$LYEL is held by 3 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.01%, with an average of 0.01% of portfolio. Largest holder: Diadema Partners LP at 0.01%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
Lyell Immunopharma, Inc.
13F holders
68
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 68 · Source: 13F-HR01
Mpm Asset Management LLC
—
—
02
GSK plc
—
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03
Ullmann Wealth Partners Group, LLC
—
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04
Aviance Capital Partners, LLC
—
—
05
Millstreet Capital Management LLC
—
—
06
OneAscent Financial Services LLC
—
—
07
Evergreen Capital Management LLC
—
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08
Greenvale Capital LLP
—
—
09
Brightline Capital Management, LLC
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10
Empire Life Investments Inc.
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
3 holders · Q1 202601
Diadema Partners LP
0.01% held
α +13.2pts
02
Citigroup Inc.
0.00% held
α +26.3pts
03
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
30 transactions · 8 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $LYEL in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $LYEL lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $LYEL — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 10:53 UTC.