LYEL

Lyell Immunopharma Inc$13.89 2.59%
Health CareUSCUSIP 55083R203· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
64
+9 QoQ
13F Value (tracked)
$181.9M
Insider Net · 180d
$24.7M
2↑ 6↓
Recent Filings
15
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)18 adding · 1 trimming
Insider net (180d)+$24.7M

Price & smart-money activity

$13.89 2.59%5Y -95.8%
$7.18$97.30$187.42$277.54$367.662021202220232024202520265211291242811721855
Hover for who · click for detailEnd-of-day closing prices52w $9.24 – $38.60
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Ask your agent what changed in LYEL

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LYEL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for LYEL.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

64 tracked 13F filers
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1ARCH Venture Management, LLC
$65.1M
3.2M
+18%
Added · +488K sh
Q1 2026
2Foresite Capital Management IV, LLC
$16.1M
800K
Held
Q1 2026
3VANGUARD CAPITAL MANAGEMENT LLC
$14.4M
718K
New
+718K sh
Q1 2026
4Almitas Capital LLC
$11.6M
578K
Held
Q1 2026
5Foresite Capital Management V, LLC
$9.6M
477K
Held
Q1 2026
6MILLENNIUM MANAGEMENT LLC
$9.2M
459K
+682%
Added · +400K sh
Q1 2026
7CITADEL ADVISORS LLC
$7.7M
381K
+17%
Added · +57K sh
Q1 2026
8SUSQUEHANNA INTERNATIONAL GROUP, LLP
$6.2M
310K
+105%
Added · +159K sh
Q1 2026
9Alphabet Inc.
$5.9M
293K
Held
Q1 2026
10BlackRock, Inc.
$3.8M
192K
+5.5%
Added · +10K sh
Q1 2026
11GEODE CAPITAL MANAGEMENT, LLC
$3.4M
167K
+2.4%
Added · +4K sh
Q1 2026
12HSG Holding Ltd
Withheld
152K
Held
Q1 2026
13MARSHALL WACE, LLP
$3.0M
149K
+103%
Added · +75K sh
Q1 2026
14RENAISSANCE TECHNOLOGIES LLC
$2.3M
116K
+195%
Added · +77K sh
Q1 2026
15GOLDMAN SACHS GROUP INC
$2.3M
114K
+18%
Added · +18K sh
Q1 2026
16Velan Capital Investment Management LP
$2.0M
102K
New
+102K sh
Q1 2026
17VANGUARD FIDUCIARY TRUST CO
$1.7M
87K
New
+87K sh
Q1 2026
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$1.7M
86K
+0.6%
Added · +548 sh
Q1 2026
19Opaleye Management Inc.
$1.6M
79K
New
+79K sh
Q1 2026
20STATE STREET CORP
$1.5M
73K
+41%
Added · +21K sh
Q1 2026
21JANE STREET GROUP, LLC
$1.3M
64K
+415%
Added · +51K sh
Q1 2026
22MORGAN STANLEY
$1.1M
56K
+31%
Added · +13K sh
Q1 2026
23Qube Research & Technologies Ltd
$1.1M
55K
+509%
Added · +46K sh
Q1 2026
24DIMENSIONAL FUND ADVISORS LP
$959K
48K
New
+48K sh
Q1 2026
25Ikarian Capital, LLC
$824K
41K
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.

Fund activity: latest quarter

Opened (NEW)
8
funds
Added
10
funds
Reduced
1
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$25.0M
2 insiders
Sells · 180d
$305K
6 insiders
Net
$24.7M
15 P/S txns
Signal
Net Buying
open-market
DateInsiderRoleActionSharesValue
Jul 16, 2026Innovative Cellular Therapeutics Holdings Ltd10% OwnerSell (S)10$137
Jun 29, 2026Innovative Cellular Therapeutics Holdings Ltd10% OwnerOther (J)76K$0
Jun 15, 2026Innovative Cellular Therapeutics Holdings Ltd10% OwnerOther (J)67K$0
Jun 10, 2026NABEL ELIZABETH GDirectorGrant (A)9K$0
Jun 10, 2026Ramachandra SumantDirectorGrant (A)9K$0
Jun 10, 2026Klausner RichardDirectorGrant (A)9K$0
Jun 10, 2026Bachleda MarkDirectorGrant (A)9K$0
Jun 10, 2026Shook DavidChief Medical OfficerSell (S)2K$25K
Jun 10, 2026RIEFLIN WILLIAM JLDirectorGrant (A)9K$0
Jun 10, 2026FRIEDMAN CATHYDirectorGrant (A)9K$0
Jun 10, 2026BRAWLEY OTIS WDirectorGrant (A)9K$0
May 11, 2026Seely LynnPresident and CEO, DirectorSell (S)388$7K

Institutional ownership over time

64 funds+9 since Q2 2025
03264Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $181.9M · 1 values withheld

Funds that own LYEL also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT17 funds$8.8B
AMAZON.COM INCAMZN17 funds$8.1B
ALPHABET INC-CL AGOOGL17 funds$6.1B
BROADCOM INCAVGO17 funds$5.7B
META PLATFORMS INC-CLASS AMETA17 funds$4.5B
ELI LILLY & COLLY17 funds$2.0B
COSTCO WHOLESALE CORPCOST17 funds$1.7B
APPLIED MATERIALS INCAMAT17 funds$1.6B
PALANTIR TECHNOLOGIES INC-APLTR17 funds$1.6B
VISA INC-CLASS A SHARESV17 funds$1.6B
HOME DEPOT INCHD17 funds$1.5B
COCA-COLA CO/THEKO17 funds$1.3B

Ranked by how many of LYEL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LYEL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.