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RCUS in the 13F filings

Arcus Biosciences Inc · CUSIP 03969F109

Sector · Pharmaceuticals and biotechnologyTheme · Healthcare: biopharma and medtech· L3VLUP-definedTheme · Pharmaceutical preparations
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
19 Feb 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 4 listed it in both
Shares listed
20,268,119
combined, among listed positions
Reported value
$483m
combined, at the quarter end

Among the 92 comparable managers: 12 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +4,041,464.

Managers listing RCUS in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

26 of 26 holders

ActionFiling
Wellington Management Group LLP5,184,509$124munder 0.1%Added+3,918,22017 Feb 2026 (the filing on sec.gov)
Woodline Partners LP3,769,788$90m0.35%Added+10417 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP3,387,794$81m0.07%Newnew13 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP3,280,000$78m0.09%Trimmed-1,052,47917 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,135,178$27munder 0.1%Trimmed-1,160,84317 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC815,561$19munder 0.1%Added+715,18817 Feb 2026 (the filing on sec.gov)
Invesco Ltd414,365$9.9munder 0.1%Added+121,96119 Feb 2026 (the filing on sec.gov)
PDT Partners LLC388,338$9.3m0.60%Held017 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP341,865$8.1munder 0.1%Trimmed-47,27617 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP240,000$5.7munder 0.1%Trimmed-100,00013 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp208,639$5.0munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Millennium Management LLC168,876$4.0munder 0.1%Trimmed-466,06817 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP139,631$3.3munder 0.1%Trimmed-331,89117 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP133,098$3.2munder 0.1%Trimmed-4,09117 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC104,701$2.5munder 0.1%Trimmed-190,35317 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC97,283$2.3munder 0.1%Added+48,38917 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC86,207$2.1munder 0.1%Added+2,43017 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.85,570$2.0munder 0.1%Added+65,69917 Feb 2026 (the filing on sec.gov)
Winton Group Ltd62,251$1.5m0.05%Trimmed-29,97811 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc58,649$1.4munder 0.1%Added+9,30717 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC46,505$1.1munder 0.1%Trimmed-179,12712 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd42,338$1.0munder 0.1%Added+11,30017 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC32,700$779kunder 0.1%Trimmed-186,60012 Feb 2026 (the filing on sec.gov)
MFS Investment Management23,216$553kunder 0.1%Trimmed-76922 Jan 2026 (the filing on sec.gov)
Verition Fund Management LLC21,056$502kunder 0.1%Trimmed-23,31613 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (5)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
5 in Q3 2024 to 5 in Q2 2026

Tracked managers listing it, at least.

0246820182020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
RCUS by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20182$716kn.a.n.a.
Q2 20191$133kn.a.n.a.
Q3 20191$210kn.a.n.a.
Q1 20202$5.2mn.a.n.a.
Q2 20208$51mn.a.n.a.
Q3 20204$12mn.a.n.a.
Q4 20202$14mn.a.n.a.
Q1 20212$48mn.a.n.a.
Q2 20212$48mn.a.n.a.
Q3 20211$59mn.a.n.a.
Q4 20213$81mn.a.n.a.
Q1 20221$8.3mn.a.n.a.
Q2 20221$3.8mn.a.n.a.
Q3 20221$1.5mn.a.n.a.
Q4 20222$26mn.a.n.a.
Q1 20235$28mn.a.n.a.
Q2 20236$69mn.a.n.a.
Q3 20232$23mn.a.n.a.
Q4 20234$27m21
Q1 20245$97m41
Q2 20244$95m22
Q3 20245$103m41
Q4 20244$85m31
Q1 20254$64m31
Q2 20253$84m21
Q3 20254$117m13
Q4 20256$265m1218
Q1 20265$310m189
Q2 20265$346m1315

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

RCUS and LLY →RCUS and JNJ →RCUS and VRTX →Choose a stock to compare with RCUS →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own RCUS, latest filings →Back to the 13F Explorer →