DMKJ
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David M. Knott Jr’s Arcus Biosciences RCUS Stock Holding History

David M. Knott Jr’s Portfolio RCUS Stock Details RCUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.5M Hold
81,241
– – 1.32% 19
2026
Q1 		$1.75M Sell
81,241
-40,000
-33% -$864K 1.04% 22
2025
Q4 		$2.89M Buy
121,241
+26,041
+27% +$531K 1.34% 14
2025
Q3 		$1.29M Buy
95,200
+25,200
+36% +$262K 0.52% 28
2025
Q2 		$570K Buy
70,000
+58,000
+483% +$495K 0.26% 47
2025
Q1 		$94.2K Buy
+12,000
New +$139K 0.04% 61

Other funds holding RCUS

GS
Gilead Sciences Foster City, California $1.65B AUM 166.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

David M. Knott Jr's RCUS Position: Q2 2026 in Review

David M. Knott Jr held its Arcus Biosciences (RCUS) position steady in Q2 2026 at 81,241 shares worth $2.5M. The position accounts for 1.32% of the portfolio, ranked #19.

David M. Knott Jr first reported a position in RCUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.89M in Q4 2025. 230 funds tracked by Wall St. Rank hold RCUS as of Q2 2026.

  • David M. Knott Jr held 81,241 shares of Arcus Biosciences worth $2.5M as of Q2 2026.
  • David M. Knott Jr left its Arcus Biosciences share count unchanged in Q2 2026.
  • Arcus Biosciences made up 1.32% of David M. Knott Jr's portfolio in Q2 2026, its #19 holding.
  • David M. Knott Jr first reported a position in Arcus Biosciences in Q1 2025 and has held it in 6 quarters since.
  • David M. Knott Jr's Arcus Biosciences position peaked at $2.89M in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Arcus Biosciences as of Q2 2026.

Based on David M. Knott Jr's 13F filing for Q2 2026, filed 12 Aug 2026.