Sofinnova Investments’s Arcus Biosciences RCUS Stock Holding History

Sofinnova Investments’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 Q1	$19.9M	Sell	923,086 -173,619	-16%	-$3.75M	0.76%	39
2025 Q4	$26.1M	Sell	1,096,705 -125,558	-10%	-$2.56M	1.13%	33
2025 Q3	$16.6M	Buy	1,222,263 +6,247	+0.5%	+$65K	0.91%	34
2025 Q2	$9.9M	Buy	1,216,016 +178,240	+17%	+$1.52M	0.61%	42
2025 Q1	$8.15M	Buy	+1,037,776	New	+$12M	0.53%	43
2023 Q1	–	Sell	-314,811	Closed	-$6.51M	–	60
2022 Q4	$6.51M	Sell	314,811 -66,534	-17%	-$1.83M	0.39%	35
2022 Q3	$9.98M	Buy	+381,345	New	+$10.1M	0.58%	31
2021 Q1	–	Sell	-186,278	Closed	-$4.84M	–	74
2020 Q4	$4.84M	Buy	+186,278	New	+$4.51M	0.29%	49

Other funds holding RCUS

Gilead Sciences Foster City, California $2.12B AUM 143.53% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

Sofinnova Investments's RCUS Position: Q1 2026 in Review

Sofinnova Investments reduced its Arcus Biosciences (RCUS) stake by 16% in Q1 2026, selling an estimated $3.75M and leaving 923,086 shares worth $19.9M. The position accounts for 0.76% of the portfolio, ranked #39.

Sofinnova Investments first reported a position in RCUS in Q4 2020 and has held it in 8 quarters since. The position peaked at $26.1M in Q4 2025. 210 funds tracked by Wall St. Rank hold RCUS as of Q1 2026.

Sofinnova Investments held 923,086 shares of Arcus Biosciences worth $19.9M as of Q1 2026.
Sofinnova Investments sold 173,619 Arcus Biosciences shares in Q1 2026, an estimated $3.75M.
Arcus Biosciences made up 0.76% of Sofinnova Investments's portfolio in Q1 2026, its #39 holding.
Sofinnova Investments first reported a position in Arcus Biosciences in Q4 2020 and has held it in 8 quarters since.
Sofinnova Investments's Arcus Biosciences position peaked at $26.1M in Q4 2025.
210 funds tracked by Wall St. Rank held Arcus Biosciences as of Q1 2026.

Based on Sofinnova Investments's 13F filing for Q1 2026, filed 15 May 2026.