Associates Inc /Md/ | 2,207,451 | 2.29% | $82.27K | +891,582 | 0.01% |
| Morgan Stanley | 1,931,491 | 2.00% | $71.99M | +71,038 | 0.00% |
| Dimensional Fund Advisors LP | 1,661,281 | 1.72% | $61.91M | +327,803 | 0.01% |
| Alliancebernstein L.P. | 1,627,521 | 1.69% | $54.23M | +1,526,735 | 0.02% |
| Fiera Capital Corp | 1,445,885 | 1.50% | $53.89M | −1,081,191 | 0.20% |
| Federated Hermes, Inc. | 1,431,630 | 1.48% | $53.36M | −1,555,477 | 0.08% |
| GSK plc | 1,333,333 | 1.38% | $49.69M | – | 8.25% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,269,889 | 1.32% | $47.33M | +168,744 | 0.05% |
| Goldman Sachs Group Inc | 1,231,614 | 1.28% | $45.90M | −424,003 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 284 | 102M | 100.0% | 66 / 92 | 89 / 33 | 23M | 8M |
| Q1 2026 | 254 | 95M | 98.1% | 46 / 86 | 76 / 32 | 11M | 7M |
| Q4 2025 | 246 | 96M | 99.4% | 55 / 83 | 74 / 27 | 11M | 9M |
| Q3 2025 | 224 | 94M | 97.7% | 45 / 82 | 68 / 22 | 9M | 12M |
| Q2 2025 | 204 | 97M | 100.0% | 31 / 77 | 75 / 31 | 15M | 12M |
| Q1 2025 | 207 | 94M | 97.3% | 27 / 103 | 49 / 25 | 10M | 7M |
| Q4 2024 | 206 | 92M | 95.3% | 34 / 94 | 56 / 35 | 11M | 11M |
| Q3 2024 | 209 | 92M | 95.3% | 35 / 106 | 47 / 24 | 23M | 8M |
| Q2 2024 | 199 | 85M | 87.6% | 29 / 90 | 62 / 32 | 10M | 6M |
| Q1 2024 | 204 | 81M | 83.6% | 59 / 78 | 53 / 12 | 19M | 7M |
| Q4 2023 | 157 | 68M | 70.3% | 30 / 75 | 39 / 14 | 19M | 8M |
| Q3 2023 | 144 | 60M | 61.9% | 18 / 63 | 41 / 12 | 6M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of IDYA | Value | % of fund | As of |
|---|---|---|---|---|---|
| SMALLCAP World Fund Inc | 5,202,950 | 5.39% | $193.91M | 0.20% | Jun 30, 2026 |
| Fidelity Growth Company Fund | 4,237,561 | 4.39% | $124.88M | 0.13% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 2,964,950 | 3.07% | $110.50M | 0.00% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Biotech ETF | 2,314,401 | 2.40% | $86.26M | 0.80% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,152,842 | 2.23% | $80.24M | 0.10% | Jun 30, 2026 |
| Fidelity Growth Company K6 Fund | 1,240,259 | 1.29% | $36.55M | 0.13% | May 31, 2026 |
| Fidelity Series Growth Company Fund | 1,082,838 | 1.12% | $31.91M | 0.13% | May 31, 2026 |
| Janus Henderson Triton Fund | 1,074,589 | 1.11% | $40.05M | 0.68% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,041,974 | 1.08% | $38.83M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 916,934 | 0.95% | $32.55M | 0.10% | Jul 31, 2026 |
| Federated Hermes Kaufmann Fund | 878,705 | 0.91% | $31.19M | 0.63% | Jul 31, 2026 |
| Janus Henderson Global Life Sciences Fund | 757,659 | 0.79% | $28.24M | 0.49% | Jun 30, 2026 |
| T. Rowe Price Health Sciences Fund, Inc. | 726,971 | 0.75% | $27.09M | 0.23% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 704,874 | 0.73% | $26.27M | 0.18% | Jun 30, 2026 |
| Janus Henderson Venture Fund | 672,162 | 0.70% | $25.05M | 0.69% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Yujiro S. Hata | President and CEO, Director | 690,695 | 0.72% | Feb 2, 2026 |
