What is the 13F Pro Quality Score for RCUS?

13F Pro ranks Arcus Biosciences, Inc. (RCUS) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View RCUS's current score at https://13fpro.ai/research/RCUS (free sign-up required for the full ranking).

Which hedge funds own the most RCUS stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of RCUS include GILEAD SCIENCES,, BlackRock,, WELLINGTON MANAGEMENT GROUP LLP. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/RCUS as soon as new 13F filings post.

Where does 13F Pro source RCUS data?

All Arcus Biosciences, Inc. fundamentals and ownership data come directly from SEC EDGAR. Arcus Biosciences, Inc. files with the SEC under CIK 1724521. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is RCUS in?

Arcus Biosciences, Inc. (RCUS) is classified in the Healthcare sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/healthcare.

How often is RCUS research updated on 13F Pro?

RCUS's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Arcus Biosciences, Inc.(RCUS)Stock Analysis

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SEC EDGAR: CIK 1724521 RCUS stock profile & AI dashboard →

13F Pro Quality Score

12.0/100

Rank #2,788 of 2,879 stocks

View Healthcare peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

32.4/100

Profitability

2.1/100

Balance Sheet

6.6/100

Earnings Quality

30.0/100

Free Cash Flow

1.6/100

Institutional Flow

17.5/100

Revenue Scale

7.1/100

Dilution Risk

7.6/100

RCUS Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Arcus Biosciences, Inc. (RCUS), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores RCUS at 12.0/100 on a 32-signal composite quality model, placing it at rank #2,788 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include free cash flow (1.6) and profitability (2.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 7.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Arcus Biosciences, Inc. reports quarterly revenue of $17.0M, net income of $-128.0M, free cash flow of $-138.0M. Top institutional holders of RCUS by reported 13-F value include GILEAD SCIENCES,, BlackRock,, WELLINGTON MANAGEMENT GROUP LLP, based on the most recent SEC filings. RCUS trades on the NYSE exchange and files with the SEC under CIK 1724521. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate RCUS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Arcus Biosciences, Inc. directly from SEC EDGAR. Arcus Biosciences, Inc.'s 13F Pro composite quality score has ranged between 8 and 63 since 2021, currently 12.0 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.

✦

Fun facts about Arcus Biosciences, Inc.

Quirks, history, and lore behind RCUS — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. clinical-stage biopharmaceutical company · listed on the NYSE · headquartered in Hayward, California · focused on oncology and immunology.
2
The Numbers
A pre-profitability biotech with a market cap in the low hundreds of millions, it burns cash funding trials but has secured significant collaboration revenue from a major pharmaceutical partner.
3
The History
Founded in 2015 by veterans of leading cancer drug programs, it went public in 2018 and quickly attracted partnership interest from a top-10 global pharma.
4
The Secret
Its strategy centers on combination immunotherapy — stacking drugs that block multiple immune checkpoints at once, betting that no single pathway is enough to defeat cancer.
5
The Lore
Gilead Sciences struck a major collaboration deal with the company, paying a hefty upfront sum — a vote of confidence that put this small biotech on the oncology map.
6
The Giveaway
Its ticker spells out a curve, its name evokes a bow in the sky, and its pipeline targets CD73, TIGIT, and adenosine pathways — the immune checkpoint alphabet only serious oncology investors know by heart.

▶ Think you know your stocks? Play the Daily Ticker

Revenue

Q1 2026

$17.0M

Net Income

Q1 2026

$-128.0M

Free Cash Flow

Q1 2026

$-138.0M

D/E Ratio

Q1 2026

0.19

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-4.3% YoY

$247.0MFY 2025

FY21 $383.0MFY23 $117.0MFY24 $258.0MFY25 $247.0M

Net Income

-24.7% YoY

$-353.0MFY 2025

FY21 $53.0MFY23 $-307.0MFY24 $-283.0MFY25 $-353.0M

Operating Income

-17.0% YoY

$-386.0MFY 2025

FY21 $54.0MFY23 $-340.0MFY24 $-330.0MFY25 $-386.0M

EPS (Diluted)

