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 Q1 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $51.24 M.
Top institutional holders include Renaissance Technologies (RenTech) and Steven Cohen.
Institutional sentiment is currently Bullish. This is evidenced by a $20.24 M net inflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Erasca, Inc. (ERAS)
Major holders include Renaissance Technologies (RenTech) ($22.63 M), Steven Cohen ($11.22 M), Cliff Asness ($11.18 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 2.78 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $20.24 M, with 3 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited ERAS. The total reported sell value was $198,782.
Yes, 1 managers opened new positions in ERAS, and 2 increased their existing holdings. The total reported buy value was $20.44 M.