JO
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John Overdeck’s Arcus Biosciences RCUS Stock Holding History

John Overdeck’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 		$19.6M Buy
635,404
+322,714
+103% +$7.98M 0.01% 1070
2026
Q1 		$6.75M Buy
312,690
+173,059
+124% +$3.74M 0.01% 1730
2025
Q4 		$3.33M Sell
139,631
-331,891
-70% -$6.77M ﹤0.01% 2071
2025
Q3 		$6.41M Buy
471,522
+63,327
+16% +$658K 0.01% 1268
2025
Q2 		$3.32M Buy
408,195
+109,771
+37% +$938K 0.01% 1503
2025
Q1 		$2.34M Buy
298,424
+151,738
+103% +$1.76M 0.01% 1635
2024
Q4 		$2.18M Buy
146,686
+11,027
+8% +$180K ﹤0.01% 1649
2024
Q3 		$2.07M Buy
135,659
+30,531
+29% +$481K ﹤0.01% 1660
2024
Q2 		$1.6M Sell
105,128
-158,149
-60% -$2.55M ﹤0.01% 1700
2024
Q1 		$4.97M Buy
263,277
+150,204
+133% +$2.6M 0.01% 975
2023
Q4 		$2.16M Buy
113,073
+70,858
+168% +$1.13M 0.01% 1477
2023
Q3 		$758K Buy
+42,215
New +$848K ﹤0.01% 2082
2022
Q4 		– Sell
-49,891
Closed -$1.3M – 3028
2022
Q3 		$1.3M Buy
+49,891
New +$1.32M ﹤0.01% 1350
2022
Q1 		– Sell
-160,336
Closed -$6.49M – 4025
2021
Q4 		$6.49M Buy
160,336
+91,891
+134% +$3.56M 0.01% 1042
2021
Q3 		$2.39M Sell
68,445
-69,307
-50% -$2.16M 0.01% 1821
2021
Q2 		$3.78M Buy
137,752
+103,883
+307% +$2.97M 0.01% 1376
2021
Q1 		$951K Sell
33,869
-170,364
-83% -$5.93M ﹤0.01% 2374
2020
Q4 		$5.3M Sell
204,233
-387,713
-65% -$9.38M 0.02% 899
2020
Q3 		$10.1M Buy
591,946
+224,628
+61% +$5.02M 0.04% 503
2020
Q2 		$9.09M Buy
367,318
+313,047
+577% +$8.45M 0.05% 421
2020
Q1 		$753K Sell
54,271
-70,702
-57% -$879K 0.01% 1638
2019
Q4 		$1.26M Buy
124,973
+92,123
+280% +$775K ﹤0.01% 1976
2019
Q3 		$299K Sell
32,850
-11,033
-25% -$88.7K ﹤0.01% 2968
2019
Q2 		$349K Buy
+43,883
New +$439K ﹤0.01% 2769

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

John Overdeck's RCUS Position: Q2 2026 in Review

John Overdeck increased its Arcus Biosciences (RCUS) stake by 103% in Q2 2026, buying an estimated $7.98M and bringing the position to 635,404 shares worth $19.6M. The position accounts for 0.01% of the portfolio, ranked #1070.

John Overdeck first reported a position in RCUS in Q2 2019 and has held it in 24 quarters since. 228 funds tracked by Wall St. Rank hold RCUS as of Q2 2026.

  • John Overdeck held 635,404 shares of Arcus Biosciences worth $19.6M as of Q2 2026.
  • John Overdeck bought 322,714 Arcus Biosciences shares in Q2 2026, an estimated $7.98M.
  • Arcus Biosciences made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1070 holding.
  • John Overdeck first reported a position in Arcus Biosciences in Q2 2019 and has held it in 24 quarters since.
  • 228 funds tracked by Wall St. Rank held Arcus Biosciences as of Q2 2026.

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