STOCK TITAN

ARCH funds and directors disclose shared control of 3.25M LYEL shares (LYEL)

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

ARCH-affiliated entities report beneficial ownership filing for Lyell Immunopharma common stock. The cover rows show shared voting and dispositive power over 3,247,162 shares for multiple ARCH entities and individuals. The percentage figures are calculated using 23,334,087 shares outstanding as of May 1, 2026.

The filing lists record ownership positions: AVF IX and related AVP entities hold record shares of 910,317 each in certain funds, while AVF XIII shows 1,426,528 shares. Reporting Persons disclaim beneficial ownership except for shares held of record.

Positive

  • None.

Negative

  • None.

Insights

Large ARCH-related block appears as shared control of roughly 3.25M Lyell shares.

The cover rows indicate multiple ARCH funds and principals exercise shared voting and dispositive power over 3,247,162 shares, equal to 13.9% of the class using the issuer's reported 23,334,087 shares outstanding as of May 1, 2026. This is a concentrated ownership stake disclosed via Schedule 13G/A.

Dependency and risk: the positions are reported as shared control among funds and named individuals; the filing expressly includes disclaimers of individual beneficial ownership. Subsequent filings may clarify any transfers or changes in voting arrangements.

Filing shows governance linkage across ARCH entities and named directors/MDs.

The report associates AVF IX, AVF XIII, AVP entities, and named Managing Directors with shared authority to vote or dispose of the IX Record Shares and XIII Record Shares. Percentages reference the issuer's Form 10-Q count.

Material note: the report contains multiple interrelated entities and committee roles; readers should consult subsequent ownership filings for any changes to sole versus shared power or for transfers that would alter reported percentages.

Shares outstanding (used) 23,334,087 shares as of May 1, 2026 (per issuer Form 10-Q)
Shared voting/dispositive power 3,247,162 shares reported on cover rows as shared power
AVF IX record ownership 910,317 shares AVF IX record owner as of March 31, 2026
AVF XIII record ownership 1,426,528 shares AVF XIII record owner as of March 31, 2026
Reported percent of class 13.9% percentage for 3,247,162 using 23,334,087 shares outstanding
Alternate reported position (Bybee) 1,820,634 shares shared voting/dispositive power listed for Clinton Bybee
Paul Berns position 1,426,528 shares shared voting/dispositive power listed for Paul Berns
Shared Dispositive Power regulatory
"row entries list "Shared Dispositive Power 3,247,162.00""
Beneficially owned regulatory
"Item 4(a) states "Amount beneficially owned" and describes record ownership counts"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Record owner regulatory
"Item 4(a) references "AVF IX is the record owner of 910,317 shares""
CUSIP technical
"Item 2(d) lists CUSIP No.: 55083R203"
A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.
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55083R203

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





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SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



