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BCYC Bicycle Therapeutics PLC

Health Care, filed as BICYCLE THERAPEUTICS PLC (SPONSORED ADS), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

  • 3 Owners
  • Max 0.1%
  • $1.2M
  • 1 reduce

In 2026 Q2 Murray Stahl trimmed Bicycle Therapeutics.

Who owns this now

Largest portfolio weights among holders, up to 0.1% (Palo Alto Investors). Not free-float ownership.

  1. Palo Alto Investors 0.12%
  2. Nathan Fischel 0.05%

Who owns BCYC

Sorted by value, long equity only, as of 2026 Q2.

History
Palo Alto Investors 0.12% Hold 201,890 $856K History
Nathan Fischel, Dafna Capital Management 0.05% Hold 64,492 $273K History
Murray Stahl, Horizon Kinetics Asset Management <0.01% Reduce −4.6% 12,584 $53K History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by BCYC's executives, directors and 10% owners in the last 12 months, from their Form 4s

All BCYC insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • $17K sold by 2 insiders under 10b5-1 plans
  1. Jennifer Scott Perry COO
    Planned sale
    $1,232 326 shares at $3.78 0.4% of stake
    Traded Oct 5 Filed Oct 7
    ↗
  2. Jennifer Scott Perry COO
    Planned sale
    $1,445 333 shares at $4.34 0.4% of stake
    Traded Jul 6 Filed Jul 7
    ↗
  3. Jennifer Scott Perry COO
    Planned sale
    $1,678 333 shares at $5.04 0.4% of stake
    Traded Apr 6 Filed Apr 6
    ↗
  4. Alethia Young CFO
    Planned sale
    $12K 1,878 shares at $6.54 2.1% of stake
    Traded Jan 5 Filed Jan 6
    ↗

Also filed in the last 12 months, not counted as buying or selling: 43 sales to cover taxes and 16 stock grants.

SEC filings

Recent issuer filings from EDGAR, 19 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.07 Filing Doc
8-K 8.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEF 14A Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 2.02,5.02,9.01 Filing Doc
10-K Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc

Source: SEC EDGAR submissions, updated 1 day ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $26.98M $35.28M $72.59M
Net income -$180.66M -$169.03M -$218.96M
Net margin * -669.7% -479.2% -301.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $561.87M $928.6M $682.88M
Total non-current assets * $33.48M $28.26M $34.71M
Total assets $595.34M $956.87M $717.6M
Total current liabilities $69.54M $67.23M $56.98M
Total non-current liabilities * $154.88M $96.58M $50.64M
Total equity $370.93M $793.06M $609.98M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$60.63M -$164.72M -$249.68M
Cash from investing -$2.93M -$1.24M -$2.35M
Cash from financing $250.03M $519.75M -$0.131M
Net change in cash $187.82M $353.1M -$251.35M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.