What is the 13F Pro Quality Score for LYEL?

13F Pro ranks Lyell Immunopharma, Inc. (LYEL) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View LYEL's current score at https://13fpro.ai/research/LYEL (free sign-up required for the full ranking).

Which hedge funds own the most LYEL stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of LYEL include ARCH Venture Management,, GSK plc, Foresite Capital Management IV,. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/LYEL as soon as new 13F filings post.

Where does 13F Pro source LYEL data?

All Lyell Immunopharma, Inc. fundamentals and ownership data come directly from SEC EDGAR. Lyell Immunopharma, Inc. files with the SEC under CIK 1806952. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is LYEL in?

Lyell Immunopharma, Inc. (LYEL) is classified in the Healthcare sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/healthcare.

How often is LYEL research updated on 13F Pro?

LYEL's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Lyell Immunopharma, Inc.(LYEL)Stock Analysis

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13F Pro Quality Score

3.6/100

Rank #2,858 of 2,879 stocks

View Healthcare peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

1.7/100

Balance Sheet

3.7/100

Earnings Quality

30.0/100

Institutional Flow

23.5/100

Revenue Scale

0.1/100

LYEL Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Lyell Immunopharma, Inc. (LYEL), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores LYEL at 3.6/100 on a 32-signal composite quality model, placing it at rank #2,858 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include revenue scale (0.1) and revenue growth (1.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), Lyell Immunopharma, Inc. reports quarterly revenue of $2.0K, net income of $-24.2M, free cash flow of $-38.6M. Top institutional holders of LYEL by reported 13-F value include ARCH Venture Management,, GSK plc, Foresite Capital Management IV,, based on the most recent SEC filings. LYEL trades on the Nasdaq exchange and files with the SEC under CIK 1806952. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LYEL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Lyell Immunopharma, Inc. directly from SEC EDGAR. Lyell Immunopharma, Inc.'s 13F Pro composite quality score has ranged between 3 and 32 since 2022, currently 3.6 — a declining long-term trajectory across 26 quarterly and live scoring snapshots.

✦

Fun facts about Lyell Immunopharma, Inc.

Quirks, history, and lore behind LYEL — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. clinical-stage biopharmaceutical company · listed on Nasdaq · headquartered in South San Francisco, the biotech capital of the world.
2
The Numbers
No product revenue yet — it runs on cash reserves and has a market cap in the low hundreds of millions, typical for a pre-commercial cell therapy shop burning cash on trials.
3
The History
Founded around 2018 by scientists who wanted to solve a stubborn problem in cell therapy: engineered T cells that enter the body full of fight but burn out too fast to finish the job.
4
The Secret
Its core platform is built around T cell longevity — keeping cancer-fighting cells in a stem-like, less exhausted state so they can keep attacking tumors long after rivals' cells have fizzled.
5
The Lore
The company was co-founded with deep ties to Fred Hutch research and counts GlaxoSmithKline as a major early investor and collaborator, a rare vote of Big Pharma confidence for a startup.
6
The Giveaway
Named after Lyell Immunopharma — a nod to the geologist who coined "uniformitarianism" — because its founders believe slow, steady, durable T cells win the cancer race.

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Revenue

Q1 2026

$2.0K

Net Income

Q1 2026

$-24.2M

Free Cash Flow

Q1 2026

$-38.6M

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-41.0% YoY

$36.0KFY 2025

FY22 $84.7MFY23 $130.0KFY24 $61.0KFY25 $36.0K

Net Income

+20.0% YoY

$-274.4MFY 2025

FY22 $-183.1MFY23 $-234.6MFY24 $-343.0MFY25 $-274.4M

Operating Income

+24.9% YoY

$-269.4MFY 2025

FY22 $-187.1MFY23 $-247.0MFY24 $-358.8MFY25 $-269.4M

EPS (Diluted)

