LYEL
Lyell Immunopharma, Inc.
-0.02 (-0.14%)10.76USD40.4K成交股數264M市值–本益比(近四季)9765.8股價營收比-50.0%營收年增(近四季)2026-11-06下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 10 · 211K · 6 |
| 其中 10b5-1 計畫賣出 | 2 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 252K |
| 近 180 天 淨額 | −252K |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-10 | 09-10 | Shook David | Chief Medical Officer | S 公開市場賣出 | 500 | 12.70 | 6K | 20.4K | SEC |
| 2026-08-21 | 08-25 | Hill Stephen J. | Chief Operating Officer | S 公開市場賣出 | 989 | 15.54 | 15K | 16.8K | SEC |
| 2026-08-21 | 08-25 | Lee Gary K. | Chief Scientific Officer | S 公開市場賣出 | 1.5K | 15.54 | 23K | 16.2K | SEC |
| 2026-08-21 | 08-25 | Seely Lynn | President and CEO | S 公開市場賣出 | 9.6K | 15.54 | 149K | 63.9K | SEC |
| 2026-08-10 | 08-11 | Seely Lynn | President and CEO | S 公開市場賣出 | 390 | 14.34 | 6K | 73.5K | SEC |
| 2026-08-10 | 08-11 | Hill Stephen J. | Chief Operating Officer | S 公開市場賣出 | 89 | 14.34 | 1K | 17.8K | SEC |
| 2026-08-10 | 08-11 | Lee Gary K. | Chief Scientific Officer | S 公開市場賣出 | 131 | 14.34 | 2K | 17.7K | SEC |
| 2026-08-10 | 08-11 | Bulis Veronica Sanchez | VP, Corporate Controller | S 公開市場賣出 | 621 | 14.34 | 9K | 14.8K | SEC |
| 2026-07-27 | 07-27 | Innovative Cellular Therapeutics Holdings Ltd | TenPercentOwner | J 其他 | 44.0K | – | – | 2.8M | SEC |
| 2026-07-27 | 07-27 | Innovative Cellular Therapeutics Holdings Ltd | TenPercentOwner | J 其他 | 38.5K | – | – | 2.8M | SEC |
| 2026-07-17 | 07-20 | Innovative Cellular Therapeutics Holdings Ltd | TenPercentOwner | S 公開市場賣出(10b5-1) | 10 | 13.70 | 137.00 | 2.9M | SEC |
| 2026-07-16 | 07-17 | Innovative Cellular Therapeutics Holdings Ltd | TenPercentOwner | S 公開市場賣出(10b5-1) | 10 | 13.73 | 137.30 | 2.9M | SEC |
| 2026-06-29 | 07-01 | Innovative Cellular Therapeutics Holdings Ltd | TenPercentOwner | J 其他 | 76.0K | – | – | 2.9M | SEC |
| 2026-06-15 | 06-18 | Innovative Cellular Therapeutics Holdings Ltd | TenPercentOwner | J 其他 | 66.5K | – | – | 2.9M | SEC |
| 2026-06-10 | 06-11 | Shook David | Chief Medical Officer | S 公開市場賣出 | 2.0K | 12.64 | 25K | 20.9K | SEC |
| 2026-05-11 | 06-15 | Hill Stephen J. | Chief Operating Officer | S 公開市場賣出 | 89 | 18.92 | 2K | 17.9K | SEC |
| 2026-05-11 | 06-15 | Lee Gary K. | Chief Scientific Officer | S 公開市場賣出 | 130 | 18.92 | 2K | 17.8K | SEC |
| 2026-05-11 | 06-15 | Bulis Veronica Sanchez | VP, Corporate Controller | S 公開市場賣出 | 217 | 18.91 | 4K | 15.4K | SEC |
| 2026-05-11 | 06-15 | Seely Lynn | President and CEO | S 公開市場賣出 | 388 | 18.91 | 7K | 73.9K | SEC |
| 2026-03-06 | 03-09 | NELSEN ROBERT | TenPercentOwner | P 公開市場買進 | 488K | 25.61 | 12.5M | 1.4M | SEC |
| 2026-03-06 | 03-09 | BERNS PAUL L | TenPercentOwner | P 公開市場買進 | 488K | 25.61 | 12.5M | 1.4M | SEC |
| 2026-03-06 | 03-09 | CRANDELL KEITH | TenPercentOwner | P 公開市場買進 | 488K | 25.61 | 12.5M | 1.4M | SEC |
| 2026-03-06 | 03-09 | BYBEE CLINTON | TenPercentOwner | P 公開市場買進 | 488K | 25.61 | 12.5M | 1.4M | SEC |
| 2026-03-06 | 03-09 | GILLIS STEVEN | TenPercentOwner | P 公開市場買進 | 488K | 25.61 | 12.5M | 1.4M | SEC |
