Vault-13

LYELL IMMUNOPHARMA INC

COM · CUSIP 55083R104

1 institutional holders +0 vs Q1 2026
692,050692.0k shares reported held*
$9.7mreported value*
0 new 0 added 0 reduced 0 sold out net bought ≈ $0

* 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. Holder counts are more reliable. Implied quarter-end price ≈ $14.05.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 93Q4 22: 96Q1 23: 100Q2 23: 100Q3 23: 107Q4 23: 120Q1 24: 128Q2 24: 121Q3 24: 118Q4 24: 106Q1 25: 113Q2 25: 6Q3 25: 2Q4 25: 1Q1 26: 1Q2 26: 11Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202293
Q4 202296
Q1 2023100
Q2 2023100
Q3 2023107
Q4 2023120
Q1 2024128
Q2 2024121
Q3 2024118
Q4 2024106
Q1 2025113
Q2 20256
Q3 20252
Q4 20251
Q1 20261
Q2 20261

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 47 bought or addedQ3 24: 53 cut or sold outQ4 24: 54 bought or addedQ4 24: 57 cut or sold outQ4 24Q1 25: 38 bought or addedQ1 25: 42 cut or sold outQ2 25: 1 bought or addedQ2 25: 112 cut or sold outQ2 25Q3 25: 1 bought or addedQ3 25: 4 cut or sold outQ4 25: 1 bought or addedQ4 25: 0 cut or sold outQ4 25Q1 26: 0 bought or addedQ1 26: 0 cut or sold outQ2 26: 0 bought or addedQ2 26: 0 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244753
Q4 20245457
Q1 20253842
Q2 20251112
Q3 202514
Q4 202510
Q1 202600
Q2 202600

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.

HolderStakeChangeShares Last filed
ARCH Venture Fund IX, L.P. 13G · exempt (held before listing) filed 2025-02-14 13.1% 36.6m 2025-02-14
Foresite Capital Fund IV, L.P. 13G · passive investor +2.5 pts · filed 2025-05-15 9.2% +2.5 pts 27.2m 2025-05-15
Explore Investments LLC/DE 13G · passive investor new · filed 2025-08-19 5.4% new 1.0m 2025-08-19

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Decheng Capital LLC 1.33% of their portfolio MENLO PARK, CA 692,050692.0k $9.7m $9.7m 1.33% Unchanged