§ BIOTECHNOLOGY
USD · BiotechnologyLYEL
LYELL IMMUNOPHARMA INC
USDSector · Biotechnology
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
53 increased/new, 22 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| ARCH Venture Management, LLC | 3.2M | 9.6% | +18% |
| GSK plc | 1.5M | 5.1% | ±0% |
| Foresite Capital Management IV, LLC | 800K | 6.8% | ±0% |
| Orland Properties Ltd | 755K | 5.7% | ±0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 718K | n/a | n/a |
| Decheng Capital LLC | 692K | 2.1% | ±0% |
◇ AC INTELLIGENCE
Top institutional owners for LYEL as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER42.2% · 0 holders
OTHER49.1% · 49 holders
TACTICAL / MACRO3.7% · 2 holders
PASSIVE / INDEX1.9% · 3 holders
DEALER / BANK1.5% · 14 holders
SYSTEMATIC / QUANT1.2% · 4 holders
QUALITY / COMPOUNDER0.4% · 4 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for LYEL in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention LYEL yet.