Among active 13F managers last quarter, 5 opened and 24 added, while 16 reduced; the largest holder to move was Paradigm Biocapital Advisors LP (+30%). Over the last 180 days, 4 insiders sold and none bought, a net -$636K in open-market trades.
The legs disagree, or only one of them leans.
133 tracked 13F filers disclose a position in LXEO as of the latest SEC 13F filings, a combined $435.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Paradigm Biocapital Advisors LP | 6.2M | $35.5M | ▲+30% Added · +1.4M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | 5.1M | $29.3M | ▲+4.1% Added · +203K sh | Q1 2026 | |
| 3 | Affinity Asset Advisors, LLC | 5.1M | $29.0M | ▲+58% Added · +1.9M sh | Q1 2026 | |
| 4 | Ra Capital Management, L.P. | 5.0M | $28.7M | —Held | Q1 2026 | |
| 5 | Janus Henderson Group Ltd. | 5.0M | $28.5M | ▼−9.7% Reduced · −533K sh | Q1 2026 | |
| 6 | Frazier Life Sciences Management, L.P. | 4.8M | $22.5M | ▲+9.0% Added · +400K sh | Q2 2026 | |
| 7 | Vestal Point Capital, LP | 4.5M | $25.7M | —Held | Q1 2026 | |
| 8 | State Street Corp | 4.4M | $20.3M | ▲+22% Added · +787K sh | Q2 2026 | |
| 9 | Citadel Advisors LLC | 3.9M | $18.1M | ▲+1.6% Added · +64K sh | Q2 2026 | |
| 10 | Orbimed Advisors LLC | 3.6M | $20.7M | ▲+70% Added · +1.5M sh | Q1 2026 | |
| 11 | Vanguard Capital Management LLC | 3.0M | $17.3M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 12 | Woodline Partners LP | 2.8M | $15.8M | ▼−14% Reduced · −447K sh | Q1 2026 | |
| 13 | Goldman Sachs Group Inc | 1.9M | $11.2M | ▲+149% Added · +1.2M sh | Q1 2026 | |
| 14 | 683 Capital Management, LLC | 1.9M | $8.7M | ▲+56% Added · +675K sh | Q2 2026 | |
| 15 | Geode Capital Management, LLC | 1.7M | $8.1M | ▲+15% Added · +234K sh | Q2 2026 | |
| 16 | Millennium Management LLC | 1.6M | $9.3M | ▲+78% Added · +705K sh | Q1 2026 | |
| 17 | Balyasny Asset Management L.P. | 1.6M | $9.1M | ▼−2.8% Reduced · −45K sh | Q1 2026 | |
| 18 | Avoro Capital Advisors LLC | 1.5M | $6.9M | ▼−21% Reduced · −386K sh | Q2 2026 | |
| 19 | ADAR1 Capital Management, LLC | 1.5M | $8.4M | ▲+5.3% Added · +74K sh | Q1 2026 | |
| 20 | Nantahala Capital Management, LLC | 1.3M | $6.1M | ▲+8.3% Added · +100K sh | Q2 2026 | |
| 21 | Montanova Capital, LLC | 1.3M | $7.2M | —Held | Q1 2026 | |
| 22 | Dimensional Fund Advisors LP | 1.1M | $6.3M | ▲+28% Added · +241K sh | Q1 2026 | |
| 23 | Octagon Capital Advisors LP | 1.1M | $6.3M | ▼−36% Reduced · −625K sh | Q1 2026 | |
| 24 | Spruce Street Capital LP | 929K | $4.3M | —Held | Q2 2026 | |
| 25 | Blackstone Inc. | 905K | $5.2M | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in LXEO and 24 added to an existing one, while 16 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Amazon.com IncAMZN | 59 funds | $99.4B |
| Nvidia CorpNVDA | 57 funds | $210.1B |
| Eli Lilly & CoLLY | 57 funds | $42.2B |
| Microsoft CorpMSFT | 56 funds | $140.7B |
| Alphabet Inc-CL AGOOGL | 56 funds | $74.3B |
| Meta Platforms Inc-Class AMETA | 56 funds | $60.4B |
| Advanced Micro DevicesAMD | 56 funds | $17.8B |
| Bristol-Myers Squibb CoBMY | 56 funds | $7.2B |
| McKesson CorpMCK | 56 funds | $6.9B |
| Gilead Sciences IncGILD | 55 funds | $10.1B |
| Boston Scientific CorpBSX | 55 funds | $8.0B |
| Cytokinetics IncCYTK | 55 funds | $1.5B |
Ranked by how many of LXEO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LXEO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 18, 2026 | Otero Jose Manuel | Chief Operating Officer | Sell (S) | 1K | $6K |
| Aug 18, 2026 | Townsend Richard Nolan | Chief Executive Officer, Director | Sell (S) | 3K | $17K |
| Aug 18, 2026 | Tamayo Louis Edward | Chief Financial Officer | Sell (S) | 4K | $20K |
| Jul 1, 2026 | Otero Jose Manuel | Chief Operating Officer | Sell (S) | 5K | $21K |
| Jul 1, 2026 | Bhalla Narinder Pal | Chief Medical Officer | Sell (S) | 22K | $99K |
| Jul 1, 2026 | Townsend Richard Nolan | Chief Executive Officer, Director | Sell (S) | 26K | $116K |
| Jul 1, 2026 | Tamayo Louis Edward | Chief Financial Officer | Sell (S) | 5K | $21K |
| May 18, 2026 | Otero Jose Manuel | Chief Operating Officer | Sell (S) | 1K | $7K |
| May 18, 2026 | Townsend Richard Nolan | Chief Executive Officer, Director | Sell (S) | 3K | $17K |
| Apr 6, 2026 | Townsend Richard Nolan | Chief Executive Officer, Director | Sell (S) | 55K | $313K |
| Feb 18, 2026 | Townsend Richard Nolan | Chief Executive Officer, Director | Sell (S) | 10K | $65K |
| Feb 18, 2026 | Otero Jose Manuel | Chief Operating Officer | Sell (S) | 3K | $19K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 46 | 30 | – |
Insiders Form 4 open-market | 0 | 4 | -$636K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for LXEO
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LXEO/capital-change-brief"
Use Arkolith's capital_change_brief for LXEO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for LXEO. Filings are public domain, sourced to SEC EDGAR.