BCYCNasdaqPharmaceutical PreparationsFiscal year ends December 31
BICYCLE THERAPEUTICS PLC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$3.54+0.08 (+2.17%)
Close on Oct 19, 2026
- Market cap
- $246.76M
- P/E (TTM)
- –
- Dividend yield
- 0.00%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
53.5%
37M of 70M shares
Institutional holders
104
19 new, 13 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 35 sales
Net sold $458.69K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Point72 Capital Advisors, Inc. | 4,230,302 | 8.90% | 13G (passive) | Dec 13, 2024 |
| Steven A. Cohen | 3,739,318 | 7.80% | 13G (passive) amendment | Mar 31, 2025 |
| Forbion Growth Ii Management B.V. | 3,452,330 | 7.30% | 13G (passive) | Nov 21, 2024 |
| Armistice Capital, LLC | 3,398,000 | 6.75% | 13G (passive) amendment | Mar 31, 2026 |
| Steven Boyd | 3,398,000 | 6.72% | 13G (passive) amendment | Jun 30, 2026 |
| John Helmers | 3,310,687 | 6.60% | 13G (passive) | Mar 31, 2026 |
| David Kroin | 2,821,171 | 5.67% | 13G (passive) amendment | Mar 31, 2025 |
| Felix J. Baker | 10,885,357 | 22.90% | 13D (active) amendment | Dec 13, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BCYC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Baker Bros. Advisors LP | 10,885,357 | 15.55% | $46.15M | – | 0.23% |
| Fcpm Iii Services B.V. | 3,468,430 | 4.96% | $14.71M | – | 1.96% |
| Armistice Capital, LLC | 3,398,000 | 4.85% | $14.41M | – | 0.18% |
| Long Focus Capital Management, LLC | 3,310,687 | 4.73% | $14.04M | – | 0.36% |
| Acadian Asset Management LLC | 1,968,025 | 2.81% | $8.32K | – | 0.01% |
| Renaissance Technologies LLC | 1,533,400 | 2.19% | $6.50M | +554,100 | 0.01% |
| GSK plc | 1,529,561 | 2.19% | $6.49M | – | 1.08% |
| Price T Rowe Associates Inc /Md/ | 902,150 | 1.29% | $3.83K | −126,093 | 0.00% |
| Marshall Wace, Llp | 797,940 | 1.14% | $3.38M | +420,605 | 0.00% |
| Qube Research & Technologies Ltd | 775,567 | 1.11% | $3.29M | +466,950 | 0.00% |
| Morgan Stanley | 667,269 | 0.95% | $2.83M | +48,942 | 0.00% |
| Schroder Investment Management Group | 615,833 | 0.88% | $2.56M | – | 0.00% |
| Citadel Advisors LLC | 554,225 | 0.79% | $2.35M | +177,140 | 0.00% |
| Millennium Management LLC | 553,967 | 0.79% | $2.35M | +269,981 | 0.00% |
| Peapod Lane Capital LLC | 537,978 | 0.77% | $2.28M | +416,872 | 1.54% |
| Diadema Partners LP | 462,724 | 0.66% | $1.96M | −13,700 | 0.25% |
| Two Sigma Investments, LP | 434,577 | 0.62% | $1.84M | +269,777 | 0.00% |
| Jane Street Group, LLC | 392,163 | 0.56% | $1.66M | +174,048 | 0.00% |
| Flax Pond Capital, LLC | 376,222 | 0.54% | $1.67M | +200,086 | 0.62% |
| Birchview Capital, LP | 313,616 | 0.45% | $1.33M | −149,983 | 0.62% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 104 | 37M | 53.5% | 19 / 34 | 18 / 13 | 4M | 4M |
| Q1 2026 | 98 | 37M | 53.5% | 15 / 43 | 16 / 26 | 5M | 7M |
| Q4 2025 | 109 | 39M | 56.0% | 22 / 35 | 29 / 11 | 5M | 3M |
