Pivotal bioVenture Partners Investment Advisor’s Arcutis Biotherapeutics ARQT Stock Holding History

Pivotal bioVenture Partners Investment Advisor’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 Q1	$31.9M	Sell	1,355,892 -10,732	-0.8%	-$274K	11.42%	4
2025 Q4	$39.7M	Sell	1,366,624 -753,884	-36%	-$19.3M	15.34%	3
2025 Q3	$40M	Hold	2,120,508	–	–	23.11%	3
2025 Q2	$29.7M	Hold	2,120,508	–	–	18.43%	3
2025 Q1	$33.2M	Hold	2,120,508	–	–	26.84%	2
2024 Q4	$29.5M	Hold	2,120,508	–	–	19.95%	3
2024 Q3	$19.7M	Buy	2,120,508 +79,400	+4%	+$784K	11.71%	3
2024 Q2	$19M	Buy	2,041,108 +13,100	+0.6%	+$118K	14.59%	4
2024 Q1	$20.1M	Buy	2,028,008 +117,999	+6%	+$881K	12.92%	3
2023 Q4	$6.17M	Buy	1,910,009 +804,700	+73%	+$2.19M	1.57%	7
2023 Q3	$5.87M	Hold	1,105,309	–	–	2.34%	6
2023 Q2	$10.5M	Buy	1,105,309 +536,268	+94%	+$5.95M	3.47%	6
2023 Q1	$6.26M	Hold	569,041	–	–	2.58%	6
2022 Q4	$8.42M	Hold	569,041	–	–	3.66%	4
2022 Q3	$10.9M	Hold	569,041	–	–	3.97%	5
2022 Q2	$12.1M	Hold	569,041	–	–	6.11%	5
2022 Q1	$11M	Hold	569,041	–	–	5.19%	6
2021 Q4	$11.8M	Hold	569,041	–	–	4.93%	6
2021 Q3	$13.6M	Hold	569,041	–	–	4.8%	8
2021 Q2	$15.5M	Hold	569,041	–	–	6.12%	7
2021 Q1	$16.5M	Sell	569,041 -102,675	-15%	-$3.21M	5.28%	8
2020 Q4	$18.9M	Buy	+671,716	New	+$16.5M	6.23%	6

Other funds holding ARQT

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

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

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

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

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pivotal bioVenture Partners Investment Advisor's ARQT Position: Q1 2026 in Review

Pivotal bioVenture Partners Investment Advisor reduced its Arcutis Biotherapeutics (ARQT) stake by 0.79% in Q1 2026, selling an estimated $274K and leaving 1,355,892 shares worth $31.9M. The position accounts for 11.42% of the portfolio, ranked #4.

Pivotal bioVenture Partners Investment Advisor first reported a position in ARQT in Q4 2020 and has held it in 22 quarters since. The position peaked at $40M in Q3 2025. 270 funds tracked by Wall St. Rank hold ARQT as of Q1 2026.

Pivotal bioVenture Partners Investment Advisor held 1,355,892 shares of Arcutis Biotherapeutics worth $31.9M as of Q1 2026.
Pivotal bioVenture Partners Investment Advisor sold 10,732 Arcutis Biotherapeutics shares in Q1 2026, an estimated $274K.
Arcutis Biotherapeutics made up 11.42% of Pivotal bioVenture Partners Investment Advisor's portfolio in Q1 2026, its #4 holding.
Pivotal bioVenture Partners Investment Advisor first reported a position in Arcutis Biotherapeutics in Q4 2020 and has held it in 22 quarters since.
Pivotal bioVenture Partners Investment Advisor's Arcutis Biotherapeutics position peaked at $40M in Q3 2025.
270 funds tracked by Wall St. Rank held Arcutis Biotherapeutics as of Q1 2026.

Based on Pivotal bioVenture Partners Investment Advisor's 13F filing for Q1 2026, filed 14 May 2026.