Bicycle Therapeutics Plc-adr (BCYC) Quarterly Institutional 13F Update (Q2 2026)

BCYC ranks #4503 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

104 institutions disclose a position in BCYC, but none treat it as a major bet — even Fcpm Iii Services B.v., its most concentrated holder, allocates just 2.0% of its own portfolio to it.

Marshall Wace, LLP has added to its BCYC position for two straight quarters, increasing it by $3.1M to reach $3.4M today.

Baker Bros. Advisors LP has trimmed its BCYC position for two straight quarters, cutting it by $30.9M while still holding $46.2M.

BCYC is up 4.9% today, and institutions have been net buyers of $14.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

BCYC reported a net loss of $190.4M over the trailing twelve months.

• Not yet profitable — net loss of $190.4M over the trailing twelve months
• Revenue grew 217.4% year over year
• Net income improved year over year, from -$242.4M to -$190.4M
• Operating cash flow was negative, using $249.7M in cash
• Current ratio of 11.98x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.18x equity — within a conventional range