LYELNasdaqPharmaceutical PreparationsFiscal year ends December 31
Lyell Immunopharma, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$8.80+0.68 (+8.37%)
Close on Oct 19, 2026
- Market cap
- $205.60M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
48.9%
12M of 25M shares
Institutional holders
86
23 new, 9 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
2 buys · 28 sales
Net bought $24.40M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Robert Nelsen | 36,597,716 | 13.10% | 13G (passive) amendment | Dec 31, 2024 |
| ARCH Venture Fund IX Overage, L.P. | 3,247,162 | 13.90% | 13G (passive) amendment | Mar 31, 2026 |
| Innovative Cellular Therapeutics Holdings Limited | 3,000,000 | 12.30% | 13G (passive) amendment | May 18, 2026 |
| James Tananbaum | 19,478,893 | 6.70% | 13G (passive) amendment | Dec 31, 2024 |
| Innovative Cellular Therapeutics Holdings Ltd | 1,900,000 | 9.80% | 13G (passive) | Nov 6, 2025 |
| Jeffrey P. Bezos | 1,529,054 | 6.60% | 13G (passive) amendment | Mar 31, 2026 |
| Antonis Indianos | 1,426,528 | 6.71% | 13G (passive) | Mar 6, 2026 |
| Gates Frontier, LLC | 1,040,964 | 5.60% | 13G (passive) | Jul 25, 2025 |
| Explore Investments LLC | 1,040,964 | 5.40% | 13G (passive) | Jul 25, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LYEL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| ARCH Venture Management, LLC | 3,247,162 | 13.25% | $45.53M | – | 4.14% |
| GSK plc | 1,512,659 | 6.17% | $21.25M | – | 3.53% |
| Vanguard Capital Management LLC | 786,774 | 3.21% | $11.05M | +68,619 | 0.00% |
| Orland Properties Ltd | 754,698 | 3.08% | $10.60M | – | 5.25% |
| BlackRock, Inc. | 724,342 | 2.96% | $10.18M | +532,522 | 0.00% |
| Almitas Capital LLC | 581,407 | 2.37% | $8.17M | +3,600 | 1.96% |
| Foresite Capital Management V, LLC | 476,386 | 1.94% | $6.69M | −692 | 1.85% |
| Millennium Management LLC | 367,473 | 1.50% | $5.16M | −91,432 | 0.00% |
| Opaleye Management Inc. | 344,025 | 1.40% | $4.83M | +264,928 | 0.44% |
| venBio Partners LLC | 337,697 | 1.38% | $4.74M | – | 0.91% |
| Geode Capital Management, LLC | 310,636 | 1.27% | $4.37M | +143,656 | 0.00% |
| Alphabet Inc. | 293,256 | 1.20% | $4.12M | – | 0.00% |
| State Street Corp | 185,322 | 0.76% | $2.60M | +112,800 | 0.00% |
| HSG Holding Ltd | 152,299 | 0.62% | $2.14M | – | 0.17% |
| Renaissance Technologies LLC | 130,190 | 0.53% | $1.83M | +13,779 | 0.00% |
| Northern Trust Corp | 118,500 | 0.48% | $1.66M | +88,220 | 0.00% |
| Qube Research & Technologies Ltd | 110,531 | 0.45% | $1.55M | +55,421 | 0.00% |
| Charles Schwab Investment Management Inc | 107,570 | 0.44% | $1.51M | +21,599 | 0.00% |
| Marshall Wace, Llp | 106,300 | 0.43% | $1.49M | −42,216 | 0.00% |
| Velan Capital Investment Management LP | 105,000 | 0.43% | $1.48M | +3,000 | 0.90% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 86 | 12M | 48.9% | 23 / 28 | 19 / 9 | 2M | 2M |
| Q1 2026 | 73 | 12M | 48.9% | 18 / 24 | 8 / 10 | 3M | 0M |
| Q4 2025 | 68 | 11M | 46.9% | 16 / 18 | 16 / 4 | 3M | 1M |
| Q3 2025 | 57 | 10M | 41.7% | 7 / 18 | 16 / 14 | 4M | 1M |
