Walleye Capital
LYEL icon

Walleye Capital’s Lyell Immunopharma LYEL Stock Holding History

Walleye 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
Q1 		$445K Buy
+22,207
New +$519K ﹤0.01% 2757
2025
Q3 		– Sell
-29,230
Closed -$258K – 4848
2025
Q2 		$258K Buy
+29,230
New +$266K ﹤0.01% 3175
2023
Q1 		– Sell
-2,939
Closed -$204K – 4188
2022
Q4 		$204K Sell
2,939
-8,112
-73% -$806K ﹤0.01% 2037
2022
Q3 		$1.62M Buy
+11,051
New +$1.5M 0.03% 671
2022
Q2 		– Sell
-8,047
Closed -$813K – 2563
2022
Q1 		$813K Buy
8,047
+7,447
+1,241% +$902K 0.02% 737
2021
Q4 		$93K Buy
+600
New +$134K ﹤0.01% 1702

Other funds holding LYEL

AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
GP
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
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
AC
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Walleye Capital's LYEL Position: Q1 2026 in Review

Walleye Capital opened a new position in Lyell Immunopharma (LYEL) in Q1 2026: 22,207 shares worth $445K. The stake represents ﹤0.01% of the portfolio and ranks #2757 among its holdings. This is a return to the name: Walleye Capital previously reported a position in LYEL as recently as Q2 2025.

Walleye Capital first reported a position in LYEL in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.62M in Q3 2022. 74 funds tracked by Wall St. Rank hold LYEL as of Q1 2026.

  • Walleye Capital held 22,207 shares of Lyell Immunopharma worth $445K as of Q1 2026.
  • Lyell Immunopharma was a new Walleye Capital position in Q1 2026.
  • Lyell Immunopharma made up ﹤0.01% of Walleye Capital's portfolio in Q1 2026, its #2757 holding.
  • Walleye Capital first reported a position in Lyell Immunopharma in Q4 2021 and has held it in 6 quarters since.
  • Walleye Capital's Lyell Immunopharma position peaked at $1.62M in Q3 2022.
  • 74 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q1 2026.

Based on Walleye Capital's 13F filing for Q1 2026, filed 11 May 2026.