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Bicycle Therapeutics plc

BCYC Healthcare
$3.78 $-0.23 (-5.74%)
Market Cap: $264.57 M
Gurus Holding
4
Popularity Rank
#2196
% of Shares Held
2.82%
Net Activity (Q2 2026)
+$2.43 M

Guru Ownership Trend

Guru Analysis for Bicycle Therapeutics plc (BCYC)

Bicycle Therapeutics plc (BCYC), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q2 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $7.45 M.

Top institutional holders include Renaissance Technologies (RenTech) and Louis Moore Bacon.

Institutional sentiment is currently Bullish. This is evidenced by a $2.43 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 56.6%. Conversely, Murray Stahl reduced exposure by 4.6%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q2 2026)

+$2.43 M
Total Buy Value
New Buys 0
Additions 2
-$2,560.95
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
1
Net Buyers
2

FAQs for Bicycle Therapeutics plc (BCYC)

Major holders include Renaissance Technologies (RenTech) ($6.5 M), Louis Moore Bacon ($1.17 M), Steven Cohen ($635,729). According to the latest reported data, 4 tracked investment managers collectively hold approximately 1.97 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $2.43 M, with 2 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited BCYC. The total reported sell value was $2,560.95.

Yes, 0 managers opened new positions in BCYC, and 2 increased their existing holdings. The total reported buy value was $2.43 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Add 56.6% 1,533,400 $6.5 M Q2 2026
0.02% 275,000 $1.17 M Q2 2026
0.00% Add 15.0% 149,936 $635,729 Q2 2026
0.00% Reduce -4.6% 12,584 $53,356 Q2 2026
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