| Briseno Andres Ruiz | Chief Accounting Officer | 36,016 | 0.04% | Jul 9, 2026 |
| Theodora Ross | Chief Development Officer | – | – | Jun 5, 2026 |
| Joshua Bleharski | Chief Financial Officer | – | – | Feb 2, 2026 |
| Michael Anthony White | Chief Scientific Officer | 0 | – | Feb 2, 2026 |
| Darrin Beaupre | Chief Medical Officer | – | – | Feb 2, 2026 |
| Douglas B. Snyder | SVP, General Counsel | 2,080 | 0.00% | Feb 2, 2026 |
| Stuart Dorman | Chief Commercial Officer | – | – | Feb 2, 2026 |
| Wendy L. Yarno | Director | – | – | Jun 18, 2026 |
| Catherine J. Mackey | Director | – | – | Jun 18, 2026 |
| Scott W. Morrison | Director | – | – | Jun 18, 2026 |
| Malcolm Garret Hampton | Director | – | – | Jun 18, 2026 |
| Terry J. Rosen | Director | 16,346 | 0.02% | Jun 18, 2026 |
| Jeffrey Stein | Director | 57,644 | 0.06% | Jun 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Briseno Andres Ruiz Chief Accounting Officer | Jul 7, 2026 | Option exercise | +9,550 | $12.86 | $122.81K | 36,016 |
| Briseno Andres Ruiz Chief Accounting Officer | Jul 7, 2026 | Sale(10b5-1 plan) | −9,550 | $40.01 | $382.10K | 26,466 |
| Jeffrey Stein Director | Mar 2, 2026 | Buy | +50,000 | $32.96 | $1.65M | 54,281 |
| Douglas B. Snyder SVP, General Counsel | Nov 28, 2025 | Award | +1,041 | $16.91 | $17.60K | 2,080 |
| Briseno Andres Ruiz See Remarks | Nov 28, 2025 | Award | +1,253 | $16.91 | $21.19K | 26,466 |
| Douglas B. Snyder SVP, General Counsel | May 30, 2025 | Award | +1,039 | $16.91 | $17.57K | 1,039 |
| Yujiro S. Hata President and CEO, Director | Feb 18, 2025 | Option exercise | +12,808 | $19.52 | $250.01K | 690,695 |
| Briseno Andres Ruiz See Remarks | Nov 29, 2024 | Award | +682 | $23.26 | $15.86K | 25,213 |
| Jason Throne Chief Legal Officer | Jun 27, 2024 | Option exercise | +6,424 | $13.34 | $85.70K | 16,424 |
| Jason Throne Chief Legal Officer | Jun 27, 2024 | Option exercise | +47,060 | $7.01 | $329.89K | 63,484 |
| Michael Anthony White Chief Scientific Officer | May 29, 2024 | Sale(10b5-1 plan) | −851 | $36.78 | $31.30K | 0 |
| Michael Anthony White Chief Scientific Officer | May 29, 2024 | Option exercise | +28,500 | $12.86 | $366.51K | 28,500 |
| Michael Anthony White Chief Scientific Officer | May 29, 2024 | Sale(10b5-1 plan) | −27,649 | $36.23 | $1.00M | 851 |
| Yujiro S. Hata President and CEO, Director | May 16, 2024 | Sale(10b5-1 plan) | −30,084 | $41.73 | $1.26M | 682,236 |
| Yujiro S. Hata President and CEO, Director | May 16, 2024 | Option exercise | +34,433 | $4.31 | $148.41K | 712,320 |
| Yujiro S. Hata President and CEO, Director | May 16, 2024 | Sale(10b5-1 plan) | −4,349 | $42.37 | $184.27K | 677,887 |
| Yujiro S. Hata President and CEO, Director | May 15, 2024 | Option exercise | +83,856 | $4.31 | $361.42K | 761,743 |
| Yujiro S. Hata President and CEO, Director | May 15, 2024 | Sale(10b5-1 plan) | −503 | $44.12 | $22.19K | 677,887 |
| Yujiro S. Hata President and CEO, Director | May 15, 2024 | Sale(10b5-1 plan) | −29,761 | $43.48 | $1.29M | 678,390 |
