$ERAS

$15.22 +$0.23 (1.53%) Close

$ERAS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 349.8M shares outstanding

Who owns ERAS?

By type of holder

Institutions 80.1% Insiders 0.1% Everyone else 19.7%

Concentration Top 10 holders own 44.2%

Frazier Life Sciences Management, L.P. 7.1% · T. Rowe Price Investment Management, Inc. 6.1%

Institutional ownership

80.1%

+2.0 pts vs last qtr

Institutional holders

254

+29 vs last qtr

Net shares bought

+6.8M

by institutions in Q2 2026

New / sold out

62 / 33

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Price T Rowe Associates Inc /MD/ +4.5M
State Street Corp +2.9M

Biggest sellers in Q2 2026

Vivo Capital, LLC −8.0M
Balyasny Asset Management L.P. −4.5M

Who is planning to sell?

Notices of proposed sale, last 12 months

$3.54M

15 notices from 3 people

Shares covered

320.0K

0.09% of the company

Arranged in advance

100%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Ebun Garner Officer 10b5-1 $1.98M
Erasca Foundation Foundation 10b5-1 $1.26M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2021–FY2025

+327.7%

+43.81% a year

Each share's claim on the business

−76.6%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $107M

over 5 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years36% 1–3 years44% Under 1 year20%

Quarterly turnover

15.3%

of institutional shares changed hands

Top 10 managers, median time held

2 years

Super Investors

Investment managers reporting ERAS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
FL Frazier Life Sciences Management, L.P.	25.0M	7.14%	+300.0K (+1.2%)	2024	10.0%
Shares held by quarter Peak holding25.0M (Q2'26) Change over 8 quarters+5.6M Share of the company7.140% Frazier Life Sciences Management, L.P.'s full portfolio →
TR T. Rowe Price Investment Management, Inc.	21.2M	6.06%	−73.8K (−0.3%)	2024	0.3%
Shares held by quarter Peak holding21.3M (Q1'26) Change over 8 quarters+4.4M Share of the company6.060% T. Rowe Price Investment Management, Inc.'s full portfolio →

Frazier Life Sciences Management, L.P.

25.0M

% of company

7.14%

Change vs last qtr

+300.0K (+1.2%)

Held since

2024

T. Rowe Price Investment Management, Inc.

21.2M

% of company

6.06%

Change vs last qtr

−73.8K (−0.3%)

Held since

2024

28 more super investors behind a free account

See every manager holding Erasca, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ERAS on Form N-PORT; together they hold 24.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$154M	8.4M	2.40%	0.01%	June 30, 2026
SS State Street(R) SPDR(R) S&P(R) Biotech ETF SPDR Series Trust	$136M	7.4M	2.13%	1.27%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$154M

% of company

2.40%

% of the fund

0.01%

As of

June 30, 2026

State Street(R) SPDR(R) S&P(R) Biotech ETF

SPDR Series Trust

Position value

$136M

% of company

2.13%

% of the fund

1.27%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Erasca, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
CD Chacko David M. Insider	280.0K	0.08%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.080% Chacko David M.'s insider activity →
MP Multani Pratik S Insider	172.9K	0.05%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.050% Multani Pratik S's insider activity →

Chacko David M.

Insider

280.0K

% of company

0.08%

Change vs last qtr

—

Held since

—

Multani Pratik S

Insider

172.9K

% of company

0.05%

Change vs last qtr

—

Held since

—

1 more holders behind a free account

See every insider and 5%+ holder of Erasca, Inc..

Comments