$LXEO

$2.87 +$0.17 (6.3%) Close

$LXEO Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 82.0M shares outstanding

Who owns LXEO?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 59.1%

Montanova Capital, LLC 7.8% · Paradigm Biocapital Advisors LP 5.1%

Institutional ownership

100.0%

+2.6 pts vs last qtr

Institutional holders

140

+1 vs last qtr

Net shares bought

+8.2M

by institutions in Q2 2026

New / sold out

27 / 26

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Montanova Capital, LLC +5.1M
Jupiter Topco LLC NEW +4.0M

Biggest sellers in Q2 2026

Janus Henderson Group PLC SOLD OUT −5.0M
Paradigm Biocapital Advisors LP −2.0M

Who is planning to sell?

Notices of proposed sale, last 12 months

$849K

21 notices from 8 people

Shares covered

157.8K

0.19% of the company

Arranged in advance

37%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Richard Nolan Townsend Director 10b5-1 $315K
Townsend Richard Nolan Officer $233K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

+3190.4%

+220.44% a year

Each share's claim on the business

−97.0%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $29.4M

over 4 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years61% Under 1 year39%

Quarterly turnover

19.8%

of institutional shares changed hands

Top 10 managers, median time held

1.3 years

Super Investors

Investment managers reporting LXEO on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MC Montanova Capital, LLC	6.4M	7.78%	+5.1M (+410.7%)	Q4 '25	0.5%
Shares held by quarter Peak holding6.4M (Q2'26) Change over 8 quarters+6.4M Share of the company7.780% Montanova Capital, LLC's full portfolio →
PB Paradigm Biocapital Advisors LP	4.2M	5.09%	−2.0M (−32.5%)	Q4 '25	0.4%
Shares held by quarter Peak holding6.2M (Q1'26) Change over 8 quarters+4.2M Share of the company5.090% Paradigm Biocapital Advisors LP's full portfolio →

Montanova Capital, LLC

6.4M

% of company

7.78%

Change vs last qtr

+5.1M (+410.7%)

Held since

Q4 '25

Paradigm Biocapital Advisors LP

4.2M

% of company

5.09%

Change vs last qtr

−2.0M (−32.5%)

Held since

Q4 '25

28 more super investors behind a free account

See every manager holding Lexeo Therapeutics, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting LXEO on Form N-PORT; together they hold 19.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SS State Street(R) SPDR(R) S&P(R) Biotech ETF SPDR Series Trust	$11.3M	2.4M	2.96%	0.11%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$10.9M	2.3M	2.85%	0.00%	June 30, 2026

State Street(R) SPDR(R) S&P(R) Biotech ETF

SPDR Series Trust

Position value

$11.3M

% of company

2.96%

% of the fund

0.11%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$10.9M

% of company

2.85%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Lexeo Therapeutics, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
TR Townsend Richard Nolan Insider	376.8K	0.46%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.460% Townsend Richard Nolan's insider activity →
OJ Otero Jose Manuel Insider	138.3K	0.17%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.170% Otero Jose Manuel's insider activity →

Townsend Richard Nolan

Insider

376.8K

% of company

0.46%

Change vs last qtr

—

Held since

—

Otero Jose Manuel

Insider

138.3K

% of company

0.17%

Change vs last qtr

—

Held since

—

7 more holders behind a free account

See every insider and 5%+ holder of Lexeo Therapeutics, Inc..

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