Skip to main content

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 12 sales; 225 institutions reported holding it in 13F filings for Q2 2026, worth $2.71B in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in Mineralys Therapeutics, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
225
+12 vs. Q1 2026
Shares held
100.5M
+9.63M (+10.6%) vs. Q1 2026
Total value
$2.71B
+$241.8M (+9.8%) vs. Q1 2026
New holders
35
91 more added
Sold out
23
65 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MLYS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 225 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 67 institutionsQ2 2023: 68 institutionsQ3 2023: 77 institutionsQ4 2023: 87 institutionsQ1 2024: 92 institutionsQ2 2024: 94 institutionsQ3 2024: 106 institutionsQ4 2024: 109 institutionsQ1 2025: 149 institutionsQ2 2025: 166 institutionsQ3 2025: 193 institutionsQ4 2025: 223 institutionsQ1 2026: 215 institutionsQ2 2026: 225 institutions
Value heldQ2 2026: $2.71B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $385.5MQ2 2023: $429.2MQ3 2023: $252.1MQ4 2023: $303.3MQ1 2024: $554.3MQ2 2024: $523.1MQ3 2024: $540.3MQ4 2024: $572.2MQ1 2025: $966.4MQ2 2025: $888.9MQ3 2025: $3.01BQ4 2025: $3.21BQ1 2026: $2.47BQ2 2026: $2.71B
Institutions holding MLYS and their total value by quarter
QuarterHoldersValue
Q2 2026225$2.71B
Q1 2026215$2.47B
Q4 2025223$3.21B
Q3 2025193$3.01B
Q2 2025166$888.9M
Q1 2025149$966.4M
Q4 2024109$572.2M
Q3 2024106$540.3M
Q2 202494$523.1M
Q1 202492$554.3M
Q4 202387$303.3M
Q3 202377$252.1M
Q2 202368$429.2M
Q1 202367$385.5M
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Mineralys Therapeutics, Inc.; share changes are against Q1 2026.

Institutions holding MLYS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Catalys Pacific, LLC7,903,838$213.2M92.94%00.0%Unchanged
Ra Capital Management, L.P.7,692,750$207.6M1.80%00.0%Unchanged
BlackRock, Inc.5,887,038$158.8M0.00%+1,405,456+31.4%Added
Samsara BioCapital, LLC5,871,018$158.4M13.01%00.0%Unchanged
FMR LLC4,511,689$121.7M0.01%−349,415−7.2%Reduced
State Street Corp4,141,636$111.7M0.00%+1,205,696+41.1%Added
Deerfield Management Company, L.P. (Series C)3,958,000$106.8M1.11%+3,958,000New
Vanguard Capital Management LLC2,756,770$74.4M0.00%+302,407+12.3%Added
Laurion Capital Management LP2,506,152$67.6M4.90%+274,112+12.3%Added
Price T Rowe Associates Inc2,262,476$61.0M0.01%+919,163+68.4%Added
OrbiMed Advisors LLC2,110,300$56.9M1.08%+57,400+2.8%Added
Capital World Investors1,997,607$53.9M0.01%+1,599,428+401.7%Added
Armistice Capital, LLC1,736,000$46.8M1.30%+560,000+47.6%Added
Troluce Capital Advisors LLC1,728,753$46.6M17.47%+1,073,753+163.9%Added
Nantahala Capital Management, LLC1,640,962$44.3M1.34%+745,481+83.2%Added
Franklin Resources Inc1,635,520$44.1M0.01%−149,142−8.4%Reduced
Andera Partners1,591,917$42.9M20.80%00.0%Unchanged
Geode Capital Management, LLC1,584,326$42.8M0.00%+283,191+21.8%Added
Sr One Capital Management, LP1,563,966$42.2M4.06%00.0%Unchanged
Bank of America Corp1,505,547$40.6M0.00%+405,175+36.8%Added
Sphera Funds Management Ltd.1,469,971$39.7M5.68%+130,000+9.7%Added
Goldman Sachs Group Inc1,458,676$39.4M0.00%+673,633+85.8%Added
Pictet Asset Management Holding SA1,430,649$38.6M0.04%+396,211+38.3%Added
Polar Capital Holdings Plc1,420,854$38.3M0.11%−79,895−5.3%Reduced
Millennium Management LLC1,221,758$33.0M0.02%+696,498+132.6%Added
Ghisallo Capital Management LLC1,125,000$30.4M0.60%+1,125,000New
Invesco Ltd.1,091,180$29.4M0.00%+1,048,869+2,479.0%Added
Alliancebernstein L.P.1,067,541$28.9M0.01%+91,580+9.4%Added
Logos Global Management LP1,050,000$28.3M1.22%+1,050,000New
American Century Companies Inc1,036,767$28.0M0.01%+152,660+17.3%Added
Morgan Stanley917,213$24.7M0.00%+68,029+8.0%Added
Davern Capital Partners, LP858,753$23.2M3.95%+411,600+92.0%Added
Candriam Luxembourg S.C.A.857,037$23.1M0.10%+55,133+6.9%Added
Wellington Management Group LLP806,716$21.8M0.00%−2,552,352−76.0%Reduced
Affinity Asset Advisors, LLC750,000$20.2M0.99%00.0%Unchanged
Vanguard Portfolio Management LLC747,657$20.2M0.00%+40,999+5.8%Added
Tudor Investment Corp Et Al738,370$19.9M0.08%+582,630+374.1%Added
Standard Life Aberdeen plc689,235$18.6M0.03%+689,235New
Algert Global LLC649,027$17.5M0.21%+388,763+149.4%Added
Catalio Capital Management, LP648,722$17.5M3.29%+209,681+47.8%Added
Pale Fire Capital SE614,284$16.6M1.18%+248,658+68.0%Added
StemPoint Capital LP602,686$16.3M2.81%−464,070−43.5%Reduced
Northern Trust Corp551,491$14.9M0.00%+108,617+24.5%Added
Charles Schwab Investment Management Inc521,216$14.1M0.00%+77,318+17.4%Added
Rock Springs Capital Management LP484,951$13.1M0.64%+45,200+10.3%Added
Citadel Advisors LLC467,598$12.6M0.01%−132,443−22.1%Reduced
Dimensional Fund Advisors LP463,387$12.5M0.00%+325,954+237.2%Added
Vanguard Fiduciary Trust Co450,370$12.2M0.00%+75,108+20.0%Added
Integral Health Asset Management, LLC450,000$12.1M0.50%−300,000−40.0%Reduced
Prosight Management, LP449,795$12.1M2.09%+449,795New
Rhenman & Partners Asset Management AB416,371$11.2M1.06%+153,300+58.3%Added
Caption Management, LLC413,087$11.1M0.39%+413,087New
Jennison Associates LLC382,747$10.3M0.01%−883,427−69.8%Reduced
Parkman Healthcare Partners LLC380,354$10.3M1.05%+217+0.1%Added
Renaissance Technologies LLC378,300$10.2M0.01%−4,500−1.2%Reduced
CenterBook Partners LP365,630$9.86M0.48%+276,300+309.3%Added
UBS Group AG361,596$9.76M0.00%+263,567+268.9%Added
Susquehanna International Group, LLP355,570$9.59M0.01%+339,800+2,154.7%Added
D. E. Shaw & Co., Inc.352,729$9.52M0.01%−534,463−60.2%Reduced
Eversept Partners, LP309,689$8.36M0.46%+309,689New
Schroder Investment Management Group307,214$8.26M0.01%+176,622+135.2%Added
ADAR1 Capital Management, LLC298,886$8.06M0.38%+144,200+93.2%Added
Longaeva Partners L.P.281,104$7.58M0.22%+281,104New
Nuveen, LLC274,843$7.42M0.00%+162,836+145.4%Added
Qube Research & Technologies Ltd249,776$6.74M0.01%−664,952−72.7%Reduced
TimesSquare Capital Management, LLC235,858$6.36M0.09%−102,940−30.4%Reduced
Suvretta Capital Management, LLC173,886$4.69M0.10%−1,364,776−88.7%Reduced
Trexquant Investment LP169,715$4.58M0.03%+112,515+196.7%Added
Two Sigma Investments, LP162,082$4.37M0.00%−149,406−48.0%Reduced
Bank of New York Mellon Corp158,550$4.28M0.00%+28,586+22.0%Added
Brevan Howard Capital Management LP153,722$4.15M0.06%+62,793+69.1%Added
AQR Capital Management LLC152,504$4.11M0.00%+3,418+2.3%Added
Burkehill Global Management, LP150,000$4.05M0.15%00.0%Unchanged
Boothbay Fund Management, LLC147,402$3.98M0.07%−854,326−85.3%Reduced
Artia Global Partners LP137,800$3.72M0.71%00.0%Unchanged
Russell Investments Group, Ltd.128,247$3.46M0.00%−75,257−37.0%Reduced
Voya Investment Management LLC125,991$3.40M0.00%−90,098−41.7%Reduced
Ensign Peak Advisors, Inc118,382$3.19M0.01%+6,192+5.5%Added
22NW, LP113,840$3.07M2.93%−330,485−74.4%Reduced
Swiss National Bank111,600$3.01M0.00%+21,500+23.9%Added
Ishara Investments LP102,500$2.77M2.03%+20,500+25.0%Added
Mark Asset Management LP101,289$2.73M0.28%−43,586−30.1%Reduced
ExodusPoint Capital Management, LP101,052$2.73M0.03%+101,052New
Timothy G. Youngquist 2020 Irrevocable Trust100,869$2.72M0.55%+100,869New
Citigroup Inc99,332$2.68M0.00%+84,247+558.5%Added
Schonfeld Strategic Advisors LLC95,242$2.57M0.01%−82,343−46.4%Reduced
Alps Advisors Inc88,976$2.40M0.01%+24,557+38.1%Added
Squarepoint Ops LLC86,327$2.33M0.00%−19,164−18.2%Reduced
HighVista Strategies LLC86,085$2.32M0.53%+39,307+84.0%Added
BlueCrest Capital Management Ltd85,157$2.30M0.10%+85,157New
KVP Capital Advisors, LP84,168$2.27M1.67%+84,168New
UBS Asset Management Americas Inc79,199$2.14M0.00%−338−0.4%Reduced
Rafferty Asset Management, LLC78,186$2.11M0.00%−16,172−17.1%Reduced
State of Wisconsin Investment Board73,265$1.98M0.00%+9,127+14.2%Added
Rhumbline Advisers70,205$1.89M0.00%+12,761+22.2%Added
Hennion & Walsh Asset Management, Inc.69,580$1.88M0.05%−609−0.9%Reduced
HRT Financial LP68,565$1.85M0.00%−27,355−28.5%Reduced
California State Teachers Retirement System67,221$1.81M0.00%+5,955+9.7%Added
Wells Fargo & Company66,057$1.78M0.00%+39,976+153.3%Added
PFM Health Sciences, LP62,418$1.68M0.15%−80,259−56.3%Reduced