RCUSNYSEPharmaceutical PreparationsFiscal year ends December 31
Arcus Biosciences, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$22.14+0.02 (+0.09%)
Close on Oct 19, 2026
- Market cap
- $2.79B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
96.3%
123M of 127M shares
Institutional holders
230
46 new, 24 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
0 buys · 42 sales
Net sold $13.62M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Steven A. Cohen | 5,831,099 | 5.50% | 13G (passive) | May 12, 2025 |
| Gilead Sciences, Inc. | 31,424,760 | 24.70% | 13D (active) amendment | Aug 5, 2026 |
| BlackRock, Inc. | 12,736,927 | 10.40% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RCUS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Gilead Sciences, Inc. | 31,424,760 | 24.68% | $968.83M | – | 58.76% |
| BlackRock, Inc. | 16,416,249 | 12.89% | $506.11M | +1,189,774 | 0.01% |
| State Street Corp | 6,029,484 | 4.74% | $185.89M | +616,583 | 0.01% |
| Wellington Management Group Llp | 5,895,448 | 4.63% | $181.76M | −194,068 | 0.03% |
| Suvretta Capital Management, LLC | 4,776,423 | 3.75% | $147.26M | −254,570 | 2.69% |
| Vanguard Portfolio Management LLC | 4,475,528 | 3.51% | $137.98M | +203,472 | 0.01% |
| FMR LLC | 4,049,757 | 3.18% | $124.85M | +2,884,505 | 0.01% |
| Vanguard Capital Management LLC | 3,888,346 | 3.05% | $119.88M | +31,621 | 0.00% |
| Citadel Advisors LLC | 3,135,057 | 2.46% | $96.65M | +1,805,122 | 0.01% |
| Woodline Partners LP | 3,007,798 | 2.36% | $92.73M | −770,000 | 0.29% |
| Geode Capital Management, LLC | 2,448,749 | 1.92% | $75.51M | +196,382 | 0.00% |
| Siren, L.L.C. | 2,420,430 | 1.90% | $74.62M | −586,647 | 1.51% |
| Fisher Asset Management, LLC | 2,139,396 | 1.68% | $65.96M | −51,008 | 0.02% |
| Marshall Wace, Llp | 1,945,088 | 1.53% | $59.97M | −1,816,349 | 0.05% |
| Samlyn Capital, LLC | 1,547,182 | 1.22% | $47.70M | −361,230 | 0.78% |
| Dimensional Fund Advisors LP | 1,434,320 | 1.13% | $44.22M | +8,097 | 0.01% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,419,533 | 1.11% | $43.76M | −235,221 | 0.04% |
| Goldman Sachs Group Inc | 1,387,566 | 1.09% | $42.78M | +387,780 | 0.00% |
| Soleus Capital Management, L.P. | 1,168,738 | 0.92% | $36.03M | +716,755 | 1.24% |
| Sofinnova Investments, Inc. | 945,690 | 0.74% | $29.16M | +22,604 | 1.51% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 230 | 123M | 96.3% | 46 / 87 | 63 / 24 | 13M | 9M |
| Q1 2026 | 211 | 119M | 93.5% | 38 / 81 | 57 / 33 | 19M | 13M |
| Q4 2025 | 209 | 121M | 95.4% | 48 / 94 | 39 / 27 | 30M | 9M |
| Q3 2025 | 190 | 101M | 79.1% | 30 / 65 | 61 / 24 | 8M | 7M |
| Q2 2025 | 185 | 100M | 78.4% | 26 / 84 | 52 / 26 | 11M | 8M |
| Q1 2025 | 186 | 97M | 76.4% | 32 / 99 | 29 / 31 | 19M | 6M |
| Q4 2024 | 186 | 84M | 65.9% | 25 / 61 | 67 / 24 | 37M | 7M |
| Q3 2024 | 187 | 53M | 41.9% | 22 / 69 | 70 / 26 | 16M | 4M |
| Q2 2024 | 193 | 52M | 41.0% | 43 / 62 | 63 / 21 | 6M | 8M |
| Q1 2024 | 172 | 55M | 42.9% | 19 / 61 | 59 / 31 | 8M | 7M |
| Q4 2023 | 185 | 54M | 42.3% | 26 / 63 | 67 / 25 | 7M | 5M |
| Q3 2023 | 187 | 53M | 41.5% | 31 / 54 | 72 / 23 | 4M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of RCUS | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5,229,079 | 4.11% | $161.21M | 0.14% | Jun 30, 2026 |
