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Bicycle Therapeutics PLC

BCYC
Exchange
Nasdaq
Industry
Pharmaceutical Preparations
SEC CIK
0001761612

In the last 90 days, Bicycle Therapeutics PLC insiders filed 0 open-market purchases and 5 sales; 103 institutions reported holding it in 13F filings for Q2 2026, worth $157.9M in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in Bicycle Therapeutics PLC as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
101
0 vs. Q3 2023
Shares held
31.4M
−1.03M (−3.2%) vs. Q3 2023
Total value
$567.4M
−$83.9M (−12.9%) vs. Q3 2023
New holders
21
35 more added
Sold out
21
32 more reduced

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BCYC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 101 institutions
Q1 2021: 39 institutionsQ2 2021: 54 institutionsQ3 2021: 69 institutionsQ4 2021: 101 institutionsQ1 2022: 105 institutionsQ2 2022: 82 institutionsQ3 2022: 79 institutionsQ4 2022: 87 institutionsQ1 2023: 89 institutionsQ2 2023: 85 institutionsQ3 2023: 101 institutionsQ4 2023: 101 institutionsQ1 2024: 95 institutionsQ2 2024: 107 institutionsQ3 2024: 105 institutionsQ4 2024: 97 institutionsQ1 2025: 95 institutionsQ2 2025: 110 institutionsQ3 2025: 99 institutionsQ4 2025: 109 institutionsQ1 2026: 98 institutionsQ2 2026: 103 institutions
Value heldQ4 2023: $567.4M
Q1 2021: $341.2MQ2 2021: $376.9MQ3 2021: $591.1MQ4 2021: $1.31BQ1 2022: $884.5MQ2 2022: $381.1MQ3 2022: $538.0MQ4 2022: $695.9MQ1 2023: $498.9MQ2 2023: $618.5MQ3 2023: $651.3MQ4 2023: $567.4MQ1 2024: $759.1MQ2 2024: $804.0MQ3 2024: $915.3MQ4 2024: $586.5MQ1 2025: $354.4MQ2 2025: $286.3MQ3 2025: $285.6MQ4 2025: $276.9MQ1 2026: $173.6MQ2 2026: $157.9M
Institutions holding BCYC and their total value by quarter
QuarterHoldersValue
Q2 2026103$157.9M
Q1 202698$173.6M
Q4 2025109$276.9M
Q3 202599$285.6M
Q2 2025110$286.3M
Q1 202595$354.4M
Q4 202497$586.5M
Q3 2024105$915.3M
Q2 2024107$804.0M
Q1 202495$759.1M
Q4 2023101$567.4M
Q3 2023101$651.3M
Q2 202385$618.5M
Q1 202389$498.9M
Q4 202287$695.9M
Q3 202279$538.0M
Q2 202282$381.1M
Q1 2022105$884.5M
Q4 2021101$1.31B
Q3 202169$591.1M
Q2 202154$376.9M
Q1 202139$341.2M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Bicycle Therapeutics PLC; share changes are against Q3 2023.

