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Erasca, Inc.

ERAS Healthcare
$17.81 +$1.21 (7.29%)
Market Cap: $5.54 B
Gurus Holding
3
Popularity Rank
#2679
% of Shares Held
0.51%
Net Activity (Q4 2025)
-$394,066.96

Guru Ownership Trend

Guru Analysis for Erasca, Inc. (ERAS)

Erasca, Inc. (ERAS), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q4 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $28.02 M.

Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $394,066.96 net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 16.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$219,379.64
Total Buy Value
New Buys 1
Additions 1
-$613,446.6
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
2

FAQs for Erasca, Inc. (ERAS)

Major holders include Renaissance Technologies (RenTech) ($3.16 M), Cliff Asness ($2.49 M), Paul Tudor Jones ($198,782). According to the latest reported data, 3 tracked investment managers collectively hold approximately 1.57 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $394,066.96, with 2 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited ERAS. The total reported sell value was $613,446.6.

Yes, 1 managers opened new positions in ERAS, and 1 increased their existing holdings. The total reported buy value was $219,379.64.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.00% Reduce -16.3% 850,100 $3.16 M Q4 2025
0.00% Add 0.8% 669,876 $2.49 M Q4 2025
0.00% New Buy 53,436 $198,782 Q4 2025
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