Lyell Immunopharma, Inc.
LYEL- Exchange
- Nasdaq
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001806952
In the last 90 days, Lyell Immunopharma, Inc. insiders filed 1 open-market purchase and 5 sales; 87 institutions reported holding it in 13F filings for Q2 2026, worth $178.0M in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 10, 2026
- $411.8M
- Insider buysLast 90 days, $25.0M in total
- 1
- Insider sellsLast 90 days, $197.0K in total
- 5
- 13F holdersQ2 2026, +14 vs. previous quarter
- 87
- 13F valueReported value at the end of Q2 2026
- $178.0M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $36.0K
- −41.0% year over year
- Net income, FY2025
- -$274.4M
- No comparable prior period
- Free cash flow, FY2025
- -$150.8M
- No comparable prior period
- Revenue, Q3 FY2026
- $3.00K
- −80.0% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net loss for FY2025: $274.4M (762355.6% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 1.41M
- Shares sold short
- Change
- +11.4K
- +0.8% vs. previous
- Days to cover
- 10.43
- At average daily volume
Superinvestors holding LYEL, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding LYEL at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Lyell Immunopharma, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 5, 2026 (view filing)5:35 PM ET | Nov 4 | 1 day | ARCH Venture Fund IX, L.P. and 4 others10% Owner | PPurchase | +2.32M | $10.77 | +$25.0M | +162.7%3.75M after | Duplicate filing |
| Nov 5, 2026 (view filing)5:34 PM ET | Nov 4 | 1 day | Berns Paul L and 8 others10% Owner | PPurchase | +2.32M | $10.77 | +$25.0M | +162.7%3.75M after | |
| Oct 13, 2026 (view filing)5:17 PM ET | Oct 12 | 1 day | Aguirre Jarrad MattieuChief Medical Officer | SSale | −422 | $8.63 | −$3.64K | −2.1%19.9K after | |
| Sep 10, 2026 (view filing)7:37 PM ET | Sep 10 | Same day | Shook DavidChief Medical Officer | SSale | −500 | $12.70 | −$6.35K | −2.4%20.4K after | |
| Aug 25, 2026 (view filing)4:06 PM ET | Aug 21 | 4 days | Seely LynnPresident and CEO | SSale | −9.59K | $15.54 | −$149.0K | −13.0%63.9K after | |
| Aug 25, 2026 (view filing)4:05 PM ET | Aug 21 | 4 days | Hill Stephen J.Chief Operating Officer | SSale | −989 | $15.54 | −$15.4K | −5.6%16.8K after | |
| Aug 25, 2026 (view filing)4:03 PM ET | Aug 21 | 4 days | Lee Gary K.Chief Scientific Officer | SSale | −1.46K | $15.54 | −$22.6K | −8.2%16.2K after | |
| Aug 11, 2026 (view filing)4:21 PM ET | Aug 10 | 1 day | Bulis Veronica SanchezVP, Corporate Controller | SSale | −621 | $14.34 | −$8.91K | −4.0%14.8K after | |
| Aug 11, 2026 (view filing)4:20 PM ET | Aug 10 | 1 day | Lee Gary K.Chief Scientific Officer | SSale | −131 | $14.34 | −$1.88K | −0.7%17.7K after | |
| Aug 11, 2026 (view filing)4:18 PM ET | Aug 10 | 1 day | Hill Stephen J.Chief Operating Officer | SSale | −89 | $14.34 | −$1.28K | −0.5%17.8K after |
Top 10 13F holders, Q2 2026
See all 87 holdersThe largest institutional positions in Lyell Immunopharma, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ARCH Venture Management, LLC | 3,247,162 | $45.5M | 4.14% | 00.0% | Unchanged |
| GSK plc | 1,512,659 | $21.3M | 3.53% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 786,774 | $11.1M | 0.00% | +68,619+9.6% | Added |
| Orland Properties Ltd | 754,698 | $10.6M | 5.25% | 00.0% | Unchanged |
| BlackRock, Inc. | 724,342 | $10.2M | 0.00% | +532,522+277.6% | Added |
| Decheng Capital LLC | 692,050 | $9.72M | 1.33% | 00.0% | Unchanged |
| Almitas Capital LLC | 581,407 | $8.17M | 1.96% | +3,600+0.6% | Added |
| Foresite Capital Management V, LLC | 476,386 | $6.69M | 1.85% | −692−0.1% | Reduced |
| Millennium Management LLC | 367,473 | $5.16M | 0.00% | −91,432−19.9% | Reduced |
| Opaleye Management Inc. | 344,025 | $4.83M | 0.44% | +264,928+334.9% | Added |
Holders of 5% or more of LYEL
See all 5 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Lyell Immunopharma, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| ARCH Venture Fund IX, L.P. | 13G/A | 17.40%5.57M shares | +3.50 ppfrom 13.90% | Feb 14, 20226 filings | Nov 10, 2026 | SEC |
| Innovative Cellular Therapeutics Holdings Ltd | 13G/A | 12.30%3.00M shares | +2.50 ppfrom 9.80% | Nov 13, 20252 filings | Jun 18, 2026 | SEC |
| Euler Fund, L.P. | 13G | 6.71%1.43M shares | New | Apr 21, 20261 filing | Apr 21, 2026 | SEC |
| Explore Investments LLC | 13G/A | 6.60%1.53M shares | +1.20 ppfrom 5.40% | Aug 19, 20252 filings | May 8, 2026 | SEC |
| Gates Frontier, LLC | 13G | 5.60%1.04M shares | New | Aug 1, 20251 filing | Aug 1, 2025 | SEC |