BCYC — BICYCLE THERAPEUTICS PLC
As of Q2 2026, 19 SEC-registered investment managers reported holding BCYC (BICYCLE THERAPEUTICS PLC) in their latest 13F filings, with a combined reported value of $24.04M across 6.57M shares. That is +8.7% by share count (+528.05K shares) versus the previous quarter, while reported value moved +3.3%. Ownership is concentrated: the five largest holders account for 73.7% of reported value and the top ten for 96.1%.
Compared with the prior quarter, 2 opened new positions, 9 added to existing stakes, 4 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BCYC is classified in the Health Care sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Janus Henderson Group history | Q3 2023 | 910.93K | $18.30M | 0.01% | Reduce |
| Renaissance Technologies history | Q2 2026 | 1.53M | $6.50M | 0.01% | Add |
| Principal Global Investors history | Q1 2026 | 1.17M | $5.45M | 0.00% | Add |
| Marshall Wace history | Q2 2026 | 797.94K | $3.38M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 667.27K | $2.83M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 627.73K | $2.66M | 0.00% | Add |
| Hillhouse Capital (HHLR Advisors) history | Q2 2024 | 125.28K | $2.54M | 0.06% | New |
| Millennium Management history | Q2 2026 | 553.97K | $2.35M | 0.00% | Add |
| Balyasny Asset Management history | Q4 2025 | 300.00K | $2.12M | 0.00% | New |
| Two Sigma Investments history | Q2 2026 | 434.58K | $1.84M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 280.39K | $1.19M | 0.00% | Hold |
| Moore Capital Management history | Q2 2026 | 275.00K | $1.17M | 0.02% | Hold |
| Bank of America Corp history | Q4 2025 | 96.40K | $682.52K | 0.00% | Reduce |
| Point72 Asset Management history | Q2 2026 | 149.94K | $635.73K | 0.00% | Add |
| Manulife Financial history | Q2 2026 | 127.86K | $542.14K | 0.00% | Hold |
| Goldman Sachs Group history | Q2 2026 | 121.28K | $514.23K | 0.00% | Add |
| BNY Mellon history | Q3 2021 | 8.49K | $353.00K | 0.00% | New |
| Northern Trust Corp history | Q4 2021 | 2.90K | $177.00K | 0.00% | New |
| D. E. Shaw & Co history | Q2 2026 | 25.46K | $107.94K | 0.00% | New |
| Invesco Ltd history | Q2 2026 | 24.80K | $105.16K | 0.00% | Add |
New Positions (Q2 2026)
- D. E. Shaw & Co 25.46K sh · $107.94K
- JPMorgan Chase & Co 13.06K sh · $54.18K
Fully Exited (vs previous quarter)
- Principal Global Investors sold 1.17M sh · $5.45M
- Legal & General Investment Management America sold 9.05K sh · $39.20K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Renaissance Technologies | — | 73.18K | 64.40K | 153.20K | — | — | 61.90K | 70.90K | 82.00K | 105.50K | 165.70K | 326.80K | 272.60K | 269.50K | 301.50K | 318.40K | 518.70K | 566.60K | 979.30K | 1.53M |
| Marshall Wace | 7.69K | 50.40K | 10.62K | 80.12K | 9.27K | 9.27K | 76.65K | 9.27K | — | — | — | 88.99K | 330.26K | — | — | — | — | 38.80K | 377.33K | 797.94K |
| Morgan Stanley | 144.61K | 150.01K | 87.92K | 821.20K | 859.85K | 721.56K | 1.51M | 1.44M | 1.62M | 1.03M | 1.52M | 1.23M | 1.35M | 862.14K | 999.84K | 1.04M | 822.71K | 465.22K | 618.33K | 667.27K |
