BICYCLE THERAPEUTICS PLC (BCYC) — Institutional Holders, Q2 2026
104 institutional investment managers reported a BCYC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $158.0M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BCYC in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- RENAISSANCE TECHNOLOGIESAdded · +554,100 sh+$2.3M
- Qube Research & Technologies LtdAdded · +466,950 sh+$2.0M
- MARSHALL WACE, LLPAdded · +420,605 sh+$1.8M
- Peapod Lane CapitalAdded · +416,872 sh+$1.8M
- MILLENNIUM MANAGEMENTAdded · +269,981 sh+$1.1M
Biggest sellers
- Siren, L.L.C.Sold out · -1,560,882 sh-$6.6M
- PRINCIPAL FINANCIAL GROUPSold out · -1,174,625 sh-$5.0M
- SILVERCREST ASSET MANAGEMENT GROUPSold out · -428,684 sh-$1.8M
- PLATINUM INVESTMENT MANAGEMENT LTDSold out · -184,603 sh-$782.7K
- Birchview CapitalTrimmed · -149,983 sh-$635.9K
BCYC 13F holders ranked 1–100 of 104
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BAKER BROS. ADVISORS#1 · 10,885,357 sh | 10,885,357 | $46.2M | 0.23% | 0.0% |
| 2 | FCPM III SERVICES B.V.#2 · 3,468,430 sh | 3,468,430 | $14.7M | 1.96% | 0.0% |
| 3 | ARMISTICE CAPITAL#3 · 3,398,000 sh | 3,398,000 | $14.4M | 0.18% | 0.0% |
| 4 | Long Focus Capital Management#4 · 3,310,687 sh | 3,310,687 | $14.0M | 0.36% | 0.0% |
| 5 | ACADIAN ASSET MANAGEMENT#5 · 1,968,025 sh | 1,968,025 | $8.3M | <0.01% | 0.0% |
| 6 | RENAISSANCE TECHNOLOGIES#6 · 1,533,400 sh | 1,533,400 | $6.5M | <0.01% | +56.6% |
| 7 | GSK plc#7 · 1,529,561 sh | 1,529,561 | $6.5M | 1.08% | 0.0% |
| 8 | PRICE T ROWE ASSOCIATES#8 · 902,150 sh | 902,150 | $3.8M | <0.01% | -12.3% |
| 9 | MARSHALL WACE, LLP#9 · 797,940 sh | 797,940 | $3.4M | <0.01% | +111.5% |
| 10 | Qube Research & Technologies Ltd#10 · 775,567 sh | 775,567 | $3.3M | <0.01% | +151.3% |
| 11 | MORGAN STANLEY#11 · 667,269 sh | 667,269 | $2.8M | <0.01% | +7.9% |
| 12 | SCHRODER INVESTMENT MANAGEMENT GROUP#12 · 615,833 sh | 615,833 | $2.6M | <0.01% | 0.0% |
| 13 | CITADEL ADVISORS#13 · 554,225 sh | 554,225 | $2.3M | <0.01% | +47.0% |
| 14 | MILLENNIUM MANAGEMENT#14 · 553,967 sh | 553,967 | $2.3M | <0.01% | +95.1% |
| 15 | Peapod Lane Capital#15 · 537,978 sh | 537,978 | $2.3M | — | +344.2% |
| 16 | DIADEMA PARTNERS#16 · 462,724 sh | 462,724 | $2.0M | 0.25% | -2.9% |
| 17 | TWO SIGMA INVESTMENTS#17 · 434,577 sh | 434,577 | $1.8M | <0.01% | +163.7% |
| 18 | JANE STREET GROUP#18 · 392,163 sh | 392,163 | $1.7M | <0.01% | +79.8% |
| 19 | Birchview Capital#19 · 313,616 sh | 313,616 | $1.3M | 0.62% | -32.4% |