| Q3 2025 | 99 | 37M | 52.7% | 10 / 38 | 24 / 21 | 3M | 7M |
| Q2 2025 | 110 | 41M | 58.9% | 29 / 38 | 20 / 14 | 5M | 5M |
| Q1 2025 | 95 | 42M | 59.6% | 15 / 28 | 30 / 17 | 4M | 4M |
| Q4 2024 | 97 | 42M | 59.8% | 16 / 29 | 36 / 23 | 11M | 10M |
| Q3 2024 | 105 | 40M | 57.8% | 17 / 34 | 33 / 18 | 6M | 5M |
| Q2 2024 | 107 | 40M | 57.6% | 26 / 35 | 25 / 14 | 16M | 9M |
| Q1 2024 | 95 | 34M | 47.9% | 13 / 29 | 33 / 17 | 8M | 7M |
| Q4 2023 | 101 | 33M | 47.1% | 21 / 37 | 30 / 21 | 8M | 7M |
| Q3 2023 | 101 | 32M | 46.3% | 24 / 35 | 24 / 7 | 10M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BCYC | Value | % of fund | As of |
|---|---|---|---|---|---|
| T. Rowe Price Health Sciences Fund, Inc. | 628,421 | 0.90% | $2.66M | 0.02% | Jun 30, 2026 |
| Old Westbury Small & Mid Cap Strategies Fund | 265,973 | 0.38% | $1.03M | 0.01% | Jul 31, 2026 |
| iShares Biotechnology ETF | 242,577 | 0.35% | $1.03M | 0.01% | Jun 30, 2026 |
| Virtus Biotech Clinical Trials Etf | 76,743 | 0.11% | $296.23K | 0.64% | Jul 31, 2026 |
| T. Rowe Price Health Sciences Portfolio | 62,846 | 0.09% | $266.47K | 0.04% | Jun 30, 2026 |
| ALPS Medical Breakthroughs ETF | 51,450 | 0.07% | $241.30K | 0.15% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) International Small Cap ETF | 30,829 | 0.04% | $130.71K | 0.02% | Jun 30, 2026 |
| Voya Multi-Manager International Small Cap Fund | 30,052 | 0.04% | $116.00K | 0.02% | Jul 31, 2026 |
| Health Sciences Trust | 25,602 | 0.04% | $108.55K | 0.04% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 25,129 | 0.04% | $117.86K | 0.00% | May 31, 2026 |
| Invesco NASDAQ Future Gen 200 ETF | 13,410 | 0.02% | $62.89K | 0.33% | May 31, 2026 |
| Horizon Kinetics Medical ETF | 12,584 | 0.02% | $53.36K | 0.28% | Jun 30, 2026 |
| Steward Values Enhanced International Fund | 11,209 | 0.02% | $43.27K | 0.01% | Jul 31, 2026 |
| EQ/T.Rowe Price Health Sciences Portfolio | 9,600 | 0.01% | $40.70K | 0.02% | Jun 30, 2026 |
| Harbor International Core Fund | 6,102 | 0.01% | $23.55K | 0.00% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Kevin Lee | CHIEF EXECUTIVE OFFICER, Director | 603,671 | 0.86% | Jul 7, 2026 |
| Michael Charles Ferguson Hannay | CHIEF PROD & SUPPLY CHAIN OFF | 94,375 | 0.13% | Jul 17, 2026 |
| Jennifer Scott Perry | Chief Operating Officer | 91,385 | 0.13% | Jul 17, 2026 |
| Travis Alvin Thompson | Chief Financial Officer | 64,441 | 0.09% | Jul 17, 2026 |
| Michael Skynner | CHIEF SCIENTIFIC OFFICER | 157,171 | 0.22% | Jul 17, 2026 |
| Alistair Milnes | CHIEF OPERATING OFFICER | 136,717 | 0.20% | Jan 6, 2026 |
| Alethia Young | Chief Financial Officer | 88,959 | 0.13% | Jan 6, 2026 |
| Eric Westin | Chief Medical Officer | 2,305 | 0.00% | Mar 27, 2025 |
| Santiago Arroyo | CHIEF DEVELOPMENT OFFICER | 69,057 | 0.10% | Jan 6, 2025 |
| Nigel Crockett | CHIEF BUSINESS OFFICER | 51,053 | 0.07% | Jan 6, 2025 |
| Alessandro Riva | Director | 19,880 | 0.03% | Jan 6, 2026 |
