Lyell Immunopharma Inc (LYEL) Hedge Fund & Institutional Holdings (Q2 2026)

LYEL ranks #4852 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

LYEL is a top-conviction position for Orland Properties Ltd — at 5.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in LYEL belongs to ARCH Venture Management, LLC, but the position matters far more to Orland Properties Ltd, who has 5.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Qube Research & Technologies Ltd has added to its LYEL position for two straight quarters, increasing it by $1.3M to reach $1.6M today.

ARCH Venture Management, LLC has trimmed its LYEL position for two straight quarters, cutting it by $39.4M while still holding $45.5M.

LYEL is down 4.5% today, but institutions show net buying of $14.4M this quarter — a divergence between today's price move and the underlying institutional flow.

LYEL reported a net loss of $248.5M over the trailing twelve months.

• Not yet profitable — net loss of $248.5M over the trailing twelve months
• Revenue declined 55.0% year over year
• Net income improved year over year, from -$331.4M to -$248.5M
• Operating cash flow was negative, using $150.0M in cash
• Current ratio of 5.28x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.37x equity — within a conventional range