Unicycive Therapeutics
UNCY on Nasdaq. Market value $117m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 80 funds in all.
Largest holders overall
- Nantahala Capital Management$13mAdded
- BlackRock$7mAdded
- Vanguard Capital Management$5mAdded
- Octagon Capital Advisors LP$5m
- Geode Capital Management$3mAdded
- Vivo Capital$3mCut
- Marshall Wace, LLP$3mAdded
- Logos Global Management LP$2m
- State Street$2mAdded
- Diametric Capital, LP$2mAdded
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
7 investors own more than 5%.
- Nantahala Capital Management, LLCPassive investorat least 10.0%0.0 pts(filed with 2 related holders)Since 30 June 2026
- Vivo Opportunity Fund Holdings, L.P.Passive investorat least 10.0%0.0 pts(filed with 1 related holder)Since 30 June 2026
- BVF PARTNERS L P/ILPassive investorat least 10.0%(filed with 9 related holders)Since 30 June 2025
- RA Capital Management, L.P.Passive investorat least 9.9%0.0 pts(filed with 3 related holders)Since 31 March 2026
- BlackRock, Inc.Passive investor5.3%Since 30 June 2026
- Octagon Capital Advisors LPPassive investorat least 4.7%−1.0 pts(filed with 3 related holders)Since 31 December 2025
- Great Point Partners, LLCPassive investorat least 4.5%−1.7 pts(filed with 2 related holders)Since 30 September 2025
- Walleye Capital LLCPassive investorSold down below 5%Since 31 December 2024
- NANTAHALA CAPITAL PARTNERS LIMITED PARTNERSHIPPassive investorSold down below 5%Since 19 December 2024
- Octagon Private Opportunities Fund II LPPassive investorSold down below 5%Since 30 September 2025
- Millennium Management LLCPassive investorSold down below 5%Since 30 June 2026
| Holder | Stake | Since | |
|---|---|---|---|
Nantahala Capital Management, LLC Passive investor | at least 10.0%0.0 pts (filed with 2 related holders) | 30 June 2026 | |
Vivo Opportunity Fund Holdings, L.P. Passive investor | at least 10.0%0.0 pts (filed with 1 related holder) | 30 June 2026 | |
BVF PARTNERS L P/IL Passive investor | at least 10.0% (filed with 9 related holders) | 30 June 2025 | |
RA Capital Management, L.P. Passive investor | at least 9.9%0.0 pts (filed with 3 related holders) | 31 March 2026 | |
BlackRock, Inc. Passive investor | 5.3% | 30 June 2026 | |
Octagon Capital Advisors LP Passive investor | at least 4.7%−1.0 pts (filed with 3 related holders) | 31 December 2025 | |
Great Point Partners, LLC Passive investor | at least 4.5%−1.7 pts (filed with 2 related holders) | 30 September 2025 | |
Walleye Capital LLC Passive investor | Sold down below 5% | 31 December 2024 | |
NANTAHALA CAPITAL PARTNERS LIMITED PARTNERSHIP Passive investor | Sold down below 5% | 19 December 2024 | |
Octagon Private Opportunities Fund II LP Passive investor | Sold down below 5% | 30 September 2025 | |
Millennium Management LLC Passive investor | Sold down below 5% | 30 June 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought or sold on the open market in the last 12 months.
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
None of the warning signs we check for were found.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 30 Mar 2026, plus the 10-Q filed 12 Aug 2026 and 8 later 8-Ks.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.