Y-Intercept (HK)
LXEO icon

Y-Intercept (HK)’s Lexeo Therapeutics LXEO Stock Holding History

Y-Intercept (HK)’s Portfolio LXEO Stock Details LXEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$401K Buy
+118,677
New +$537K 0.01% 1349
2026
Q2 		– Sell
-142,571
Closed -$818K – 1977
2026
Q1 		$818K Sell
142,571
-88,592
-38% -$628K 0.02% 1106
2025
Q4 		$2.3M Buy
+231,163
New +$2.11M 0.05% 561

Other funds holding LXEO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Privium Fund Management
Privium Fund Management Amsterdam, Netherlands $516M AUM 18.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Profund Advisors
Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return
Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Y-Intercept (HK)'s LXEO Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Lexeo Therapeutics (LXEO) in Q3 2026: 118,677 shares worth $401K. The stake represents 0.01% of the portfolio and ranks #1349 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in LXEO as recently as Q1 2026.

Y-Intercept (HK) first reported a position in LXEO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.3M in Q4 2025. 31 funds tracked by Wall St. Rank hold LXEO as of Q3 2026.

  • Y-Intercept (HK) held 118,677 shares of Lexeo Therapeutics worth $401K as of Q3 2026.
  • Lexeo Therapeutics was a new Y-Intercept (HK) position in Q3 2026.
  • Lexeo Therapeutics made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1349 holding.
  • Y-Intercept (HK) first reported a position in Lexeo Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • Y-Intercept (HK)'s Lexeo Therapeutics position peaked at $2.3M in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.