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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.

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
2
Reported value
$414m
Buyers
11
Sellers
14

Breadth -3 among 91 comparable managers.

VRTX

Vertex Pharmaceuticals Inc

Holders
25
Reported value
$31.8bn
Buyers
17
Sellers
21

Breadth -4 among 91 comparable managers.

Who holds both, Q1 2026

Among the 25 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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