Stempoint Capital’s Arcutis Biotherapeutics ARQT Stock Holding History

Stempoint Capital’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	$2.59M	Sell	98,945 -314,847	-76%	-$7.33M	0.45%	59
2026 Q1	$9.75M	Buy	413,792 +189,052	+84%	+$4.82M	1.87%	15
2025 Q4	$6.53M	Sell	224,740 -187,153	-45%	-$4.79M	1.12%	27
2025 Q3	$7.76M	Buy	411,893 +206,221	+100%	+$3.25M	1.56%	19
2025 Q2	$2.88M	Sell	205,672 -234,401	-53%	-$3.29M	0.93%	31
2025 Q1	$6.88M	Sell	440,073 -60,893	-12%	-$858K	2.19%	18
2024 Q4	$6.98M	Sell	500,966 -1,277,352	-72%	-$14M	1.74%	23
2024 Q3	$16.5M	Buy	1,778,318 +812,926	+84%	+$8.02M	4.95%	5
2024 Q2	$8.98M	Sell	965,392 -1,240,507	-56%	-$11.2M	2.64%	13
2024 Q1	$21.9M	Sell	2,205,899 -388,637	-15%	-$2.9M	5.78%	4
2023 Q4	$8.38M	Buy	+2,594,536	New	+$7.05M	2.24%	18

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

Stempoint Capital's ARQT Position: Q2 2026 in Review

Stempoint Capital reduced its Arcutis Biotherapeutics (ARQT) stake by 76% in Q2 2026, selling an estimated $7.33M and leaving 98,945 shares worth $2.59M. The position accounts for 0.45% of the portfolio, ranked #59.

Stempoint Capital first reported a position in ARQT in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.9M in Q1 2024. 273 funds tracked by Wall St. Rank hold ARQT as of Q2 2026.

Stempoint Capital held 98,945 shares of Arcutis Biotherapeutics worth $2.59M as of Q2 2026.
Stempoint Capital sold 314,847 Arcutis Biotherapeutics shares in Q2 2026, an estimated $7.33M.
Arcutis Biotherapeutics made up 0.45% of Stempoint Capital's portfolio in Q2 2026, its #59 holding.
Stempoint Capital first reported a position in Arcutis Biotherapeutics in Q4 2023 and has held it in 11 quarters since.
Stempoint Capital's Arcutis Biotherapeutics position peaked at $21.9M in Q1 2024.
273 funds tracked by Wall St. Rank held Arcutis Biotherapeutics as of Q2 2026.

Based on Stempoint Capital's 13F filing for Q2 2026, filed 14 Aug 2026.