ExodusPoint Capital Management’s Lyell Immunopharma LYEL Stock Holding History

ExodusPoint Capital Management’s Portfolio LYEL Stock Details LYEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,511	Closed	-$262K	–	1866
2025 Q4	$262K	Buy	+8,511	New	+$190K	﹤0.01%	1338
2024 Q2	–	Sell	-12,254	Closed	-$547K	–	1785
2024 Q1	$547K	Buy	12,254 +9,709	+381%	+$416K	﹤0.01%	1118
2023 Q4	$99K	Buy	+2,545	New	+$91.6K	﹤0.01%	1352
2022 Q1	–	Sell	-775	Closed	-$120K	–	2470
2021 Q4	$120K	Buy	+775	New	+$173K	﹤0.01%	1925
2021 Q3	–	Sell	-1,035	Closed	-$336K	–	2417
2021 Q2	$336K	Buy	+1,035	New	+$340K	﹤0.01%	1675

Other funds holding LYEL

AVM

Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return

GSK plc London $599M AUM

FCMI

Foresite Capital Management IV Larkspur, California $237M AUM 107.53% 1-Year Est. Return

OPL

Orland Properties Ltd Road Town, Tortola, British Virgin Islands $267M AUM 5.05% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

FCMV

Foresite Capital Management V Larkspur, California $271M AUM 309.87% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ExodusPoint Capital Management's LYEL Position: Q1 2026 in Review

ExodusPoint Capital Management sold out of Lyell Immunopharma (LYEL) in Q1 2026, closing a stake of 8,511 shares — an estimated $262K sold.

ExodusPoint Capital Management first reported a position in LYEL in Q2 2021 and held it in 5 quarters. The position peaked at $547K in Q1 2024. 74 funds tracked by Wall St. Rank hold LYEL as of Q1 2026.

ExodusPoint Capital Management reported no remaining Lyell Immunopharma position as of Q1 2026 after selling out during the quarter.
ExodusPoint Capital Management sold 8,511 Lyell Immunopharma shares in Q1 2026, an estimated $262K.
ExodusPoint Capital Management first reported a position in Lyell Immunopharma in Q2 2021 and held it in 5 quarters.
ExodusPoint Capital Management's Lyell Immunopharma position peaked at $547K in Q1 2024.
74 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q1 2026.

Based on ExodusPoint Capital Management's 13F filing for Q1 2026, filed 14 May 2026.