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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 2025

Institutional positions in Bicycle Therapeutics PLC as of Dec 31, 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
109
+11 vs. Q3 2025
Shares held
39.2M
+2.37M (+6.4%) vs. Q3 2025
Total value
$276.9M
−$7.96M (−2.8%) vs. Q3 2025
New holders
22
35 more added
Sold out
11
29 more reduced

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 109 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 2025: $276.9M
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 2025

Shares, value and share of portfolio for each institution holding Bicycle Therapeutics PLC; share changes are against Q3 2025.

Institutions holding BCYC in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Baker Bros. Advisors LP10,885,357$77.1M0.45%00.0%Unchanged
FCPM III Services B.V.3,468,430$24.6M3.22%+16,100+0.5%Added
Armistice Capital, LLC3,236,000$22.9M0.56%+258,000+8.7%Added
Westfield Capital Management Co LP3,016,026$21.4M0.09%+63,483+2.2%Added
Siren, L.L.C.2,012,752$14.3M0.43%00.0%Unchanged
Acadian Asset Management LLC1,671,258$11.8M0.02%+356,702+27.1%Added
Long Focus Capital Management, LLC1,633,091$11.6M0.58%+214,396+15.1%Added
GSK plc1,529,561$10.8M1.36%+1,529,561New
Candriam Luxembourg S.C.A.1,192,279$8.44M0.04%+19,892+1.7%Added
Price T Rowe Associates Inc1,171,787$8.30M0.00%−213,007−15.4%Reduced
Principal Financial Group Inc1,148,272$8.13M0.00%−1300.0%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.568,225$4.02M0.00%+568,225New
Renaissance Technologies LLC566,600$4.01M0.01%+47,900+9.2%Added
Schroder Investment Management Group584,770$3.98M0.00%+584,770New
Silvercrest Asset Management Group LLC476,976$3.38M0.02%00.0%Unchanged
Morgan Stanley465,222$3.29M0.00%−357,483−43.5%Reduced
Birchview Capital, LP462,700$3.28M1.92%+308,700+200.5%Added
BlackRock, Inc.332,889$2.36M0.00%+50,471+17.9%Added
Millennium Management LLC326,626$2.31M0.00%−728,120−69.0%Reduced
Jefferies Financial Group Inc.297,247$2.10M0.02%−104,679−26.0%Reduced
Moore Capital Management, LP275,000$1.95M0.04%+150,000+120.0%Added
Citadel Advisors LLC271,383$1.92M0.00%+82,356+43.6%Added
Palo Alto Investors LP221,071$1.57M0.22%00.0%Unchanged
Pinnacle Associates Ltd190,480$1.35M0.02%−6,138−3.1%Reduced
Platinum Investment Management Ltd184,603$1.31M0.30%00.0%Unchanged
Eversept Partners, LP178,915$1.27M0.07%−15,525−8.0%Reduced
Flax Pond Capital, LLC173,633$1.23M0.91%+173,633New
TD Asset Management Inc147,992$1.05M0.00%−30,100−16.9%Reduced
Two Sigma Advisers, LP146,100$1.03M0.00%−10,600−6.8%Reduced
Fideuram - Intesa Sanpaolo Private Banking S.P.A.134,689$953.6K0.03%+134,689New
Two Sigma Investments, LP132,032$934.8K0.00%−52,505−28.5%Reduced
Rangeley Capital, LLC132,000$934.6K0.81%+2,000+1.5%Added
Manufacturers Life Insurance Company, The127,863$869.5K0.00%−12,629−9.0%Reduced
Walleye Capital LLC111,659$790.5K0.00%+111,659New
Susquehanna International Group, LLP108,423$767.6K0.00%+81,794+307.2%Added
Bank of America Corp96,401$682.5K0.00%−495,134−83.7%Reduced
Monimus Capital Management, LP93,840$664.4K0.44%+8,616+10.1%Added
Marex Group plc78,406$555.1K0.01%+78,406New
Point72 Asset Management, L.P.76,779$543.6K0.00%−354,121−82.2%Reduced
State Street Corp70,178$496.9K0.00%−4,227−5.7%Reduced
Nan Fung Group Holdings Ltd68,943$488.1K0.44%00.0%Unchanged
