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LYEL Lyell Immunopharma Inc.

Health Care, filed as LYELL IMMUNOPHARMA INC (COM NEW), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2

  • 1 Owner
  • Max 0.4%
  • $4.8M
  • 1 add

In 2026 Q2 James Silverman added to Lyell Immunopharma.

Who owns this now

Largest portfolio weights among holders, up to 0.4% (James Silverman, Opaleye Management). Not free-float ownership.

  1. James Silverman Add 0.44%

Who owns LYEL

Sorted by value, long equity only, as of 2026 Q2.

History
James Silverman, Opaleye Management 0.44%, was 0.21% Add +334.9% 344,025 $4.8M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by LYEL's executives, directors and 10% owners in the last 12 months, from their Form 4s

All LYEL insider trades
  • $25M bought by 2 insiders
  • $74K sold by 1 insider outside a trading plan
  • $274 sold by 1 insider under 10b5-1 plans
  1. Innovative Cellular Therapeutics Holdings Ltd 10% owner
    Planned sale
    $137 10 shares at $13.70 <0.1% of stake
    Traded Jul 17 Filed Jul 20
  2. Innovative Cellular Therapeutics Holdings Ltd 10% owner
    Planned sale
    $137 10 shares at $13.73 <0.1% of stake
    Traded Jul 16 Filed Jul 17
  3. ARCH Venture Partners IX, LLC 10% owner, +4 joint filers
    Buy
    $12.5M 488,090 shares at $25.61 +52% to stake
    Traded Mar 6 Filed Mar 9
  4. Veronica Sanchez Bulis VP, Corporate Controller
    Sale
    $74K 2,072 shares at $35.80 23% of stake
    Traded Dec 24–30 Filed Jan 6

Also filed in the last 12 months, not counted as buying or selling: 25 sales to cover taxes, 4 stock grants, and 4 other transactions.

SEC filings

Recent issuer filings from EDGAR, 12 shown.

Filed Form Detail Links
8-K 8.01,9.01
SCHEDULE 13G/A —
8-K 2.02,9.01
10-Q
SCHEDULE 13G/A —
8-K 5.07
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G/A —
8-K 2.02,9.01
10-Q
DEFA14A

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $130,000 $61,000 $36,000
Net income -$234.63M -$342.99M -$274.45M
Net margin * -180486.2% -562285.2% -762355.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $554.69M $379.59M $260.94M
Total non-current assets * $195.34M $111.26M $79.11M
Total assets $750.03M $490.86M $340.05M
Total current liabilities $34.52M $53.79M $49.41M
Total non-current liabilities * $60.56M $54.25M $42.44M
Total equity $654.95M $382.82M $248.2M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$163.69M -$162.39M -$150.02M
Cash from investing $184.05M $122.42M $54.1M
Cash from financing $1.74M $1.33M $50.41M
Net change in cash $22.1M -$38.64M -$45.52M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.