| Q2 2025 | 64 | 7M | 27.8% | 64 / 0 | 0 / 0 | 7M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LYEL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 604,461 | 2.47% | $8.49M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 226,964 | 0.93% | $3.19M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 163,755 | 0.67% | $2.30M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 103,567 | 0.42% | $1.34M | 0.00% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 89,674 | 0.37% | $1.26M | 0.01% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 67,714 | 0.28% | $1.17M | 0.00% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 67,448 | 0.28% | $1.17M | 0.01% | May 31, 2026 |
| iShares Biotechnology ETF | 54,071 | 0.22% | $759.70K | 0.01% | Jun 30, 2026 |
| iShares Micro-Cap ETF | 31,581 | 0.13% | $443.71K | 0.03% | Jun 30, 2026 |
| Small Cap Value Fund | 28,350 | 0.12% | $398.32K | 0.06% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 25,830 | 0.11% | $447.63K | 0.00% | May 31, 2026 |
| Avantis U.S. Small Cap Equity ETF | 23,005 | 0.09% | $398.68K | 0.01% | May 31, 2026 |
| Schwab Small-Cap Index Fund | 22,930 | 0.09% | $296.71K | 0.00% | Jul 31, 2026 |
| Vanguard Health Care Index Fund | 22,919 | 0.09% | $397.19K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 21,467 | 0.09% | $372.02K | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Lynn Seely | President and CEO, Director | 63,899 | 0.26% | Aug 25, 2026 |
| Jarrad Mattieu Aguirre | Chief Medical Officer | 20,279 | 0.08% | Sep 10, 2026 |
| David Shook | Chief Medical Officer | 20,423 | 0.08% | Sep 10, 2026 |
| Gary K. Lee | Chief Scientific Officer | 16,220 | 0.07% | Aug 25, 2026 |
| Stephen J. Hill | Chief Operating Officer | 16,816 | 0.07% | Aug 25, 2026 |
| Veronica Sanchez Bulis | VP, Corporate Controller | 14,799 | 0.06% | Aug 11, 2026 |
| Smital Shah | Chief Fin. and Bus. Officer | – | – | Mar 16, 2026 |
| Mark A. Meltz | General Counsel | – | – | Feb 11, 2026 |
| Charles W. Newton | Chief Financial Officer | 25,306 | 0.10% | Aug 22, 2025 |
| Matthew Lang | Chief Business Officer | 162,500 | 0.66% | Feb 26, 2025 |
| Mark Bachleda | Director | – | – | Jun 12, 2026 |
| William Jl Rieflin | Director | – | – | Jun 12, 2026 |
| Otis W. Brawley | Director | 1,782 | 0.01% | Jun 12, 2026 |
| Richard Klausner | Director | 190,557 | 0.78% | Jun 12, 2026 |
| Sumant Ramachandra | Director | 10,000 | 0.04% | Jun 12, 2026 |
| Cathy Friedman | Director | 16,818 | 0.07% | Jun 12, 2026 |
| Elizabeth G. Nabel | Director | – | – | Jun 12, 2026 |
| Cellular Therapeutics Holdings Ltd Innovative | 10% owner | 2,774,980 | 11.32% | Jul 27, 2026 |
| ARCH Venture Partners XIII, L.P. | 10% owner | – | – | Mar 9, 2026 |
| Paul L. Berns | 10% owner | 1,426,528 | 5.82% | Mar 9, 2026 |
| ARCH Venture Partners IX, L.P. | 10% owner | – | – | Mar 9, 2026 |
| ARCH Venture Fund IX, L.P. | 10% owner | 36,412,716 | 148.59% | Mar 9, 2026 |
| ARCH Venture Partners IX, LLC | 10% owner | – | – | Mar 9, 2026 |
| ARCH Venture Partners IX Overage, L.P. | 10% owner | 1,426,528 | 5.82% | Mar 9, 2026 |
| ARCH Venture Fund IX Overage, L.P. | 10% owner | – | – | Mar 9, 2026 |
| Steven Gillis | 10% owner | – | – | Mar 9, 2026 |
| Keith Crandell | 10% owner | 1,820,634 | 7.43% | Mar 9, 2026 |
| Robert Nelsen | 10% owner | 36,412,716 | 148.59% | Mar 9, 2026 |
| Kristina Burow | 10% owner | 938,438 | 3.83% | Mar 9, 2026 |
| Clinton Bybee | 10% owner | – | – | Mar 9, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David Shook Chief Medical Officer | Sep 10, 2026 | Sale | −500 | $12.70 | $6.35K | 20,423 |
| Gary K. Lee Chief Scientific Officer | Aug 21, 2026 | Sale | −1,457 | $15.54 | $22.64K | 16,220 |
