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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
GSK plc1,529,561$10.8M1.36%+1,529,561New
Long Focus Capital Management, LLC1,633,091$11.6M0.58%+214,396+15.1%Added
Acadian Asset Management LLC1,671,258$11.8M0.02%+356,702+27.1%Added
Siren, L.L.C.2,012,752$14.3M0.43%00.0%Unchanged
Westfield Capital Management Co LP3,016,026$21.4M0.09%+63,483+2.2%Added
Armistice Capital, LLC3,236,000$22.9M0.56%+258,000+8.7%Added
FCPM III Services B.V.3,468,430$24.6M3.22%+16,100+0.5%Added
Baker Bros. Advisors LP10,885,357$77.1M0.45%00.0%Unchanged
DekaBank Deutsche Girozentrale30,000––00.0%Unchanged
Handelsbanken Fonder AB0$00.00%−150,000−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−27,959−100.0%Sold out
Ameriprise Financial Inc0$00.00%−14,972−100.0%Sold out
Squarepoint Ops LLC0$00.00%−13,259−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−12,375−100.0%Sold out
Walleye Trading LLC0$00.00%−630−100.0%Sold out
Manchester Capital Management LLC0$00.00%−590−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−150−100.0%Sold out
Principal Securities, Inc.0$00.00%−18−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−18−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−11−100.0%Sold out
Cubist Systematic Strategies, LLC––––Not filed