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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, Q2 2025

Institutional positions in Bicycle Therapeutics PLC as of Jun 30, 2025. 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
110
+15 vs. Q1 2025
Shares held
41.2M
−534.9K (−1.3%) vs. Q1 2025
Total value
$286.3M
−$68.0M (−19.2%) vs. Q1 2025
New holders
29
37 more added
Sold out
14
21 more reduced

Compare with Q1 2025: 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 holdersQ2 2025: 110 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 heldQ2 2025: $286.3M
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, Q2 2025

Shares, value and share of portfolio for each institution holding Bicycle Therapeutics PLC; share changes are against Q1 2025.

Institutions holding BCYC in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Baker Bros. Advisors LP10,885,357$75.7M0.73%00.0%Unchanged
FCPM III Services B.V.3,452,330$24.0M6.50%00.0%Unchanged
Armistice Capital, LLC2,800,000$19.5M0.74%+128,000+4.8%Added
Westfield Capital Management Co LP2,780,491$19.3M0.08%+123,186+4.6%Added
Siren, L.L.C.2,012,752$14.0M0.72%+200,000+11.0%Added
Point72 Asset Management, L.P.1,772,600$12.3M0.03%−1,919,469−52.0%Reduced
Price T Rowe Associates Inc1,468,393$10.2M0.00%−68,191−4.4%Reduced
Millennium Management LLC1,443,619$10.0M0.01%+990,191+218.4%Added
Long Focus Capital Management, LLC1,317,293$9.16M0.59%+23,540+1.8%Added
Deep Track Capital, LP1,203,244$8.36M0.27%+436,228+56.9%Added
Candriam Luxembourg S.C.A.1,172,387$8.15M0.05%−32,820−2.7%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,041,456$7.24M0.02%−178,232−14.6%Reduced
Morgan Stanley1,037,153$7.21M0.00%+37,316+3.7%Added
Tybourne Capital Management (HK) Ltd993,743$6.91M20.00%+417,400+72.4%Added
Bank of America Corp830,634$5.77M0.00%+267,075+47.4%Added
Principal Financial Group Inc697,267$4.85M0.00%+66,007+10.5%Added
Acadian Asset Management LLC698,501$4.84M0.01%+572,439+454.1%Added
Jefferies Financial Group Inc.461,100$3.20M0.05%+52,211+12.8%Added
Woodline Partners LP362,325$2.52M0.01%−1,426−0.4%Reduced
Renaissance Technologies LLC318,400$2.21M0.00%+16,900+5.6%Added
Platinum Investment Management Ltd285,381$1.98M0.13%−2,218−0.8%Reduced
AXA S.A.280,152$1.95M0.01%−273,530−49.4%Reduced
Silvercrest Asset Management Group LLC265,693$1.85M0.01%00.0%Unchanged
BlackRock, Inc.264,348$1.84M0.00%−58,528−18.1%Reduced
Palo Alto Investors LP248,934$1.73M0.37%00.0%Unchanged
Eversept Partners, LP211,469$1.47M0.15%+211,469New
Handelsbanken Fonder AB200,000$1.39M0.00%−15,900−7.4%Reduced
TD Asset Management Inc193,092$1.34M0.00%00.0%Unchanged
Legal & General Group Plc174,910$1.21M0.00%+39,252+28.9%Added
Pinnacle Associates Ltd171,953$1.20M0.02%−42,325−19.8%Reduced
UBS Oconnor LLC143,800$999.4K0.03%−4,922−3.3%Reduced
Manufacturers Life Insurance Company, The140,492$976.4K0.00%+2,243+1.6%Added
Citadel Advisors LLC139,467$969.3K0.00%+9,397+7.2%Added
Harbor Capital Advisors, Inc.138,661$964.0K0.04%−9,468−6.4%Reduced
Janney Montgomery Scott LLC100,291$697.0K0.00%+100,291New
Soleus Capital Management, L.P.100,000$695.0K0.05%+100,000New
Cubist Systematic Strategies, LLC87,717$609.6K0.01%+40,468+85.6%Added
Monimus Capital Management, LP85,224$592.3K0.48%+85,224New
Moore Capital Management, LP75,000$521.3K0.01%+25,000+50.0%Added
Rangeley Capital, LLC75,000$521.3K0.66%+75,000New
Two Sigma Advisers, LP70,200$487.9K0.00%+70,200New
