Lyell Immunopharma, Inc.

NasdaqGS:LYEL Stock Report

Market Cap: US$595.0m

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
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
17 Mar 25BuyUS$111,620Charles NewtonIndividual10,000US$11.16
14 Mar 25BuyUS$94,942Richard KlausnerIndividual7,900US$12.02
14 Mar 25BuyUS$106,190Lynn SeelyIndividual8,750US$12.14

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
Individual Insiders501,9012.36%
Public Companies1,567,5467.38%
Private Companies2,940,96413.8%
VC/PE Firms4,036,54919%
General Public5,085,33323.9%
Institutions7,111,66133.5%

Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 45.4%.

Top Shareholders

Top 25 shareholders own 73.63% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
13%
Arch Venture Partners, L.P.
2,759,072US$77.3m51.5%7.11%
8.94%
Innovative Cellular Therapeutics, Inc.
1,900,000US$53.2m0%no data
7.12%
GSK plc
1,512,659US$42.4m0%0.96%
6.01%
Foresite Capital Management, LLC
1,277,477US$35.8m5.83%5.34%
4.9%
Explore Investments LLC
1,040,964US$29.2m0%no data
4.9%
Gates Frontier, LLC
1,040,964US$29.2m0%no data
4.75%
Mwg Management Ltd.
1,008,116US$28.2m0%30.1%
3.67%
The Vanguard Group, Inc.
779,004US$21.8m76%no data
3.55%
Apoletto Limited
754,698US$21.1m0%3.87%
2.8%
Decheng Capital LLC
595,466US$16.7m0%2.25%
2.72%
Almitas Capital LLC
577,807US$16.2m-0.38%3.02%
2.23%
venBio LLC
473,479US$13.3m0%6.46%
1.6%
Citadel Advisors LLC
339,491US$9.5m25.1%0.01%
1.38%
GV Management Company, LLC
293,256US$8.2m0%1.16%
1.1%
Hans Edgar Bishop
234,281US$6.6m0%no data
0.9%
Richard Klausner
190,560US$5.3m0%no data
0.83%
BlackRock, Inc.
176,806US$5.0m22.1%no data
0.61%
Geode Capital Management, LLC
130,257US$3.6m26.1%no data
0.59%
Millennium Management LLC
125,361US$3.5m140%no data
0.45%
RBF Capital LLC
95,631US$2.7m-4.37%0.13%
0.41%
Mic Capital Management Uk Llp
87,028US$2.4m0%0.46%
0.37%
Charles Schwab Investment Management, Inc.
79,510US$2.2m29.3%no data
0.3%
Renaissance Technologies LLC
63,990US$1.8m-4.76%no data
0.26%
Takeda Pharmaceutical Company Limited
54,887US$1.5m33.3%0.71%
0.24%
OrbiMed Advisors LLC
51,727US$1.4m0%0.02%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/06 03:51
End of Day Share Price 2026/01/05 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

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 4 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
Salveen RichterGoldman Sachs
Mitchell KapoorH.C. Wainwright & Co.