Morgan Stanley
BCYC

Morgan Stanley’s Bicycle Therapeutics BCYC Stock Holding History

Morgan Stanley’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
Q1 		$2.87M Buy
618,327
+153,105
+33% +$875K ﹤0.01% 4498
2025
Q4 		$3.29M Sell
465,222
-357,483
-43% -$2.64M ﹤0.01% 4474
2025
Q3 		$6.37M Sell
822,705
-214,448
-21% -$1.62M ﹤0.01% 3948
2025
Q2 		$7.21M Buy
1,037,153
+37,316
+4% +$297K ﹤0.01% 3752
2025
Q1 		$8.49M Buy
999,837
+137,700
+16% +$1.62M ﹤0.01% 3490
2024
Q4 		$12.1M Sell
862,137
-487,757
-36% -$10.5M ﹤0.01% 3254
2024
Q3 		$30.5M Buy
1,349,894
+118,321
+10% +$2.73M ﹤0.01% 2356
2024
Q2 		$24.9M Sell
1,231,573
-285,142
-19% -$6.44M ﹤0.01% 2429
2024
Q1 		$37.8M Sell
1,516,715
-541,735
-26% -$11.5M ﹤0.01% 2030
2023
Q4 		$37.2M Buy
2,058,450
+436,701
+27% +$7.23M ﹤0.01% 2758
2023
Q3 		$32.6M Buy
1,621,749
+182,182
+13% +$4.17M ﹤0.01% 1972
2023
Q2 		$36.7M Sell
1,439,567
-68,182
-5% -$1.58M ﹤0.01% 1878
2023
Q1 		$32.1M Buy
1,507,749
+786,190
+109% +$19.7M ﹤0.01% 1942
2022
Q4 		$21.4M Sell
721,559
-138,292
-16% -$3.71M ﹤0.01% 2272
2022
Q3 		$20M Buy
859,851
+38,647
+5% +$919K ﹤0.01% 2192
2022
Q2 		$13.8M Buy
821,204
+733,287
+834% +$15.5M ﹤0.01% 2703
2022
Q1 		$3.86M Sell
87,917
-62,095
-41% -$2.9M ﹤0.01% 3958
2021
Q4 		$9.13M Buy
150,012
+5,399
+4% +$298K ﹤0.01% 3041
2021
Q3 		$6.01M Buy
144,613
+78,407
+118% +$2.74M ﹤0.01% 3476
2021
Q2 		$2.01M Buy
66,206
+63,966
+2,856% +$1.93M ﹤0.01% 4627
2021
Q1 		$67K Sell
2,240
-1,232
-35% -$31.8K ﹤0.01% 6209
2020
Q4 		$62K Sell
3,472
-517
-13% -$9.98K ﹤0.01% 6087
2020
Q3 		$76K Buy
3,989
+515
+15% +$9.1K ﹤0.01% 5546
2020
Q2 		$55K Buy
3,474
+219
+7% +$3.37K ﹤0.01% 5645
2020
Q1 		$44K Buy
3,255
+3,245
+32,450% +$41.3K ﹤0.01% 5509
2019
Q4 		$0 Buy
+10
New +$91 ﹤0.01% 6644

Other funds holding BCYC

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
FIS
FCPM III Services Naarden, Netherlands $722M AUM 73.61% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
GP
GSK plc London $599M AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley's BCYC Position: Q1 2026 in Review

Morgan Stanley increased its Bicycle Therapeutics (BCYC) stake by 33% in Q1 2026, buying an estimated $875K and bringing the position to 618,327 shares worth $2.87M. The position accounts for ﹤0.01% of the portfolio, ranked #4498.

Morgan Stanley first reported a position in BCYC in Q4 2019 and has held it in 26 quarters since. The position peaked at $37.8M in Q1 2024. 98 funds tracked by Wall St. Rank hold BCYC as of Q1 2026.

  • Morgan Stanley held 618,327 shares of Bicycle Therapeutics worth $2.87M as of Q1 2026.
  • Morgan Stanley bought 153,105 Bicycle Therapeutics shares in Q1 2026, an estimated $875K.
  • Bicycle Therapeutics made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4498 holding.
  • Morgan Stanley first reported a position in Bicycle Therapeutics in Q4 2019 and has held it in 26 quarters since.
  • Morgan Stanley's Bicycle Therapeutics position peaked at $37.8M in Q1 2024.
  • 98 funds tracked by Wall St. Rank held Bicycle Therapeutics as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.