LEXEO THERAPEUTICS INC LXEO
COM · Common Stock · CUSIP 52886X107
- SectorHealth care
- IndustryBiological Products, (No Diagnostic Substances)
- HeadquartersNew York, NY
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($22.2k this quarter). Holder counts are more reliable. Shares outstanding: 74.1m as of 2026-03-27, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $5.74. Options: 5 managers hold calls ($388.6k notional), 2 hold puts ($60.3k).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2023 | 32 |
| Q1 2024 | 55 |
| Q2 2024 | 61 |
| Q3 2024 | 70 |
| Q4 2024 | 91 |
| Q1 2025 | 89 |
| Q2 2025 | 91 |
| Q3 2025 | 109 |
| Q4 2025 | 146 |
| Q1 2026 | 139 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 40 | 22 |
| Q3 2024 | 49 | 15 |
| Q4 2024 | 54 | 20 |
| Q1 2025 | 40 | 41 |
| Q2 2025 | 52 | 32 |
| Q3 2025 | 76 | 22 |
| Q4 2025 | 105 | 35 |
| Q1 2026 | 74 | 65 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $7.6k | $8.0k | 1.05 |
| Q3 2025 | $26.9k | $110.9k | 4.12 |
| Q4 2025 | $136.0k | $143.0k | 1.05 |
| Q1 2026 | $388.6k | $60.3k | 0.16 |
Biggest buyers
| Affinity Asset Advisors, LLC | Added | +1.9m |
| ORBIMED ADVISORS LLC | Added | +1.5m |
| Paradigm Biocapital Advisors LP | Added | +1.4m |
| GOLDMAN SACHS GROUP INC | Added | +1.2m |
| Spruce Street Capital LP | Added | +753.6k |
| MILLENNIUM MANAGEMENT LLC | Added | +704.8k |
| STATE STREET CORP | Added | +380.5k |
| Qube Research & Technologies Ltd | Added | +332.3k |
| BANK OF AMERICA CORP /DE/ | Added | +331.2k |
| MORGAN STANLEY | Added | +262.7k |
Biggest sellers
| Avoro Capital Advisors LLC | Reduced | -1.4m |
| Siren, L.L.C. | Sold out | -720.6k |
| Octagon Capital Advisors LP | Reduced | -625.0k |
| SILVERARC CAPITAL MANAGEMENT, LLC | Sold out | -617.6k |
| JANUS HENDERSON GROUP PLC | Reduced | -533.2k |
| D. E. Shaw & Co., Inc. | Reduced | -449.7k |
| Woodline Partners LP | Reduced | -447.2k |
| Verition Fund Management LLC | Sold out | -428.5k |
| Invesco Ltd. | Reduced | -399.5k |
| AMERIPRISE FINANCIAL INC | Sold out | -243.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $175.1k30.5k shares |
| JANE STREET GROUP, LLC | New | $142.9k24.9k shares |
| CITADEL ADVISORS LLC | New | $61.4k10.7k shares |
| SIMPLEX TRADING, LLC | Added | $8.6k1.5k shares |
| GROUP ONE TRADING LLC | Reduced | $574100 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $57.4k10.0k shares |
| SIMPLEX TRADING, LLC | Added | $2.9k500 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BALYASNY ASSET MANAGEMENT L.P. 13G · institution +0.3 pts · filed 2026-08-14 | 10.0% |
| JANUS HENDERSON GROUP PLC 13G · institution -1.3 pts · filed 2025-12-08 | 10.0% |
| Affinity Asset Advisors, LLC 13G · institution +1.3 pts · filed 2026-08-13 | 8.4% |
| SUVRETTA CAPITAL MANAGEMENT, LLC 13G · passive investor new · filed 2026-04-13 | 7.7% |
| Vestal Point Capital, LP 13G · institution +1.5 pts · filed 2025-11-14 | 7.5% |
| CITADEL ADVISORS LLC 13G · passive investor -2.2 pts · filed 2026-02-17 | 7.4% |
| RA CAPITAL MANAGEMENT, L.P. 13G · passive investor new · filed 2025-10-27 | 6.9% |
| BlackRock, Inc. 13G · institution +2.7 pts · filed 2026-01-21 | 6.7% |
| MIZUHO FINANCIAL GROUP INC 13G · institution +0.8 pts · filed 2025-05-13 | 6.6% |
| JPMORGAN CHASE & CO 13G · institution new · filed 2026-10-13 | 5.5% |
| STATE STREET CORP 13G · institution new · filed 2026-08-07 | 5.5% |
| Paradigm Biocapital Advisors LP 13G · passive investor -3.0 pts · filed 2026-08-14 | 5.3% |
| Frazier Life Sciences Public Fund, L.P. 13G · passive investor -0.6 pts · filed 2026-02-13 | 5.1% |
Fell to 5% or below in the last year: ORBIMED ADVISORS LLC (4.1%, 2026-08-14), VANGUARD GROUP INC (0.0%, 2026-03-27), Longitude Capital Partners IV, LLC (3.8%, 2025-11-14)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 1 | $154.4k | $154.4k |
| Q3 2024 | 0 | — | 1 | $1.0m | $1.0m |
| Q4 2024 | 1 | $104.8k | 1 | $80.5k | $80.5k |
| Q1 2025 | 0 | — | 4 | $45.3k | — |
| Q2 2025 | 0 | — | 4 | $7.1k | — |
| Q3 2025 | 0 | — | 5 | $25.7k | — |
| Q4 2025 | 0 | — | 5 | $264.5k | — |