| 2026-03-06 | 03-09 | Burow Kristina | TenPercentOwner | P 公開市場買進 | 488K | 25.61 | 12.5M | 1.4M | SEC |
| 2026-03-06 | 03-09 | ARCH Venture Fund XIII, L.P. | TenPercentOwner | P 公開市場買進 | 488K | 25.61 | 12.5M | 1.4M | SEC |
| 2026-03-06 | 03-09 | ARCH Venture Partners XIII, LLC | TenPercentOwner | P 公開市場買進 | 488K | 25.61 | 12.5M | 1.4M | SEC |
| 2026-03-06 | 03-09 | ARCH Venture Partners XIII, L.P. | TenPercentOwner | P 公開市場買進 | 488K | 25.61 | 12.5M | 1.4M | SEC |
| 2026-03-06 | 03-09 | ARCH Venture Fund IX, L.P. | TenPercentOwner | P 公開市場買進 | 488K | 25.61 | 12.5M | 1.4M | SEC |
| 2026-03-06 | 03-09 | ARCH Venture Fund IX Overage, L.P. | TenPercentOwner | P 公開市場買進 | 488K | 25.61 | 12.5M | 1.4M | SEC |
| 2026-03-06 | 03-09 | ARCH Venture Partners IX Overage, L.P. | TenPercentOwner | P 公開市場買進 | 488K | 25.61 | 12.5M | 1.4M | SEC |
| 2026-03-06 | 03-09 | ARCH Venture Partners IX, L.P. | TenPercentOwner | P 公開市場買進 | 488K | 25.61 | 12.5M | 1.4M | SEC |
| 2026-03-06 | 03-09 | ARCH Venture Partners IX, LLC | TenPercentOwner | P 公開市場買進 | 488K | 25.61 | 12.5M | 1.4M | SEC |
| 2026-02-11 | 02-12 | Seely Lynn | President and CEO | S 公開市場賣出 | 7.5K | 23.39 | 174K | 74.3K | SEC |
| 2026-02-11 | 02-12 | Hill Stephen J. | Chief Operating Officer | S 公開市場賣出 | 1.2K | 23.39 | 29K | 17.8K | SEC |
| 2026-02-11 | 02-12 | Lee Gary K. | Chief Scientific Officer | S 公開市場賣出 | 1.7K | 23.39 | 39K | 16.9K | SEC |
| 2026-02-10 | 02-11 | Bulis Veronica Sanchez | VP, Corporate Controller | S 公開市場賣出 | 254 | 23.12 | 6K | 15.6K | SEC |
| 2026-02-10 | 02-11 | Seely Lynn | President and CEO | S 公開市場賣出 | 438 | 23.12 | 10K | 81.7K | SEC |
| 2026-02-10 | 02-11 | Hill Stephen J. | Chief Operating Officer | S 公開市場賣出 | 109 | 23.12 | 3K | 19.0K | SEC |
| 2026-02-10 | 02-11 | Lee Gary K. | Chief Scientific Officer | S 公開市場賣出 | 147 | 23.12 | 3K | 18.6K | SEC |
| 2026-02-10 | 02-11 | Bulis Veronica Sanchez | VP, Corporate Controller | A 獲配股票 | 8.8K | – | – | 15.9K | SEC |
| 2026-02-09 | 02-11 | Lee Gary K. | Chief Scientific Officer | A 獲配股票 | 4.0K | – | – | 18.8K | SEC |
| 2026-02-09 | 02-11 | Hill Stephen J. | Chief Operating Officer | A 獲配股票 | 4.0K | – | – | 19.1K | SEC |
| 2026-02-09 | 02-11 | Seely Lynn | President and CEO | A 獲配股票 | 20.0K | – | – | 82.2K | SEC |
| 2025-12-30 | 01-06 | Bulis Veronica Sanchez | VP, Corporate Controller | S 公開市場賣出 | 936 | 32.32 | 30K | 7.1K | SEC |
| 2025-12-24 | 01-06 | Bulis Veronica Sanchez | VP, Corporate Controller | S 公開市場賣出 | 1.1K | 38.67 | 44K | 8.1K | SEC |
| 2025-11-10 | 11-12 | Hill Stephen J. | Chief Operating Officer | S 公開市場賣出 | 95 | 16.12 | 2K | 15.8K | SEC |
| 2025-11-10 | 11-12 | Seely Lynn | President and CEO | S 公開市場賣出 | 412 | 16.11 | 7K | 67.2K | SEC |
| 2025-11-10 | 11-12 | Lee Gary K. | Chief Scientific Officer | S 公開市場賣出 | 138 | 16.16 | 2K | 15.4K | SEC |
| 2025-11-10 | 11-12 | Bulis Veronica Sanchez | VP, Corporate Controller | S 公開市場賣出 | 239 | 16.10 | 4K | 9.2K | SEC |
| 2025-08-21 | 08-22 | Seely Lynn | President and CEO | S 公開市場賣出 | 7.3K | 10.54 | 76K | 67.6K | SEC |
| 2025-08-21 | 08-22 | Hill Stephen J. | Chief Operating Officer | S 公開市場賣出 | 1.0K | 10.54 | 11K | 15.8K | SEC |
