§ BIOTECHNOLOGY
USD · BiotechnologyERAS
ERASCA INC
USDSector · Biotechnology
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
175 increased/new, 77 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Frazier Life Sciences Management, L.P. | 24.7M | 10.3% | +9% |
| Vivo Capital, LLC | 24.3M | n/a | +162% |
| BlackRock, Inc. | 20.2M | 0.0% | +29% |
| Venrock Adviser, LLC | 16.4M | 9.9% | −8% |
| RTW INVESTMENTS, LP | 16.2M | 2.6% | +10917% |
| VANGUARD CAPITAL MANAGEMENT LLC | 11.2M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for ERAS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER75.5% · 157 holders
PASSIVE / INDEX9.5% · 10 holders
DEALER / BANK8.1% · 21 holders
QUALITY / COMPOUNDER5.7% · 16 holders
TACTICAL / MACRO2.1% · 4 holders
SYSTEMATIC / QUANT0.8% · 6 holders
INCOME / DEFENSIVE0.5% · 11 holders
ACTIVIST0.4% · 1 holder
GROWTH / MOMENTUM0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for ERAS in the last 180 days.