Institutions holding BCYC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Paradigm Biocapital Advisors LP3,707,001$67.0M3.14%+64,694+1.8%Added
Deep Track Capital, LP3,490,506$63.1M2.21%00.0%Unchanged
Jefferies Financial Group Inc.1,948,000$35.2M0.55%00.0%Unchanged
Baker Bros. Advisors LP1,790,390$32.4M0.37%+946,576+112.2%Added
Tybourne Capital Management (HK) Ltd1,650,320$29.8M4.45%+368,500+28.7%Added
First Light Asset Management, LLC1,550,471$28.0M2.26%−520,382−25.1%Reduced
Armistice Capital, LLC1,536,000$27.8M0.74%+536,000+53.6%Added
Morgan Stanley1,029,225$18.6M0.00%−592,524−36.5%Reduced
Polar Capital Holdings Plc1,004,535$18.2M0.13%−6,965−0.7%Reduced
Westfield Capital Management Co LP917,304$16.6M0.10%+917,304New
Suvretta Capital Management, LLC914,476$16.5M0.76%−96,500−9.5%Reduced
Candriam Luxembourg S.C.A.869,258$15.7M0.11%−384,003−30.6%Reduced
Ridgeback Capital Investments L.P.844,235$15.3M62.17%+844,235New
Ra Capital Management, L.P.800,000$14.5M0.23%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.782,998$14.2M0.04%+142,116+22.2%Added
Verition Fund Management LLC740,539$13.4M0.14%−175,843−19.2%Reduced
AXA S.A.554,086$10.0M0.03%−20,981−3.6%Reduced
BlackRock Inc.501,623$9.07M0.00%+307,539+158.5%Added
Bank of America Corp461,331$8.34M0.00%+455,035+7,227.4%Added
Camber Capital Management LP450,000$8.14M0.28%+50,000+12.5%Added
Kennedy Capital Management, Inc.416,485$7.53M0.16%+259,780+165.8%Added
Nomura Holdings Inc400,000$7.23M0.06%00.0%Unchanged
Platinum Investment Management Ltd362,080$6.55M0.27%+76,601+26.8%Added
Parkman Healthcare Partners LLC312,889$5.66M0.80%+190,168+155.0%Added
Citadel Advisors LLC294,465$5.32M0.01%+158,768+117.0%Added
Price T Rowe Associates Inc276,837$5.01M0.00%−316,216−53.3%Reduced
FMR LLC266,347$4.82M0.00%00.0%Unchanged
Millennium Management LLC249,135$4.50M0.00%−65,958−20.9%Reduced
Point72 Asset Management, L.P.225,895$4.08M0.01%−1,073,605−82.6%Reduced
Rubric Capital Management LP205,423$3.71M0.14%00.0%Unchanged
Trexquant Investment LP196,323$3.55M0.08%+125,604+177.6%Added
Man Group plc174,074$3.15M0.01%+174,074New
HighVista Strategies LLC158,293$2.86M1.04%+65,859+71.2%Added
Walleye Capital LLC150,126$2.71M0.04%+150,126New
Handelsbanken Fonder AB139,800$2.53M0.01%+5,300+3.9%Added
Legal & General Group Plc132,805$2.40M0.00%+40,342+43.6%Added
DAFNA Capital Management LLC122,200$2.21M0.53%00.0%Unchanged
Cubist Systematic Strategies, LLC113,901$2.06M0.03%+48,356+73.8%Added
Voya Investment Management LLC113,150$2.05M0.00%−205−0.2%Reduced
Schonfeld Strategic Advisors LLC107,000$1.93M0.02%+54,900+105.4%Added
Renaissance Technologies LLC105,500$1.91M0.00%+23,500+28.7%Added
Two Sigma Investments, LP103,628$1.87M0.00%+80,698+351.9%Added
Soleus Capital Management, L.P.95,000$1.72M0.19%−296,800−75.8%Reduced
Jane Street Group, LLC82,950$1.50M0.00%+33,576+68.0%Added
Comerica Bank81,850$1.48M0.01%+81,400+18,088.9%Added
Jump Financial, LLC77,332$1.40M0.05%+40,265+108.6%Added
ADAR1 Capital Management, LLC74,825$1.35M0.61%+74,825New
