Erasca, Inc.
ERAS- Exchange
- Nasdaq
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001761918
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.
13F holders, Q1 2026
Institutional positions in Erasca, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 225
- +74 vs. Q4 2025
- Shares held
- 273.5M
- +67.0M (+32.5%) vs. Q4 2025
- Total value
- $4.39B
- +$3.62B (+471.7%) vs. Q4 2025
- New holders
- 97
- 77 more added
- Sold out
- 23
- 39 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ERAS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 256 | $5.13B |
| Q1 2026 | 225 | $4.39B |
| Q4 2025 | 154 | $815.7M |
| Q3 2025 | 141 | $468.5M |
| Q2 2025 | 142 | $277.1M |
| Q1 2025 | 154 | $307.3M |
| Q4 2024 | 146 | $579.5M |
| Q3 2024 | 132 | $633.4M |
| Q2 2024 | 126 | $480.6M |
| Q1 2024 | 108 | $149.7M |
| Q4 2023 | 119 | $147.5M |
| Q3 2023 | 109 | $140.4M |
| Q2 2023 | 112 | $205.2M |
| Q1 2023 | 118 | $234.9M |
| Q4 2022 | 107 | $343.9M |
| Q3 2022 | 88 | $627.9M |
| Q2 2022 | 89 | $428.3M |
| Q1 2022 | 82 | $626.6M |
| Q4 2021 | 63 | $988.0M |
| Q3 2021 | 55 | $919.8M |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Erasca, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Adage Capital Partners GP, L.L.C. | 2,100,000 | $34.0M | 0.05% | +2,100,000 | New |
| Woodline Partners LP | 2,831,538 | $45.8M | 0.17% | +900,896+46.7% | Added |
| AH Capital Management, L.L.C. | 2,862,500 | $46.3M | 3.59% | 00.0% | Unchanged |
| Bank of America Corp | 3,055,897 | $49.4M | 0.00% | +1,444,047+89.6% | Added |
| Commodore Capital LP | 3,175,000 | $51.4M | 2.97% | +3,175,000 | New |
| Suvretta Capital Management, LLC | 3,434,967 | $55.6M | 1.51% | −11,067,037−76.3% | Reduced |
| 5AM Venture Management, LLC | 3,485,971 | $56.4M | 15.66% | −1,919,433−35.5% | Reduced |
| Janus Henderson Group PLC | 3,710,966 | $60.0M | 0.03% | +3,710,966 | New |
| Goldman Sachs Group Inc | 4,875,186 | $78.9M | 0.01% | +1,543,768+46.3% | Added |
| Balyasny Asset Management LLC | 5,143,985 | $83.2M | 0.16% | +5,045,912+5,145.1% | Added |
| Affinity Asset Advisors, LLC | 5,350,000 | $86.6M | 5.08% | +1,450,000+37.2% | Added |
| Cormorant Asset Management, LP | 5,800,000 | $93.8M | 4.73% | +5,800,000 | New |
| Geode Capital Management, LLC | 5,996,149 | $97.0M | 0.01% | +1,069,814+21.7% | Added |
| ARCH Venture Management, LLC | 7,091,557 | $114.7M | 16.95% | −3,963,997−35.9% | Reduced |
| State Street Corp | 9,300,084 | $150.5M | 0.01% | +3,125,442+50.6% | Added |
| Paradigm Biocapital Advisors LP | 10,392,702 | $168.2M | 3.44% | −3,766,393−26.6% | Reduced |
| Logos Global Management LP | 11,150,000 | $180.4M | 9.29% | −1,850,000−14.2% | Reduced |
| Siren, L.L.C. | 11,244,246 | $181.9M | 5.04% | +2,486,997+28.4% | Added |
| Vanguard Capital Management LLC | 11,249,738 | $182.0M | 0.00% | +11,249,738 | New |
| Vivo Capital, LLC | 12,151,480 | $196.6M | 16.34% | +2,878,052+31.0% | Added |
| RTW Investments, LP | 16,157,175 | $261.4M | 2.60% | +16,010,524+10,917.4% | Added |
| VR Adviser, LLC | 16,382,812 | $265.1M | 9.89% | −1,474,271−8.3% | Reduced |
| BlackRock, Inc. | 20,151,406 | $326.0M | 0.01% | +4,554,076+29.2% | Added |
| T. Rowe Price Investment Management, Inc. | 21,259,646 | $344.0M | 0.24% | +5,148,232+32.0% | Added |
| Frazier Life Sciences Management, L.P. | 24,675,188 | $399.2M | 10.27% | +1,945,752+8.6% | Added |
| Soleus Capital Management, L.P. | 0 | $0 | 0.00% | −2,162,162−100.0% | Sold out |
| Ikarian Capital, LLC | 0 | $0 | 0.00% | −735,396−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −536,909−100.0% | Sold out |
| DAFNA Capital Management LLC | 0 | $0 | 0.00% | −254,436−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −188,467−100.0% | Sold out |
| Palumbo Wealth Management LLC | 0 | $0 | 0.00% | −139,385−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −118,218−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −60,346−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −53,436−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −42,336−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −24,311−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −20,459−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −17,606−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −12,358−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −11,141−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −10,293−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −5,454−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,762−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −1,074−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Sherbrooke Park Advisers LLC | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |