2026-09-01
No AI summary for this filing type
View Full Filing (SEC EDGAR)BTAI
Bioxcel Therapeutics Inc (BTAI) Smart Money Holdings (13F, Q2 2026)
Bioxcel Therapeutics Inc
$0.05
+$3.9M
Net Activity
+13.53% total shares
Institutions Holding
48
Popularity Rank
#6278
Avg Weight
0.01%
Total Value
$8.7M
Market Cap
$584.8K
Ownership Trend
48 institutions currently hold BTAI, with 25 net buyers and 11 net sellers this quarter.
Institutional Moves
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
11
Net Buying Institutions
25
Who Owns BTAI? Top Institutional & Hedge Fund Holders
Key Holders
Top 5 by Value
Source and citation information
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Across its top 20 institutional holders, BTAI's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 38/100).
Notable Holders
BTAI ranks #6278 out of 37701 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
BTAI is a disclosed holding of Israel Englander (Millennium Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.
48 institutions disclose a position in BTAI, but none treat it as a major bet — even Oaktree Fund Advisors, LLC, its most concentrated holder, allocates just 0.6% of its own portfolio to it.
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Company Fundamentals
BTAI reported a net loss of $70.9M over the trailing twelve months.
- Not yet profitable — net loss of $70.9M over the trailing twelve months
- Revenue declined 14.5% year over year
- Net income declined year over year, from -$51.0M to -$70.9M
- Operating cash flow was negative, using $57.6M in cash
- Current ratio of 0.83x — below the conventional 1.5x liquidity buffer
- Total liabilities currently exceed total assets (negative shareholder equity)
Price Chart
BTAI Quarterly 13F Institutional Trade Shifts
Recent Activity
+$4.2M
Total Buy Value
$2.8M
Total Sell Value
New buy13
Trim8
Add12
Sold out3
25
Net Buyers
11
Net Sellers
Top Movers
BTAI
Q2 2026
Top 5 Institutional Movers
Data by AlphaSMO • Not financial advice.
Smart Money Convergence
BTAI does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
Recent BTAI Insider Buying & Selling Activity (Form 4)
Congress Trading (STOCK Act)
Form 144 Pre-Sale Notices
No Form 144 planned sale filings in the last 90 days
Beneficial Ownership (13D/13G)
0
Active 5%+ Holders
Data as of 2026-08-14
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| Armistice Capital, LLC | 13G/A | 2026-08-14 | 5.0% |
Material Events (8-K)
6
Filings (14d)
Data as of 2026-09-01
2026-08-28
AI summary pending
View Full Filing (SEC EDGAR)2026-08-25
BioXcel Therapeutics (BTAI) signed the Fourteenth Amendment to its credit agreement on August 24, under which its lenders are adding $1.25 million in new loans — but the company paid an upfront fee of $250,000, equal to 20% of the amount borrowed. The lenders also cut the minimum cash liquidity requirement from $3.0 million down to just $250,000, and the company must line up, by August 31, a definitive agreement for a deal that either repays the loans in full or delivers an alternative capital solution acceptable to the lenders. On top of that, the amendment removes some of the company's previous flexibility on things like out-licensing intellectual property and selling assets.
View Full Filing (SEC EDGAR)2026-08-24
On August 21, 2026, BioXcel Therapeutics (BTAI) signed the Thirteenth Amendment to its credit agreement — a loan first put in place in April 2022, with Oaktree Fund Administration serving as administrative agent. The key change: the company now has until August 28, 2026, rather than August 21, to sign definitive agreements for transactions that would either repay the entire loan and other obligations under the agreement or deliver an "alternative capital solutions" deal the lenders find acceptable. In plain terms, the lenders gave BioXcel one more week to line up financing that resolves the debt.
View Full Filing (SEC EDGAR)2026-08-11
BioXcel Therapeutics signed a new amendment to its credit agreement on August 10. It pushes back the deadline for the company to either repay all its loans or line up an alternative capital deal that the lenders approve — from August 10 to August 21 — and it lowers the minimum cash liquidity covenant from $6.25 million to $3.0 million. The company still needs to nail down a definitive agreement with the lenders by that new deadline.
View Full Filing (SEC EDGAR)2026-08-03
AI summary pending
View Full Filing (SEC EDGAR)CUSIP
09075P204
FAQ
Who are the top institutional investors holding BIOXCEL THERAPEUTICS INC (BTAI)?
Major stakeholders currently include Millennium Management LLC ($3.0M), Oaktree Capital Management LP ($1.9M), Vanguard Capital Management LLC ($1.3M). Based on the latest 13F filings, there are a total of 48 tracked investment funds and institutions maintaining positions in BTAI.
What is the overall institutional sentiment toward BTAI recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $3.9M, driven by 25 managers accumulating shares while 11 reduced their exposure.
Which institutions have been selling or reducing their BTAI positions?
In the latest period, 8 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $2.8M.
Are there any notable investors adding BTAI to their portfolios?
Yes, buying activity remains notable. 13 institutions opened new positions in {ticker}, and 12 existing holders added to their shares. The total reported buy value for the quarter amounted to $4.2M.
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Developer Access
Access BTAI's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/BTAICLI
npx alphasmo stocks get BTAI