PAI
BCYC

Palo Alto Investors’s Bicycle Therapeutics BCYC Stock Holding History

Palo Alto Investors’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 		$937K Sell
201,890
-19,181
-9% -$110K 0.14% 42
2025
Q4 		$1.57M Hold
221,071
– – 0.22% 39
2025
Q3 		$1.71M Sell
221,071
-27,863
-11% -$210K 0.32% 36
2025
Q2 		$1.73M Hold
248,934
– – 0.37% 31
2025
Q1 		$2.11M Hold
248,934
– – 0.4% 27
2024
Q4 		$3.49M Buy
248,934
+189,352
+318% +$4.06M 0.54% 21
2024
Q3 		$1.35M Buy
+59,582
New +$1.37M 0.18% 34

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 $204B AUM 27.99% 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

Palo Alto Investors's BCYC Position: Q1 2026 in Review

Palo Alto Investors reduced its Bicycle Therapeutics (BCYC) stake by 8.7% in Q1 2026, selling an estimated $110K and leaving 201,890 shares worth $937K. The position accounts for 0.14% of the portfolio, ranked #42.

Palo Alto Investors first reported a position in BCYC in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.49M in Q4 2024. 98 funds tracked by Wall St. Rank hold BCYC as of Q1 2026.

  • Palo Alto Investors held 201,890 shares of Bicycle Therapeutics worth $937K as of Q1 2026.
  • Palo Alto Investors sold 19,181 Bicycle Therapeutics shares in Q1 2026, an estimated $110K.
  • Bicycle Therapeutics made up 0.14% of Palo Alto Investors's portfolio in Q1 2026, its #42 holding.
  • Palo Alto Investors first reported a position in Bicycle Therapeutics in Q3 2024 and has held it in 7 quarters since.
  • Palo Alto Investors's Bicycle Therapeutics position peaked at $3.49M in Q4 2024.
  • 98 funds tracked by Wall St. Rank held Bicycle Therapeutics as of Q1 2026.

Based on Palo Alto Investors's 13F filing for Q1 2026, filed 15 May 2026.