This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BCYC/capital-change-brief"
Use Arkolith's capital_change_brief for BCYC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BAKER BROS. ADVISORS LP | $50.5M | 10.9M | —Held | Q1 2026 | |
| 2 | FCPM III SERVICES B.V. | $16.1M | 3.5M | —Held | Q1 2026 | |
| 3 | ARMISTICE CAPITAL, LLC | $15.8M | 3.4M | ▲+5.0% Added · +162K sh | Q1 2026 | |
| 4 | Long Focus Capital Management, LLC | $15.4M | 3.3M | ▲+103% Added · +1.7M sh | Q1 2026 | |
| 5 | Siren, L.L.C. | $7.2M | 1.6M | ▼−22% Reduced · −452K sh | Q1 2026 | |
| 6 | PRINCIPAL FINANCIAL GROUP INC | $5.5M | 1.2M | ▲+2.3% Added · +26K sh | Q1 2026 | |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | $4.8M | 1.0M | ▼−12% Reduced · −144K sh | Q1 2026 | |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $4.5M | 979K | ▲+73% Added · +413K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $2.9M | 618K | ▲+33% Added · +153K sh | Q1 2026 | |
| 10 | SCHRODER INVESTMENT MANAGEMENT GROUP | $2.7M | 616K | ▲+5.3% Added · +31K sh | Q1 2026 | |
| 11 | DIADEMA PARTNERS LP | $2.2M | 476K | ▲New +476K sh | Q1 2026 | |
| 12 | Birchview Capital, LP | $2.2M | 464K | ▲+0.2% Added · +899 sh | Q1 2026 | |
| 13 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $2.0M | 429K | ▼−10% Reduced · −48K sh | Q1 2026 | |
| 14 | MARSHALL WACE, LLP | $1.8M | 377K | ▲+873% Added · +339K sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $1.7M | 377K | ▲+39% Added · +106K sh | Q1 2026 | |
| 16 | Qube Research & Technologies Ltd | $1.4M | 309K | ▲New +309K sh | Q1 2026 | |
| 17 | MILLENNIUM MANAGEMENT LLC | $1.3M | 284K | ▼−13% Reduced · −43K sh | Q1 2026 | |
| 18 | BlackRock, Inc. | $1.3M | 279K | ▼−16% Reduced · −54K sh | Q1 2026 | |
| 19 | MOORE CAPITAL MANAGEMENT, LP | $1.3M | 275K | —Held | Q1 2026 | |
| 20 | Rangeley Capital, LLC | $1.1M | 232K | ▲+76% Added · +100K sh | Q1 2026 | |
| 21 | JANE STREET GROUP, LLC | $1.0M | 218K | ▲+245% Added · +155K sh | Q1 2026 | |
| 22 | Palo Alto Investors LP | $937K | 202K | ▼−8.7% Reduced · −19K sh | Q1 2026 | |
| 23 | Eversept Partners, LP | $885K | 191K | ▲+6.6% Added · +12K sh | Q1 2026 | |
| 24 | PINNACLE ASSOCIATES LTD | $860K | 185K | ▼−2.7% Reduced · −5K sh | Q1 2026 | |
| 25 | FLAX POND CAPITAL, LLC | $817K | 176K | ▲+1.4% Added · +3K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | Perry Jennifer Scott | Chief Operating Officer | Grant (A) | 60K | $0 |
| Jul 15, 2026 | Hannay Michael Charles Ferguson | CHIEF PROD & SUPPLY CHAIN OFF | Grant (A) | 60K | $0 |
| Jul 15, 2026 | Thompson Travis Alvin | Chief Financial Officer | Grant (A) | 60K | $0 |
| Jul 15, 2026 | Skynner Michael | CHIEF SCIENTIFIC OFFICER | Grant (A) | 60K | $0 |
| Jul 6, 2026 | Perry Jennifer Scott | Chief Operating Officer | Sell (S) | 43 | $185 |
| Jul 6, 2026 | Perry Jennifer Scott | Chief Operating Officer | Sell (S) | 333 | $1K |
| Jul 6, 2026 | Skynner Michael | CHIEF SCIENTIFIC OFFICER | Sell (S) | 532 | $2K |
| Jul 6, 2026 | Lee Kevin | CHIEF EXECUTIVE OFFICER, Director | Sell (S) | 2K | $7K |
| Jul 6, 2026 | Hannay Michael Charles Ferguson | CHIEF PROD & SUPPLY CHAIN OFF | Sell (S) | 255 | $1K |
| Jul 6, 2026 | Thompson Travis Alvin | Chief Financial Officer | Sell (S) | 104 | $448 |
| Jul 2, 2026 | Perry Jennifer Scott | Chief Operating Officer | Sell (S) | 1K | $4K |
| Jul 2, 2026 | Skynner Michael | CHIEF SCIENTIFIC OFFICER | Sell (S) | 2K | $8K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 32 funds | $14.9B |
| AMAZON.COM INCAMZN | 32 funds | $11.7B |
| ALPHABET INC-CL AGOOGL | 31 funds | $10.3B |
| BROADCOM INCAVGO | 31 funds | $9.3B |
| ELI LILLY & COLLY | 31 funds | $3.3B |
| UNITEDHEALTH GROUP INCUNH | 31 funds | $2.0B |
| NVIDIA CORPNVDA | 30 funds | $22.2B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $7.5B |
| VISA INC-CLASS A SHARESV | 30 funds | $2.6B |
| ALPHABET INC-CL CGOOG | 29 funds | $5.3B |
| MICRON TECHNOLOGY INCMU | 29 funds | $4.4B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 29 funds | $4.1B |
Ranked by how many of BCYC's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BCYC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.