Erasca, Inc.

ERAS

Exchange: Nasdaq
Industry: Pharmaceutical Preparations
SEC CIK: 0001761918

SEC filings (opens in a new tab)

No open-market purchases or sales by Erasca, Inc. insiders were filed in the last 90 days; 256 institutions reported holding it in 13F filings for Q2 2026, worth $5.13B in total; no superinvestor holds it.

Q4 2025 vs. Q3 2025

How the institutions holding Erasca, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of ERAS: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	141	1	154	+14
Shares	214.9M	18.5K	219.3M	+4.38M (+2.0%)
Value	$468.5M	$40.3K	$815.7M	+$347.2M (+74.1%)

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (32)

Institutions that held Erasca, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to ERAS in Q4 2025
Institution	Shares	Value	% of portfolio
Spruce Street Capital LP	3,889,632	$14.5M	4.78%
ExodusPoint Capital Management, LP	1,490,967	$5.55M	0.06%
Rock Springs Capital Management LP	951,710	$3.54M	0.18%
Ikarian Capital, LLC	735,396	$2.74M	0.35%
HRT Financial LP	536,909	$2.00M	0.01%
D. E. Shaw & Co., Inc.	201,938	$751.2K	0.00%
Boothbay Fund Management, LLC	188,467	$701.1K	0.02%
Hudson Bay Capital Management LP	158,020	$587.8K	0.00%
RTW Investments, LP	146,651	$545.5K	0.01%
Rafferty Asset Management, LLC	131,019	$487.4K	0.00%
Scientech Research LLC	72,203	$268.6K	0.17%
Tudor Investment Corp Et Al	53,436	$198.8K	0.00%
Profund Advisors LLC	50,605	$188.3K	0.01%
Jain Global LLC	42,336	$157.5K	0.00%
Bailard, Inc.	35,238	$131.1K	0.00%
EP Wealth Advisors, LLC	30,000	$111.6K	0.00%
Y-Intercept (Hong Kong) Ltd	24,311	$90.4K	0.00%
Axq Capital, LP	20,459	$76.1K	0.02%
Abel Hall, LLC	15,682	$58.3K	0.01%
Sherbrooke Park Advisers LLC	15,300	$56.9K	0.15%
Wealthcare Advisory Partners LLC	15,168	$56.4K	0.00%
Quadrature Capital Ltd	13,162	$49.0K	0.00%
CIBC World Markets Corp	11,484	$42.7K	0.00%
Mariner, LLC	10,825	$40.3K	0.00%
XTX Topco Ltd	10,798	$40.2K	0.00%
Stifel Financial Corp	10,300	$38.3K	0.00%
EntryPoint Capital, LLC	10,293	$38.3K	0.01%
Canada Pension Plan Investment Board	8,000	$29.8K	0.00%
Bessemer Group Inc	1,587	$6.00K	0.00%
GAMMA Investing LLC	1,612	$6.00K	0.00%
Rockefeller Capital Management L.P.	656	$2.44K	0.00%
Cornerstone Financial Management LLC	338	$1.26K	0.00%

Sold out (18)

Institutions that held Erasca, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of ERAS in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Sio Capital Management, LLC	1,369,748	$2.99M
IPG Investment Advisors LLC	227,994	$497.0K
Alps Advisors Inc	132,499	$288.8K
Walleye Capital LLC	100,931	$220.0K
Velan Capital Investment Management LP	65,000	$141.7K
Gsa Capital Partners LLP	62,678	$137.0K
Graham Capital Management, L.P.	62,705	$136.7K
Los Angeles Capital Management LLC	35,075	$76.5K
Engineers Gate Manager LP	34,523	$75.3K
Qtron Investments LLC	33,593	$73.2K
Crowley Wealth Management, Inc.	15,000	$32.7K
Principal Financial Group Inc	13,380	$29.2K
GTS Securities LLC	10,775	$23.5K
Group One Trading, L.P.	3,054	$6.66K
US Bancorp	1,587	$3.46K
Rise Advisors, LLC	365	$796
Clearstead Advisors, LLC	2	$5
Cloud Capital Management, LLC	21	$0

Not filed for Q4 2025 yet (1)

Institutions that held Erasca, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ERAS in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
CIBC Bancorp USA Inc.	18,504	$40.3K