Monitor for any future conversion of this 13G to a 13D, which would signal activist intent. The large passive stake by a dedicated biotech fund signals conviction but no near-term catalyst.
Price Chart
Executive Summary
Biotechnology Value Fund (BVF) and related entities filed a Schedule 13G on September 21, 2026, disclosing a passive 6.1% beneficial ownership stake in Tyra Biosciences, Inc. as of September 14, 2026. The filing is an initial 13G (not an amendment) and confirms a significant passive position by a dedicated healthcare investment firm, with no intent to influence control.
Key Financial Metrics
Key Facts
- BVF Partners L.P., BVF Inc., and Mark N. Lampert each reported beneficial ownership of 4,215,886 shares, representing 6.1% of Tyra Biosciences common stock.
- BVF GP Holdings LLC reported beneficial ownership of 3,854,717 shares, representing 5.6% of shares outstanding.
- The filing is an initial Schedule 13G (not an amendment), filed under Rule 13d-1(c), indicating passive intent.
- The percentage calculation is based on 68,755,939 shares outstanding (59,676,939 as of July 31, 2026, plus 9,079,000 shares issued in a September 15, 2026 offering).
- The filing date is September 21, 2026, with beneficial ownership measured as of September 14, 2026.
Financial Impact
Passive 6.1% stake valued at approximately $X million (no per-share price provided in filing).
Risk Factors
- Potential future dilution from the recent September 2026 offering could reduce the fund's percentage ownership.
- No explicit catalyst or timeline for value realization from the fund's perspective.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0000921895-26-002613 |
| Document: 0000921895-26-002613-index-headers.html | 0000921895-26-002613 |
| Document: 0000921895-26-002613-index.html | 0000921895-26-002613 |
| Document: 0000921895-26-002613.txt | 0000921895-26-002613 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 21, 2026 5w ago | SC 13G | $25.57 $21.98 | ▼ −14.04% | ▼ −12.85% | $20.42 (−20.14%) |
Sep 17, 2026 5w ago | Insider Cluster | $25.73 $21.76 | ▼ −15.43% | ▼ −16.70% | $20.42 (−20.64%) |
Sep 14, 2026 6w ago | S-3ASR | $25.07 $25.65 | ▲ +2.31% | ▲ +2.21% | $20.42 (−18.55%) |
Sep 9, 2026 6w ago | 8-K | $22.01 $24.35 | ▲ +10.63% | ▲ +11.73% | $20.42 (−7.22%) |
Aug 4, 2026 11w ago | 424B5 | $25.71 $25.30 | ▲ +1.59% | ▲ +1.95% | $20.42 (+20.58%) |
Jun 26, 2026 17w ago | 144 | $32.11 $30.86 | ▲ +3.89% | ▲ +5.28% | $20.42 (+36.41%) |
May 13, 2026 23w ago | 8-K | $36.19 $33.78 | ▼ −6.66% | ▼ −5.50% | $20.42 (−43.58%) |
Apr 20, 2026 27w ago | 3 | $36.69 $35.06 | ▼ −4.44% | ▼ −5.53% | $20.42 (−44.34%) |
Apr 17, 2026 27w ago | DEFA14A | $35.56 $37.59 | ▲ +5.71% | ▲ +5.15% | $20.42 (−42.58%) |
Apr 17, 2026 27w ago | 8-K | $35.56 $37.59 | ▲ +5.71% | ▲ +5.15% | $20.42 (−42.58%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers