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 $2.69B in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in Mineralys Therapeutics, Inc. as of Mar 31, 2024. 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
- 92
- +5 vs. Q4 2023
- Shares held
- 41.9M
- +7.16M (+20.6%) vs. Q4 2023
- Total value
- $540.6M
- +$242.0M (+81.1%) vs. Q4 2023
- New holders
- 17
- 24 more added
- Sold out
- 12
- 34 more reduced
Compare with Q4 2023: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 225 | $2.69B |
| Q1 2026 | 215 | $2.46B |
| Q4 2025 | 223 | $3.21B |
| Q3 2025 | 193 | $3.01B |
| Q2 2025 | 166 | $888.8M |
| Q1 2025 | 149 | $966.2M |
| Q4 2024 | 109 | $572.2M |
| Q3 2024 | 106 | $540.1M |
| Q2 2024 | 94 | $516.6M |
| Q1 2024 | 92 | $540.6M |
| Q4 2023 | 87 | $298.5M |
| Q3 2023 | 77 | $252.1M |
| Q2 2023 | 68 | $429.2M |
| Q1 2023 | 68 | $385.4M |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Mineralys Therapeutics, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Catalys Pacific, LLC | 9,194,579 | $118.7M | 80.13% | 00.0% | Unchanged |
| Samsara BioCapital, LLC | 5,074,916 | $65.5M | 10.14% | +555,555+12.3% | Added |
| Ra Capital Management, L.P. | 4,850,984 | $62.6M | 0.80% | +1,672,508+52.6% | Added |
| TCG Crossover Management, LLC | 3,185,185 | $41.1M | 3.25% | +3,185,185 | New |
| OrbiMed Advisors LLC | 2,021,424 | $26.1M | 0.51% | +2,021,424 | New |
| Sr One Capital Management, LP | 2,016,822 | $26.0M | 7.15% | +222,222+12.4% | Added |
| Adams Street Partners LLC | 1,876,492 | $24.2M | 9.62% | −425,837−18.5% | Reduced |
| BlackRock Inc. | 1,343,563 | $17.3M | 0.00% | −51,211−3.7% | Reduced |
| Laurion Capital Management LP | 1,304,216 | $16.8M | 0.47% | +148,148+12.8% | Added |
| Braidwell LP | 1,147,154 | $14.8M | 0.48% | −876,746−43.3% | Reduced |
| Vanguard Group Inc | 982,932 | $12.7M | 0.00% | +4,952+0.5% | Added |
| Franklin Resources Inc | 907,511 | $11.7M | 0.00% | +208,044+29.7% | Added |
| Rock Springs Capital Management LP | 792,615 | $10.2M | 0.26% | −374,877−32.1% | Reduced |
| American Century Companies Inc | 719,970 | $9.29M | 0.01% | +40,709+6.0% | Added |
| Sphera Funds Management Ltd. | 658,803 | $8.51M | 1.38% | −84,788−11.4% | Reduced |
| VR Adviser, LLC | 555,554 | $7.17M | 0.34% | +555,554 | New |
| Sectoral Asset Management Inc | 552,256 | $7.13M | 2.80% | −53,350−8.8% | Reduced |
| Octagon Capital Advisors LP | 550,000 | $7.10M | 0.86% | +550,000 | New |
| Blue Owl Capital Holdings LP | 541,080 | $6.99M | 1.40% | −27,299−4.8% | Reduced |
| Morgan Stanley | 522,009 | $6.74M | 0.00% | −13,509−2.5% | Reduced |
| Geode Capital Management, LLC | 382,764 | $4.94M | 0.00% | +6,442+1.7% | Added |
| Nantahala Capital Management, LLC | 332,506 | $4.29M | 0.42% | +332,506 | New |
| Affinity Asset Advisors, LLC | 327,959 | $4.23M | 0.69% | +327,959 | New |
| State Street Corp | 305,686 | $3.95M | 0.00% | +23,602+8.4% | Added |
| Driehaus Capital Management LLC | 183,297 | $2.37M | 0.02% | −22,968−11.1% | Reduced |
| Northern Trust Corp | 146,121 | $1.89M | 0.00% | −3,659−2.4% | Reduced |
| Ensign Peak Advisors, Inc | 125,000 | $1.61M | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 122,206 | $1.58M | 0.02% | +48,266+65.3% | Added |
| Charles Schwab Investment Management Inc | 120,862 | $1.56M | 0.00% | −100.0% | Reduced |
| DAFNA Capital Management LLC | 90,000 | $1.16M | 0.26% | +74,800+492.1% | Added |
| Bank of America Corp | 82,458 | $1.06M | 0.00% | +33,703+69.1% | Added |
| NEOS Investment Management LLC | 70,740 | $913.3K | 0.06% | +46,767+195.1% | Added |
| Lion Point Capital, LP | 60,000 | $774.6K | 1.48% | +60,000 | New |
| UBS Oconnor LLC | 58,474 | $754.9K | 0.02% | −127,694−68.6% | Reduced |
| Silverarc Capital Management, LLC | 56,944 | $735.1K | 0.21% | +56,944 | New |
| Goldman Sachs Group Inc | 49,291 | $636.3K | 0.00% | +3,706+8.1% | Added |
| Bank of New York Mellon Corp | 49,128 | $634.2K | 0.00% | +2,196+4.7% | Added |
| Point72 Asset Management, L.P. | 47,800 | $617.1K | 0.00% | −82,100−63.2% | Reduced |
| Millennium Management LLC | 37,340 | $482.1K | 0.00% | −343,419−90.2% | Reduced |
| Nuveen Asset Management, LLC | 34,831 | $449.7K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 31,700 | $409.0K | 0.00% | +6,200+24.3% | Added |
| Alps Advisors Inc | 28,989 | $374.2K | 0.00% | +2,314+8.7% | Added |
| Pale Fire Capital SE | 28,915 | $373.3K | 0.05% | −5,828−16.8% | Reduced |
| ADAR1 Capital Management, LLC | 24,000 | $309.8K | 0.08% | +24,000 | New |
| Rhumbline Advisers | 22,560 | $291.2K | 0.00% | +2,091+10.2% | Added |
| UBS Group AG | 19,719 | $254.6K | 0.00% | −1,881−8.7% | Reduced |
| JPMorgan Chase & Co | 18,738 | $241.9K | 0.00% | −4,825−20.5% | Reduced |
| Alliancebernstein L.P. | 15,860 | $204.8K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 15,624 | $201.7K | 0.00% | −49,099−75.9% | Reduced |
| XTX Topco Ltd | 14,992 | $193.5K | 0.03% | +14,992 | New |
| Wells Fargo & Company | 14,423 | $186.2K | 0.00% | +6,405+79.9% | Added |
| Jane Street Group, LLC | 14,186 | $183.1K | 0.00% | +14,186 | New |
| Barclays PLC | 13,661 | $176.4K | 0.00% | −13,113−49.0% | Reduced |
| MetLife Investment Management | 11,416 | $147.4K | 0.00% | 00.0% | Unchanged |
| Letko, Brosseau & Associates Inc | 11,400 | $147.2K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 10,750 | $139.0K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 10,501 | $135.6K | 0.07% | −721−6.4% | Reduced |
| American International Group, Inc. | 9,573 | $123.6K | 0.00% | −83−0.9% | Reduced |
| Bellevue Group AG | 9,200 | $118.8K | 0.00% | +9,200 | New |
| New York State Common Retirement Fund | 8,442 | $109.0K | 0.00% | +4,929+140.3% | Added |
| Deutsche Bank AG | 8,333 | $107.6K | 0.00% | +8,333 | New |
| China Universal Asset Management Co., Ltd. | 7,931 | $102.4K | 0.01% | +3,181+67.0% | Added |
| Federated Hermes, Inc. | 6,000 | $77.5K | 0.00% | −14,032−70.0% | Reduced |
| CWM, LLC | 5,891 | $76.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 4,632 | $59.8K | 0.05% | −2,020−30.4% | Reduced |
| Citigroup Inc | 3,956 | $51.1K | 0.00% | +145+3.8% | Added |
| Cubist Systematic Strategies, LLC | 2,823 | $36.4K | 0.00% | −14,574−83.8% | Reduced |
| The PNC Financial Services Group, Inc. | 2,211 | $28.5K | 0.00% | −1,911−46.4% | Reduced |
| California State Teachers Retirement System | 1,953 | $25.2K | 0.00% | −1,244−38.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,872 | $24.2K | 0.00% | +900+92.6% | Added |
| Legal & General Group Plc | 1,682 | $21.7K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,600 | $20.0K | 0.00% | −900−36.0% | Reduced |
| FMR LLC | 1,544 | $19.9K | 0.00% | −29,743−95.1% | Reduced |
| Metropolitan Life Insurance Co | 1,238 | $16.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,025 | $13.2K | 0.00% | +301+41.6% | Added |
| Comerica Bank | 690 | $8.91K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 444 | $6.00K | 0.00% | −5,961−93.1% | Reduced |
| Amalgamated Bank | 501 | $6.00K | 0.00% | −1,241−71.2% | Reduced |
| Massmutual Trust Co FSB | 319 | $4.12K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 295 | $3.81K | 0.00% | −2,584−89.8% | Reduced |
| Avion Wealth | 78 | $2.00K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 152 | $2.00K | 0.00% | +152 | New |
| Quadrant Capital Group LLC | 129 | $1.67K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 97 | $1.25K | 0.00% | −115,206−99.9% | Reduced |
| Versant Capital Management, Inc | 63 | $813 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 50 | $646 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 36 | $465 | 0.00% | +36 | New |
| Parallel Advisors, LLC | 22 | $284 | 0.00% | −137−86.2% | Reduced |
| Farther Finance Advisors, LLC | 17 | $222 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 17 | $219 | 0.00% | −5,762−99.7% | Reduced |
| Nisa Investment Advisors, LLC | 4 | $52 | 0.00% | +4 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $38 | 0.00% | +3 | New |
| Woodline Partners LP | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −55,971−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −37,500−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −22,209−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −14,611−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −13,912−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −11,514−100.0% | Sold out |