| Q1 2026 | 0 | — | 2 | $84.2k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-18 | Townsend Richard Nolan Chief Executive Officer, director | Sold | $64.9k10.2k shares |
| 2026-02-18 | Otero Jose Manuel Chief Operating Officer | Sold | $19.3k3.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Paradigm Biocapital Advisors LP 0.73% of their portfolio | 6.2m $35.5m | Added +1.4m |
| BlackRock, Inc. 0.00% of their portfolio | 5.1m $29.3m | Added +203.3k |
| Affinity Asset Advisors, LLC 1.70% of their portfolio | 5.1m $29.0m | Added +1.9m |
| RA CAPITAL MANAGEMENT, L.P. 0.30% of their portfolio | 5.0m $28.7m | Unchanged |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 5.0m $28.5m | Reduced -533.2k |
| Vestal Point Capital, LP 0.72% of their portfolio | 4.5m $25.7m | Unchanged |
| Frazier Life Sciences Management, L.P. 0.65% of their portfolio | 4.4m $25.4m | Unchanged |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 3.8m $22.0m | Added +60.7k |
| ORBIMED ADVISORS LLC 0.45% of their portfolio | 3.6m $20.7m | Added +1.5m |
| STATE STREET CORP 0.00% of their portfolio | 3.6m $20.5m | Added +380.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.0m $17.3m | First filing |
| Woodline Partners LP 0.06% of their portfolio | 2.8m $15.8m | Reduced -447.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.9m $11.2m | Added +1.2m |
| Avoro Capital Advisors LLC 0.11% of their portfolio | 1.9m $10.8m | Reduced -1.4m |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 1.7m $9.6m | Reduced -214.3k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 1.6m $9.3m | Added +704.8k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 1.6m $9.1m | Reduced -45.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.5m $8.7m | Added +67.9k |
| ADAR1 Capital Management, LLC 0.51% of their portfolio | 1.5m $8.4m | Added +74.2k |
| MONTANOVA CAPITAL, LLC 0.19% of their portfolio | 1.2m $7.2m | Unchanged |
| 683 Capital Management, LLC 0.64% of their portfolio | 1.2m $6.9m | Added +80.0k |
| Nantahala Capital Management, LLC 0.43% of their portfolio | 1.2m $6.9m | Added +200.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.1m $6.3m | Added +240.7k |
| Octagon Capital Advisors LP 0.70% of their portfolio | 1.1m $6.3m | Reduced -625.0k |
| Spruce Street Capital LP 1.28% of their portfolio | 928.6k $5.3m | Added +753.6k |
| Blackstone Inc. 0.02% of their portfolio | 905.0k $5.2m | Unchanged |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 577.2k $3.3m | First filing |
| Ikarian Capital, LLC 0.42% of their portfolio | 513.0k $2.9m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 493.7k $2.8m | Added +36.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 491.5k $2.8m | Added +331.2k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 465.5k $2.7m | Added +332.3k |
| MORGAN STANLEY 0.00% of their portfolio | 402.9k $2.3m | Added +262.7k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 384.7k $2.2m | First filing |
| DAFNA Capital Management LLC 0.49% of their portfolio | 377.1k $2.2m | Added +36.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 339.6k $1.9m | Added +2.2k |
| UBS Group AG 0.00% of their portfolio | 321.7k $1.8m | Added +40.7k |
| Squarepoint Ops LLC 0.00% of their portfolio | 319.1k $1.8m | Added +226.5k |
| Aberdeen Group plc 0.00% of their portfolio | 245.9k $1.4m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 228.2k $1.3m | Reduced -29.2k |
| Privium Fund Management B.V. 0.24% of their portfolio | 205.0k $1.2m | Added +12.4k |
| Nuveen, LLC 0.00% of their portfolio | 183.0k $1.1m | Reduced -28.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 182.1k $1.0m | Reduced -10.1k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 181.7k $1.0m | Reduced -218.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 172.7k $991.3k | Added +89.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 158.9k $912.1k | Reduced -7.8k |
| Y-Intercept (Hong Kong) Ltd 0.02% of their portfolio | 142.6k $818.4k | Reduced -88.6k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.02% of their portfolio | 136.4k $782.8k | Unchanged |
| Burkehill Global Management, LP 0.04% of their portfolio | 125.0k $717.5k | Unchanged |
