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John Overdeck’s Arcutis Biotherapeutics ARQT Stock Holding History

John Overdeck’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 		$17.4M Buy
663,877
+429,570
+183% +$10M 0.01% 1143
2026
Q1 		$5.52M Sell
234,307
-166,555
-42% -$4.25M ﹤0.01% 1894
2025
Q4 		$11.6M Buy
400,862
+305,433
+320% +$7.82M 0.02% 1021
2025
Q3 		$1.8M Buy
95,429
+23,748
+33% +$375K ﹤0.01% 2202
2025
Q2 		$1M Sell
71,681
-79,888
-53% -$1.12M ﹤0.01% 2248
2025
Q1 		$2.37M Buy
151,569
+66,725
+79% +$940K 0.01% 1630
2024
Q4 		$1.18M Sell
84,844
-88,821
-51% -$973K ﹤0.01% 2071
2024
Q3 		$1.62M Sell
173,665
-460,776
-73% -$4.55M ﹤0.01% 1806
2024
Q2 		$5.9M Buy
634,441
+150,360
+31% +$1.36M 0.01% 939
2024
Q1 		$4.8M Sell
484,081
-494,724
-51% -$3.69M 0.01% 993
2023
Q4 		$3.16M Buy
+978,805
New +$2.66M 0.01% 1231
2023
Q1 		– Sell
-145,336
Closed -$2.15M – 2950
2022
Q4 		$2.15M Buy
145,336
+82,528
+131% +$1.44M 0.01% 1296
2022
Q3 		$1.2M Buy
+62,808
New +$1.42M ﹤0.01% 1383
2022
Q2 		– Sell
-21,192
Closed -$408K – 2495
2022
Q1 		$408K Buy
+21,192
New +$359K ﹤0.01% 2107
2021
Q3 		– Sell
-73,686
Closed -$2.01M – 4217
2021
Q2 		$2.01M Sell
73,686
-39,122
-35% -$1.1M ﹤0.01% 1860
2021
Q1 		$3.26M Buy
112,808
+63,978
+131% +$2M 0.01% 1334
2020
Q4 		$1.37M Buy
+48,830
New +$1.2M ﹤0.01% 1761

Other funds holding ARQT

SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

John Overdeck's ARQT Position: Q2 2026 in Review

John Overdeck increased its Arcutis Biotherapeutics (ARQT) stake by 183% in Q2 2026, buying an estimated $10M and bringing the position to 663,877 shares worth $17.4M. The position accounts for 0.01% of the portfolio, ranked #1143.

John Overdeck first reported a position in ARQT in Q4 2020 and has held it in 17 quarters since. 272 funds tracked by Wall St. Rank hold ARQT as of Q2 2026.

  • John Overdeck held 663,877 shares of Arcutis Biotherapeutics worth $17.4M as of Q2 2026.
  • John Overdeck bought 429,570 Arcutis Biotherapeutics shares in Q2 2026, an estimated $10M.
  • Arcutis Biotherapeutics made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1143 holding.
  • John Overdeck first reported a position in Arcutis Biotherapeutics in Q4 2020 and has held it in 17 quarters since.
  • 272 funds tracked by Wall St. Rank held Arcutis Biotherapeutics as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.