OM
LYEL icon

Opaleye Management’s Lyell Immunopharma LYEL Stock Holding History

Opaleye 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
Q2 		$4.83M Buy
344,025
+264,928
+335% +$4.79M 0.44% 35
2026
Q1 		$1.59M Buy
+79,097
New +$1.85M 0.21% 46
2024
Q4 		– Sell
-69,750
Closed -$1.93M – 46
2024
Q3 		$1.93M Sell
69,750
-13,750
-16% -$404K 0.32% 35
2024
Q2 		$2.42M Sell
83,500
-84,250
-50% -$4.01M 0.55% 41
2024
Q1 		$7.48M Buy
+167,750
New +$7.18M 1.63% 19

Other funds holding LYEL

AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
GP
GSK plc London $602M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $732M AUM 275.56% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
FCMV
Foresite Capital Management V Larkspur, California $362M AUM 386.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
VP
venBio Partners San Francisco, California $519M AUM 339.42% 1-Year Est. Return

Opaleye Management's LYEL Position: Q2 2026 in Review

Opaleye Management increased its Lyell Immunopharma (LYEL) stake by 335% in Q2 2026, buying an estimated $4.79M and bringing the position to 344,025 shares worth $4.83M. The position accounts for 0.44% of the portfolio, ranked #35.

Opaleye Management first reported a position in LYEL in Q1 2024 and has held it in 5 quarters since. The position peaked at $7.48M in Q1 2024. 87 funds tracked by Wall St. Rank hold LYEL as of Q2 2026.

  • Opaleye Management held 344,025 shares of Lyell Immunopharma worth $4.83M as of Q2 2026.
  • Opaleye Management bought 264,928 Lyell Immunopharma shares in Q2 2026, an estimated $4.79M.
  • Lyell Immunopharma made up 0.44% of Opaleye Management's portfolio in Q2 2026, its #35 holding.
  • Opaleye Management first reported a position in Lyell Immunopharma in Q1 2024 and has held it in 5 quarters since.
  • Opaleye Management's Lyell Immunopharma position peaked at $7.48M in Q1 2024.
  • 87 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q2 2026.

Based on Opaleye Management's 13F filing for Q2 2026, filed 14 Aug 2026.