LYEL at a glance
Lyell Immunopharma Inc (LYEL, SEC CIK 1806952) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 10, 2026 and Form 4 insider filings as recently as September 10, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Lyell Immunopharma Inc (LYEL) reported revenue of $36,000 (down 41.0% from FY2024) and a net loss of $274.4 million. Diluted EPS was -$16.06.
- As of June 30, 2026, 22 institutional investment managers tracked by SignalX reported holding Lyell Immunopharma Inc (LYEL) shares worth $43.0 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Shook David on September 10, 2026 of 500 shares at $12.70 per share.
- In the last 90 days, LYEL insiders reported 0 open-market purchases ($0) and 10 open-market sales ($211K) on Form 4, a net sale of $211K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $36K
- −41.0% vs prior year
- Insiders · 90 days
- 0 buys · 10 sells
- Net −$211K
- 13F holders
- 22 funds
- $43.0M · +2 vs prior quarter
- Latest 10-Q
- Aug 6, 2026
- Quarterly report
SignalX for LYEL
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Aguirre Jarrad Mattieu | A | Sep 10, 2026 | 47,500 | - |
| Shook David | Sell | Sep 10, 2026 | 500 | $12.70 |
| Lee Gary K. | Sell | Aug 21, 2026 | 1,457 | $15.54 |
| Hill Stephen J. | Sell | Aug 21, 2026 | 989 | $15.54 |
| Seely Lynn | Sell | Aug 21, 2026 | 9,589 | $15.54 |
| Lee Gary K. | Sell | Aug 10, 2026 | 131 | $14.34 |
| Bulis Veronica Sanchez | Sell | Aug 10, 2026 | 621 | $14.34 |
| Hill Stephen J. | Sell | Aug 10, 2026 | 89 | $14.34 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $130K | $61K | $36K |
| Operating Income | - | -$358.8M | -$269.4M |
| Net Income | -$234.6M | -$343.0M | -$274.4M |
| Op. Margin | - | -588123.0% | -748344.4% |
| Net Margin | -180486.2% | -562285.2% | -762355.6% |
| Balance Sheet | |||
| Total Assets | - | $490.9M | $340.1M |
| Equity | - | $382.8M | $248.2M |
| ROE | - | -89.6% | -110.6% |
| Per Share | |||
| EPS | $-0.93 | $-1.31 | $-16.06 |
| Cash Flow | |||
| Operating CF | - | -$162.4M | -$150.0M |
| CapEx | $2.7M | $464K | $780K |
Source: XBRL data in Lyell Immunopharma Inc (LYEL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LYEL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 22 | $43.0M |
| Q1 2026 | 20 | $51.6M |
| Q4 2025 | 21 | $66.7M |
| Q3 2025 | 17 | $32.4M |
| Q2 2025 | 20 | $15.4M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 100 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LYEL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
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LYEL SEC filings: frequently asked questions
Are LYEL insiders buying or selling?
In the last 90 days, Lyell Immunopharma Inc (LYEL) officers, directors and 10% owners reported no open-market purchases and 10 open-market sales worth $211,301 by 6 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold LYEL stock?
As of June 30, 2026, the largest Lyell Immunopharma Inc (LYEL) holders among the 13F filers tracked by SignalX were Vanguard Capital Management LLC ($11.1 million), BlackRock ($10.2 million), Millennium Management ($5.2 million), Alphabet Inc ($4.1 million), State Street Corp ($2.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LYEL's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Lyell Immunopharma Inc (LYEL) reported revenue of $36,000 (down 41.0% from FY2024) and a net loss of $274.4 million. Diluted EPS was -$16.06. The figures come from the XBRL data in the 10-K.
What are the latest LYEL SEC filings?
Lyell Immunopharma Inc (LYEL) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 10, 2026 and a Form 4 insider filing on September 10, 2026.
What is LYEL's SEC CIK number?
Lyell Immunopharma Inc (LYEL)'s SEC Central Index Key (CIK) is 1806952. EDGAR lists every LYEL filing under that number.
Ask anything about LYEL
The research agent reads LYEL's filings, financials, insider trades and 13F holders, then answers with sources.