| 2025-08-21 | 08-22 | Lee Gary K. | Chief Scientific Officer | S 公開市場賣出 | 1.5K | 10.54 | 15K | 15.5K | SEC |
| 2025-08-21 | 08-22 | Newton Charles W. | Chief Financial Officer | S 公開市場賣出 | 1.5K | 10.54 | 15K | 15.3K | SEC |
| 2025-08-20 | 08-22 | Hill Stephen J. | Chief Operating Officer | A 獲配股票 | 8.0K | – | – | 16.8K | SEC |
| 2025-08-20 | 08-22 | Lee Gary K. | Chief Scientific Officer | A 獲配股票 | 8.0K | – | – | 17.0K | SEC |
| 2025-08-20 | 08-22 | Newton Charles W. | Chief Financial Officer | A 獲配股票 | 8.0K | – | – | 16.8K | SEC |
| 2025-08-20 | 08-22 | Seely Lynn | President and CEO | A 獲配股票 | 40.0K | – | – | 74.8K | SEC |
| 2025-08-12 | 08-13 | Newton Charles W. | Chief Financial Officer | S 公開市場賣出 | 136 | 10.34 | 1K | 8.8K | SEC |
| 2025-08-12 | 08-13 | Hill Stephen J. | Chief Operating Officer | S 公開市場賣出 | 94 | 10.34 | 971.96 | 8.8K | SEC |
| 2025-08-12 | 08-13 | Lee Gary K. | Chief Scientific Officer | S 公開市場賣出 | 136 | 10.34 | 1K | 9.0K | SEC |
| 2025-08-12 | 08-13 | Seely Lynn | President and CEO | S 公開市場賣出 | 406 | 10.34 | 4K | 34.8K | SEC |
| 2025-08-11 | 08-13 | Newton Charles W. | Chief Financial Officer | S 公開市場賣出 | 131 | 10.53 | 1K | 8.9K | SEC |
| 2025-08-11 | 08-13 | Lee Gary K. | Chief Scientific Officer | S 公開市場賣出 | 131 | 10.53 | 1K | 9.1K | SEC |
| 2025-08-11 | 08-13 | Hill Stephen J. | Chief Operating Officer | S 公開市場賣出 | 91 | 10.53 | 958.23 | 8.9K | SEC |
| 2025-08-11 | 08-13 | Seely Lynn | President and CEO | S 公開市場賣出 | 391 | 10.53 | 4K | 35.2K | SEC |
| 2025-06-09 | 06-11 | Shook David | Chief Medical Officer | A 獲配股票 | 21.9K | – | – | 21.9K | SEC |
| 2025-03-31 | 04-02 | BRAWLEY OTIS W | Director | P 公開市場買進 | 35.6K | 0.56 | 20K | 35.6K | SEC |
| 2025-03-21 | 03-25 | Ramachandra Sumant | Director | P 公開市場買進 | 200K | 0.58 | 116K | 200K | SEC |
| 2025-03-17 | 03-18 | Newton Charles W. | Chief Financial Officer | P 公開市場買進 | 200K | 0.56 | 112K | 200K | SEC |
| 2025-03-14 | 03-18 | Seely Lynn | President and CEO | P 公開市場買進 | 175K | 0.61 | 107K | 713K | SEC |
| 2025-03-14 | 03-18 | Klausner Richard | Director | P 公開市場買進 | 158K | 0.60 | 95K | 843K | SEC |
| 2025-02-10 | 02-26 | Lee Gary K. | Chief Scientific Officer | A 獲配股票 | 113K | – | – | 177K | SEC |
| 2025-02-10 | 02-26 | Newton Charles W. | Chief Financial Officer | A 獲配股票 | 113K | – | – | 173K | SEC |
| 2025-02-10 | 02-26 | Hill Stephen J. | Chief Operating Officer | A 獲配股票 | 113K | – | – | 173K | SEC |
| 2025-02-10 | 02-26 | Seely Lynn | President and CEO | A 獲配股票 | 338K | – | – | 538K | SEC |
| 2025-02-10 | 02-26 | Lang Matthew | Chief Business Officer | A 獲配股票 | 113K | – | – | 163K | SEC |
| 2024-02-09 | 02-13 | Seely Lynn | President and CEO | A 獲配股票 | 200K | – | – | 200K | SEC |
| 2024-02-09 | 02-13 | Newton Charles W. | Chief Financial Officer | A 獲配股票 | 40.0K | – | – | 48.7K | SEC |
| 2024-02-09 | 02-13 | Lee Gary K. | Chief Scientific Officer | A 獲配股票 | 40.0K | – | – | 52.7K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| ARCH Venture Management, LLC | 3.2M | 45.5M | 新進 | 新進 |
