BCAX at a glance
Bicara Therapeutics Inc. (BCAX, SEC CIK 2023658) filed its latest 10-K annual report on March 30, 2026, a 10-Q quarterly report on August 11, 2026, an 8-K current report on August 25, 2026 and Form 4 insider filings as recently as September 10, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding Bicara Therapeutics Inc. (BCAX) shares worth $561.5 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Cohlhepp Ryan on September 8, 2026 of 14,058 shares at $22.77 per share.
- In the last 90 days, BCAX insiders reported 0 open-market purchases ($0) and 10 open-market sales ($2.1M) on Form 4, a net sale of $2.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Insiders · 90 days
- 0 buys · 10 sells
- Net −$2.1M
- 13F holders
- 28 funds
- $561.5M · +1 vs prior quarter
- Latest 8-K
- Aug 25, 2026
- Item 1.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $0, unchanged YoY; no products approved for sale
- Net loss $55.4M vs $27.4M YoY; operating margin not applicable with no revenue
- R&D expenses $45.8M vs $24.8M, led by clinical operations and development at $21.4M
- Cash, cash equivalents and marketable securities $497.3M at June 30, 2026; February offering netted $161.8M
- Cash runway into first half of 2029; substantial enrollment expected by end-2026, with interim analysis targeted for mid-2027
Risk Factors
- No material-change statement; carried-forward risks reflect clinical-stage status and no commercial revenue
- Regulatory risk: FDA, Health Canada, or EMA may require additional trials, delaying ficerafusp alfa approval
- Near-term clinical risk: Phase 2/3 FORTIFI-HN01 failure could materially harm development plans
- Competitive risk: Keytruda and other HNSCC therapies may establish stronger market positions before launch
- Liquidity risk: $497.3 million cash, equivalents, and securities expected to fund operations into first half of 2029
AI summary of the BCAX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- New 35,090-square-foot Boston headquarters at 10 St. James Avenue
- Base rent $105,279 monthly, payable nine months after commencement
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 financial results for quarter ended June 30, 2026
- Business updates included alongside quarterly results
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Kiran Mazumdar-Shaw resigns July 28, 2026 without reported disagreement, removing one Board and governance committee member
- Jeremy Bender and Christy Oliger appointed independent directors, expanding Board size from nine to ten
Item 7.01: Regulation FD Disclosure
- Board appointments of Jeremy Bender and Christy Oliger announced
- Leadership additions may broaden board expertise and support strategic oversight
AI summaries of BCAX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BCAX
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- Fund moves. Which tracked funds opened, added or cut BCAX, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Cohlhepp Ryan | M | Sep 8, 2026 | 17,500 | $3.79 |
| Cohlhepp Ryan | Sell | Sep 8, 2026 | 14,058 | $22.77 |
| Cohlhepp Ryan | Sell | Sep 8, 2026 | 3,442 | $23.43 |
| Cohlhepp Ryan | M | Sep 8, 2026 | 17,500 | - |
| Larson Jennifer | A | Aug 12, 2026 | 285,000 | - |
| Hyep Ivan | Sell | Aug 10, 2026 | 12,500 | $27.97 |
| Hyep Ivan | M | Aug 10, 2026 | 12,500 | $3.79 |
| Hyep Ivan | M | Aug 10, 2026 | 12,500 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Operating Income | -$39.9M | -$82.4M | -$155.6M |
| Net Income | - | -$68.0M | -$137.9M |
| Balance Sheet | |||
| Total Assets | $234.0M | $510.0M | $431.0M |
| Equity | -$148.8M | $491.9M | $401.5M |
| ROE | - | -13.8% | -34.4% |
| Per Share | |||
| EPS | $-89.61 | $-4.05 | $-2.52 |
| Cash Flow | |||
| Operating CF | -$45.6M | -$74.8M | -$106.8M |
| CapEx | $586K | $71K | $280K |
Source: XBRL data in Bicara Therapeutics Inc. (BCAX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BCAX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $561.5M |
| Q1 2026 | 27 | $311.3M |
| Q4 2025 | 22 | $240.0M |
| Q3 2025 | 21 | $208.5M |
| Q2 2025 | 21 | $120.3M |
| Q1 2025 | 17 | $100.5M |
| Q4 2024 | 9 | $87.7M |
| Q3 2024 | 6 | $36.0M |
- BlackRock+1.00M (+35%)
- JPMorgan Chase & Co+838.6K (+473%)
- State Street Corp+629.5K (+44%)
- T. Rowe Price Group+528.0K (+38%)
- Vanguard Capital Management LLC+442.4K (+25%)
- Citadel Advisors LLC−1.45M (-87%)
- FMR LLC (Fidelity)−207.9K (-10%)
- Morgan Stanley−137.3K (-33%)
- Two Sigma Investments−43.3K (-48%)
- Goldman Sachs Group−38.4K (-7%)
- Raymond James Financial+12.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 151 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BCAX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 10, 2026 | - | - | - |
| 8-K | Aug 25, 2026 | - | Analysis | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 10-Q | Aug 11, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| SC 13G | Jul 27, 2026 | - | - | |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 8-K | May 21, 2026 | - | Analysis |
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BCAX SEC filings: frequently asked questions
Are BCAX insiders buying or selling?
In the last 90 days, Bicara Therapeutics Inc. (BCAX) officers, directors and 10% owners reported no open-market purchases and 10 open-market sales worth $2.1 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold BCAX stock?
As of June 30, 2026, the largest Bicara Therapeutics Inc. (BCAX) holders among the 13F filers tracked by SignalX were BlackRock ($114.3 million), Vanguard Capital Management LLC ($65.8 million), State Street Corp ($60.8 million), Franklin Resources ($58.0 million), T. Rowe Price Group ($56.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What did BCAX report in its latest 8-K?
Bicara Therapeutics Inc. (BCAX) filed an 8-K on August 25, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). New 35,090-square-foot Boston headquarters at 10 St. James Avenue.
What are the latest BCAX SEC filings?
Bicara Therapeutics Inc. (BCAX) filed its latest 10-K annual report on March 30, 2026, a 10-Q quarterly report on August 11, 2026, an 8-K current report on August 25, 2026 and a Form 4 insider filing on September 10, 2026.
What is BCAX's SEC CIK number?
Bicara Therapeutics Inc. (BCAX)'s SEC Central Index Key (CIK) is 2023658. EDGAR lists every BCAX filing under that number.
Ask anything about BCAX
The research agent reads BCAX's filings, financials, insider trades and 13F holders, then answers with sources.