UBS Oconnor LLC73,601$1.33M0.04%−4,301−5.5%Reduced
Two Sigma Advisers, LP62,207$1.12M0.00%−8,493−12.0%Reduced
Walleye Trading LLC50,241$908.4K0.01%+50,241New
BNP Paribas Arbitrage, SA36,851$666.3K0.00%+36,503+10,489.4%Added
TD Asset Management Inc35,186$636.2K0.00%−46,600−57.0%Reduced
Wexford Capital LP34,879$630.6K0.14%+34,879New
Fishman Jay A Ltd34,500$623.8K0.07%−3,000−8.0%Reduced
Allianz Asset Management GmbH30,600$553.2K0.00%+13,600+80.0%Added
DekaBank Deutsche Girozentrale30,000$537.0K0.00%00.0%Unchanged
State Street Corp29,566$534.6K0.00%−6,300−17.6%Reduced
Harbor Capital Advisors, Inc.26,688$482.5K0.09%+2,478+10.2%Added
Group One Trading, L.P.26,264$474.9K0.01%−54,962−67.7%Reduced
Susquehanna International Group, LLP24,535$443.6K0.00%−41,146−62.6%Reduced
Tocqueville Asset Management L.P.23,350$422.2K0.01%+23,350New
Woodstock Corp21,479$388.3K0.04%+926+4.5%Added
Bellevue Group AG20,000$361.6K0.01%−19,200−49.0%Reduced
HRT Financial LP19,913$360.0K0.00%+19,913New
Geode Capital Management, LLC18,837$340.6K0.00%+1,693+9.9%Added
EntryPoint Capital, LLC18,495$334.4K0.32%+18,495New
Citigroup Inc15,628$282.6K0.00%+15,096+2,837.6%Added
Barclays PLC15,032$271.8K0.00%+14,864+8,847.6%Added
Erste Asset Management GmbH14,000$261.7K0.00%00.0%Unchanged
Horizon Kinetics Asset Management LLC14,396$260.3K0.01%−604−4.0%Reduced
Manufacturers Life Insurance Company, The13,173$238.2K0.00%−22,919−63.5%Reduced
UBS Group AG11,150$201.6K0.00%−155−1.4%Reduced
AtonRa Partners10,435$188.7K0.38%−1,153−9.9%Reduced
L & S Advisors Inc10,190$184.2K0.02%+10,190New
JPMorgan Chase & Co10,106$182.7K0.00%−58,393−85.2%Reduced
PEAK6 Investments LLC9,000$162.7K0.01%+9,000New
Deutsche Bank AG8,372$151.4K0.00%−87,998−91.3%Reduced
The PNC Financial Services Group, Inc.7,560$136.7K0.00%+7,560New
Exchange Traded Concepts, LLC6,727$121.6K0.00%+1,706+34.0%Added
Virtus ETF Advisers LLC6,172$111.6K0.07%+2,467+66.6%Added
Leonteq Securities AG5,000$90.4K0.01%+5,000New
Aquatic Capital Management LLC4,500$81.0K0.00%+3,600+400.0%Added
HighMark Wealth Management LLC4,435$80.2K0.06%00.0%Unchanged
China Universal Asset Management Co., Ltd.4,001$72.3K0.01%+3,322+489.2%Added
Natixis2,629$47.6K0.00%−139−5.0%Reduced
Tower Research Capital LLC (TRC)2,328$42.1K0.00%−7,539−76.4%Reduced
First Manhattan Co2,200$39.8K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,983$35.9K0.00%−1,365−40.8%Reduced
Coppell Advisory Solutions LLC1,076$15.0K0.00%+1,076New
GAMMA Investing LLC522$9.11K0.00%+522New
Zurcher Kantonalbank (Zurich Cantonalbank)458$8.28K0.00%−56−10.9%Reduced
Rhumbline Advisers410$7.41K0.00%00.0%Unchanged
Quantbot Technologies LP400$7.23K0.00%+100+33.3%Added
Royal Bank of Canada346$6.00K0.00%−189−35.3%Reduced
Ronald Blue Trust, Inc.138$3.00K0.00%+138New
Macroview Investment Management LLC126$2.28K0.00%−209−62.4%Reduced
Advisory Services Network, LLC115$2.08K0.00%+115New
Daiwa Securities Group Inc.103$2.00K0.00%00.0%Unchanged
Arlington Trust Co LLC53$9580.00%+53New
Northwestern Mutual Wealth Management Co5$900.00%+5New