Cross-institution positioning
Aug 7, 2026Broad accumulation. 2 accumulating across 2 comparable institutions.
Source: Schedule 13 researchLXEO Institutional Ownership
Lexeo Therapeutics, Inc.
Institutional Research
Broad accumulation
Multi-institution accumulation
88/100
3 tracked · 2 comparable
Latest filing
Aug 7, 2026
Positive breadth
3 positive · 0 negative
Recent close
$4.96
Research confidence
Limited
2 accumulating · 1 newly reported · 0 reducing / exited
Ownership history
Reported ownership % history
Latest filing Aug 7, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
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Accumulating2
Newly reported1
Reducing / exited
0
52-week position
14%
$3.99
$4.96
$10.99
Evidence-first research snapshot
What the evidence shows
A compact read across the newest available filing, institutional, insider, company-event, 13F, fundamental, and price evidence. Each item keeps its own reporting window; the evidence is not collapsed into a buy or sell recommendation.
Insider filing activity
Jul 1, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 4 sales by 4 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5SEC fundamentals
Aug 12, 2026Net income +0.9% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Aug 12, 2026Recent close is 14% through its reported 52-week range; +6.2% over one year.
Source: Stored historical price series
Latest filing decision brief
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Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Aug 7, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Tracked institution filing evidence will appear here when available.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Institution comparison rows will appear when mapped ownership filings are available.
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth4Multi-insider
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Jul 1, 2026 | Tamayo Louis Edward | SOpen-market or private sale | Common Stock | 4.6K | $4.49 | Direct | Jul 1, 2026 |
| Jul 1, 2026 | Otero Jose Manuel | SOpen-market or private sale | Common Stock | 4.7K | $4.48 | Direct | Jul 1, 2026 |
| Jul 1, 2026 | Bhalla Narinder Pal | SOpen-market or private sale | Common Stock | 22.3K | $4.42 | Direct | Jul 1, 2026 |
| Jul 1, 2026 | Townsend Richard Nolan | SOpen-market or private sale | Common Stock | 25.9K | $4.48 | Direct | Jul 1, 2026 |
| Jun 29, 2026 | Tamayo Louis Edward | AGrant, award, or other acquisition | Common Stock | 12.0K | $0.00 | Direct | Jul 1, 2026 |
| Jun 29, 2026 | Otero Jose Manuel | AGrant, award, or other acquisition | Common Stock | 12.1K | $0.00 | Direct | Jul 1, 2026 |
| Jun 29, 2026 | Bhalla Narinder Pal | AGrant, award, or other acquisition | Common Stock | 55.0K | $0.00 | Direct | Jul 1, 2026 |
| Jun 29, 2026 | Townsend Richard Nolan | AGrant, award, or other acquisition | Common Stock | 67.0K | $0.00 | Direct | Jul 1, 2026 |
| Jun 25, 2026 | Altschuler Steven | AGrant, award, or other acquisition · derivative | Stock Option (right to buy) | 35.0K | $0.00 | Direct | Jun 29, 2026 |
| Jun 25, 2026 | Agger Mette Kirstine | AGrant, award, or other acquisition · derivative | Stock Option (right to buy) | 35.0K | $0.00 | Direct | Jun 29, 2026 |
| Jun 25, 2026 | COOPERSTONE BRENDA | AGrant, award, or other acquisition · derivative | Stock Option (right to buy) | 35.0K | $0.00 | Direct | Jun 29, 2026 |
| Jun 25, 2026 | DIAZ REINALDO M | AGrant, award, or other acquisition · derivative | Stock Option (right to buy) | 35.0K | $0.00 | Direct | Jun 29, 2026 |
| Jun 25, 2026 | Tanguler Tolga | AGrant, award, or other acquisition · derivative | Stock Option (right to buy) | 35.0K | $0.00 | Direct | Jun 29, 2026 |
| Jun 25, 2026 | Van Hauwermeiren Timothy | AGrant, award, or other acquisition · derivative | Stock Option (right to buy) | 35.0K | $0.00 | Direct | Jun 29, 2026 |
| Jun 25, 2026 | CHOLMONDELEY PAULA H | AGrant, award, or other acquisition · derivative | Stock Option (right to buy) | 35.0K | $0.00 | Direct | Jun 29, 2026 |
| May 18, 2026 | Otero Jose Manuel | SOpen-market or private sale | Common Stock | 1.3K | $5.07 | Direct | May 20, 2026 |
| May 18, 2026 | Townsend Richard Nolan | SOpen-market or private sale | Common Stock | 3.3K | $5.06 | Direct | May 20, 2026 |
| Apr 28, 2026 | Sepp-Lorenzino Laura | AGrant, award, or other acquisition · derivative | Stock Option (right to buy) | 50.0K | $0.00 | Direct | Apr 30, 2026 |
| Apr 6, 2026 | Townsend Richard Nolan | SOpen-market or private sale | Common Stock | 55.0K | $5.69 | Direct | Apr 7, 2026 |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$654.0K
FY 2023
10-K filed Mar 11, 2024
Operating income
$-28.0M
Q2 2026
+8.7% YoY 10-Q filed Aug 12, 2026
Operating margin
-9,252.1%
FY 2023
10-K filed Mar 11, 2024
Net income
$-25.9M
Q2 2026
+0.9% YoY 10-Q filed Aug 12, 2026
Diluted EPS
$-0.30
Q2 2026
+50.0% YoY 10-Q filed Aug 12, 2026
Operating cash flow
$-21.1M
Q1 2026
+2.6% YoY 10-Q filed May 11, 2026
Free cash flow
$-21.2M
Q1 2026
10-Q filed May 11, 2026
Cash & equivalents
$92.8M
As of Jun 30, 2026
+161.7% YoY 10-Q filed Aug 12, 2026
Assets
$254.9M
As of Jun 30, 2026
+44.8% YoY 10-Q filed Aug 12, 2026
Liabilities
$19.8M
As of Jun 30, 2026
-47.6% YoY 10-Q filed Aug 12, 2026
Stockholders’ equity
$235.1M
As of Jun 30, 2026
+70.1% YoY 10-Q filed Aug 12, 2026
Shares outstanding
82.0M
As of Aug 10, 2026
+51.9% YoY 10-Q filed Aug 12, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Q3 2023 | $531.0K | — |
Annual
| Period | Revenue | YoY |
|---|---|---|
| FY 2023 | $654.0K | — |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent close
$4.96
52-week low
$3.99
Aug 3, 2026
52-week high
$10.99
Dec 23, 2025
Below 52-week high
54.9%
1W return
+11.5%
1M return
+2.9%
3M return
-13.0%
6M return
-24.5%
YTD return
-50.1%
1Y return
+6.2%
30-day volatility
62.3%
90-day volatility
68.4%
1Y max drawdown
-61.1%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 0 of 0 filing(s)View beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|
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