| Susquehanna Portfolio Strategies, LLC 0.01% of their portfolio | 113.0k $648.5k | Added +86.8k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 112.2k $643.9k | New |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 100.9k $579.1k | Reduced -1.3k |
| XTX Topco Ltd 0.01% of their portfolio | 100.6k $577.5k | Added +89.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 93.2k $491.0k | Added +63.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 72.1k $413.7k | Added +2.7k |
| Creative Planning 0.00% of their portfolio | 67.1k $385.0k | Added +56.7k |
| Invesco Ltd. 0.00% of their portfolio | 63.5k $364.6k | Reduced -399.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 63.1k $361.9k | Added +5.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 61.8k $613.8k | Unchanged |
| DRW Securities, LLC 0.02% of their portfolio | 48.0k $275.5k | New |
| Bleakley Financial Group, LLC 0.00% of their portfolio | 48.0k $275.3k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 47.0k $269.8k | Added +10.0k |
| PROFUND ADVISORS LLC 0.01% of their portfolio | 45.2k $259.2k | Added +7.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 43.1k $248.0k | Added +9.3k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 42.6k $244.4k | First filing |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 37.1k $212.8k | Added +25.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 37.1k $209.5k | Added +1.8k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 35.6k $204.3k | Reduced -137 |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 34.3k $196.9k | Unchanged |
| GSA CAPITAL PARTNERS LLP 0.01% of their portfolio | 34.3k $197.0k | Added +22.8k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 30.5k $174.9k | Reduced -449.7k |
| Virtus Investment Advisers, LLC 0.04% of their portfolio | 27.9k $160.2k | Added +680 |
| AXQ CAPITAL, LP 0.02% of their portfolio | 26.1k $149.9k | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 25.6k $146.8k | Reduced -632 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 25.0k $143.5k | Reduced -45.7k |
| FMR LLC 0.00% of their portfolio | 24.4k $140.0k | Added +11.0k |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 24.2k $139.0k | New |
| Cerity Partners LLC 0.00% of their portfolio | 21.0k $120.7k | Reduced -1.4k |
| Soltis Investment Advisors LLC 0.01% of their portfolio | 20.0k $114.8k | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 19.9k $114.2k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 18.3k $105.1k | Reduced -636 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 17.7k $101.8k | Reduced -1.4k |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 17.6k $100.8k | Added +1.1k |
| EntryPoint Capital, LLC 0.03% of their portfolio | 16.6k $95.1k | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 16.5k $94.7k | Added +2.3k |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 16.4k $94.0k | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 16.0k $91.5k | Added +1.7k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 15.6k $89.5k | Added +3.0k |
| CAXTON CORP 1.99% of their portfolio | 13.9k $80.0k | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 13.6k $78.2k | Added +2.4k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 13.4k $76.9k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 13.3k $76.5k | Reduced -2.0k |
| China Universal Asset Management Co., Ltd. 0.01% of their portfolio | 13.0k $74.3k | Added +1.1k |
| ProShare Advisors LLC 0.00% of their portfolio | 12.9k $73.8k | Reduced -1.9k |
| E Fund Management Co., Ltd. 0.00% of their portfolio | 12.7k $72.8k | First filing |
| BARCLAYS PLC 0.00% of their portfolio | 12.2k $69.8k | Reduced -176.6k |
| Virtu Financial LLC 0.00% of their portfolio | 11.9k $68.0k | New |
| Ethic Inc. 0.00% of their portfolio | 11.1k $63.9k | Reduced -317 |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 10.7k $61.4k | Reduced -271 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 9.5k $54.4k | Added +8.7k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 6.6k $38.1k | Added +767 |