$BCYC

$3.78 +$0.13 (3.56%) Close

$BCYC Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 69.8M shares outstanding

Who owns BCYC?

By type of holder

Institutions 53.6% Insiders 0.0% Everyone else 46.4%

Concentration Top 10 holders own 40.9%

Baker Bros. Advisors LP 15.6% · FCPM III Services B.V. 5.0%

Institutional ownership

53.6%

-0.7 pts vs last qtr

Institutional holders

102

+2 vs last qtr

Net shares bought

−467.8K

by institutions in Q2 2026

New / sold out

18 / 16

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Renaissance Technologies LLC +554.1K
Qube Research & Technologies Ltd +467.0K

Biggest sellers in Q2 2026

Siren, L.L.C. SOLD OUT −1.6M
Principal Financial Group Inc SOLD OUT −1.2M

Who is planning to sell?

Notices of proposed sale, last 12 months

$505K

16 notices from 7 people

Shares covered

87.0K

0.12% of the company

Arranged in advance

15%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Lee Kevin Officer $251K
Young Alethia Officer 10b5-1 $61.8K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

+527.2%

+35.80% a year

Each share's claim on the business

−84.1%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $158M

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years2% 3–5 years48% 1–3 years31% Under 1 year18%

Quarterly turnover

11.2%

of institutional shares changed hands

Top 10 managers, median time held

2 years

Super Investors

Investment managers reporting BCYC on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
BB Baker Bros. Advisors LP	10.9M	15.59%	Unchanged	2022	0.2%
Shares held by quarter Peak holding10.9M (Q4'24) Change over 8 quarters+1.5M Share of the company15.590% Baker Bros. Advisors LP's full portfolio →
FI FCPM III Services B.V.	3.5M	4.97%	Unchanged	2024	2.0%
Shares held by quarter Peak holding3.5M (Q4'25) Change over 8 quarters+1.1M Share of the company4.970% FCPM III Services B.V.'s full portfolio →

Baker Bros. Advisors LP

10.9M

% of company

15.59%

Change vs last qtr

Unchanged

Held since

2022

FCPM III Services B.V.

3.5M

% of company

4.97%

Change vs last qtr

Unchanged

Held since

2024

28 more super investors behind a free account

See every manager holding Bicycle Therapeutics PLC, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BCYC on Form N-PORT; together they hold 3.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
TR T. Rowe Price Health Sciences Fund, Inc. T. Rowe Price Health Sciences Fund, Inc.	$2.66M	628.4K	0.90%	0.02%	June 30, 2026
SF SmallCap Fund Principal Funds, Inc	$2.44M	516.1K	0.74%	0.12%	April 30, 2026

T. Rowe Price Health Sciences Fund, Inc.

Position value

$2.66M

% of company

0.90%

% of the fund

0.02%

As of

June 30, 2026

SmallCap Fund

Principal Funds, Inc

Position value

$2.44M

% of company

0.74%

% of the fund

0.12%

As of

April 30, 2026

23 more funds behind a free account

See every fund holding Bicycle Therapeutics PLC and how much of the fund the position is.

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