| 20 | BlackRock#20 · 280,386 sh | 280,386 | $1.2M | 0.00% | +0.5% |
| 21 | MOORE CAPITAL MANAGEMENT#21 · 275,000 sh | 275,000 | $1.2M | 0.02% | 0.0% |
| 22 | Rangeley Capital#22 · 253,500 sh | 253,500 | $1.1M | 0.98% | +9.1% |
| 23 | FLAX POND CAPITAL#23 · 196,136 sh | 196,136 | $910.1K | 0.72% | +11.4% |
| 24 | Palo Alto Investors#24 · 201,890 sh | 201,890 | $856.0K | 0.12% | 0.0% |
| 25 | Sculptor Capital#25 · 197,904 sh | 197,904 | $839.1K | <0.01% | New |
| 26 | Eversept Partners#26 · 190,715 sh | 190,715 | $808.6K | 0.04% | 0.0% |
| 27 | PINNACLE ASSOCIATES LTD#27 · 189,990 sh | 189,990 | $805.6K | — | +2.5% |
| 28 | Jump Financial#28 · 167,100 sh | 167,100 | $708.5K | <0.01% | +218.0% |
| 29 | Point72 Asset Management, L.P.#29 · 149,936 sh | 149,936 | $635.7K | <0.01% | +15.0% |
| 30 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#30 · 127,863 sh | 127,863 | $542.1K | <0.01% | 0.0% |
| 31 | GOLDMAN SACHS GROUP#31 · 121,281 sh | 121,281 | $514.2K | 0.00% | +10.1% |
| 32 | Persistent Asset Partners Ltd#32 · 117,254 sh | 117,254 | $497.2K | 0.15% | -2.6% |
| 33 | XTX Topco Ltd#33 · 109,801 sh | 109,801 | $465.6K | <0.01% | +3.2% |
| 34 | Quadrature Capital Ltd#34 · 104,092 sh | 104,092 | $441.4K | <0.01% | New |
| 35 | TD ASSET MANAGEMENT#35 · 91,992 sh | 91,992 | $390.0K | <0.01% | 0.0% |
| 36 | Virtus Investment Advisers#36 · 80,789 sh | 80,789 | $342.5K | 0.08% | +120.7% |
| 37 | NANO CAP NEW MILLENNIUM GROWTH FUND L P#37 · 80,000 sh | 80,000 | $339.2K | 0.26% | New |
| 38 | EntryPoint Capital#38 · 77,743 sh | 77,743 | $329.6K | 0.08% | +21.7% |
| 39 | Marquette Asset Management#39 · 72,854 sh | 72,854 | $308.9K | — | New |
| 40 | HRT FINANCIAL#40 · 66,237 sh | 66,237 | $280.0K | <0.01% | +44.3% |
| 41 | DAFNA Capital Management#41 · 64,492 sh | 64,492 | $273.4K | 0.05% | 0.0% |
| 42 | State of Tennessee, Treasury Department#42 · 61,153 sh | 61,153 | $259.3K | <0.01% | 0.0% |
| 43 | SEI INVESTMENTS#43 · 52,784 sh | 52,784 | $223.8K | <0.01% | 0.0% |
| 44 | ALPS ADVISORS#44 · 51,122 sh | 51,122 | $216.8K | <0.01% | +25.8% |
| 45 | Verdad Advisers#45 · 51,100 sh | 51,100 | $216.7K | 0.21% | New |
| 46 | ADAR1 Capital Management#46 · 50,638 sh | 50,638 | $214.7K | <0.01% | -29.0% |
| 47 | SIMPLEX TRADING#47 · 35,232 sh | 35,232 | $149.4K | <0.01% | New |
| 48 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#48 · 31,957 sh | 31,957 | $135.5K | 0.00% | -15.7% |
