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 Q2 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $60.61 M.
Top institutional holders include Renaissance Technologies (RenTech) and Steven Cohen.
Institutional sentiment is currently Bullish. This is evidenced by a $9.42 M net inflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 79.9%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 2.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Erasca, Inc. (ERAS)
Major holders include Renaissance Technologies (RenTech) ($25.08 M), Steven Cohen ($22.85 M), Cliff Asness ($12.48 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 3.3 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $9.42 M, with 1 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited ERAS. The total reported sell value was $726,846.01.
Yes, 0 managers opened new positions in ERAS, and 1 increased their existing holdings. The total reported buy value was $10.15 M.