90 tracked 13F filers disclose a position in BCYC as of the latest SEC 13F filings, a combined $148.2M in reported value. 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.
| # | 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. | $14.7M | 3.5M | —Held | Q2 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 | PRINCIPAL FINANCIAL GROUP INC | $5.5M | 1.2M | ▲+2.3% Added · +26K sh | Q1 2026 | |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $4.8M | 1.0M | ▼−12% Reduced · −144K sh | Q1 2026 | |
| 7 | RENAISSANCE TECHNOLOGIES LLC | $4.5M | 979K | ▲+73% Added · +413K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $2.9M | 618K | ▲+33% Added · +153K sh | Q1 2026 | |
| 9 | SCHRODER INVESTMENT MANAGEMENT GROUP | $2.7M | 616K | ▲+5.3% Added · +31K sh | Q1 2026 | |
| 10 | Peapod Lane Capital LLC | $2.3M | 538K | ▲+344% Added · +417K sh | Q2 2026 | |
| 11 | DIADEMA PARTNERS LP | $2.2M | 476K | ▲New +476K sh | Q1 2026 | |
| 12 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $2.0M | 429K | ▼−10% Reduced · −48K sh | Q1 2026 | |
| 13 | MARSHALL WACE, LLP | $1.8M | 377K | ▲+873% Added · +339K sh | Q1 2026 | |
| 14 | CITADEL ADVISORS LLC | $1.7M | 377K | ▲+39% Added · +106K sh | Q1 2026 | |
| 15 | Birchview Capital, LP | $1.3M | 314K | ▼−32% Reduced · −150K sh | Q2 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 | $1.2M | 275K | —Held | Q2 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 | $856K | 202K | —Held | Q2 2026 | |
| 23 | Eversept Partners, LP | $809K | 191K | —Held | Q2 2026 | |
| 24 | PINNACLE ASSOCIATES LTD | $806K | 190K | ▲+2.5% Added · +5K sh | Q2 2026 | |
| 25 | FLAX POND CAPITAL, LLC | $764K | 180K | ▲+2.2% Added · +4K sh | Q2 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.
Last quarter, 6 funds opened a new position in BCYC and 27 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 44 funds | $70.3B |
| NVIDIA CORPNVDA | 43 funds | $107.6B |
| AMAZON.COM INCAMZN | 43 funds | $48.0B |
| ALPHABET INC-CL AGOOGL | 43 funds | $45.2B |
| ELI LILLY & COLLY | 43 funds | $20.1B |
| UNITEDHEALTH GROUP INCUNH | 42 funds | $9.5B |
| LAM RESEARCH CORPLRCX | 42 funds | $7.0B |
| BRISTOL-MYERS SQUIBB COBMY | 42 funds | $3.7B |
| UBER TECHNOLOGIES INCUBER | 42 funds | $2.1B |
| BROADCOM INCAVGO | 41 funds | $44.5B |
| ADVANCED MICRO DEVICESAMD | 41 funds | $11.4B |
| INTUITIVE SURGICAL INCISRG | 41 funds | $9.4B |
Ranked by how many of BCYC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 |
| Jul 2, 2026 | Lee Kevin | CHIEF EXECUTIVE OFFICER, Director | Sell (S) | 6K | $25K |
| Jul 2, 2026 | Hannay Michael Charles Ferguson | CHIEF PROD & SUPPLY CHAIN OFF | Sell (S) | 2K | $6K |
| Jul 2, 2026 | Thompson Travis Alvin | Chief Financial Officer | Sell (S) | 819 | $3K |
| Apr 6, 2026 | Skynner Michael | CHIEF SCIENTIFIC OFFICER | Sell (S) | 525 | $3K |
Connected entities for BCYC
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.
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.