Mineralys Therapeutics, Inc.
MLYS- Exchange
- Nasdaq
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001933414
In the last 90 days, Mineralys Therapeutics, Inc. insiders filed 0 open-market purchases and 6 sales; 225 institutions reported holding it in 13F filings for Q2 2026, worth $2.69B in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 9, 2026
- $1.40B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $5.46M in total
- 6
- 13F holdersQ2 2026, +12 vs. previous quarter
- 225
- 13F valueReported value at the end of Q2 2026
- $2.69B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- –
- No comparable prior period
- Net income, FY2025
- -$154.7M
- No comparable prior period
- Free cash flow, FY2025
- -$142.4M
- No comparable prior period
- Revenue, Q3 FY2026
- –
- No comparable prior period
Short interest
See short dataFrom FINRA, settlement date Oct 15, 2026.
- Short interest
- 7.44M
- Shares sold short
- Change
- −367.2K
- −4.7% vs. previous
- Days to cover
- 5.33
- At average daily volume
Superinvestors holding MLYS, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding MLYS at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Mineralys Therapeutics, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Oct 2, 2026 (view filing)5:53 PM ET | Sep 30 | 2 days | Congleton JonChief Executive Officer | SSale | −75.0K | $25.46 | −$1.91M | −12.4%528.6K after | 10b5-1 |
| Sep 24, 2026 (view filing)9:49 PM ET | Sep 22 | 2 days | Slingsby Brian TaylorDirector | SSale | −104.3K | $28.81 | −$3.01M | −1.3%7.81M after | |
| Sep 22, 2026 (view filing)6:48 PM ET | Sep 21 | 1 day | Warren EricChief Commercial Officer | SSale | −7.44K | $28.12 | −$209.1K | −16.2%38.4K after | 10b5-1 |
| Sep 17, 2026 (view filing)5:41 PM ET | Sep 15 | 2 days | Karydas DaphneDirector | SSale | −3.00K | $28.58 | −$85.7K | −32.6%6.20K after | 10b5-1 |
| Aug 25, 2026 (view filing)5:16 PM ET | Aug 21 | 4 days | Warren EricChief Commercial Officer | SSale | −7.44K | $25.98 | −$193.2K | −16.2%38.4K after | 10b5-1 |
| Aug 12, 2026 (view filing)7:33 PM ET | Aug 10 | 2 days | Rodman David MalcomChief Medical Officer | SSale | −2.17K | $27.09 | −$58.8K | −4.1%51.4K after | 10b5-1 |
| Jul 23, 2026 (view filing)6:39 PM ET | Jul 21 | 2 days | Warren EricChief Commercial Officer | SSale | −7.44K | $26.87 | −$199.9K | −16.2%38.4K after | 10b5-1 |
| Jul 20, 2026 (view filing)9:00 PM ET | Jul 17 | 3 days | Rodman David MalcomChief Medical Officer | SSale | −416 | $26.53 | −$11.0K | −0.8%51.4K after | 10b5-1 |
| Jul 15, 2026 (view filing)8:58 PM ET | Jul 13 | 2 days | Congleton JonChief Executive Officer | SSale | −10.7K | $27.24 | −$291.4K | −1.7%603.6K after | 10b5-1 |
| Jul 15, 2026 (view filing)8:58 PM ET | Jul 13-15 | 2 days | Rodman David MalcomChief Medical Officer | SSale | −20.4K | $27.28 | −$556.7K | −28.4%51.4K after | 2 lots10b5-1 |
Top 10 13F holders, Q2 2026
See all 225 holdersThe largest institutional positions in Mineralys Therapeutics, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Catalys Pacific, LLC | 7,903,838 | $213.2M | 92.94% | 00.0% | Unchanged |
| Ra Capital Management, L.P. | 7,692,750 | $207.6M | 1.80% | 00.0% | Unchanged |
| BlackRock, Inc. | 5,887,038 | $158.8M | 0.00% | +1,405,456+31.4% | Added |
| Samsara BioCapital, LLC | 5,871,018 | $158.4M | 13.01% | 00.0% | Unchanged |
| FMR LLC | 4,511,689 | $121.7M | 0.01% | −349,415−7.2% | Reduced |
| State Street Corp | 4,141,636 | $111.7M | 0.00% | +1,205,696+41.1% | Added |
| Deerfield Management Company, L.P. (Series C) | 3,958,000 | $106.8M | 1.11% | +3,958,000 | New |
| Vanguard Capital Management LLC | 2,756,770 | $74.4M | 0.00% | +302,407+12.3% | Added |
| Laurion Capital Management LP | 2,506,152 | $67.6M | 4.90% | +274,112+12.3% | Added |
| Price T Rowe Associates Inc | 2,262,476 | $61.0M | 0.01% | +919,163+68.4% | Added |
Holders of 5% or more of MLYS
See all 5 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Mineralys Therapeutics, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Catalys Pacific Fund, LP | 13G/A | 10.10%8.00M shares | −3.40 ppfrom 13.50% | Feb 13, 20244 filings | Feb 13, 2026 | SEC |
| Ra Capital Management, L.P. | 13D/A | 9.90%7.80M shares | 0.00 ppfrom 9.90% | Feb 24, 20234 filings | Sep 8, 2025 | SEC |
| Samsara BioCapital, L.P. | 13D/A | 8.20%6.35M shares | −0.90 ppfrom 9.10% | Feb 24, 20234 filings | Sep 8, 2025 | SEC |
| BlackRock, Inc. | 13G | 5.20%4.11M shares | New | Jan 21, 20261 filing | Jan 21, 2026 | SEC |
| FMR LLC | 13G/A | 5.10%4.46M shares | −1.20 ppfrom 6.30% | Feb 5, 20262 filings | Aug 6, 2026 | SEC |