| Stephen J. Hill Chief Operating Officer | Aug 21, 2026 | Sale | −989 | $15.54 | $15.37K | 16,816 |
| Lynn Seely President and CEO, Director | Aug 21, 2026 | Sale | −9,589 | $15.54 | $149.01K | 63,899 |
| Gary K. Lee Chief Scientific Officer | Aug 10, 2026 | Sale | −131 | $14.34 | $1.88K | 17,677 |
| Veronica Sanchez Bulis VP, Corporate Controller | Aug 10, 2026 | Sale | −621 | $14.34 | $8.91K | 14,799 |
| Lynn Seely President and CEO, Director | Aug 10, 2026 | Sale | −390 | $14.34 | $5.59K | 73,488 |
| Stephen J. Hill Chief Operating Officer | Aug 10, 2026 | Sale | −89 | $14.34 | $1.28K | 17,805 |
| Cellular Therapeutics Holdings Ltd Innovative 10% owner | Jul 27, 2026 | Other | −44,000 | – | – | 2,774,980 |
| Cellular Therapeutics Holdings Ltd Innovative 10% owner | Jul 27, 2026 | Other | −38,500 | – | – | 2,818,980 |
| Cellular Therapeutics Holdings Ltd Innovative 10% owner | Jul 17, 2026 | Sale(10b5-1 plan) | −10 | $13.70 | $137 | 2,857,480 |
| Cellular Therapeutics Holdings Ltd Innovative 10% owner | Jul 16, 2026 | Sale(10b5-1 plan) | −10 | $13.73 | $137 | 2,857,490 |
| Cellular Therapeutics Holdings Ltd Innovative 10% owner | Jun 29, 2026 | Other | −76,000 | – | – | 2,857,500 |
| Cellular Therapeutics Holdings Ltd Innovative 10% owner | Jun 15, 2026 | Other | −66,500 | – | – | 2,933,500 |
| David Shook Chief Medical Officer | Jun 10, 2026 | Sale | −1,977 | $12.64 | $24.99K | 20,923 |
| Lynn Seely President and CEO, Director | May 11, 2026 | Sale | −388 | $18.91 | $7.34K | 73,878 |
| Gary K. Lee Chief Scientific Officer | May 11, 2026 | Sale | −130 | $18.92 | $2.46K | 17,808 |
| Stephen J. Hill Chief Operating Officer | May 11, 2026 | Sale | −89 | $18.92 | $1.68K | 17,894 |
| Veronica Sanchez Bulis VP, Corporate Controller | May 11, 2026 | Sale | −217 | $18.91 | $4.10K | 15,420 |
| ARCH Venture Partners IX Overage, L.P. 10% owner | Mar 6, 2026 | Buy | +488,090 | $25.61 | $12.50M | 1,426,528 |
| Paul L. Berns 10% owner | Mar 6, 2026 | Buy | +488,090 | $25.61 | $12.50M | 1,426,528 |
| Stephen J. Hill Chief Operating Officer | Feb 11, 2026 | Sale | −1,236 | $23.39 | $28.91K | 17,795 |
| Gary K. Lee Chief Scientific Officer | Feb 11, 2026 | Sale | −1,671 | $23.39 | $39.08K | 16,938 |
| Lynn Seely President and CEO, Director | Feb 11, 2026 | Sale | −7,455 | $23.39 | $174.37K | 74,266 |
| Gary K. Lee Chief Scientific Officer | Feb 10, 2026 | Sale | −147 | $23.12 | $3.40K | 18,609 |
| Lynn Seely President and CEO, Director | Feb 10, 2026 | Sale | −438 | $23.12 | $10.13K | 81,721 |
| Stephen J. Hill Chief Operating Officer | Feb 10, 2026 | Sale | −109 | $23.12 | $2.52K | 19,031 |
| Veronica Sanchez Bulis VP, Corporate Controller | Feb 10, 2026 | Award | +8,750 | – | – | 15,891 |
| Veronica Sanchez Bulis VP, Corporate Controller | Feb 10, 2026 | Sale | −254 | $23.12 | $5.87K | 15,637 |
| Gary K. Lee Chief Scientific Officer | Feb 9, 2026 | Award | +4,000 | – | – | 18,756 |
| Lynn Seely President and CEO, Director | Feb 9, 2026 | Award | +20,000 | – | – | 82,159 |
| Stephen J. Hill Chief Operating Officer | Feb 9, 2026 | Award | +4,000 | – | – | 19,140 |
| Veronica Sanchez Bulis VP, Corporate Controller | Dec 30, 2025 | Sale | −936 | $32.32 | $30.25K | 7,141 |
| Veronica Sanchez Bulis VP, Corporate Controller | Dec 24, 2025 | Sale | −1,136 | $38.67 | $43.93K | 8,077 |
| Stephen J. Hill Chief Operating Officer | Nov 10, 2025 | Sale | −95 | $16.12 | $1.53K | 15,750 |