-4.8% YoY

$-3.29FY 2025

FY21 $0.71FY23 $-4.15FY24 $-3.14FY25 $-3.29

Total Assets

-1.0% YoY

$1.14BFY 2025

FY21 $1.59BFY23 $1.09BFY24 $1.15BFY25 $1.14B

Total Debt

+106.3% YoY

$99.0MFY 2025

FY21 —FY23 $0.00FY24 $48.0MFY25 $99.0M

Op. Cash Flow

-183.5% YoY

$-482.0MFY 2025

FY21 $-256.0MFY23 $-306.0MFY24 $-170.0MFY25 $-482.0M

Metric	FY 2025	FY 2024	FY 2023	FY 2021	FY 2020	FY 2016
Revenue	$247.0M -4.3%	$258.0M +120.5%	$117.0M -69.5%	$383.0M +391.0%	$78.0M	—
Net Income	$-353.0M -24.7%	$-283.0M +7.8%	$-307.0M -679.2%	$53.0M +143.1%	$-123.0M -584.5%	$-18.0M
Operating Income	$-386.0M -17.0%	$-330.0M +2.9%	$-340.0M -729.6%	$54.0M +143.5%	$-124.0M -582.0%	$-18.2M
EPS (Diluted)	$-3.29 -4.8%	$-3.14 +24.3%	$-4.15 -684.5%	$0.71 +131.7%	$-2.24	—
Total Assets	$1.14B -1.0%	$1.15B +5.0%	$1.09B -31.2%	$1.59B +106.1%	$772.3M	—
Total Debt	$99.0M +106.3%	$48.0M	$0.00	—	—	—
Operating Cash Flow	$-482.0M -183.5%	$-170.0M +44.4%	$-306.0M -19.5%	$-256.0M -330.6%	$111.0M +957.5%	$-12.9M

AI Insight: RCUS Financial Trends

Arcus faces persistent operational losses with quarterly cash burn averaging $115M despite sporadic revenue spikes.

• Revenue remains highly volatile, ranging from $17M to $211M across quarters with no clear growth pattern.

• Operating losses persist every quarter, ranging from $8M to $142M with average quarterly loss of $104M.

• Total debt doubled from $47M in Q3 2024 to $100M in Q1 2026.

• Equity declined from $635M in Q2 2024 to $524M in Q1 2026 despite capital raises.

⚠ Operating cash flow turned negative $138M in Q1 2026, the worst quarterly burn in eight quarters.

⚠ Revenue volatility suggests uncertain commercial execution or milestone-dependent income streams requiring monitoring.

AI Insight: RCUS Ratio Trends

Arcus Biosciences shows persistent losses with ROE deteriorating from -58.6% in Q2 2024 to -97.7% in Q1 2026.

• ROE worsened from -58.6% in Q2 2024 to -97.7% in Q1 2026, indicating deepening losses relative to equity.

• ROIC declined from -66.8% in Q2 2024 to -85.9% in Q1 2026, showing poor capital efficiency.

• Debt-to-equity ratio increased from 0.08 in Q3 2024 to 0.19 in Q1 2026.

⚠ Q2 2025 showed anomalous 0.0% ROE and ROA - monitor if this reflects accounting adjustments or operational changes.

⚠ TTM operating margin of -168.6% reflects severe operational losses requiring close monitoring of cash burn.

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Available Research

13F Pro tracks comprehensive data for Arcus Biosciences, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of RCUS

GILEAD SCIENCES, INC.
$678.8M31,424,760 sh
BlackRock, Inc.
$328.9M15,226,475 sh
WELLINGTON MANAGEMENT GROUP LLP
$131.5M6,089,516 sh
STATE STREET CORP
$116.9M5,412,901 sh
SUVRETTA CAPITAL MANAGEMENT, LLC
$108.7M5,030,993 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$92.3M4,272,056 sh
VANGUARD CAPITAL MANAGEMENT LLC
$83.3M3,856,725 sh
Woodline Partners LP
$81.6M3,777,798 sh
MARSHALL WACE, LLP
$81.2M3,761,437 sh
Siren, L.L.C.
$65.0M3,007,077 sh

Fund	Value	Shares
GILEAD SCIENCES, INC.	$678.8M	31,424,760
BlackRock, Inc.	$328.9M	15,226,475
WELLINGTON MANAGEMENT GROUP LLP	$131.5M	6,089,516
STATE STREET CORP	$116.9M	5,412,901
SUVRETTA CAPITAL MANAGEMENT, LLC	$108.7M	5,030,993
VANGUARD PORTFOLIO MANAGEMENT LLC	$92.3M	4,272,056
VANGUARD CAPITAL MANAGEMENT LLC	$83.3M	3,856,725
Woodline Partners LP	$81.6M	3,777,798
MARSHALL WACE, LLP	$81.2M	3,761,437
Siren, L.L.C.	$65.0M	3,007,077

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Is RCUS a good stock to buy?

13F Pro's AI-powered analysis of Arcus Biosciences, Inc. (RCUS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for RCUS are available on the RCUS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own RCUS?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling RCUS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Arcus Biosciences, Inc.'s investment landscape.