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RCUS · VRTX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • RCUS
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterRCUSVRTX
Q3 20204 holders, $12m31 holders, $21.9bn
Q4 20202 holders, $14m30 holders, $18.4bn
Q1 20212 holders, $48m31 holders, $15.4bn
Q2 20212 holders, $48m30 holders, $12.7bn
Q3 20211 holders, $59m35 holders, $10.1bn
Q4 20213 holders, $81m28 holders, $12.4bn
Q1 20221 holders, $8.3m23 holders, $16.1bn
Q2 20221 holders, $3.8m25 holders, $18.1bn
Q3 20221 holders, $1.5m22 holders, $18.4bn
Q4 20222 holders, $26m28 holders, $18.4bn
Q1 20235 holders, $28m26 holders, $21.4bn
Q2 20236 holders, $69m27 holders, $24.7bn
Q3 20232 holders, $23m33 holders, $24.3bn
Q4 20234 holders, $27m32 holders, $28.6bn
Q1 20245 holders, $97m31 holders, $29.8bn
Q2 20244 holders, $95m29 holders, $33.4bn
Q3 20245 holders, $103m27 holders, $33.5bn
Q4 20244 holders, $85m26 holders, $28.5bn
Q1 20254 holders, $64m21 holders, $35.4bn
Q2 20253 holders, $84m21 holders, $32.3bn
Q3 20254 holders, $117m22 holders, $25.9bn
Q4 20256 holders, $265m26 holders, $31.8bn
Q1 20265 holders, $310m25 holders, $31.8bn
Q2 20265 holders, $346m26 holders, $34.6bn
RCUS

Arcus Biosciences Inc

Holders
5
Reported value
$346m
Buyers
13
Sellers
15

Breadth -2 among 91 comparable managers.

VRTX

Vertex Pharmaceuticals Inc

Holders
26
Reported value
$34.6bn
Buyers
21
Sellers
17

Breadth +4 among 91 comparable managers.

Who holds both, Q2 2026

Among the 28 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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