Renaissance Technologies (RenTech)'s ERAS Position Overview
Renaissance Technologies (RenTech) (via Renaissance Technologies LLC) currently holds 1.37 M shares of Erasca, Inc. (ERAS) worth $25.08 M, representing 0.03% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 18 quarters.
Based on 13F filings, Renaissance Technologies (RenTech) has maintained a strategic position in ERAS, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 1.27 M shares. Largest reduction occurred in Q3 2023, reducing 409,600 shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies (RenTech)'s Erasca (ERAS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Erasca (ERAS) Trades by Renaissance Technologies (RenTech)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -29,951 | Reduce 2.14% | 1.37 M | $18.32 |
| Q1 2026 | +548,769 | Add 64.55% | 1.4 M | $16.18 |
| Q4 2025 | -164,905 | Reduce 16.25% | 850,100 | $3.72 |
| Q3 2025 | +272,505 | Add 36.70% | 1.02 M | $2.18 |
| Q2 2025 | -214,007 | Reduce 22.37% | 742,500 | $1.27 |
| Q1 2025 | -176,493 | Reduce 15.58% | 956,507 | $1.37 |
| Q4 2024 | -158,000 | Reduce 12.24% | 1.13 M | $2.51 |
| Q3 2024 | -284,100 | Reduce 18.04% | 1.29 M | $2.73 |
| Q2 2024 | -56,500 | Reduce 3.46% | 1.58 M | $2.36 |
| Q1 2024 | -376,900 | Reduce 18.77% | 1.63 M | $2.06 |
| Q4 2023 | +1.27 M | Add 170.65% | 2.01 M | $2.13 |
| Q3 2023 | -409,600 | Reduce 35.56% | 742,100 | $1.97 |
| Q2 2023 | -305,990 | Reduce 20.99% | 1.15 M | $0.00 |
| Q1 2023 | +1.1 M | Add 311.11% | 1.46 M | $0.00 |
| Q4 2022 | +354,575 | New Buy | 354,575 | $0.00 |
| Q3 2022 | -137,700 | Sold Out | 0 | $0.00 |
| Q2 2022 | +116,500 | Add 549.53% | 137,700 | $5.57 |
| Q1 2022 | +21,200 | New Buy | 21,200 | $8.58 |
Renaissance Technologies (RenTech)'s Erasca Investment FAQs
Renaissance Technologies (RenTech) first purchased Erasca, Inc. (ERAS) in Q1 2022, acquiring 21,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies (RenTech) has held Erasca, Inc. (ERAS) for 18 quarters since Q1 2022.
Renaissance Technologies (RenTech)'s largest addition to Erasca, Inc. (ERAS) was in Q4 2023, adding 2,008,500 shares worth $4.28 M.
According to the latest 13F filing for Q2 2026, Renaissance Technologies (RenTech)'s firm, Renaissance Technologies LLC, owns 1,368,918 shares of Erasca, Inc. (ERAS), valued at approximately $25.08 M.
As of the Q2 2026 filing, Erasca, Inc. (ERAS) represents approximately 0.03% of Renaissance Technologies (RenTech)'s publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies (RenTech)'s peak holding in Erasca, Inc. (ERAS) was 2,008,500 shares, as reported at the end of Q4 2023.