LXEO Institutional Ownership
Lexeo Therapeutics, Inc. Common Stock
1W: -5.0%
1M: -8.6%
3M: -33.4%
YTD: -70.1%
1Y: -68.9%
$2.87
+0.17 (+6.30%)
After Hours: $3.03 (+0.16, +5.57%)
Weekly Expected Move ±11.6%
$2
$2
$3
$3
$3
Credit Risk of going bust: lower than 55% of companies Debt: 3.0% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.01 (down 99.6%), Lexeo Therapeutics, Inc. Common Stock would be worth roughly what it owes.
Total debt $6.8M against a stock market value of $221.6M.
Distance to default 5.64 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $3.4M (short-term plus half of long-term), stock volatility 71.7%; Altman Z'' 9.90. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.01 (down 99.6%), Lexeo Therapeutics, Inc. Common Stock would be worth roughly what it owes.
Total debt $6.8M against a stock market value of $221.6M.
Distance to default 5.64 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $3.4M (short-term plus half of long-term), stock volatility 71.7%; Altman Z'' 9.90. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — LXEO
167
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
$411M
Total Invested
30
New Positions
59
Increased
61
Reduced
22
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (30 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | STATE STREET CORP NEW | 4,354,757 | $12M | +4,354,757 | — | 1Q | SEC ↗ |
| 2 | CITADEL ADVISORS LLC NEW | 3,898,570 | $11M | +3,898,570 | — | 1Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC NEW | 2,149,612 | $6M | +2,149,612 | — | 1Q | SEC ↗ |
| 4 | ADAR1 Capital Management, LLC | 1,565,950 | $4M | +98,600 | +6.7% | 2Q | SEC ↗ |
| 5 | Nantahala Capital Management, LLC NEW | 1,300,000 | $4M | +1,300,000 | — | 1Q | SEC ↗ |
| 6 | Spruce Street Capital LP NEW | 928,593 | $3M | +928,593 | — | 1Q | SEC ↗ |
| 7 | Hennion & Walsh Asset Management, Inc. NEW | 265,697 | $763K | +265,697 | — | 1Q | SEC ↗ |
| 8 | RENAISSANCE TECHNOLOGIES LLC NEW | 250,365 | $719K | +250,365 | — | 1Q | SEC ↗ |
| 9 | Walleye Capital LLC NEW | 73,868 | $212K | +73,868 | — | 1Q | SEC ↗ |
| 10 | PROFUND ADVISORS LLC NEW | 34,317 | $98K | +34,317 | — | 1Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN NEW | 24,993 | $72K | +24,993 | — | 1Q | SEC ↗ |
| 12 | Soltis Investment Advisors LLC | 20,016 | $57K | +16 | +0.1% | 2Q | SEC ↗ |
| 13 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 19,887 | $57K | +19,887 | — | 1Q | SEC ↗ |
| 14 | MANUFACTURERS LIFE INSURANCE COMPANY, | 19,805 | $57K | +2,067 | +11.7% | 2Q | SEC ↗ |
| 15 | INTECH INVESTMENT MANAGEMENT LLC NEW | 17,817 | $51K | +17,817 | — | 1Q | SEC ↗ |
| 16 | Abel Hall, LLC NEW | 12,642 | $36K | +12,642 | — | 1Q | SEC ↗ |
| 17 | ProShare Advisors LLC NEW | 11,853 | $34K | +11,853 | — | 1Q | SEC ↗ |
| 18 | SIGNATUREFD, LLC NEW | 8,362 | $24K | +8,362 | — | 1Q | SEC ↗ |
| 19 | CALIFORNIA STATE TEACHERS RETIREMENT S | 4,315 | $12K | +720 | +20.0% | 2Q | SEC ↗ |
| 20 | NISA INVESTMENT ADVISORS, LLC NEW | 2,765 | $8K | +2,765 | — | 1Q | SEC ↗ |
| 21 | Sterling Capital Management LLC NEW | 1,398 | $4K | +1,398 | — | 1Q | SEC ↗ |
| 22 | Farther Finance Advisors, LLC | 812 | $2K | +653 | +410.7% | 2Q | SEC ↗ |
| 23 | GAMMA Investing LLC | 340 | $1K | +93 | +37.7% | 3Q | SEC ↗ |
| 24 | Fortitude Family Office, LLC NEW | 228 | $1K | +228 | — | 1Q | SEC ↗ |
| 25 | Physician Wealth Advisors, Inc. NEW | 203 | $1K | +203 | — | 1Q | SEC ↗ |
| 26 | Allworth Financial LP NEW | 196 | $1K | +196 | — | 1Q | SEC ↗ |
| 27 | Torren Management, LLC | 178 | $1K | — | +0.0% | 2Q | SEC ↗ |
| 28 | IFP Advisors, Inc | 131 | $0K | -41 | -23.8% | 3Q | SEC ↗ |
| 29 | North Star Investment Management Corp. NEW | 112 | $0K | +112 | — | 1Q | SEC ↗ |
| 30 | Root Financial Partners, LLC NEW | 22 | $0K | +22 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 4,354,757 | $12M |
| CITADEL ADVISORS LLC | 3,898,570 | $11M |
| GOLDMAN SACHS GROUP INC | 2,149,612 | $6M |
| Nantahala Capital Management, LLC | 1,300,000 | $4M |
| Spruce Street Capital LP | 928,593 | $3M |
| Hennion & Walsh Asset Management, I | 265,697 | $763K |
| RENAISSANCE TECHNOLOGIES LLC | 250,365 | $719K |
| Walleye Capital LLC | 73,868 | $212K |
| PROFUND ADVISORS LLC | 34,317 | $98K |
| WELLS FARGO & COMPANY/MN | 24,993 | $72K |
| NEW YORK STATE COMMON RETIREMENT FU | 19,887 | $57K |
| INTECH INVESTMENT MANAGEMENT LLC | 17,817 | $51K |
| Abel Hall, LLC | 12,642 | $36K |
| ProShare Advisors LLC | 11,853 | $34K |
| SIGNATUREFD, LLC | 8,362 | $24K |
| NISA INVESTMENT ADVISORS, LLC | 2,765 | $8K |
| Sterling Capital Management LLC | 1,398 | $4K |
| Fortitude Family Office, LLC | 228 | $1K |
| Physician Wealth Advisors, Inc. | 203 | $1K |
| Allworth Financial LP | 196 | $1K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ADAR1 Capital Management, LLC | +98,600 | +6.7% | 1,565,950 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +2,067 | +11.7% | 19,805 |
| CALIFORNIA STATE TEACHERS RETIREMEN | +720 | +20.0% | 4,315 |
| Farther Finance Advisors, LLC | +653 | +410.7% | 812 |
| GAMMA Investing LLC | +93 | +37.7% | 340 |
| Soltis Investment Advisors LLC | +16 | +0.1% | 20,016 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| IFP Advisors, Inc | -41 | -23.8% | 131 |