| Yujiro S. Hata President and CEO, Director | May 15, 2024 | Sale(10b5-1 plan) | −53,592 | $42.57 | $2.28M | 708,151 |
| Yujiro S. Hata President and CEO, Director | May 14, 2024 | Sale(10b5-1 plan) | −2,303 | $41.84 | $96.36K | 677,887 |
| Yujiro S. Hata President and CEO, Director | May 14, 2024 | Sale(10b5-1 plan) | −54,408 | $41.60 | $2.26M | 680,190 |
| Yujiro S. Hata President and CEO, Director | May 14, 2024 | Option exercise | +56,711 | $4.31 | $244.42K | 734,598 |
| Briseno Andres Ruiz See Remarks | Feb 9, 2024 | Sale(10b5-1 plan) | −2,000 | $46.02 | $92.04K | 24,531 |
| Yujiro S. Hata President and CEO, Director | Feb 9, 2024 | Sale(10b5-1 plan) | −23,557 | $45.54 | $1.07M | 677,887 |
| Yujiro S. Hata President and CEO, Director | Feb 9, 2024 | Option exercise | +23,557 | $4.31 | $101.53K | 701,444 |
| Yujiro S. Hata President and CEO, Director | Feb 8, 2024 | Sale(10b5-1 plan) | −75,815 | $45.15 | $3.42M | 677,887 |
| Yujiro S. Hata President and CEO, Director | Feb 8, 2024 | Option exercise | +75,815 | $4.31 | $326.76K | 753,702 |
| Yujiro S. Hata President and CEO, Director | Feb 1, 2024 | Sale(10b5-1 plan) | −624 | $45.00 | $28.08K | 677,891 |
| Yujiro S. Hata President and CEO, Director | Feb 1, 2024 | Sale(10b5-1 plan) | −4 | $45.01 | $180 | 677,887 |
| Yujiro S. Hata President and CEO, Director | Feb 1, 2024 | Option exercise | +628 | $4.31 | $2.71K | 678,515 |
| Briseno Andres Ruiz See Remarks | Jan 22, 2024 | Sale(10b5-1 plan) | −2,000 | $42.03 | $84.06K | 26,531 |
| Yujiro S. Hata President and CEO, Director | Jan 16, 2024 | Sale(10b5-1 plan) | −62,739 | $40.17 | $2.52M | 677,887 |
| Yujiro S. Hata President and CEO, Director | Jan 16, 2024 | Option exercise | +62,739 | $4.31 | $270.41K | 740,626 |
| Yujiro S. Hata President and CEO, Director | Jan 12, 2024 | Option exercise | +12,261 | $4.31 | $52.84K | 690,148 |
| Yujiro S. Hata President and CEO, Director | Jan 12, 2024 | Sale(10b5-1 plan) | −12,261 | $40.04 | $490.93K | 677,887 |
| Briseno Andres Ruiz See Remarks | Jan 12, 2024 | Sale(10b5-1 plan) | −2,000 | $38.01 | $76.02K | 28,531 |
| Jason Throne Chief Legal Officer | Dec 18, 2023 | Option exercise | +10,000 | $7.01 | $70.10K | 10,000 |
| Yujiro S. Hata President and CEO, Director | Dec 15, 2023 | Sale(10b5-1 plan) | −75,000 | $35.03 | $2.63M | 677,887 |
| Yujiro S. Hata President and CEO, Director | Dec 15, 2023 | Option exercise | +75,000 | $4.31 | $323.25K | 752,887 |
| Jason Throne Chief Legal Officer | Dec 15, 2023 | Option exercise | +10,000 | $13.34 | $133.40K | 10,000 |
| Jason Throne Chief Legal Officer | Dec 15, 2023 | Sale(10b5-1 plan) | −10,000 | $35.04 | $350.40K | 0 |
| Briseno Andres Ruiz See Remarks | Dec 14, 2023 | Sale(10b5-1 plan) | −1,672 | $34.00 | $56.85K | 30,859 |
| Briseno Andres Ruiz See Remarks | Dec 14, 2023 | Sale(10b5-1 plan) | −328 | $34.01 | $11.16K | 30,531 |
| Jason Throne Chief Legal Officer | Nov 3, 2023 | Sale(10b5-1 plan) | −5,163 | $30.09 | $155.35K | 0 |
| Jason Throne Chief Legal Officer | Nov 3, 2023 | Option exercise | +5,163 | $12.86 | $66.40K | 5,163 |