| Vanguard Health Care Fund | 3,445,827 | 2.71% | $97.14M | 0.25% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 2,798,199 | 2.20% | $86.27M | 0.00% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Biotech ETF | 2,587,788 | 2.03% | $79.78M | 0.74% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,296,136 | 1.80% | $70.79M | 0.09% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,008,565 | 0.79% | $31.09M | 0.02% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,000,539 | 0.79% | $30.85M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 978,275 | 0.77% | $27.58M | 0.08% | Jul 31, 2026 |
| Select Biotechnology Portfolio | 852,700 | 0.67% | $21.61M | 0.41% | May 31, 2026 |
| Fidelity Small Cap Growth Fund | 809,070 | 0.64% | $22.81M | 0.26% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 796,159 | 0.63% | $24.55M | 0.15% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 648,605 | 0.51% | $20.00M | 0.13% | Jun 30, 2026 |
| iShares Biotechnology ETF | 593,218 | 0.47% | $18.29M | 0.20% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 579,068 | 0.45% | $17.85M | 0.04% | Jun 30, 2026 |
| BlackRock Health Sciences Opportunities Portfolio | 572,430 | 0.45% | $14.51M | 0.25% | May 29, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Terry J. Rosen | Chief Executive Officer, Director | 5,670,279 | 4.45% | Jan 26, 2026 |
| Alexander Azoy | Chief Accounting Officer | 39,581 | 0.03% | Aug 24, 2026 |
| Juan C. Jaen | President | 1,200,799 | 0.94% | Jul 13, 2026 |
| Carolyn C. Tang | General Counsel | 184,607 | 0.14% | Jun 12, 2026 |
| II Robert C. Goeltz | Chief Financial Officer | 84,161 | 0.07% | May 12, 2026 |
| Richard Markus | Chief Medical Officer | 89,647 | 0.07% | Jan 26, 2026 |
| Jennifer Jarrett | Chief Operating Officer | 224,024 | 0.18% | Jan 26, 2026 |
| Dimitry SA Nuyten | Chief Medical Officer | 87,518 | 0.07% | Dec 17, 2024 |
| Patrick Machado | Director | 44,300 | 0.03% | Jun 12, 2026 |
| Nicole Lambert | Director | 43,000 | 0.03% | Jun 12, 2026 |
| Antoni Ribas | Director | 52,853 | 0.04% | Jun 12, 2026 |
| David L. Lacey | Director | 76,652 | 0.06% | Jun 12, 2026 |
| Andrew J. Perlman | Director | 48,325 | 0.04% | Jun 12, 2026 |
| Kathryn E. Falberg | Director | 176,406 | 0.14% | Jun 12, 2026 |
| Yasunori Kaneko | Director | 957,955 | 0.75% | Jun 12, 2026 |
| Dietmar Berger | Director | 0 | – | Feb 10, 2025 |
| Gilead Sciences, Inc. | 10% owner | 31,424,760 | 24.68% | Feb 20, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Alexander Azoy Chief Accounting Officer | Aug 21, 2026 | Sale(10b5-1 plan) | −2,827 | $30.00 | $84.81K | 39,581 |
| Alexander Azoy Chief Accounting Officer | Aug 21, 2026 | Option exercise | +2,827 | $15.44 | $43.65K | 42,408 |
| Juan C. Jaen President | Jul 10, 2026 | Sale(10b5-1 plan) | −19,799 | $28.61 | $566.45K | 822,508 |
| Juan C. Jaen President | Jul 10, 2026 | Sale(10b5-1 plan) | −268 | $29.40 | $7.88K | 822,240 |
| Juan C. Jaen President | Jul 9, 2026 | Sale(10b5-1 plan) | −48,502 | $30.05 | $1.46M | 842,307 |
| Juan C. Jaen President | Jun 24, 2026 | Sale(10b5-1 plan) | −6,431 | $29.66 | $190.74K | 890,809 |
| Juan C. Jaen President | Jun 23, 2026 | Sale(10b5-1 plan) | −14,067 | $27.69 | $389.52K | 898,937 |
| Juan C. Jaen President | Jun 23, 2026 | Sale(10b5-1 plan) | −1,697 | $28.06 | $47.62K | 897,240 |
| Juan C. Jaen President | Jun 22, 2026 | Sale(10b5-1 plan) | −9,236 | $27.03 | $249.65K | 913,004 |
| David L. Lacey Director | Jun 11, 2026 | Award | +5,700 | – | – | 76,652 |
| Yasunori Kaneko Director | Jun 11, 2026 | Award | +5,700 | – | – | 25,700 |
