§ BIOTECHNOLOGY
USD · BiotechnologyBCAX
BICARA THERAPEUTICS INC
USDSector · Biotechnology
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
112 increased/new, 47 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| RA CAPITAL MANAGEMENT, L.P. | 7.3M | 1.5% | +4% |
| Siren, L.L.C. | 5.8M | 3.2% | +11% |
| Vestal Point Capital, LP | 5.4M | 3.0% | +52% |
| Deep Track Capital, LP | 4.1M | 1.3% | +55% |
| JANUS HENDERSON GROUP PLC | 3.3M | n/a | +26% |
| RED TREE MANAGEMENT, LLC | 3.2M | 56.4% | ±0% |
◇ AC INTELLIGENCE
Top institutional owners for BCAX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER86.3% · 94 holders
QUALITY / COMPOUNDER18.5% · 14 holders
PASSIVE / INDEX6.4% · 7 holders
DEALER / BANK5.8% · 18 holders
TACTICAL / MACRO3.4% · 4 holders
INCOME / DEFENSIVE0.9% · 7 holders
ACTIVIST0.4% · 1 holder
GROWTH / MOMENTUM0.1% · 1 holder
SYSTEMATIC / QUANT0.1% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BCAX in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BCAX yet.