| 49 | Trexquant Investment#49 · 31,044 sh | 31,044 | $131.6K | <0.01% | New |
| 50 | GSA CAPITAL PARTNERS LLP#50 · 30,785 sh | 30,785 | $131.0K | <0.01% | +14.7% |
| 51 | STATE STREET#51 · 30,829 sh | 30,829 | $130.7K | 0.00% | +1.0% |
| 52 | WOODSTOCK#52 · 29,146 sh | 29,146 | $123.6K | — | 0.0% |
| 53 | AXQ CAPITAL#53 · 27,368 sh | 27,368 | $116.0K | 0.01% | -56.7% |
| 54 | FNY Investment Advisers#54 · 26,250 sh | 26,250 | $111.0K | — | +247.4% |
| 55 | D. E. Shaw#55 · 25,457 sh | 25,457 | $107.9K | <0.01% | New |
| 56 | Invesco Ltd.#56 · 24,802 sh | 24,802 | $105.2K | 0.00% | +64.6% |
| 57 | National Philanthropic#57 · 24,723 sh | 24,723 | $104.8K | <0.01% | New |
| 58 | Forefront Analytics#58 · 21,822 sh | 21,822 | $92.5K | 0.10% | +51.6% |
| 59 | STIFEL FINANCIAL#59 · 20,479 sh | 20,479 | $86.8K | <0.01% | +39.4% |
| 60 | State of New Jersey Common Pension Fund D#60 · 20,105 sh | 20,105 | $85.2K | <0.01% | 0.0% |
| 61 | Vontobel Holding Ltd.#61 · 20,000 sh | 20,000 | $84.8K | — | 0.0% |
| 62 | AIGEN INVESTMENT MANAGEMENT#62 · 19,319 sh | 19,319 | $81.9K | 0.02% | New |
| 63 | GEODE CAPITAL MANAGEMENT#63 · 19,035 sh | 19,035 | $80.7K | 0.00% | -24.3% |
| 64 | RHUMBLINE ADVISERS#64 · 15,967 sh | 15,967 | $67.7K | <0.01% | +27.0% |
| 65 | UBS Group AG#65 · 15,459 sh | 15,459 | $65.5K | 0.00% | -51.9% |
| 66 | PORTLAND INVESTMENT COUNSEL#66 · 15,000 sh | 15,000 | $63.6K | 0.02% | 0.0% |
| 67 | Federation des caisses Desjardins du Quebec#67 · 14,302 sh | 14,302 | $60.6K | <0.01% | 0.0% |
| 68 | Erste Asset Management GmbH#68 · 14,000 sh | 14,000 | $58.1K | <0.01% | 0.0% |
| 69 | Cerity Partners#69 · 13,570 sh | 13,570 | $57.5K | <0.01% | 0.0% |
| 70 | Schonfeld Strategic Advisors#70 · 13,399 sh | 13,399 | $56.8K | <0.01% | New |
| 71 | Walleye Capital#71 · 13,000 sh | 13,000 | $55.1K | <0.01% | New |
| 72 | JPMORGAN CHASE#72 · 13,056 sh | 13,056 | $54.2K | 0.00% | +32.2% |
| 73 | HORIZON KINETICS ASSET MANAGEMENT#73 · 12,584 sh | 12,584 | $53.4K | <0.01% | -4.6% |
| 74 | Aquatic Capital Management#74 · 12,343 sh | 12,343 | $52.3K | <0.01% | -52.8% |
| 75 | Jain Global#75 · 12,000 sh | 12,000 | $50.9K | <0.01% | New |
| 76 | Crossmark Global#76 · 11,402 sh | 11,402 | $48.3K | — | -0.1% |
| 77 | Pinnacle Wealth Management Advisory Group#77 · 10,985 sh | 10,985 | $46.6K | — | 0.0% |
| 78 | State of Wyoming#78 · 10,760 sh | 10,760 | $45.6K | <0.01% | New |
| 79 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#79 · 10,116 sh | 10,116 | $42.9K | <0.01% | 0.0% |
