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RBF Capital’s Lyell Immunopharma LYEL Stock Holding History

RBF Capital’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 		– Sell
-44,094
Closed -$885K – 522
2026
Q1 		$885K Sell
44,094
-30,491
-41% -$713K 0.04% 305
2025
Q4 		$2.3M Sell
74,585
-21,046
-22% -$471K 0.1% 173
2025
Q3 		$1.55M Sell
95,631
-4,369
-4% -$49.9K 0.07% 236
2025
Q2 		$884K Buy
+100,000
New +$911K 0.04% 327

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
OM
Opaleye Management Boston, Massachusetts $1.1B AUM 197.64% 1-Year Est. Return

RBF Capital's LYEL Position: Q2 2026 in Review

RBF Capital sold out of Lyell Immunopharma (LYEL) in Q2 2026, closing a stake of 44,094 shares — an estimated $885K sold.

RBF Capital first reported a position in LYEL in Q2 2025 and held it in 4 quarters. The position peaked at $2.3M in Q4 2025. 87 funds tracked by Wall St. Rank hold LYEL as of Q2 2026.

  • RBF Capital reported no remaining Lyell Immunopharma position as of Q2 2026 after selling out during the quarter.
  • RBF Capital sold 44,094 Lyell Immunopharma shares in Q2 2026, an estimated $885K.
  • RBF Capital first reported a position in Lyell Immunopharma in Q2 2025 and held it in 4 quarters.
  • RBF Capital's Lyell Immunopharma position peaked at $2.3M in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q2 2026.

Based on RBF Capital's 13F filing for Q2 2026, filed 14 Aug 2026.