| Gary K. Lee Chief Scientific Officer | Nov 10, 2025 | Sale | −138 | $16.16 | $2.23K | 15,366 |
| Lynn Seely President and CEO, Director | Nov 10, 2025 | Sale | −412 | $16.11 | $6.64K | 67,159 |
| Veronica Sanchez Bulis VP, Corporate Controller | Nov 10, 2025 | Sale | −239 | $16.10 | $3.85K | 9,213 |
| Charles W. Newton Chief Financial Officer | Aug 21, 2025 | Sale | −1,453 | $10.54 | $15.31K | 15,306 |
| Lynn Seely President and CEO, Director | Aug 21, 2025 | Sale | −7,257 | $10.54 | $76.49K | 67,571 |
| Gary K. Lee Chief Scientific Officer | Aug 21, 2025 | Sale | −1,453 | $10.54 | $15.31K | 15,504 |
| Stephen J. Hill Chief Operating Officer | Aug 21, 2025 | Sale | −1,004 | $10.54 | $10.58K | 15,845 |
| Charles W. Newton Chief Financial Officer | Aug 20, 2025 | Award | +8,000 | – | – | 16,759 |
| Lynn Seely President and CEO, Director | Aug 20, 2025 | Award | +40,000 | – | – | 74,828 |
| Gary K. Lee Chief Scientific Officer | Aug 20, 2025 | Award | +8,000 | – | – | 16,957 |
| Stephen J. Hill Chief Operating Officer | Aug 20, 2025 | Award | +8,000 | – | – | 16,849 |
| Stephen J. Hill Chief Operating Officer | Aug 12, 2025 | Sale | −94 | $10.34 | $972 | 8,849 |
| Charles W. Newton Chief Financial Officer | Aug 12, 2025 | Sale | −136 | $10.34 | $1.41K | 8,759 |
| Lynn Seely President and CEO, Director | Aug 12, 2025 | Sale | −406 | $10.34 | $4.20K | 34,828 |
| Gary K. Lee Chief Scientific Officer | Aug 12, 2025 | Sale | −136 | $10.34 | $1.41K | 8,957 |
| Stephen J. Hill Chief Operating Officer | Aug 11, 2025 | Sale | −91 | $10.53 | $958 | 8,943 |
| Charles W. Newton Chief Financial Officer | Aug 11, 2025 | Sale | −131 | $10.53 | $1.38K | 8,895 |
| Lynn Seely President and CEO, Director | Aug 11, 2025 | Sale | −391 | $10.53 | $4.12K | 35,234 |
| Gary K. Lee Chief Scientific Officer | Aug 11, 2025 | Sale | −131 | $10.53 | $1.38K | 9,093 |
| David Shook Chief Medical Officer | Jun 9, 2025 | Award | +21,900 | – | – | 21,900 |
| Otis W. Brawley Director | Mar 31, 2025 | Buy | +35,640 | $0.56 | $19.96K | 35,640 |
| Sumant Ramachandra Director | Mar 21, 2025 | Buy | +200,000 | $0.58 | $116.00K | 200,000 |
| Charles W. Newton Chief Financial Officer | Mar 17, 2025 | Buy | +200,000 | $0.56 | $112.00K | 200,000 |
| Lynn Seely President and CEO, Director | Mar 14, 2025 | Buy | +175,000 | $0.61 | $106.75K | 712,500 |
| Richard Klausner Director | Mar 14, 2025 | Buy | +158,000 | $0.60 | $94.80K | 843,365 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Richard Klausner Director | Aug 15, 2023 | 4,485 | $10.27K | Aug 15, 2023 | Restricted Stock Award |
| Richard Klausner Director | Aug 15, 2023 | 4,485 | $10.27K | Aug 15, 2023 | Restricted Stock Award |
| Richard Klausner Director | Aug 15, 2023 | 4,485 | $10.27K | Aug 15, 2023 | Restricted Stock Award |
| Richard Klausner Director | Aug 15, 2023 | 44,565 | $102.05K | Aug 15, 2023 | Restricted Stock Award |
| Richard Klausner Officer, Director | Jul 17, 2023 | 14,500 | $42.05K | Jul 13, 2023 | Restricted Stock Award |
| Richard Klausner Officer, Director | Jul 17, 2023 | 3,300 | $9.57K | Jul 13, 2023 | Restricted Stock Award |
| Richard Klausner Officer, Director | Jul 17, 2023 | 3,300 | $9.57K | Jul 13, 2023 | Restricted Stock Award |
| Richard Klausner Officer, Director | Jul 17, 2023 | 3,300 | $9.57K | Jul 13, 2023 | Restricted Stock Award |