Erasca, Inc.
US ˙ NasdaqGS ˙ US29479A1088

SecurityERAS / Erasca, Inc.
InstitutionBarclays Plc
Latest Disclosed Ownership402,796 shares
Latest Disclosed Value $ 1,498,401
Barclays Plc reports 50.16% increase in ownership of ERAS / Erasca, Inc.

On February 13, 2026 - Barclays Plc filed a 13F-HR form disclosing ownership of 402,796 shares of Erasca, Inc. (US:ERAS) valued at $1,498,401 USD as of December 31, 2025. The entity filed a previous 13F-HR/A on March 31, 2026 disclosing 268,252 shares of Erasca, Inc.. This represents a change in shares of 50.16% during the quarter. The current value of the position is $5,345,103 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-13 2025-12-31 13F ERASCA COM 29479A108 402,796 134,544 50.16 1,498 156.51 0.0004
2026-03-31 2025-09-30 13F/A-3 ERASCA COM 29479A108 268,252 -55,228 -17.07 585 42.44 0.0001
2026-03-19 2025-09-30 13F/A-2 ERASCA COM 29479A108 343,930 20,450 939 0.0002
2025-11-12 2025-09-30 13F ERASCA COM 29479A108 268,252 -55,228 585 0.0001
2026-02-27 2025-06-30 13F/A-2 ERASCA COM 29479A108 323,480 73,886 29.60 411 20.23 0.0001
2025-08-14 2025-06-30 13F/A-1 ERASCA COM 29479A108 323,480 73,886 0 0.0001
2025-08-13 2025-06-30 13F ERASCA COM 29479A108 323,480 73,886 0 0.0000
2026-03-17 2025-03-31 13F/A-1 ERASCA COM 29479A108 249,594 -128,170 -33.93 342 -64.03 0.0001
2025-05-15 2025-03-31 13F ERASCA COM 29479A108 249,594 -128,170 0 0.0001
2026-03-19 2024-12-31 13F/A-1 ERASCA COM 29479A108 377,764 33,834 9.84 948 1.07 0.0003
2025-02-13 2024-12-31 13F ERASCA COM 29479A108 377,764 33,834 1 0.0003
2026-03-31 2024-09-30 13F/A-2 ERASCA COM 29479A108 343,930 296,657 627.54 939 745.05 0.0002
2024-11-19 2024-09-30 13F/A-1 ERASCA COM 29479A108 343,930 296,657 1 0.0002
2024-11-15 2024-09-30 13F ERASCA COM 29479A108 343,930 296,657 1 0.0001
2026-03-23 2024-06-30 13F/A-1 ERASCA COM 29479A108 47,273 -17,046 -26.50 112 -15.91 0.0000
2024-08-14 2024-06-30 13F ERASCA COM 29479A108 47,273 -17,046 0 0.0000
2026-03-24 2024-03-31 13F/A-1 ERASCA COM 29479A108 64,319 -69,369 -51.89 132 -53.52 0.0000
2024-05-15 2024-03-31 13F ERASCA COM 29479A108 64,319 -69,369 0 0.0000
2026-03-25 2023-12-31 13F/A-1 ERASCA COM 29479A108 133,688 90,760 211.42 285 238.10 0.0001
2024-02-15 2023-12-31 13F ERASCA COM 29479A108 133,688 90,760 0 0.0001
2026-03-26 2023-09-30 13F/A-1 ERASCA COM 29479A108 42,928 5,281 14.03 85 -18.45 0.0001
2023-11-07 2023-09-30 13F ERASCA COM 29479A108 42,928 5,281 0 0.0001
2026-03-30 2023-06-30 13F/A-2 ERASCA COM 29479A108 37,647 -17,951 -32.29 104 -38.32 0.0001
2023-09-20 2023-06-30 13F/A-1 ERASCA COM 29479A108 37,647 -17,951 0 0.0001
2023-08-03 2023-06-30 13F ERASCA COM 29479A108 37,647 -17,951 0 0.0001
2026-03-30 2023-03-31 13F/A-1 ERASCA COM 29479A108 55,598 -104,163 -65.20 167 -75.73 0.0001
2023-05-04 2023-03-31 13F ERASCA COM 29479A108 55,598 -104,163 0 0.0001
2026-03-30 2022-12-31 13F/A-1 ERASCA COM 29479A108 159,761 102,673 179.85 689 54.61 0.0003
2023-02-13 2022-12-31 13F ERASCA COM 29479A108 159,761 102,673 1 0.0003
2022-11-03 2022-09-30 13F ERASCA COM 29479A108 57,088 51,094 852.42 445 1,248.48 0.0005
2022-08-12 2022-06-30 13F ERASCA COM 29479A108 5,994 -7,628 -56.00 33 -71.79 0.0000
2022-05-16 2022-03-31 13F ERASCA COM 29479A108 13,622 13,622 117 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.