| Antoni Ribas Director | Jun 11, 2026 | Award | +5,700 | – | – | 44,300 |
| Kathryn E. Falberg Director | Jun 11, 2026 | Award | +5,700 | – | – | 44,300 |
| Patrick Machado Director | Jun 11, 2026 | Award | +5,700 | – | – | 44,300 |
| Carolyn C. Tang General Counsel | Jun 11, 2026 | Option exercise | +34,090 | $2.57 | $87.61K | 184,607 |
| Nicole Lambert Director | Jun 11, 2026 | Award | +5,700 | – | – | 43,000 |
| Andrew J. Perlman Director | Jun 11, 2026 | Award | +5,700 | – | – | 48,325 |
| Alexander Azoy Chief Accounting Officer | Jun 1, 2026 | Sale(10b5-1 plan) | −2,562 | $25.77 | $66.02K | 39,581 |
| II Robert C. Goeltz Chief Financial Officer | May 11, 2026 | Sale(10b5-1 plan) | −7,763 | $25.63 | $198.97K | 84,161 |
| Juan C. Jaen President | Jan 23, 2026 | Award | +31,000 | – | – | 377,012 |
| Jennifer Jarrett Chief Operating Officer | Jan 23, 2026 | Award | +31,000 | – | – | 224,024 |
| II Robert C. Goeltz Chief Financial Officer | Jan 23, 2026 | Award | +24,000 | – | – | 91,924 |
| Carolyn C. Tang General Counsel | Jan 23, 2026 | Award | +24,000 | – | – | 148,734 |
| Alexander Azoy Chief Accounting Officer | Jan 23, 2026 | Award | +21,050 | – | – | 39,581 |
| Terry J. Rosen Chief Executive Officer, Director | Jan 23, 2026 | Award | +79,000 | – | – | 2,236,409 |
| Richard Markus Chief Medical Officer | Jan 23, 2026 | Award | +24,000 | – | – | 89,647 |
| Terry J. Rosen Chief Executive Officer, Director | Jan 8, 2026 | Gift | −35,000 | – | – | 2,157,409 |
| Juan C. Jaen President | Jan 5, 2026 | Sale(10b5-1 plan) | −100 | $23.20 | $2.32K | 922,240 |
| Juan C. Jaen President | Jan 5, 2026 | Sale(10b5-1 plan) | −29,670 | $21.34 | $633.16K | 924,393 |
| Juan C. Jaen President | Jan 5, 2026 | Sale(10b5-1 plan) | −2,053 | $22.34 | $45.86K | 922,340 |
| II Robert C. Goeltz Chief Financial Officer | Dec 31, 2025 | Sale(10b5-1 plan) | −6,552 | $23.38 | $153.19K | 67,924 |
| Terry J. Rosen Chief Executive Officer, Director | Dec 30, 2025 | Gift | −2,400 | – | – | 2,192,409 |
| Alexander Azoy Chief Accounting Officer | Dec 18, 2025 | Sale(10b5-1 plan) | −4,343 | $22.25 | $96.63K | 18,531 |
| Richard Markus Chief Medical Officer | Dec 17, 2025 | Sale(10b5-1 plan) | −4,494 | $22.16 | $99.59K | 65,647 |
| Carolyn C. Tang General Counsel | Dec 17, 2025 | Sale(10b5-1 plan) | −6,810 | $22.16 | $150.91K | 124,734 |
| Juan C. Jaen President | Dec 17, 2025 | Sale(10b5-1 plan) | −9,983 | $22.16 | $221.22K | 346,012 |
| Terry J. Rosen Chief Executive Officer, Director | Dec 17, 2025 | Sale(10b5-1 plan) | −25,744 | $22.16 | $570.49K | 2,194,809 |
| II Robert C. Goeltz Chief Financial Officer | Dec 17, 2025 | Sale(10b5-1 plan) | −5,960 | $22.16 | $132.07K | 74,476 |
| Jennifer Jarrett Chief Operating Officer | Dec 17, 2025 | Sale(10b5-1 plan) | −9,983 | $22.16 | $221.22K | 193,024 |
| Alexander Azoy Chief Accounting Officer | Dec 17, 2025 | Sale(10b5-1 plan) | −2,113 | $22.16 | $46.82K | 22,874 |
| Antoni Ribas Director | Dec 16, 2025 | Gift | −5,050 | – | – | 38,600 |
| Richard Markus Chief Medical Officer | Dec 16, 2025 | Sale(10b5-1 plan) | −5,052 | $21.88 | $110.54K | 70,141 |
| Carolyn C. Tang General Counsel | Dec 16, 2025 | Sale(10b5-1 plan) | −7,658 | $21.88 | $167.56K | 131,544 |
| Juan C. Jaen President | Dec 16, 2025 | Sale(10b5-1 plan) | −11,225 | $21.88 | $245.60K | 355,995 |
| Terry J. Rosen Chief Executive Officer, Director | Dec 16, 2025 | Sale(10b5-1 plan) | −28,947 | $21.88 | $633.36K | 2,220,553 |