ARCH Venture Fund IX, L.P.
Signature:/s/ ARCH Venture Partners IX, L.P.
Name/Title:its General Partner
Date:05/15/2026
Signature:ARCH Venture Partners IX, LLC
Name/Title:its General Partner
Date:05/15/2026
Signature:/s/ Mark McDonnell
Name/Title:Mark McDonnell as Attorney-in-Fact for Keith Crandell, Managing Director
Date:05/15/2026
ARCH Venture Fund IX Overage, L.P.
Signature:/s/ ARCH Venture Partners IX Overage, L.P.
Name/Title:its General Partner
Date:05/15/2026
Signature:/s/ ARCH Venture Partners IX, LLC
Name/Title:its General Partner
Date:05/15/2026
Signature:/s/ Mark McDonnell
Name/Title:Mark McDonnell as Attorney-in-Fact for Keith Crandell, Managing Director
Date:05/15/2026
ARCH Venture Fund XIII, L.P.
Signature:/s/ ARCH Venture Partners XIII, L.P.
Name/Title:its General Partner
Date:05/15/2026
Signature:/s/ ARCH Venture Partners XII, LLC
Name/Title:its General Partner
Date:05/15/2026
Signature:/s/ Mark McDonnell
Name/Title:Mark McDonnell as Attorney-in-Fact for Keith Crandell, Managing Director
Date:05/15/2026
ARCH Venture Partners IX, L.P.
Signature:/s/ ARCH Venture Partners IX, LLC
Name/Title:its General Partner
Date:05/15/2026
Signature:/s/ Mark McDonnell
Name/Title:Mark McDonnell as Attorney-in-Fact for Keith Crandell, Managing Director
Date:05/15/2026
ARCH Venture Partners IX Overage, L.P.
Signature:/s/ ARCH Venture Partners IX, LLC
Name/Title:its General Partner
Date:05/15/2026
Signature:/s/ Mark McDonnell
Name/Title:Mark McDonnell as Attorney-in-Fact for Keith Crandell, Managing Director
Date:05/15/2026
ARCH Venture Partners IX, LLC
Signature:/s/ Mark McDonnell
Name/Title:Mark McDonnell as Attorney-in-Fact for Keith Crandell, Managing Director
Date:05/15/2026
ARCH Venture Partners XIII, L.P.
Signature:/s/ ARCH Venture Partners XIII, LLC
Name/Title:its General Partner
Date:05/15/2026
Signature:/s/ Mark McDonnell
Name/Title:Mark McDonnell as Attorney-in-Fact for Keith Crandell, Managing Director
Date:05/15/2026
ARCH Venture Partners XIII, LLC
Signature:/s/ Mark McDonnell
Name/Title:Mark McDonnell as Attorney-in-Fact for Keith Crandell, Managing Director
Date:05/15/2026
Keith Crandell
Signature:/s/ Mark McDonnell
Name/Title:Mark McDonnell as Attorney-in-Fact for Keith Crandell
Date:05/15/2026
Clinton Bybee
Signature:/s/ Mark McDonnell
Name/Title:Mark McDonnell as Attorney-in-Fact for Clinton Bybee
Date:05/15/2026
Robert Nelsen
Signature:/s/ Mark McDonnell
Name/Title:Mark McDonnell as Attorney-in-Fact for mark McDonnell
Date:05/15/2026
Kristina Burow
Signature:/s/ Mark McDonnell
Name/Title:Mark McDonnell as Attorney-in-Fact for Kristina Burrow
Date:05/15/2026
Steven Gillis
Signature:/s/ Mark McDonnell
Name/Title:Mark McDonnell as Attorney-in-Fact for Steven Gillis
Date:05/15/2026
Paul Berns
Signature:/s/ Mark McDonnell
Name/Title:Mark McDonnell as Attorney-in-Fact for Paul Berns
Date:05/15/2026

Comments accompanying signature: * This Schedule 13G was executed by Mark McDonnell pursuant to a Power of Attorney filed as Exhibit 24 to the Form 3 relating to the beneficial ownership of shares of Gossamer Bio, Inc. by the Reporting Persons filed with the Securities Exchange Commission on February 7, 2019 and incorporated herein in its entirety by reference.

FAQ

What stake does ARCH report in LYEL via this Schedule 13G/A?

ARCH-related entities report shared voting and dispositive power over 3,247,162 shares, shown as 13.9% of the class. That percentage uses 23,334,087 shares outstanding as of May 1, 2026, per the issuer's Form 10-Q.

Which ARCH entities and individuals are named as reporting persons for LYEL?

The filing names AVF IX, AVF IX Overage, AVF XIII, AVP IX LP/LLC, AVP XIII LP/LLC and individuals including Keith Crandell, Robert Nelsen, Clinton Bybee, Kristina Burow, Steven Gillis, Paul Berns as Reporting Persons.

How many Lyell shares are shown as record-owned by AVF IX and AVF XIII?

AVF IX is reported as record owner of 910,317 shares as of March 31, 2026, while AVF XIII is reported as record owner of 1,426,528 shares, each referenced in the Item 4 ownership discussion.

Does the filing state who actually receives cash or transfers of shares?

The filing describes record ownership and shared voting/dispositive power but does not specify any cash flows or transfers. It notes percentages are calculated from the issuer's 23,334,087 shares outstanding as of May 1, 2026.