BICARA THERAPEUTICS INC BCAX
COM · Common Stock · CUSIP 055477103
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersBoston, MA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 54.5m as of 2025-03-24, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $13.04. Options: 2 managers hold calls ($1.0k notional), 2 hold puts ($2.0k).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2024 | 70 |
| Q4 2024 | 85 |
| Q1 2025 | 94 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2024 | 55 | 30 |
| Q1 2025 | 52 | 36 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $0 | $0 | — |
| Q3 2024 | $0 | $0 | — |
| Q4 2024 | $22.0k | $0 | 0.00 |
| Q1 2025 | $1.0k | $2.0k | 2.00 |
Biggest buyers
| Vestal Point Capital, LP | Added | +2.1m |
| FMR LLC | Added | +1.5m |
| MORGAN STANLEY | Added | +749.2k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +636.7k |
| JANUS HENDERSON GROUP PLC | Added | +479.9k |
| Schonfeld Strategic Advisors LLC | New | +366.0k |
| Napean Trading & Investment Co (Singapore) PTE Ltd | New | +275.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +250.8k |
| BRAIDWELL LP | Added | +162.1k |
| Atle Fund Management AB | New | +119.8k |
Biggest sellers
| DEERFIELD MANAGEMENT COMPANY, L.P. | Sold out | -1.8m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | -992.4k |
| ALLIANCEBERNSTEIN L.P. | Sold out | -821.3k |
| Fairmount Funds Management LLC | Reduced | -500.0k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -359.8k |
| First Turn Management, LLC | Sold out | -346.2k |
| Boxer Capital Management, LLC | Sold out | -135.0k |
| UBS Group AG | Reduced | -134.6k |
| Rock Springs Capital Management LP | Reduced | -109.9k |
| MARSHALL WACE, LLP | Sold out | -67.7k |
Biggest calls
| SIMPLEX TRADING, LLC | Reduced | $1.0k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SIMPLEX TRADING, LLC | New | $2.0k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| RA CAPITAL MANAGEMENT, L.P. 13D · may seek influence filed 2026-03-02 | 11.5% |
| Invus Global Management, LLC 13G · passive investor filed 2025-07-31 | 9.6% |
| Vestal Point Capital, LP 13G · institution +1.8 pts · filed 2026-05-15 | 8.3% |
| Deep Track Capital, LP 13G · passive investor +1.2 pts · filed 2026-05-15 | 6.2% |
| BlackRock, Inc. 13G · institution new · filed 2026-07-27 | 5.4% |
Fell to 5% or below in the last year: T. Rowe Price Investment Management, Inc. (4.2%, 2026-10-07), Janus Henderson Group Ltd. (4.8%, 2026-08-13), Red Tree GP, LLC (4.8%, 2026-05-08), FMR LLC (3.2%, 2026-05-06)
Insider purchases and sales in Q1 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 1 | $33.0m | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 1 | $1.0m | $1.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-14 | Meisner Lara Chief Legal Officer | Sold plan | $1.0m79.1k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| RA CAPITAL MANAGEMENT, L.P. 1.51% of their portfolio | 7.0m $90.6m | Unchanged |
| FMR LLC 0.00% of their portfolio | 3.6m $47.1m | Added +1.5m |
| Siren, L.L.C. 2.40% of their portfolio | 3.3m $42.6m | Reduced -5.7k |
| RED TREE MANAGEMENT, LLC 44.61% of their portfolio | 3.2m $41.3m | Unchanged |
| TPG GP A, LLC 0.79% of their portfolio | 3.0m $39.2m | Unchanged |
| Vestal Point Capital, LP 2.58% of their portfolio | 2.8m $36.1m | Added +2.1m |
| Omega Fund Management, LLC 16.95% of their portfolio | 2.2m $28.7m | Unchanged |
| BRAIDWELL LP 0.99% of their portfolio | 2.2m $28.2m | Added +162.1k |
| Deep Track Capital, LP 0.84% of their portfolio | 2.0m $26.1m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.8m $23.4m | Added +250.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 1.4m $18.2m | Added +636.7k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 1.3m $18.0m | Added +479.9k |
| BlackRock, Inc. 0.00% of their portfolio | 1.3m $17.5m | Added +80.3k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 1.2m $15.4m | Reduced -992.4k |
| MORGAN STANLEY 0.00% of their portfolio | 1.2m $15.0m | Added +749.2k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.1m $14.2m | Added +590 |
| Blackstone Inc. 0.06% of their portfolio | 1.0m $13.4m | Added +115.2k |
| FIL Ltd 0.01% of their portfolio | 1.0m $13.2m | Unchanged |
| Foresite Capital Management VI LLC 6.78% of their portfolio | 950.0k $12.4m | Unchanged |
| BAKER BROS. ADVISORS LP 0.12% of their portfolio | 833.3k $10.9m | Unchanged |
| Fairmount Funds Management LLC 1.59% of their portfolio | 784.2k $10.2m | Reduced -500.0k |
| ACORN CAPITAL ADVISORS, LLC 5.59% of their portfolio | 643.4k $8.4m | Added +1 |
| Aisling Capital Management LP 2.57% of their portfolio | 568.9k $7.4m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 491.7k $6.4m | Added +25.0k |
| STATE STREET CORP 0.00% of their portfolio | 370.1k $4.8m | Added +65.4k |
| Schonfeld Strategic Advisors LLC 0.03% of their portfolio | 366.0k $4.8m | New |
| Woodline Partners LP 0.03% of their portfolio | 348.7k $4.5m | Added +73.0k |