| 80 | GAMMA Investing#80 · 7,704 sh | 7,704 | $32.7K | — | +512.9% |
| 81 | China Universal Asset Management , Ltd.#81 · 7,420 sh | 7,420 | $31.5K | <0.01% | -9.8% |
| 82 | NATIXIS#82 · 4,645 sh | 4,645 | $20.0K | <0.01% | 0.0% |
| 83 | Tower Research Capital (TRC)#83 · 3,669 sh | 3,669 | $15.6K | <0.01% | +86.6% |
| 84 | BARCLAYS PLC#84 · 3,149 sh | 3,149 | $13.4K | 0.00% | +33.6% |
| 85 | ROYAL BANK OF CANADA#85 · 2,500 sh | 2,500 | $11.0K | 0.00% | -82.7% |
| 86 | Mirae Asset Global Investments , Ltd.#86 · 2,085 sh | 2,085 | $8.8K | 0.00% | -13.7% |
| 87 | GROUP ONE TRADING, L.P.#87 · 1,938 sh | 1,938 | $8.2K | 0.00% | New |
| 88 | ASSETMARK#88 · 1,588 sh | 1,588 | $6.7K | — | -62.4% |
| 89 | CITIGROUP#89 · 1,175 sh | 1,175 | $5.0K | 0.00% | -9.3% |
| 90 | BNP PARIBAS FINANCIAL MARKETS#90 · 1,016 sh | 1,016 | $4.3K | 0.00% | 0.0% |
| 91 | GF FUND MANAGEMENT LTD.#91 · 962 sh | 962 | $4.1K | — | -6.8% |
| 92 | JONES FINANCIAL COMPANIES LLLP#92 · 700 sh | 700 | $2.9K | 0.00% | +40.0% |
| 93 | Quarry#93 · 537 sh | 537 | $2.3K | <0.01% | New |
| 94 | HighMark Wealth Management#94 · 435 sh | 435 | $1.8K | <0.01% | 0.0% |
| 95 | SRS Capital Advisors#95 · 304 sh | 304 | $1.3K | 0.00% | New |
| 96 | WELLS FARGO & COMPANY#96 · 200 sh | 200 | $848.00 | 0.00% | 0.0% |
| 97 | Winch Advisory Services#97 · 172 sh | 172 | $729.00 | <0.01% | 0.0% |
| 98 | EverSource Wealth Advisors#98 · 147 sh | 147 | $623.00 | 0.00% | New |
| 99 | Caitong International Asset Management , Ltd#99 · 117 sh | 117 | $496.00 | <0.01% | New |
| 100 | Integrated Wealth Concepts#100 · 106 sh | 106 | $449.00 | 0.00% | New |
Funds that sold out of BCYC in Q2 2026 (13)
Held BCYC at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Siren, L.L.C.1,560,882 sh | 1,560,882 | $7.2M |
| PRINCIPAL FINANCIAL GROUP1,174,625 sh | 1,174,625 | $5.5M |
| SILVERCREST ASSET MANAGEMENT GROUP428,684 sh | 428,684 | $2.0M |
| PLATINUM INVESTMENT MANAGEMENT LTD184,603 sh | 184,603 | $856.6K |
| Marex Group plc115,000 sh | 115,000 | $533.6K |
| Man Group plc63,305 sh | 63,305 | $293.7K |
| Engineers Gate Manager35,400 sh | 35,400 | $164.3K |
| R Squared Ltd21,057 sh | 21,057 | $97.7K |
| 49 WEALTH MANAGEMENT14,317 sh | 14,317 | $66.4K |
| TWO SIGMA SECURITIES10,879 sh | 10,879 | $50.5K |
| Legal & General Group Plc9,054 sh | 9,054 | $39.2K |
| Basecamp Wealth Advisors167 sh | 167 | $775.00 |
| Rockefeller Capital Management L.P.5 sh | 5 | $23.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.