DAFNA Capital Management LLC64,492$456.6K0.11%00.0%Unchanged
Jane Street Group, LLC63,190$447.4K0.00%−39,269−38.3%Reduced
State of Tennessee, Treasury Department61,153$392.6K0.00%+16,311+36.4%Added
SEI Investments Co49,056$347.3K0.00%00.0%Unchanged
XTX Topco Ltd47,674$337.5K0.01%+36,026+309.3%Added
Quadrature Capital Ltd46,728$330.8K0.00%+18,834+67.5%Added
Man Group plc42,860$303.4K0.00%+1,969+4.8%Added
Alps Advisors Inc40,995$290.2K0.00%+16,872+69.9%Added
Harbor Capital Advisors, Inc.40,486$287.0K0.02%−882−2.1%Reduced
Marshall Wace, LLP38,795$274.7K0.00%+38,795New
Virtus Investment Advisers, Inc.35,709$252.8K0.07%+22,615+172.7%Added
Jump Financial, LLC31,000$219.5K0.00%+9,579+44.7%Added
Woodstock Corp29,146$206.4K0.02%+5,219+21.8%Added
UBS Group AG25,676$181.8K0.00%+14,303+125.8%Added
Geode Capital Management, LLC25,129$177.9K0.00%−14,796−37.1%Reduced
Goldman Sachs Group Inc24,732$175.1K0.00%+24,732New
Engineers Gate Manager LP24,047$170.3K0.00%+10,626+79.2%Added
D. E. Shaw & Co., Inc.21,548$152.6K0.00%+21,548New
State of New Jersey Common Pension Fund D20,105$142.3K0.00%00.0%Unchanged
Simplex Trading, LLC19,986$141.5K0.00%+19,986New
Fox Run Management, L.L.C.19,771$140.0K0.02%+19,771New
Aquatic Capital Management LLC18,817$133.2K0.00%+18,817New
JPMorgan Chase & Co18,355$130.0K0.00%+10,228+125.9%Added
Portland Investment Counsel Inc.15,000$106.2K0.03%00.0%Unchanged
Federation des caisses Desjardins du Quebec14,302$101.1K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.14,138$100.1K0.00%+1,058+8.1%Added
Horizon Kinetics Asset Management LLC13,792$97.6K0.00%−604−4.2%Reduced
Erste Asset Management GmbH14,000$94.9K0.00%00.0%Unchanged
Forefront Analytics, LLC13,371$94.7K0.08%+13,371New
Cerity Partners LLC13,350$94.5K0.00%−1,000−7.0%Reduced
JustInvest LLC12,776$90.5K0.00%−177−1.4%Reduced
Tocqueville Asset Management L.P.12,600$89.2K0.00%+300+2.4%Added
Raymond James Financial Inc12,336$87.3K0.00%+12,336New
Crossmark Global Holdings, Inc.11,399$80.7K0.00%+9+0.1%Added
Rhumbline Advisers11,171$79.1K0.00%+7,896+241.1%Added
Royal Bank of Canada10,682$76.0K0.00%−2,051−16.1%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys10,116$71.6K0.00%00.0%Unchanged
Invesco Ltd.10,092$71.5K0.00%+10,092New
Vontobel Holding Ltd.10,000$70.8K0.00%+10,000New
Pinnacle Wealth Management Advisory Group, LLC10,000$70.8K0.00%+10,000New
Skopos Labs, Inc.10,216$69.3K0.00%+10,216New
Legal & General Group Plc9,054$64.1K0.00%−188,863−95.4%Reduced
China Universal Asset Management Co., Ltd.7,540$53.4K0.00%−564−7.0%Reduced
FNY Investment Advisers, LLC7,486$53.0K0.02%−3,014−28.7%Reduced
Clearstead Advisors, LLC4,655$33.0K0.00%+3,262+234.2%Added
Natixis4,645$31.6K0.00%+2,698+138.6%Added
Assetmark, Inc3,628$25.7K0.00%+3+0.1%Added
Mirae Asset Global Investments Co., Ltd.2,248$15.9K0.00%+461+25.8%Added
Tower Research Capital LLC (TRC)1,668$11.8K0.00%+3+0.2%Added
GAMMA Investing LLC1,386$9.81K0.00%−730−34.5%Reduced
Citigroup Inc1,291$9.14K0.00%−1,310−50.4%Reduced
BNP Paribas Arbitrage, SA1,116$7.90K0.00%+305+37.6%Added
GF Fund Management Co. Ltd.909$6.44K0.00%−86−8.6%Reduced
Barclays PLC562$3.98K0.00%−1,710−75.3%Reduced
HighMark Wealth Management LLC435$3.08K0.00%00.0%Unchanged
FMR LLC316$2.24K0.00%00.0%Unchanged
Jones Financial Companies LLLP250$1.77K0.00%00.0%Unchanged
Farther Finance Advisors, LLC218$1.54K0.00%+218New
Wells Fargo & Company200$1.42K0.00%00.0%Unchanged