| Citadel Advisors | 36.25K | 83.19K | 28.50K | 334.93K | 48.40K | 61.49K | 98.30K | 141.86K | 169.90K | 322.76K | 77.44K | 188.22K | 120.45K | 154.93K | 165.37K | 157.17K | 189.03K | 313.08K | 410.69K | 627.73K |
| Millennium Management | — | 152.73K | 163.37K | 333.70K | 143.05K | 168.72K | 16.84K | 78.76K | 315.09K | 249.13K | — | 37.51K | — | 176.76K | 453.43K | 1.44M | 1.05M | 326.63K | 283.99K | 553.97K |
| Two Sigma Investments | 92.19K | 151.36K | 177.32K | 380.65K | 49.50K | — | 160.58K | 52.63K | 22.93K | 103.63K | 28.59K | 26.58K | — | — | — | 56.20K | 184.54K | 132.03K | 164.80K | 434.58K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 419.76K | 365.41K | 322.88K | 264.35K | 282.42K | 332.89K | 278.99K | 280.39K |
| Moore Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 50.00K | 75.00K | 125.00K | 275.00K | 275.00K | 275.00K |
| Point72 Asset Management | 1.62M | 1.57M | 1.62M | 1.45M | 1.26M | 1.01M | 802.40K | 478.00K | 1.30M | 225.90K | 342.59K | 58.50K | 899.80K | 4.55M | 3.69M | 1.77M | 430.90K | 76.78K | 130.42K | 149.94K |
| Manulife Financial | — | — | 19.53K | 25.14K | 25.14K | 25.14K | 25.14K | 25.14K | 36.09K | 13.17K | 25.96K | 97.39K | 129.71K | 124.50K | 138.25K | 140.49K | 140.49K | 127.86K | 127.86K | 127.86K |
| Goldman Sachs Group | 14.86K | 20.69K | 163.26K | 154.33K | 105.29K | 80.55K | 10.55K | 18.21K | — | — | 55.45K | 13.91K | — | — | 25.19K | 52.27K | — | 24.73K | 110.15K | 121.28K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 21.55K | — | 25.46K |
| Invesco Ltd | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 10.09K | 15.07K | 24.80K |
| Geode Capital Management | 9.88K | 9.88K | 11.13K | 11.13K | 21.42K | 17.14K | 17.14K | 17.14K | 17.14K | 18.84K | 21.38K | 21.38K | 38.34K | 38.81K | 21.38K | 40.41K | 39.92K | 25.13K | 25.13K | 19.04K |
| UBS Group AG | 846 | 892 | 8.88K | 12.97K | 28.48K | 12.94K | 13.89K | 12.61K | 11.30K | 11.15K | 9.98K | 15.94K | 12.07K | 132.36K | 72.70K | 33.38K | 11.37K | 25.68K | 32.16K | 15.46K |
| JPMorgan Chase & Co | 1.36K | 2.83K | 9.90K | 83.46K | 125.69K | 83.21K | 87.14K | 96.15K | 68.50K | 10.11K | 15.59K | 6.64K | 8.42K | 7.71K | 7.04K | 7.64K | 8.13K | 18.36K | — | 13.06K |
| Citigroup Inc | 153 | 802 | 748 | 589 | 534 | 511 | 455 | 603 | 532 | 15.63K | 128 | 762 | 668 | 630 | 689 | 913 | 2.60K | 1.29K | 1.29K | 1.18K |
| T. Rowe Price Associates | — | 796.01K | 685.88K | 421.26K | 417.34K | 338.73K | 318.08K | 297.29K | 593.05K | 276.84K | 401.65K | 798.50K | 1.72M | 1.59M | 1.54M | 1.47M | 1.38M | 1.17M | 1.03M | 902.15K |
| Wells Fargo & Co | 6.10K | 6.00K | — | 1 | — | — | 19 | — | 12 | — | — | — | 30 | — | — | 200 | 200 | 200 | 200 | 200 |
| Fidelity Management & Research (FMR) | 461.63K | 1.46M | 803.75K | 708.08K | 664.81K | 377.65K | 287.15K | 287.15K | 266.35K | 266.35K | — | — | 150.52K | 316 | 316 | 316 | 316 | 316 | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details