| Jason Throne Chief Legal Officer | Sep 12, 2023 | Sale(10b5-1 plan) | −500 | $30.00 | $15.00K | 500 |
| Jason Throne Chief Legal Officer | Sep 12, 2023 | Sale(10b5-1 plan) | −500 | $30.01 | $15.01K | 0 |
| Jason Throne Chief Legal Officer | Sep 12, 2023 | Option exercise | +1,000 | $12.86 | $12.86K | 1,000 |
| Jason Throne Chief Legal Officer | Sep 5, 2023 | Option exercise | +1,737 | $12.86 | $22.34K | 1,737 |
| Jason Throne Chief Legal Officer | Sep 5, 2023 | Sale(10b5-1 plan) | −1,737 | $30.03 | $52.16K | 0 |
| Jason Throne Chief Legal Officer | Sep 1, 2023 | Option exercise | +2,100 | $12.86 | $27.01K | 2,100 |
| Jason Throne Chief Legal Officer | Sep 1, 2023 | Sale(10b5-1 plan) | −2,100 | $30.03 | $63.06K | 0 |
| Briseno Andres Ruiz See Remarks | Sep 1, 2023 | Sale(10b5-1 plan) | −2,000 | $30.01 | $60.02K | 32,531 |
| Paul A. Stone Chief Financial Officer | Aug 29, 2023 | Sale(10b5-1 plan) | −5,000 | $28.87 | $144.35K | 9,303 |
| Paul A. Stone Chief Financial Officer | Aug 21, 2023 | Sale(10b5-1 plan) | −978 | $26.40 | $25.82K | 14,303 |
| Paul A. Stone Chief Financial Officer | Aug 18, 2023 | Sale(10b5-1 plan) | −3,822 | $26.38 | $100.82K | 15,281 |
| Paul A. Stone Chief Financial Officer | Aug 16, 2023 | Sale(10b5-1 plan) | −100 | $26.40 | $2.64K | 19,103 |
| Paul A. Stone Chief Financial Officer | Aug 16, 2023 | Sale(10b5-1 plan) | −100 | $26.45 | $2.65K | 19,203 |
| Jason Throne Chief Legal Officer | Aug 9, 2023 | Option exercise | +5,000 | $13.34 | $66.70K | 5,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Hata Yujiro CEO | Oct 6, 2026 | 230,316 | $8.80M | Oct 6, 2026 | Stock Option Exercise |
| Ruiz Briseno Andres Senior VP | Jul 7, 2026 | 9,550 | $382.13K | Jul 7, 2026 | Stock Option Exercise |
| Throne Jason Former Officer | Aug 26, 2024 | 75,000 | $3.02M | Aug 26, 2024 | Stock Option Exercise |
| White Michael Officer | May 29, 2024 | 28,500 | $1.05M | May 29, 2024 | Stock Option Exercise |
| Hata Yujiro CEO | May 14, 2024 | 175,000 | $7.24M | May 14, 2024 | Stock Option Exercise |
| Ruiz Briseno Andres Senior VP | Feb 9, 2024 | 14,867 | $677.94K | Feb 9, 2024 | Stock Option Exercise |
| Hata Yujiro CEO | Feb 1, 2024 | 100,000 | $4.50M | Feb 1, 2024 | Stock Option Exercise |
| Hata Yujiro CEO | Jan 12, 2024 | 75,000 | $3.00M | Jan 12, 2024 | Stock Option Exercise |
| Ruiz Briseno Andres Senior VP | Jan 12, 2024 | 4,000 | $149.48K | Jan 12, 2024 | Stock Option Exercise |
| Stone Paul Officer | Dec 27, 2023 | 55,680 | $1.95M | Dec 27, 2023 | Stock Option Exercise |
| Throne Jason Officer | Dec 15, 2023 | 10,000 | $350.37K | Dec 15, 2023 | Stock Option Exercise |
| Hata Yujiro CEO | Dec 15, 2023 | 75,000 | $2.63M | Dec 15, 2023 | Stock Option Exercise |
| Ruiz Briseno Andres Senior VP | Dec 14, 2023 | 2,000 | $68.02K | Dec 14, 2023 | Stock Option Exercise |
| Stone Paul Officer | Dec 11, 2023 | 44,875 | $1.41M | Dec 11, 2023 | Stock Option Exercise |
| Stone Paul Officer | Dec 4, 2023 | 42,964 | $1.39M | Dec 4, 2023 | Stock Option Exercise |