| II Robert C. Goeltz Chief Financial Officer | Dec 16, 2025 | Sale(10b5-1 plan) | −6,702 | $21.88 | $146.64K | 80,436 |
| Jennifer Jarrett Chief Operating Officer | Dec 16, 2025 | Sale(10b5-1 plan) | −11,225 | $21.88 | $245.60K | 203,007 |
| Alexander Azoy Chief Accounting Officer | Dec 16, 2025 | Sale(10b5-1 plan) | −2,376 | $21.88 | $51.99K | 24,987 |
| Juan C. Jaen President | Dec 4, 2025 | Sale(10b5-1 plan) | −82,997 | $24.71 | $2.05M | 954,063 |
| Alexander Azoy Chief Accounting Officer | Nov 26, 2025 | Option exercise | +1,900 | $13.33 | $25.33K | 29,263 |
| Alexander Azoy Chief Accounting Officer | Nov 26, 2025 | Sale(10b5-1 plan) | −1,900 | $26.00 | $49.40K | 27,363 |
| II Robert C. Goeltz Chief Financial Officer | Nov 26, 2025 | Sale(10b5-1 plan) | −5,000 | $25.00 | $125.00K | 87,138 |
| Juan C. Jaen President | Nov 18, 2025 | Sale(10b5-1 plan) | −5,050 | $19.75 | $99.74K | 1,037,060 |
| Juan C. Jaen President | Nov 17, 2025 | Sale(10b5-1 plan) | −7,836 | $20.71 | $162.28K | 1,042,110 |
| Juan C. Jaen President | Nov 17, 2025 | Sale(10b5-1 plan) | −37,114 | $20.23 | $750.82K | 1,049,946 |
| Jennifer Jarrett Chief Operating Officer | Nov 7, 2025 | Option exercise | +50,291 | $1.23 | $61.86K | 264,523 |
| Jennifer Jarrett Chief Operating Officer | Nov 7, 2025 | Sale(10b5-1 plan) | −50,291 | $18.97 | $954.02K | 214,232 |
| Juan C. Jaen President | Oct 30, 2025 | Sale(10b5-1 plan) | −4,314 | $20.32 | $87.66K | 1,087,060 |
| Juan C. Jaen President | Oct 29, 2025 | Sale(10b5-1 plan) | −800 | $22.04 | $17.63K | 1,091,374 |
| Juan C. Jaen President | Oct 29, 2025 | Sale(10b5-1 plan) | −29,365 | $21.53 | $632.23K | 1,092,174 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Azoy Alexander Officer | Aug 21, 2026 | 2,827 | $83.45K | Aug 21, 2026 | Exercise of Stock Options |
| Jaen Juan Officer | Jul 9, 2026 | 25,000 | $749.00K | Jul 9, 2026 | Acquired as compensation -- Restricted Stock Units |
| Jaen Juan Officer | Jun 24, 2026 | 50,000 | $1.44M | Jun 24, 2026 | Acquired as compensation -- Restricted Stock Units |
| Jaen Juan Officer | Jun 22, 2026 | 25,000 | $680.75K | Jun 22, 2026 | Acquired as compensation -- Restricted Stock Units |
| Azoy Alexander Officer | Jun 1, 2026 | 2,562 | $64.92K | Jun 1, 2026 | Employee Stock Purchase Plan |
| C. Goeltz Robert II Officer | May 11, 2026 | 7,763 | $198.97K | May 11, 2026 | Restricted Stock Unit |
| Jarrett Jennifer Officer | May 6, 2026 | 77,793 | $1.91M | May 6, 2026 | Stock Option Exercise |
| Jarrett Jennifer Officer | Apr 23, 2026 | 53,826 | $1.36M | Apr 23, 2026 | Stock Option Exercise |
| Jarrett Jennifer Officer | Apr 8, 2026 | 70,000 | $1.58M | Apr 8, 2026 | Stock Option Exercise |
| Jaen Juan Officer | Jan 5, 2026 | 31,823 | $692.79K | Jan 5, 2026 | Acquired from issuer in private transaction |
| C. Goeltz Robert II Officer | Dec 31, 2025 | 6,552 | $153.19K | Dec 31, 2025 | Restricted Stock Unit |
| Azoy Alexander Officer | Dec 18, 2025 | 4,343 | $96.76K | Dec 18, 2025 | Restricted Stock Units |
| Jarrett Jennifer Officer | Dec 15, 2025 | 22,000 | $481.80K | Dec 16, 2025 | Vesting of restricted stock granted 3/8/2022 |
| Robert C. Goeltz, II Officer | Dec 15, 2025 | 14,000 | $306.60K | Dec 16, 2025 | Vesting of restricted stock granted 3/8/2022 |
| Azoy Alexander Officer | Dec 15, 2025 | 5,000 | $109.50K | Dec 16, 2025 | Vesting of restricted stock granted 3/8/2022 |