Nan Fung Group Holdings Ltd68,943$479.2K0.76%00.0%Unchanged
State Street Corp65,997$458.7K0.00%−19,656−22.9%Reduced
DAFNA Capital Management LLC64,492$448.2K0.12%−16,307−20.2%Reduced
Two Sigma Investments, LP56,198$390.6K0.00%+56,198New
Goldman Sachs Group Inc52,265$363.2K0.00%+27,073+107.5%Added
Dynamic Technology Lab Private Ltd45,950$320.0K0.04%+45,950New
Skandinaviska Enskilda Banken AB (publ)42,729$296.5K0.00%00.0%Unchanged
Geode Capital Management, LLC40,412$280.9K0.00%+19,035+89.0%Added
Paloma Partners Management Co39,250$272.8K0.06%+39,250New
UBS Group AG33,375$232.0K0.00%−39,327−54.1%Reduced
DekaBank Deutsche Girozentrale30,000$211.0K0.00%00.0%Unchanged
Man Group plc28,675$199.3K0.00%+28,675New
UBS Asset Management Americas Inc27,300$189.7K0.00%+22,200+435.3%Added
Susquehanna International Group, LLP26,567$184.6K0.00%+26,567New
Alps Advisors Inc25,757$179.0K0.00%+25,757New
Woodstock Corp23,927$166.3K0.02%−1,054−4.2%Reduced
Tocqueville Asset Management L.P.22,900$159.2K0.00%+4,600+25.1%Added
Jane Street Group, LLC22,607$157.1K0.00%+22,607New
Quadrature Capital Ltd17,738$122.9K0.00%+17,738New
Jump Financial, LLC16,740$116.3K0.00%+16,740New
Portland Investment Counsel Inc.15,000$108.6K0.03%00.0%Unchanged
Engineers Gate Manager LP15,402$107.0K0.00%+15,402New
Erste Asset Management GmbH14,000$101.4K0.00%00.0%Unchanged
State of Tennessee, Treasury Department14,382$100.0K0.00%+14,382New
Cerity Partners LLC14,350$99.7K0.00%+1,000+7.5%Added
Horizon Kinetics Asset Management LLC13,792$95.9K0.00%−604−4.2%Reduced
Graham Capital Management, L.P.13,102$91.1K0.00%+13,102New
The PNC Financial Services Group, Inc.13,080$90.9K0.00%00.0%Unchanged
Ameriprise Financial Inc12,304$85.5K0.00%+12,304New
Squarepoint Ops LLC11,874$82.5K0.00%+11,874New
Crossmark Global Holdings, Inc.11,389$79.2K0.00%−11−0.1%Reduced
Virtus Investment Advisers, Inc.10,821$75.2K0.03%+2,659+32.6%Added
SEI Investments Co10,637$73.9K0.00%00.0%Unchanged
Royal Bank of Canada10,362$72.0K0.00%−7,578−42.2%Reduced
Ausdal Financial Partners, Inc.10,000$69.5K0.00%+10,000New
Federation des caisses Desjardins du Quebec9,603$66.8K0.00%+9,542+15,642.6%Added
China Universal Asset Management Co., Ltd.8,866$61.6K0.01%+33+0.4%Added
JPMorgan Chase & Co7,637$53.1K0.00%+593+8.4%Added
Tower Research Capital LLC (TRC)4,159$28.9K0.00%+3,078+284.7%Added
Barclays PLC3,476$24.2K0.00%+168+5.1%Added
Rhumbline Advisers3,005$20.9K0.00%+1,701+130.4%Added
Assetmark, Inc2,073$14.4K0.00%+791+61.7%Added
Natixis1,947$13.9K0.00%−179−8.4%Reduced
Raymond James Financial Inc1,933$13.4K0.00%+1,933New
Mirae Asset Global Investments Co., Ltd.1,705$11.8K0.00%+241+16.5%Added
Caitong International Asset Management Co., Ltd1,517$10.5K0.01%+1,515+75,750.0%Added
GAMMA Investing LLC1,488$10.3K0.00%+430+40.6%Added
Clearstead Advisors, LLC1,393$9.68K0.00%+1,393New
Group One Trading, L.P.1,294$8.99K0.00%+1,128+679.5%Added
Simplex Trading, LLC1,241$8.00K0.00%+670+117.3%Added
GF Fund Management Co. Ltd.1,126$7.83K0.00%00.0%Unchanged
Skopos Labs, Inc.923$6.42K0.00%+923New
Citigroup Inc913$6.34K0.00%+224+32.5%Added
Manchester Capital Management LLC590$4.10K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA530$3.68K0.00%−681−56.2%Reduced
HighMark Wealth Management LLC435$3.02K0.00%00.0%Unchanged
FMR LLC316$2.20K0.00%00.0%Unchanged
Jones Financial Companies LLLP250$1.81K0.00%00.0%Unchanged
Wells Fargo & Company200$1.39K0.00%+200New