Stifel Financial’s Bicycle Therapeutics BCYC Stock Holding History

Stifel Financial’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	$86.8K	Buy	20,479 +5,792	+39%	+$26.6K	﹤0.01%	3629
2026 Q1	$68.1K	Buy	+14,687	New	+$83.9K	﹤0.01%	3563
2022 Q2	–	Sell	-31,746	Closed	-$1.39M	–	3330
2022 Q1	$1.39M	Sell	31,746 -3,213	-9%	-$150K	﹤0.01%	1885
2021 Q4	$2.13M	Sell	34,959 -2,928	-8%	-$162K	﹤0.01%	1574
2021 Q3	$1.58M	Sell	37,887 -4,251	-10%	-$149K	﹤0.01%	1739
2021 Q2	$1.28M	Buy	+42,138	New	+$1.27M	﹤0.01%	1911

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

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 Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

GSK plc London $602M AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Stifel Financial's BCYC Position: Q2 2026 in Review

Stifel Financial increased its Bicycle Therapeutics (BCYC) stake by 39% in Q2 2026, buying an estimated $26.6K and bringing the position to 20,479 shares worth $86.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3629.

Stifel Financial first reported a position in BCYC in Q2 2021 and has held it in 6 quarters since. The position peaked at $2.13M in Q4 2021. 104 funds tracked by Wall St. Rank hold BCYC as of Q2 2026.

Stifel Financial held 20,479 shares of Bicycle Therapeutics worth $86.8K as of Q2 2026.
Stifel Financial bought 5,792 Bicycle Therapeutics shares in Q2 2026, an estimated $26.6K.
Bicycle Therapeutics made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3629 holding.
Stifel Financial first reported a position in Bicycle Therapeutics in Q2 2021 and has held it in 6 quarters since.
Stifel Financial's Bicycle Therapeutics position peaked at $2.13M in Q4 2021.
104 funds tracked by Wall St. Rank held Bicycle Therapeutics as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.