JO
BCYC

John Overdeck’s Bicycle Therapeutics BCYC Stock Holding History

John Overdeck’s Portfolio BCYC Stock Details BCYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.84M Buy
434,577
+269,777
+164% +$1.24M ﹤0.01% 3063
2026
Q1 		$765K Buy
164,800
+32,768
+25% +$187K ﹤0.01% 3450
2025
Q4 		$935K Sell
132,032
-52,505
-28% -$387K ﹤0.01% 2962
2025
Q3 		$1.43M Buy
184,537
+128,339
+228% +$969K ﹤0.01% 2348
2025
Q2 		$391K Buy
+56,198
New +$448K ﹤0.01% 2682
2024
Q3 		– Sell
-26,583
Closed -$538K – 3118
2024
Q2 		$538K Sell
26,583
-2,002
-7% -$45.2K ﹤0.01% 2335
2024
Q1 		$712K Sell
28,585
-75,043
-72% -$1.59M ﹤0.01% 2158
2023
Q4 		$1.87M Buy
103,628
+80,698
+352% +$1.34M ﹤0.01% 1620
2023
Q3 		$461K Sell
22,930
-29,696
-56% -$679K ﹤0.01% 2314
2023
Q2 		$1.34M Sell
52,626
-107,950
-67% -$2.51M ﹤0.01% 1768
2023
Q1 		$3.42M Buy
+160,576
New +$4.03M 0.01% 1085
2022
Q4 		– Sell
-49,500
Closed -$1.15M – 2805
2022
Q3 		$1.15M Sell
49,500
-331,154
-87% -$7.88M ﹤0.01% 1395
2022
Q2 		$6.39M Buy
380,654
+203,332
+115% +$4.29M 0.02% 667
2022
Q1 		$7.78M Buy
177,322
+25,961
+17% +$1.21M 0.02% 706
2021
Q4 		$9.21M Buy
151,361
+59,169
+64% +$3.26M 0.02% 838
2021
Q3 		$3.83M Buy
+92,192
New +$3.22M 0.01% 1435
2021
Q1 		– Sell
-20,399
Closed -$366K – 3814
2020
Q4 		$366K Buy
+20,399
New +$394K ﹤0.01% 2724

Other funds holding BCYC

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
FIS
FCPM III Services Naarden, Netherlands $750M AUM 127.27% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GP
GSK plc London $602M AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

John Overdeck's BCYC Position: Q2 2026 in Review

John Overdeck increased its Bicycle Therapeutics (BCYC) stake by 164% in Q2 2026, buying an estimated $1.24M and bringing the position to 434,577 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #3063.

John Overdeck first reported a position in BCYC in Q4 2020 and has held it in 17 quarters since. The position peaked at $9.21M in Q4 2021. 104 funds tracked by Wall St. Rank hold BCYC as of Q2 2026.

  • John Overdeck held 434,577 shares of Bicycle Therapeutics worth $1.84M as of Q2 2026.
  • John Overdeck bought 269,777 Bicycle Therapeutics shares in Q2 2026, an estimated $1.24M.
  • Bicycle Therapeutics made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3063 holding.
  • John Overdeck first reported a position in Bicycle Therapeutics in Q4 2020 and has held it in 17 quarters since.
  • John Overdeck's Bicycle Therapeutics position peaked at $9.21M in Q4 2021.
  • 104 funds tracked by Wall St. Rank held Bicycle Therapeutics as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.