13FPulse
BC

BCAX BICARA THERAPEUTICS INC

2026Q2 · CUSIP 055477103 · Sector: Healthcare & Biotech

Piling in

Net holder growth ranks near the top of the market

Funds that own it
170
Institutions that reported holding it to the SEC
Net increase in holders
+24
Last quarter 146 → now 170
How unusual is that
Top 20%
Stronger buying than 86% of US stocks
What the filings say, in one paragraph

170 funds held BCAX at the end of 2026Q2, up 24 from the quarter before. That is stronger buying than 86.1% of US stocks — among the most piled-into names this quarter. On the business itself, return on equity is -39.5%. BCAX has had 2 buying rushes in its history. It sits in the Healthcare & Biotech sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2024Q4: holders=84 2025Q1: holders=92 2025Q2: holders=106 2025Q3: holders=114 2025Q4: holders=141 2026Q1: holders=146 2026Q2: holders=170 -27 -13.5 +0 +13.5 +27 75127179 24Q425Q125Q225Q325Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 2 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q4 Top 20% +32.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
99
Change in large funds
+20
Total value they hold
$2.1B
Funds buying for the first time
41
Funds that sold out entirely
17
Price change that quarter
+22.1%
Funds holding puts (bearish)
5
Funds holding calls (bullish)
3

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$-3.09
EPS YoY
-109.4%
Revenue (TTM)
Revenue YoY
Net margin
ROE
-39.5%
Debt ratio
8.5%
FCF (TTM)
-$135M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2025-03-31: EPS -0.68 2025-06-30: EPS -0.50 2025-09-30: EPS -0.67 2025-12-31: EPS -0.67 2026-03-31: EPS -0.93 2026-06-30: EPS -0.82 -1.02 -0.51 0.00 2025202606/26 EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

Quarterly free cash flow
-38M-19M0K 202420252026
Latest quarter $-38M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.