| GSK plc | 1.5M | 21.3M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 787K | 11.1M | 新進 | 新進 |
| Orland Properties Ltd | 755K | 10.6M | 新進 | 新進 |
| BlackRock, Inc. | 724K | 10.2M | 新進 | 新進 |
| Almitas Capital LLC | 581K | 8.2M | 新進 | 新進 |
| Foresite Capital Management V, LLC | 476K | 6.7M | 新進 | 新進 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 367K | 5.2M | 新進 | 新進 |
| Opaleye Management Inc. | 344K | 4.8M | 新進 | 新進 |
| venBio Partners LLC | 338K | 4.7M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 311K | 4.4M | 新進 | 新進 |
| Alphabet Inc. | 293K | 4.1M | 新進 | 新進 |
| STATE STREET CORP | 185K | 2.6M | 新進 | 新進 |
| HSG Holding Ltd | 152K | 2.1M | 新進 | 新進 |
| 文藝復興 RENAISSANCE TECHNOLOGIES LLC | 130K | 1.8M | 新進 | 新進 |
| NORTHERN TRUST CORP | 119K | 1.7M | 新進 | 新進 |
| Qube Research & Technologies Ltd | 111K | 1.6M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 108K | 1.5M | 新進 | 新進 |
| MARSHALL WACE, LLP | 106K | 1.5M | 新進 | 新進 |
| Velan Capital Investment Management LP | 105K | 1.5M | 新進 | 新進 |
| VANGUARD FIDUCIARY TRUST CO | 93.1K | 1.3M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 91.9K | 1.3M | 新進 | 新進 |
| MIC Capital Management UK LLP | 87.0K | 1.2M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 86.8K | 1.2M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 68.3K | 957K | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 86 +13 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 86 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 12.0M · 48.9% |
| 合計季末市值 | 166M |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 1.1M |
|---|---|
| 與上期比 | -1.7% |
| 佔流通股數 | 4.62% |
| 日均成交量 | 127K |
| 回補天數 | 8.9 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 1.1M | -1.7% | 4.62% | 127K | 8.9 |
| 2026-08-14 | 1.2M | -6.5% | 4.70% | 184K | 6.3 |
| 2026-07-31 | 1.2M | +0.9% | 5.03% | 142K | 8.7 |
| 2026-07-15 | 1.2M | -0.2% | 4.98% | 182K | 6.7 |
| 2026-06-30 | 1.2M | -7.1% | 4.99% | 355K | 3.4 |
| 2026-06-15 | 1.3M | -2.7% | 5.37% | 137K | 9.6 |
| 2026-05-29 | 1.4M | +1.0% | 5.52% | 83.5K | 16.2 |
| 2026-05-15 | 1.3M | -0.3% | 5.47% | 57.7K | 23.3 |
| 2026-04-30 | 1.3M | +8.9% | 5.49% | 71.6K | 18.8 |
| 2026-04-15 | 1.2M | +8.4% | 5.04% | 103K | 12.0 |
| 2026-03-31 | 1.1M | +21.1% | 4.65% | 89.1K | 12.8 |
| 2026-03-13 | 940K | +15.3% | 3.84% | 109K | 8.6 |
| 2026-02-27 | 815K | +37.7% | 3.33% | 107K | 7.6 |
| 2026-02-13 | 592K | +13.6% | 2.42% | 94.2K | 6.3 |
| 2026-01-30 | 521K | +27.9% | 2.13% | 85.6K | 6.1 |
| 2026-01-15 | 407K | +69.2% | 1.66% | 103K | 4.0 |
| 2025-12-31 | 241K | +46.4% | 0.98% | 152K | 1.6 |
| 2025-12-15 | 164K | +1.7% | 0.67% | 67.4K | 2.4 |
| 2025-11-28 | 162K | -0.8% | 0.66% | 48.2K | 3.4 |
| 2025-11-14 | 163K | -1.9% | 0.67% | 27.6K | 5.9 |
| 2025-10-31 | 166K | -9.6% | 0.68% | 25.4K | 6.5 |
| 2025-10-15 | 184K | -21.1% | 0.75% | 37.7K | 4.9 |
| 2025-09-30 | 233K | +43.3% | 0.95% | 89.5K | 2.6 |
| 2025-09-15 | 163K | +11.6% | 0.66% | 28.1K | 5.8 |
| 2025-08-29 | 146K | +9.6% | 0.59% | 23.2K | 6.3 |
| 2025-08-15 | 133K | -29.3% | 0.54% | 33.6K | 4.0 |