Lyell Immunopharma, Inc.

NasdaqGS:LYEL Stock Report

Market Cap: US$448.9m

Lyell Immunopharma Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:LYEL Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
11 Feb 26SellUS$39,085Gary LeeIndividual1,671US$23.39
11 Feb 26SellUS$28,910Stephen HillIndividual1,236US$23.39
11 Feb 26SellUS$174,372Lynn SeelyIndividual7,455US$23.39
10 Feb 26SellUS$3,399Gary LeeIndividual147US$23.12
10 Feb 26SellUS$2,520Stephen HillIndividual109US$23.12
10 Feb 26SellUS$5,872Veronica BulisIndividual254US$23.12
10 Feb 26SellUS$10,127Lynn SeelyIndividual438US$23.12
30 Dec 25SellUS$74,181Veronica BulisIndividual2,072US$38.67
10 Nov 25SellUS$1,531Stephen HillIndividual95US$16.12
10 Nov 25SellUS$2,230Gary LeeIndividual138US$16.16
10 Nov 25SellUS$3,848Veronica BulisIndividual239US$16.10
10 Nov 25SellUS$6,637Lynn SeelyIndividual412US$16.11
21 Aug 25SellUS$15,320Gary LeeIndividual1,453US$10.54
21 Aug 25SellUS$15,320Charles NewtonIndividual1,453US$10.54
21 Aug 25SellUS$10,586Stephen HillIndividual1,004US$10.54
21 Aug 25SellUS$76,518Lynn SeelyIndividual7,257US$10.54
12 Aug 25SellUS$2,785Charles NewtonIndividual267US$10.53
12 Aug 25SellUS$2,785Gary LeeIndividual267US$10.53
12 Aug 25SellUS$1,930Stephen HillIndividual185US$10.53
12 Aug 25SellUS$8,313Lynn SeelyIndividual797US$10.53
31 Mar 25BuyUS$19,958Otis BrawleyIndividual1,782US$11.20
21 Mar 25BuyUS$115,220Sumant RamachandraIndividual10,000US$11.52

Insider Trading Volume

Insider Buying: LYEL insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of LYEL?
Owner TypeNumber of SharesOwnership Percentage
Public Companies54,8870.258%
Individual Insiders365,7361.72%
Private Companies2,940,96413.8%
General Public3,726,85417.5%
VC/PE Firms5,549,20826.1%
Institutions8,606,30540.5%

Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 43.9%.

Top Shareholders

Top 25 shareholders own 78.4% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
13%
Arch Venture Partners, L.P.
2,759,072US$58.3m0%4.52%
8.94%
Innovative Cellular Therapeutics, Inc.
1,900,000US$40.1m0%no data
7.12%
GSK Equity Investments, Limited
1,512,659US$32.0m0%2.88%
6.01%
Foresite Capital Management, LLC
1,277,477US$27.0m0%2.52%
4.9%
Explore Investments LLC
1,040,964US$22.0m0%no data
4.9%
Gates Frontier, LLC
1,040,964US$22.0m0%no data
4.75%
Mwg Management Ltd.
1,008,116US$21.3m0%25.2%
4.75%
Mwg Caph Ltd
1,008,116US$21.3m0%35.8%
3.89%
The Vanguard Group, Inc.
826,430US$17.5m6.09%no data
3.55%
Apoletto Limited
754,698US$15.9m0%3.56%
3.26%
Decheng Capital LLC
692,050US$14.6m16.2%2.12%
2.72%
Almitas Capital LLC
577,807US$12.2m0%2.12%
1.59%
venBio LLC
337,697US$7.1m-28.7%2.54%
1.53%
Citadel Advisors LLC
324,701US$6.9m-4.36%no data
1.38%
GV Management Company, LLC
293,256US$6.2m0%0.95%
0.9%
Richard Klausner
190,560US$4.0m0%no data
0.86%
BlackRock, Inc.
181,837US$3.8m2.85%no data
0.81%
Susquehanna International Group, LLP
171,816US$3.6m365%no data
0.77%
Geode Capital Management, LLC
162,997US$3.4m25.1%no data
0.72%
HongShan Capital Advisors Limited
152,299US$3.2m0%0.09%
0.46%
Invesco Capital Management LLC
98,649US$2.1m670%no data
0.46%
The Goldman Sachs Group, Inc.
96,675US$2.0m0%no data
0.41%
MIC Capital Management UK LLP
87,028US$1.8m0%0.49%
0.4%
Charles Schwab Investment Management, Inc.
85,423US$1.8m7.44%no data
0.35%
RBF Capital LLC
74,585US$1.6m-22%0.08%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/03/17 12:56
End of Day Share Price 2026/03/17 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Lyell Immunopharma, Inc. is covered by 5 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jason ZemanskyBofA Global Research
Reni BenjaminCitizens JMP Securities, LLC
Salveen RichterGoldman Sachs