| Roger D. Dansey | Director | 15,532 | 0.02% | Jan 6, 2026 |
| Robert Charles Swanton | Director | 19,213 | 0.03% | Jan 6, 2026 |
| Bros. Advisors Lp Baker | Director, 10% owner | 918,483 | 1.31% | Jan 6, 2026 |
| Julian Baker | Director, 10% owner | – | – | Jan 6, 2026 |
| Felix Baker | Director, 10% owner | 937,483 | 1.34% | Jan 6, 2026 |
| Brothers Life Sciences LP Baker | Director, 10% owner | 579,856 | 0.83% | Jan 6, 2026 |
| Bros. Advisors (GP) LLC Baker | Director, 10% owner | 9,995,274 | 14.28% | Jan 6, 2026 |
| Jose-Carlos Gutierrez-Ramos | Director | 32,500 | 0.05% | Jan 6, 2026 |
| Herve Hoppenot | Director | 15,532 | 0.02% | Jan 6, 2026 |
| Gregory Paul Winter | Director | 196,427 | 0.28% | Jan 6, 2026 |
| Janice Bourque | Director | 32,500 | 0.05% | Jan 6, 2026 |
| Stephen H. Sands | Director | 26,893 | 0.04% | Jan 6, 2026 |
| 667, L.P. | Director, 10% owner | 787,954 | 1.13% | Jan 6, 2026 |
| Pierre Legault | Director | 46,000 | 0.07% | Jan 6, 2025 |
| Richard N. Kender | Director | 23,000 | 0.03% | Jan 6, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Travis Alvin Thompson Chief Financial Officer | Jul 6, 2026 | Sale | −104 | $4.31 | $448 | 64,441 |
| Jennifer Scott Perry Chief Operating Officer | Jul 6, 2026 | Sale(10b5-1 plan) | −43 | $4.31 | $185 | 91,385 |
| Jennifer Scott Perry Chief Operating Officer | Jul 6, 2026 | Sale(10b5-1 plan) | −333 | $4.34 | $1.45K | 91,052 |
| Kevin Lee CHIEF EXECUTIVE OFFICER, Director | Jul 6, 2026 | Sale | −1,737 | $4.31 | $7.49K | 603,671 |
| Michael Skynner CHIEF SCIENTIFIC OFFICER | Jul 6, 2026 | Sale | −532 | $4.31 | $2.29K | 157,171 |
| Michael Charles Ferguson Hannay CHIEF PROD & SUPPLY CHAIN OFF | Jul 6, 2026 | Sale | −255 | $4.31 | $1.10K | 94,375 |
| Travis Alvin Thompson Chief Financial Officer | Jul 2, 2026 | Sale | −819 | $4.27 | $3.50K | 64,545 |
| Jennifer Scott Perry Chief Operating Officer | Jul 2, 2026 | Sale(10b5-1 plan) | −1,036 | $4.27 | $4.42K | 91,428 |
| Kevin Lee CHIEF EXECUTIVE OFFICER, Director | Jul 2, 2026 | Sale | −5,905 | $4.27 | $25.21K | 605,408 |
| Michael Skynner CHIEF SCIENTIFIC OFFICER | Jul 2, 2026 | Sale | −1,859 | $4.27 | $7.94K | 157,703 |
| Michael Charles Ferguson Hannay CHIEF PROD & SUPPLY CHAIN OFF | Jul 2, 2026 | Sale | −1,506 | $4.27 | $6.43K | 94,630 |
| Jennifer Scott Perry Chief Operating Officer | Apr 6, 2026 | Sale(10b5-1 plan) | −333 | $5.04 | $1.68K | 92,464 |
| Jennifer Scott Perry Chief Operating Officer | Apr 6, 2026 | Sale(10b5-1 plan) | −37 | $5.05 | $187 | 92,797 |
| Michael Skynner CHIEF SCIENTIFIC OFFICER | Apr 6, 2026 | Sale | −525 | $5.05 | $2.65K | 159,562 |
| Travis Alvin Thompson Chief Financial Officer | Apr 6, 2026 | Sale | −102 | $5.05 | $515 | 65,364 |
| Michael Charles Ferguson Hannay CHIEF PROD & SUPPLY CHAIN OFF | Apr 6, 2026 | Sale | −251 | $5.05 | $1.27K | 96,136 |
| Kevin Lee CHIEF EXECUTIVE OFFICER, Director | Apr 6, 2026 | Sale | −1,716 | $5.05 | $8.67K | 611,313 |
