$RCUS

$18.14 +$0.38 (2.14%) Close

$RCUS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 127.3M shares outstanding

Who owns RCUS?

By type of holder

Institutions 96.3% Insiders 3.7% Everyone else 0.0%

Concentration Top 10 holders own 77.7%

Gilead Sciences, Inc. 24.7% · Rosen Terry J 14.9%

Institutional ownership

96.3%

+2.8 pts vs last qtr

Institutional holders

229

+18 vs last qtr

Net shares bought

+3.5M

by institutions in Q2 2026

New / sold out

46 / 28

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

FMR LLC +2.9M
Citadel Advisors LLC +1.8M

Biggest sellers in Q2 2026

Marshall Wace, LLP −1.8M
Trails Edge Capital Partners, LP SOLD OUT −1.0M

Who is planning to sell?

Notices of proposed sale, last 12 months

$15.4M

23 notices from 10 people

Shares covered

640.4K

0.50% of the company

Arranged in advance

69%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Juan Jaen Officer 10b5-1 $7.14M
Jennifer Jarrett Officer $4.85M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

+145.1%

+16.11% a year

Each share's claim on the business

−59.2%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$94K vs $360M

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years45% 3–5 years4% 1–3 years41% Under 1 year10%

Quarterly turnover

9.4%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting RCUS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
GS Gilead Sciences, Inc. 13D · 24.7%	31.4M	24.68%	Unchanged	2024	58.8%
Shares held by quarter Peak holding31.4M (Q1'25) Change over 8 quarters+31.4M Share of the company24.680% Disclosed stake13D · 24.7% Gilead Sciences, Inc.'s full portfolio →
B BlackRock, Inc.	16.4M	12.89%	+1.2M (+7.8%)	≤2021	0.0%
Shares held by quarter Peak holding16.4M (Q2'26) Change over 8 quarters+6.7M Share of the company12.890% BlackRock, Inc.'s full portfolio →

Gilead Sciences, Inc.

13D · 24.7%

31.4M

% of company

24.68%

Change vs last qtr

Unchanged

Held since

2024

BlackRock, Inc.

16.4M

% of company

12.89%

Change vs last qtr

+1.2M (+7.8%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Arcus Biosciences, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting RCUS on Form N-PORT; together they hold 31.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$161M	5.2M	4.11%	0.14%	June 30, 2026
VH Vanguard Health Care Fund Vanguard Specialized Funds	$97.1M	3.4M	2.71%	0.25%	July 31, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$161M

% of company

4.11%

% of the fund

0.14%

As of

June 30, 2026

Vanguard Health Care Fund

Vanguard Specialized Funds

Position value

$97.1M

% of company

2.71%

% of the fund

0.25%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding Arcus Biosciences, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
RT Rosen Terry J Insider	19.0M	14.91%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company14.910% Rosen Terry J's insider activity →
JJ Jaen Juan C. Insider	1.2M	0.94%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.940% Jaen Juan C.'s insider activity →

Rosen Terry J

Insider

19.0M

% of company

14.91%

Change vs last qtr

—

Held since

—

Jaen Juan C.

Insider

1.2M

% of company

0.94%

Change vs last qtr

—

Held since

—

13 more holders behind a free account

See every insider and 5%+ holder of Arcus Biosciences, Inc..

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