Eversept Partners’s Arcutis Biotherapeutics ARQT Stock Holding History

Eversept Partners’s Portfolio ARQT Stock Details ARQT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.55M	Sell	135,355 -441,225	-77%	-$10.3M	0.18%	75
2026 Q1	$13.6M	Buy	576,580 +141,946	+33%	+$3.62M	0.72%	36
2025 Q4	$12.6M	Buy	434,634 +323,168	+290%	+$8.27M	0.64%	42
2025 Q3	$2.1M	Buy	+111,466	New	+$1.76M	0.14%	69
2025 Q1	–	Sell	-191,158	Closed	-$2.66M	–	59
2024 Q4	$2.66M	Sell	191,158 -502,105	-72%	-$5.5M	0.24%	54
2024 Q3	$6.45M	Sell	693,263 -144,584	-17%	-$1.43M	0.44%	34
2024 Q2	$7.79M	Buy	+837,847	New	+$7.58M	0.53%	32

Other funds holding ARQT

SCM

Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FLSM

Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Eversept Partners's ARQT Position: Q2 2026 in Review

Eversept Partners reduced its Arcutis Biotherapeutics (ARQT) stake by 77% in Q2 2026, selling an estimated $10.3M and leaving 135,355 shares worth $3.55M. The position accounts for 0.18% of the portfolio, ranked #75.

Eversept Partners first reported a position in ARQT in Q2 2024 and has held it in 7 quarters since. The position peaked at $13.6M in Q1 2026. 272 funds tracked by Wall St. Rank hold ARQT as of Q2 2026.

Eversept Partners held 135,355 shares of Arcutis Biotherapeutics worth $3.55M as of Q2 2026.
Eversept Partners sold 441,225 Arcutis Biotherapeutics shares in Q2 2026, an estimated $10.3M.
Arcutis Biotherapeutics made up 0.18% of Eversept Partners's portfolio in Q2 2026, its #75 holding.
Eversept Partners first reported a position in Arcutis Biotherapeutics in Q2 2024 and has held it in 7 quarters since.
Eversept Partners's Arcutis Biotherapeutics position peaked at $13.6M in Q1 2026.
272 funds tracked by Wall St. Rank held Arcutis Biotherapeutics as of Q2 2026.

Based on Eversept Partners's 13F filing for Q2 2026, filed 14 Aug 2026.