| Jennifer Scott Perry Chief Operating Officer | Apr 2, 2026 | Sale(10b5-1 plan) | −1,038 | $4.91 | $5.10K | 92,834 |
| Michael Skynner CHIEF SCIENTIFIC OFFICER | Apr 2, 2026 | Sale | −1,879 | $4.91 | $9.23K | 160,087 |
| Travis Alvin Thompson Chief Financial Officer | Apr 2, 2026 | Sale | −799 | $4.91 | $3.92K | 65,466 |
| Michael Charles Ferguson Hannay CHIEF PROD & SUPPLY CHAIN OFF | Apr 2, 2026 | Sale | −1,521 | $4.91 | $7.47K | 96,387 |
| Kevin Lee CHIEF EXECUTIVE OFFICER, Director | Apr 2, 2026 | Sale | −5,967 | $4.91 | $29.30K | 613,029 |
| Kevin Lee CHIEF EXECUTIVE OFFICER, Director | Jan 5, 2026 | Sale | −10,989 | $6.46 | $70.99K | 618,996 |
| Michael Charles Ferguson Hannay CHIEF PROD & SUPPLY CHAIN OFF | Jan 5, 2026 | Sale | −2,367 | $6.45 | $15.27K | 97,908 |
| Alethia Young Chief Financial Officer | Jan 5, 2026 | Sale(10b5-1 plan) | −2,456 | $6.45 | $15.84K | 88,959 |
| Alethia Young Chief Financial Officer | Jan 5, 2026 | Sale(10b5-1 plan) | −1,878 | $6.54 | $12.28K | 87,081 |
| Alistair Milnes CHIEF OPERATING OFFICER | Jan 5, 2026 | Sale | −3,416 | $6.46 | $22.07K | 136,717 |
| Michael Skynner CHIEF TECHNOLOGY OFFICER | Jan 5, 2026 | Sale | −3,266 | $6.46 | $21.10K | 161,966 |
| Travis Alvin Thompson CHIEF ACCOUNTING OFFICER | Jan 5, 2026 | Sale | −1,115 | $6.45 | $7.19K | 66,265 |
| Alessandro Riva Director | Jan 2, 2026 | Award | +7,380 | – | – | 19,880 |
| Kevin Lee CHIEF EXECUTIVE OFFICER, Director | Jan 2, 2026 | Award | +165,000 | – | – | 640,310 |
| Kevin Lee CHIEF EXECUTIVE OFFICER, Director | Jan 2, 2026 | Sale | −10,325 | $6.80 | $70.21K | 629,985 |
| Michael Charles Ferguson Hannay CHIEF PROD & SUPPLY CHAIN OFF | Jan 2, 2026 | Sale | −2,827 | $6.80 | $19.22K | 100,275 |
| Michael Charles Ferguson Hannay CHIEF PROD & SUPPLY CHAIN OFF | Jan 2, 2026 | Award | +50,000 | – | – | 103,102 |
| Alethia Young Chief Financial Officer | Jan 2, 2026 | Award | +50,000 | – | – | 94,704 |
| Alethia Young Chief Financial Officer | Jan 2, 2026 | Sale(10b5-1 plan) | −3,289 | $6.80 | $22.37K | 91,415 |
| Roger D. Dansey Director | Jan 2, 2026 | Award | +3,032 | – | – | 15,532 |
| Jose-Carlos Gutierrez-Ramos Director | Jan 2, 2026 | Award | +9,500 | – | – | 32,500 |
| Stephen H. Sands Director | Jan 2, 2026 | Award | +9,500 | – | – | 26,893 |
| Janice Bourque Director | Jan 2, 2026 | Award | +9,500 | – | – | 32,500 |
| Alistair Milnes CHIEF OPERATING OFFICER | Jan 2, 2026 | Award | +50,000 | – | – | 143,377 |
| Alistair Milnes CHIEF OPERATING OFFICER | Jan 2, 2026 | Sale | −3,244 | $6.80 | $22.06K | 140,133 |
| Herve Hoppenot Director | Jan 2, 2026 | Award | +3,032 | – | – | 15,532 |
| Felix Baker Director, 10% owner | Jan 2, 2026 | Award | +19,000 | – | – | 937,483 |
| Felix Baker Director, 10% owner | Jan 2, 2026 | Award | +19,000 | – | – | 10,018,674 |
| Michael Skynner CHIEF TECHNOLOGY OFFICER | Jan 2, 2026 | Award | +50,000 | – | – | 168,277 |