| Rock Springs Capital Management LP 0.25% of their portfolio | 336.1k $4.4m | Reduced -109.9k |
| ORBIMED ADVISORS LLC 0.09% of their portfolio | 298.3k $3.9m | Unchanged |
| Napean Trading & Investment Co (Singapore) PTE Ltd 1.05% of their portfolio | 275.9k $3.6m | New |
| DAFNA Capital Management LLC 0.78% of their portfolio | 212.0k $2.8m | Added +106.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 154.2k $2.0m | Reduced -4.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 153.0k $2.0m | Reduced -3.8k |
| TD Asset Management Inc 0.00% of their portfolio | 130.9k $1.7m | Added +28.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 125.7k $1.6m | Reduced -54.1k |
| Atle Fund Management AB 0.69% of their portfolio | 119.8k $1.6m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 111.4k $1.5m | Reduced -1.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 68.6k $893.4k | Added +39.4k |
| UBS Group AG 0.00% of their portfolio | 65.9k $858.1k | Reduced -134.6k |
| STEMPOINT CAPITAL LP 0.20% of their portfolio | 47.1k $613.4k | New |
| NORGES BANK 0.00% of their portfolio | 42.9k $558.8k | Reduced -27.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 42.2k $549.8k | Added +1.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 41.7k $558.2k | New |
| Skandinaviska Enskilda Banken AB (publ) 0.00% of their portfolio | 38.0k $495.6k | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 34.4k $448.6k | New |
| Jefferies Financial Group Inc. 0.01% of their portfolio | 30.6k $398.7k | New |
| XTX Topco Ltd 0.02% of their portfolio | 28.5k $370.7k | Added +1.1k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 25.6k $334.2k | Reduced -359.8k |
| Nuveen, LLC 0.00% of their portfolio | 25.0k $326.1k | First filing |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 24.9k $324.5k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 23.0k $299.9k | Added +4.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 21.8k $284.0k | Reduced -42.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 21.5k $280.4k | First filing |
| BARCLAYS PLC 0.00% of their portfolio | 20.3k $264.1k | Reduced -9.8k |
| WEXFORD CAPITAL LP 0.07% of their portfolio | 20.0k $260.6k | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 19.0k $248.0k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 18.4k $239.9k | Reduced -15.3k |
| CITIGROUP INC 0.00% of their portfolio | 17.5k $227.5k | Added +2.0k |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 16.7k $218.2k | New |
| Invesco Ltd. 0.00% of their portfolio | 14.9k $194.3k | Reduced -409 |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 13.7k $178.1k | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 12.8k $166.4k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 12.2k $158.5k | Unchanged |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 12.0k $156.4k | Added +4.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 11.4k $148.2k | Added +468 |
| CAXTON CORP 2.81% of their portfolio | 10.9k $142.6k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 10.3k $133.6k | Added +226 |
| Corebridge Financial, Inc. 0.00% of their portfolio | 9.5k $123.2k | Reduced -141 |
| Virtus Investment Advisers, LLC 0.03% of their portfolio | 9.1k $118.5k | New |
| Avanza Fonder AB 0.00% of their portfolio | 6.7k $88.2k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 4.0k $52.1k | New |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 3.7k $48.1k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 2.2k $29.0k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 2.0k $26.3k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 1.9k $25.1k | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 1.4k $18.6k | Unchanged |
| Larson Financial Group LLC 0.00% of their portfolio | 1.1k $13.9k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 922 $12.0k | Reduced -134 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 865 $11.0k | Reduced -659 |
| AMALGAMATED BANK 0.00% of their portfolio | 658 $9.0k | Unchanged |
| GAMMA Investing LLC 0.00% of their portfolio | 595 $7.8k | Added +536 |
| US BANCORP \DE\ 0.00% of their portfolio | 567 $7.4k | New |
| Allworth Financial LP 0.00% of their portfolio | 325 $5.1k | New |
| Kessler Investment Group, LLC 0.00% of their portfolio | 200 $2.6k | Unchanged |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 163 $2.1k | New |
| Sterling Capital Management LLC 0.00% of their portfolio | 162 $2.1k | Reduced -114 |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 154 $2.0k | New |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 102 $1.3k | New |
| SIGNATUREFD, LLC 0.00% of their portfolio | 80 $1.0k | New |
| Lindbrook Capital, LLC 0.00% of their portfolio | 71 $925 | New |
| True Wealth Design, LLC 0.00% of their portfolio | 33 $430 | New |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 20 $261 | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 16 $203 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |