SCHEDULE: Lincoln Alternative Strategies Discloses 5.14% Stake in Celularity

Lincoln Alternative Strategies LLC has reported a 5.14% beneficial ownership stake in Celularity Inc.'s Class A Common Stock.

Summary

• Lincoln Alternative Strategies LLC has acquired beneficial ownership of 1,230,769 shares of Celularity Inc.'s Class A Common Stock.
• This ownership represents 5.14% of the total Class A Common Stock outstanding.
• The beneficial ownership percentage is calculated based on 23,949,229 shares of Class A Common Stock issued and outstanding as of August 26, 2025.
• Lincoln Alternative Strategies LLC holds sole voting power and sole dispositive power over all 1,230,769 shares.
• The reporting person certified that the securities were not acquired for the purpose of changing or influencing the control of Celularity Inc.

Sentiment

Score: 7

Explanation: The disclosure of a new institutional investor holding a significant passive stake is generally viewed as a positive signal, indicating external confidence in the company's value proposition.

Positives

• A new institutional investor, Lincoln Alternative Strategies LLC, has taken a significant 5.14% stake in Celularity Inc., which can be interpreted as a vote of confidence in the company's future prospects.
• The investment is passive, as the reporting person explicitly stated that the shares were not acquired for the purpose of changing or influencing control, suggesting a long-term investment perspective.

Negatives

• The filing itself does not contain any negative information regarding Celularity Inc.'s operations or financial performance.

Risks

• The filing does not detail specific risks related to Celularity Inc.'s operations or financial health; it is a disclosure of ownership.

Future Outlook

This filing does not provide any forward-looking statements or guidance from Celularity Inc. or the reporting person regarding the company's future performance or strategic direction.

Industry Context

This filing indicates an institutional investor's interest in the biotechnology or cell therapy sector, where Celularity Inc. operates. Such investments are common as funds seek exposure to growth opportunities in innovative industries, and a significant stake by an alternative strategies firm can signal perceived value in the company's market position or pipeline.

Stakeholder Impact

• Shareholders: May view the entry of a new institutional investor as a positive sign, potentially increasing confidence and demand for the stock.
• Management: May see this as validation of their strategy, though the passive nature of the stake suggests no immediate pressure for operational changes.

Key Dates

Recommendation

The entry of a new institutional investor with a significant, passive stake in Celularity Inc. suggests a vote of confidence in the company's long-term prospects. While this filing alone does not provide enough information for a strong buy or sell recommendation, it indicates that a sophisticated investor sees value, warranting a 'hold' position for existing investors and further due diligence for potential new investors.

Keywords

Celularity Inc., Lincoln Alternative Strategies LLC, Class A Common Stock, Beneficial Ownership, SEC Filing, Schedule 13G, Institutional Investor, Biotechnology, Cell Therapy