| Michael Skynner CHIEF TECHNOLOGY OFFICER | Jan 2, 2026 | Sale | −3,045 | $6.80 | $20.71K | 165,232 |
| Gregory Paul Winter Director | Jan 2, 2026 | Award | +9,500 | – | – | 196,427 |
| Robert Charles Swanton Director | Jan 2, 2026 | Award | +3,726 | – | – | 19,213 |
| Travis Alvin Thompson CHIEF ACCOUNTING OFFICER | Jan 2, 2026 | Award | +37,500 | – | – | 68,697 |
| Travis Alvin Thompson CHIEF ACCOUNTING OFFICER | Jan 2, 2026 | Sale | −1,317 | $6.80 | $8.96K | 67,380 |
| Alistair Milnes CHIEF OPERATING OFFICER | Oct 3, 2025 | Sale | −978 | $8.41 | $8.22K | 93,377 |
| Kevin Lee CHIEF EXECUTIVE OFFICER, Director | Oct 3, 2025 | Sale | −3,231 | $8.41 | $27.17K | 475,310 |
| Michael Skynner CHIEF TECHNOLOGY OFFICER | Oct 3, 2025 | Sale | −978 | $8.41 | $8.22K | 118,277 |
| Travis Alvin Thompson CHIEF ACCOUNTING OFFICER | Oct 3, 2025 | Sale | −103 | $8.41 | $866 | 31,197 |
| Michael Charles Ferguson Hannay CHIEF PROD & SUPPLY CHAIN OFF | Oct 3, 2025 | Sale | −250 | $8.41 | $2.10K | 53,102 |
| Alistair Milnes CHIEF OPERATING OFFICER | Oct 2, 2025 | Sale | −1,147 | $8.40 | $9.63K | 94,355 |
| Alethia Young Chief Financial Officer | Oct 2, 2025 | Sale(10b5-1 plan) | −265 | $8.61 | $2.28K | 44,704 |
| Alethia Young Chief Financial Officer | Oct 2, 2025 | Sale(10b5-1 plan) | −217 | $8.40 | $1.82K | 44,969 |
| Kevin Lee CHIEF EXECUTIVE OFFICER, Director | Oct 2, 2025 | Sale | −2,263 | $8.40 | $19.01K | 478,541 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kevin Lee Officer | Oct 2, 2026 | 9,000 | $31.23K | Oct 2, 2026 | Restricted Stock Units |
| Kevin Lee Officer | Jul 2, 2026 | 8,000 | $34.16K | Jul 2, 2026 | Restricted Stock Units |
| Kevin Lee Officer | Apr 2, 2026 | 8,000 | $39.24K | Apr 2, 2026 | Restricted Stock |
| Michael Skynner Officer | Apr 2, 2026 | 2,500 | $12.26K | Apr 2, 2026 | Restricted Stock |
| Alistair Milnes Officer | Apr 2, 2026 | 2,850 | $13.98K | Apr 2, 2026 | Restricted Stock |
| Michael Charles Ferguson Hannay Officer | Apr 2, 2026 | 1,850 | $9.07K | Apr 2, 2026 | Restricted Stock |
| Travis Alvin Thompson Officer | Apr 2, 2026 | 1,000 | $4.91K | Apr 2, 2026 | Restricted Stock |
| Alethia Young Officer | Apr 2, 2026 | 2,034 | $9.98K | Apr 2, 2026 | Restricted Stock |
| Jennifer Scott Perry Officer | Apr 2, 2026 | 1,500 | $7.36K | Apr 2, 2026 | Restricted Stock |
| Alethia Young Officer | Jan 5, 2026 | 123 | $803 | Jan 5, 2026 | Restricted Stock Units |
| Michael Skynner Officer | Jan 2, 2026 | 6,400 | $43.51K | Jan 2, 2026 | Restricted Stock Units |
| Alistair Milnes Officer | Jan 2, 2026 | 6,750 | $46.85K | Jan 2, 2026 | Restricted Stock Units |
| Kevin Lee Officer | Jan 2, 2026 | 21,500 | $146.16K | Jan 2, 2026 | Restricted Stock Units |
| Michael Charles Ferguson Hannay Officer | Jan 2, 2026 | 5,250 | $35.69K | Jan 2, 2026 | Restricted Stock Units |
| Alethia Young Officer | Jan 2, 2026 | 7,500 | $50.99K | Jan 2, 2026 | Restricted Stock Units |