Cross-institution positioning
Aug 7, 2026Mixed positioning. 2 accumulating, 1 exited across 3 comparable institutions.
Source: Schedule 13 researchLXEO Institutional Ownership
Lexeo Therapeutics, Inc.
Latest stored close $3.23 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
Multi-institution accumulation
57/100
4 tracked · 3 comparable
Latest filing
Aug 7, 2026
Positive breadth
3 positive · 1 negative
Recent close
$3.23
Research confidence
Medium
Institutional Research 61/100 · 2 accumulating · 1 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.
Locked preview
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Accumulating2
Newly reported1
Reducing / exited
1
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 57/100
Confidence:Medium
Why this signal
- 2 tracked institutions accumulating versus 1 reducing/exited.
- 2 tracked institutions show persistent accumulation.
- 1 tracked institution show accelerating accumulation.
- Latest comparable Form 13F activity is net positive across tracked managers.
- Comparable SEC fundamentals are improving.
Conflicting evidence
- Institutions are bullish while recent insider P/S activity leans bearish.
Institutional
66/100
Insiders
22/100
Fundamentals
60/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 24, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 7 sales by 4 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Sep 29, 20263 non-amendment material events in the last 90 days; 1 capital-related filing/event (1 equity-related, 0 debt-related); Latest classified evidence: Acquisition or disposition of assets. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Aug 12, 2026Net income +0.9% YoY; Free cash flow +20.9% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 2% through its reported 52-week range; -23.2% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Initial Schedule 13G from State Street.
Filed Aug 7, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
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.
Citadel Advisors
Filed Feb 17, 2026
Direction locked
BlackRock
Filed Jan 21, 2026
Direction locked
State Street
Filed Aug 7, 2026
Direction locked
Vanguard Group
Filed Mar 27, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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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.
Unlock actual accumulation vs. reduction breadth across reported position 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.
Citadel Advisors
Filed Feb 17, 2026
BlackRock
Filed Jan 21, 2026
State Street
Filed Aug 7, 2026
Vanguard Group
Filed Mar 27, 2026
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 |
|---|---|---|---|---|---|---|---|
| Sep 24, 2026 | Townsend Richard Nolan | AGrant, award, or other acquisition · derivative | Stock Option (right to buy) | 145.5K | $0.00 | Direct | Sep 28, 2026 |
| Sep 24, 2026 | Otero Jose Manuel | AGrant, award, or other acquisition · derivative | Stock Option (right to buy) | 54.8K | $0.00 | Direct | Sep 28, 2026 |
| Sep 24, 2026 | Tamayo Louis Edward | AGrant, award, or other acquisition · derivative | Stock Option (right to buy) | 54.8K | $0.00 | Direct | Sep 28, 2026 |
| Sep 24, 2026 | Bhalla Narinder Pal | AGrant, award, or other acquisition · derivative | Stock Option (right to buy) | 54.8K | $0.00 | Direct | Sep 28, 2026 |
| Sep 14, 2026 | Townsend Richard Nolan | AGrant, award, or other acquisition | Common Stock | 2.3K | $2.64 | Direct | Sep 28, 2026 |
| Sep 14, 2026 | Otero Jose Manuel | AGrant, award, or other acquisition | Common Stock | 2.1K | $2.64 | Direct | Sep 28, 2026 |
| Sep 14, 2026 | Bhalla Narinder Pal | AGrant, award, or other acquisition | Common Stock | 2.7K | $3.58 | Direct | Sep 28, 2026 |
| Aug 18, 2026 | Otero Jose Manuel | SOpen-market or private sale | Common Stock | 1.3K | $4.96 | Direct | Aug 19, 2026 |
| Aug 18, 2026 | Townsend Richard Nolan | SOpen-market or private sale | Common Stock | 3.3K | $4.95 | Direct | Aug 19, 2026 |
| Aug 18, 2026 | Tamayo Louis Edward | SOpen-market or private sale | Common Stock | 4.1K | $4.91 | Direct | Aug 19, 2026 |
| 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 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events2
90-day capital-related1
90-day equity-related1
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Sep 29, 2026 | 8-K | 2.01, 3.02, 9.01 | Acquisition or disposition of assets; Unregistered sale of equity securities; Financial statements / exhibits | Equity | Filing |
| Sep 22, 2026 | 8-K | 1.01, 8.01, 9.01 | Material definitive agreement; Other event; Financial statements / exhibits | — | Filing |
| Aug 12, 2026 | 8-K | 2.02, 8.01, 9.01 | Results of operations / financial condition; Other event; Financial statements / exhibits | — | Filing |
| Jun 29, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| Jun 15, 2026 | 8-K | 7.01, 8.01, 9.01 | Regulation FD disclosure; Other event; Financial statements / exhibits | — | Filing |
| May 11, 2026 | 8-K | 2.02, 8.01, 9.01 | Results of operations / financial condition; Other event; Financial statements / exhibits | — | Filing |
| Apr 30, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| Mar 30, 2026 | S-8 | — | Employee-plan securities registration | Equity | Filing |
| Mar 30, 2026 | 8-K | 2.02, 8.01, 9.01 | Results of operations / financial condition; Other event; Financial statements / exhibits | — | Filing |
| Feb 5, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| Jan 27, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| Jan 12, 2026 | 8-K | 7.01, 8.01, 9.01 | Regulation FD disclosure; Other event; Financial statements / exhibits | — | Filing |
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
$-38.7M
YTD through Jun 30, 2026
+20.8% YoY 10-Q filed Aug 12, 2026
Free cash flow
$-38.8M
YTD through Jun 30, 2026
+20.9% YoY 10-Q filed Aug 12, 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 |
|---|---|---|
| Ended Sep 30, 2022 | $531.0K | — |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2022 | $654.0K | — |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$4.13
View live quote ↗
52-week low
$3.99
Aug 3, 2026
52-week high
$10.99
Dec 23, 2025
Below 52-week high
62.4%
1W return
-13.2%
1M return
-14.7%
3M return
-11.2%
6M return
-38.0%
YTD return
-58.4%
1Y return
-23.2%
30-day volatility
53.8%
90-day volatility
65.0%
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 3 of 13 filing(s) · 10 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| State Street CIK0000093751 | Jun 30, 2026 observed Aug 7, 2026 filed · 38d Initial Schedule 13G | Initial Schedule 13G | 4.4M | 5.50% | $4.66 | $4.81 | $3.23 |
| Vanguard Group CIK0000102909 | Mar 13, 2026 observed Mar 27, 2026 filed · 14d Schedule 13G amendment | Exit below reporting threshold | 0 -3.9M | 0.00% -5.33 pts | $6.66 | $5.46 | $3.23 |
| Citadel Advisors CIK0001423053 | Dec 31, 2025 observed Feb 17, 2026 filed · 48d Schedule 13G amendment | Reported accumulation | 5.5M +164.1K | 7.40% -2.20 pts | $9.93 | $6.28 | $3.23 |
Explore more institutional activity
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