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IDYA · VRTX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

IDYAVRTX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • IDYA
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterIDYAVRTX
Q3 20201 holders, $15m31 holders, $21.9bn
Q4 20201 holders, $16m30 holders, $18.4bn
Q1 20213 holders, $31m31 holders, $15.4bn
Q2 20213 holders, $26m30 holders, $12.7bn
Q3 20213 holders, $37m35 holders, $10.1bn
Q4 20213 holders, $50m28 holders, $12.4bn
Q1 20221 holders, $21m23 holders, $16.1bn
Q2 20221 holders, $21m25 holders, $18.1bn
Q3 2022none listed holders, n.a.22 holders, $18.4bn
Q4 2022none listed holders, n.a.28 holders, $18.4bn
Q1 2023none listed holders, n.a.26 holders, $21.4bn
Q2 20233 holders, $60m27 holders, $24.7bn
Q3 20234 holders, $118m33 holders, $24.3bn
Q4 20235 holders, $275m32 holders, $28.6bn
Q1 202410 holders, $1.0bn31 holders, $29.8bn
Q2 20248 holders, $479m29 holders, $33.4bn
Q3 20246 holders, $309m27 holders, $33.5bn
Q4 20245 holders, $245m26 holders, $28.5bn
Q1 20253 holders, $159m21 holders, $35.4bn
Q2 20253 holders, $374m21 holders, $32.3bn
Q3 20254 holders, $458m22 holders, $25.9bn
Q4 20253 holders, $495m26 holders, $31.8bn
Q1 20262 holders, $414m25 holders, $31.8bn
Q2 20263 holders, $533m26 holders, $34.6bn
IDYA

Ideaya Biosciences Inc

Holders
10
Reported value
$1.0bn
Buyers
8
Sellers
1

Breadth +7 among 93 comparable managers.

Pharmaceuticals and biotechnologyHealthcare: biopharma and medtech · L3VLUPPharmaceutical preparations
VRTX

Vertex Pharmaceuticals Inc

Holders
31
Reported value
$29.8bn
Buyers
16
Sellers
19

Breadth -3 among 93 comparable managers.

Pharmaceuticals and biotechnologyHealthcare: biopharma and medtech · L3VLUPPharmaceutical preparations

Who holds both, Q1 2024

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only IDYA (4)

Farallon Capital Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Woodline Partners LP

Only VRTX (25)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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