+38.8% YoY

$-16.06FY 2025

FY22 $-0.74FY23 $-18.70FY24 $-26.23FY25 $-16.06

Total Assets

-30.7% YoY

$340.1MFY 2025

FY22 $937.6MFY23 $750.0MFY24 $490.9MFY25 $340.1M

Op. Cash Flow

+7.6% YoY

$-150.0MFY 2025

FY22 $-169.6MFY23 $-163.7MFY24 $-162.4MFY25 $-150.0M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$36.0K -41.0%	$61.0K -53.1%	$130.0K -99.8%	$84.7M +695.1%	$10.7M +37.3%	$7.8M
Net Income	$-274.4M +20.0%	$-343.0M -46.2%	$-234.6M -28.1%	$-183.1M +26.8%	$-250.2M -22.4%	$-204.5M
Operating Income	$-269.4M +24.9%	$-358.8M -45.2%	$-247.0M -32.0%	$-187.1M +12.9%	$-214.8M -1.3%	$-211.9M
EPS (Diluted)	$-16.06 +38.8%	$-26.23 -40.3%	$-18.70 -2427.0%	$-0.74 +59.8%	$-1.84 +88.3%	$-15.69
Total Assets	$340.1M -30.7%	$490.9M -34.6%	$750.0M -20.0%	$937.6M -16.8%	$1.13B +24.1%	$908.3M
Operating Cash Flow	$-150.0M +7.6%	$-162.4M +0.8%	$-163.7M +3.5%	$-169.6M -34.3%	$-126.2M +21.5%	$-160.9M

AI Insight: LYEL Financial Trends

Lyell remains pre-revenue with equity eroding to $274M in Q1 2026, though quarterly cash burn shows a modest moderating trend.

• Zero revenue across all eight quarters; the company is entirely dependent on existing cash reserves with no commercial income to offset losses.

• Operating cash outflow narrowed from $-55M in Q1 2025 to $-29M in Q3 2025 before ticking back to $-39M in Q1 2026.

• Equity has contracted sharply from $567M in Q2 2024 to $274M in Q1 2026, a cumulative decline of $293M over eight quarters.

⚠ At the Q1 2026 quarterly burn rate of ~$39M in operating CF, remaining equity runway is limited — dilution or financing risk is elevated.

⚠ Recurring large non-cash charges drove Q4 2024 ($-201M op loss) and Q4 2025 ($-128M op loss) spikes — impairment risk persists.

AI Insight: LYEL Ratio Trends

LYEL's return metrics remain deeply negative across all periods, though quarterly ROE and ROA show tentative improvement from their Q1 2025 trough.

• ROE improved from -62.0% in Q1 2025 to -35.3% in Q1 2026, suggesting moderating quarterly net losses.

• ROA followed a similar path, recovering from -48.6% in Q1 2025 to -27.6% in Q1 2026.

• TTM ROE of -90.0% and TTM ROIC of -93.7% signal severe capital destruction on a trailing twelve-month basis.

⚠ ROIC remains deeply negative at -64.7% in Q1 2026, diverging sharply from the ROE/ROA improvement trend — warrants close monitoring.

⚠ OpMargin, NPM, and D/E are entirely absent across all periods, limiting visibility into operating efficiency and balance sheet risk.

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Available Research

13F Pro tracks comprehensive data for Lyell Immunopharma, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of LYEL

ARCH Venture Management, LLC
$65.1M3,247,162 sh
GSK plc
$30.3M1,512,659 sh
Foresite Capital Management IV, LLC
$16.1M800,399 sh
Orland Properties Ltd
$15.1M754,698 sh
VANGUARD CAPITAL MANAGEMENT LLC
$14.4M718,155 sh
Decheng Capital LLC
$13.9M692,050 sh
Almitas Capital LLC
$11.6M577,807 sh
Foresite Capital Management V, LLC
$9.6M477,078 sh
MILLENNIUM MANAGEMENT LLC
$9.2M458,905 sh
CITADEL ADVISORS LLC
$7.7M381,462 sh

Fund	Value	Shares
ARCH Venture Management, LLC	$65.1M	3,247,162
GSK plc	$30.3M	1,512,659
Foresite Capital Management IV, LLC	$16.1M	800,399
Orland Properties Ltd	$15.1M	754,698
VANGUARD CAPITAL MANAGEMENT LLC	$14.4M	718,155
Decheng Capital LLC	$13.9M	692,050
Almitas Capital LLC	$11.6M	577,807
Foresite Capital Management V, LLC	$9.6M	477,078
MILLENNIUM MANAGEMENT LLC	$9.2M	458,905
CITADEL ADVISORS LLC	$7.7M	381,462

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Is LYEL a good stock to buy?

13F Pro's AI-powered analysis of Lyell Immunopharma, Inc. (LYEL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LYEL are available on the LYEL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own LYEL?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LYEL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Lyell Immunopharma, Inc.'s investment landscape.