Follow-The-Filings

Security

ARQT

Arcutis Biotherapeutics Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

12 owners max 0.1% (Ron Baron - Bamco Inc. /N...)

grid → activity →
owners 12
max % 0.1%
tracked value $406M
qoq A 5 R 4

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.1% Add +0.04 pp 1,072,189 $25M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +0.05 pp 2,431,778 $57M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -0.01 pp 2,496,222 $59M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Add 0.00 pp 590,877 $14M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.02 pp 400,862 $12M hist
Renaissance Technologies LLC 2026 Q1 0.0% Add 0.00 pp 440,999 $10M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 468,253 $11M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 7,253,936 $211M hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 174,820 $5M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 49,333 $1M hist
Farallon Capital Management LLC 2026 Q1 0.0% — 26,000 $613 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 15,606 $368 hist

12 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $59.61M $166.54M $372.07M
Gross profit * $54.62M $147.41M $335.38M
Gross margin * 91.6% 88.5% 90.1%
Net income -$262.14M -$140.04M -$16.14M
Net margin * -439.8% -84.1% -4.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $330.43M $335.82M $411.23M
Total non-current assets * $10.93M $13.07M $21.74M
Total assets $341.36M $348.89M $432.97M
Total current liabilities $46.67M $81.01M $129.84M
Total non-current liabilities * $206.03M $110.34M $113.66M
Total equity $88.67M $157.54M $189.48M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$247.06M -$112.16M -$5.62M
Cash from investing $180.23M $28.82M -$30.25M
Cash from financing $101.32M $66.2M $6.97M
Net change in cash $34.45M -$17.37M -$28.74M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders