LXEO at a glance
Lexeo Therapeutics, Inc. (LXEO, SEC CIK 1907108) filed its latest 10-K annual report on March 30, 2026, a 10-Q quarterly report on August 12, 2026, an 8-K current report on September 29, 2026 and Form 4 insider filings as recently as September 28, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- As of June 30, 2026, 26 institutional investment managers tracked by SignalX reported holding Lexeo Therapeutics, Inc. (LXEO) shares worth $130.5 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Otero Jose Manuel on August 18, 2026 of 1,304 shares at $4.96 per share.
- In the last 90 days, LXEO insiders reported 0 open-market purchases ($0) and 3 open-market sales ($43K) on Form 4, a net sale of $43K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$43K
- 13F holders
- 26 funds
- $130.5M · +1 vs prior quarter
- Latest 8-K
- Sep 29, 2026
- Item 2.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- Newly added administration risk: FDA staffing and leadership changes could delay product development or commercialization
- Net loss $46.1 million for six months ended June 30, 2026, with accumulated deficit of $426.2 million
- Regulatory risk: evolving gene-therapy requirements and uncertain FDA or EMA review timelines for novel capsids
- Near-term clinical risk: low-prevalence diseases may delay patient enrollment and regulatory approvals
- Liquidity risk: $234.2 million cash, equivalents and U.S. Treasury securities expected to fund operations into 2028
AI summary of the LXEO 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.01: Completion of Acquisition or Disposition of Assets
- Merger completed; transaction consideration included unregistered Lexeo common shares issued under Securities Act Section 4(a)(2) and/or Regulation D
- Share issuance creates potential dilution for existing shareholders
Item 8.01: Other Events
- Merger Agreement with Mantle Therapeutics and strategic collaborations mark a potentially transformative corporate development
- Expected merger closing and contingent consideration remain subject to conditions and execution risks
Item 1.01: Entry into a Material Definitive Agreement
- Mantle acquisition consideration: $5.3M cash plus $3.0M Lexeo stock, subject to adjustments
- Up to $13.0M additional contingent consideration, including $1.0M cash and $12.0M milestone payments over 12 years
Item EX-99.1: Item EX-99.1
- Mantle acquisition adds four FA programs across oral, protein-replacement, and ASO modalities for $8.3M upfront
- Potential consideration reaches $21.3M, including $13.0M in success-based milestones
Item 8.01: Other Events
- Updated corporate presentation signals refreshed investor messaging and potentially revised strategic priorities
- Exhibit 99.2 contains the substantive disclosures for investor and analyst review
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 references earnings-related disclosure but provides no operating results or financial figures
- Investors must review the accompanying exhibit for the fiscal-year 2026 results and management commentary
Item EX-99.1: Item EX-99.1
- LX2006 pivotal SUNRISE-FA 2 initiated with first patient enrolled in June; topline data targeted for second half of 2027
- Potential accelerated-approval BLA submission targeted for first half of 2028, subject to FDA alignment and trial execution
AI summaries of LXEO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LXEO
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Bhalla Narinder Pal | A | Sep 24, 2026 | 54,750 | - |
| Otero Jose Manuel | A | Sep 24, 2026 | 54,750 | - |
| Townsend Richard Nolan | A | Sep 24, 2026 | 145,500 | - |
| Tamayo Louis Edward | A | Sep 24, 2026 | 54,750 | - |
| Townsend Richard Nolan | A | Sep 14, 2026 | 2,306 | $2.64 |
| Otero Jose Manuel | A | Sep 14, 2026 | 2,110 | $2.64 |
| Bhalla Narinder Pal | A | Sep 14, 2026 | 2,714 | $3.58 |
| Otero Jose Manuel | Sell | Aug 18, 2026 | 1,304 | $4.96 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Operating Income | -$68.5M | -$105.8M | -$109.3M |
| Net Income | -$66.4M | -$98.3M | -$100.0M |
| Balance Sheet | |||
| Total Assets | $139.8M | $146.9M | $268.7M |
| Equity | - | $116.8M | $246.7M |
| ROE | - | -84.2% | -40.5% |
| Per Share | |||
| EPS | $-12.40 | $-3.09 | $-1.86 |
| Cash Flow | |||
| Operating CF | -$59.5M | -$81.2M | -$98.6M |
| CapEx | $115K | $481K | $397K |
Source: XBRL data in Lexeo Therapeutics, Inc. (LXEO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LXEO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 26 | $130.5M |
| Q1 2026 | 25 | $138.0M |
| Q4 2025 | 26 | $223.1M |
| Q3 2025 | 23 | $95.8M |
| Q2 2025 | 20 | $51.5M |
| Q1 2025 | 16 | $24.7M |
| Q4 2024 | 10 | $38.7M |
| Q3 2024 | 7 | $40.0M |
- Millennium Management+1.22M (+76%)
- State Street Corp+786.5K (+22%)
- BlackRock+628.6K (+12%)
- Northern Trust+373.7K (+76%)
- Goldman Sachs Group+199.7K (+10%)
- AQR Capital Management−83.0K (-24%)
- D.E. Shaw & Co−10.6K (-35%)
- Morgan Stanley−7.8K (-2%)
- Bank of America Corp−1.2K (-0%)
- PNC Financial Services−271 (-54%)
- Renaissance Technologies LLC+250.4K
- Prudential Financial+11.6K
- Two Sigma Investments−181.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 153 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LXEO filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 29, 2026 | - | Analysis | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 8-K | Sep 22, 2026 | - | Analysis | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 8-K | Aug 12, 2026 | - | Analysis | - |
| 10-Q | Aug 12, 2026 | Jun 30, 2026 | Analysis | |
| SC 13G | Aug 7, 2026 | - | - | |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 8-K | Jun 29, 2026 | - | Analysis | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
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LXEO SEC filings: frequently asked questions
Are LXEO insiders buying or selling?
In the last 90 days, Lexeo Therapeutics, Inc. (LXEO) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $43,228 by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold LXEO stock?
As of June 30, 2026, the largest Lexeo Therapeutics, Inc. (LXEO) holders among the 13F filers tracked by SignalX were BlackRock ($26.7 million), State Street Corp ($20.3 million), Citadel Advisors LLC ($18.1 million), Vanguard Capital Management LLC ($14.6 million), Millennium Management ($13.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What did LXEO report in its latest 8-K?
Lexeo Therapeutics, Inc. (LXEO) filed an 8-K on September 29, 2026 reporting Item 2.01 (Completion of Acquisition or Disposition of Assets). Merger completed; transaction consideration included unregistered Lexeo common shares issued under Securities Act Section 4(a)(2) and/or Regulation D.
What are the latest LXEO SEC filings?
Lexeo Therapeutics, Inc. (LXEO) filed its latest 10-K annual report on March 30, 2026, a 10-Q quarterly report on August 12, 2026, an 8-K current report on September 29, 2026 and a Form 4 insider filing on September 28, 2026.
What is LXEO's SEC CIK number?
Lexeo Therapeutics, Inc. (LXEO)'s SEC Central Index Key (CIK) is 1907108. EDGAR lists every LXEO filing under that number.
Ask anything about LXEO
The research agent reads LXEO's filings, financials, insider trades and 13F holders, then answers with sources.