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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 10 sales; 225 institutions reported holding it in 13F filings for Q2 2026, worth $2.69B in total; no superinvestor holds it.

13F holders, Q4 2024

Institutional positions in Mineralys Therapeutics, Inc. as of Dec 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
109
+3 vs. Q3 2024
Shares held
46.5M
+2.10M (+4.7%) vs. Q3 2024
Total value
$572.2M
+$32.2M (+6.0%) vs. Q3 2024
New holders
17
44 more added
Sold out
14
17 more reduced

Compare with Q3 2024: 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 holdersQ4 2024: 109 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: 68 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 heldQ4 2024: $572.2M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $385.4MQ2 2023: $429.2MQ3 2023: $252.1MQ4 2023: $298.5MQ1 2024: $540.6MQ2 2024: $516.6MQ3 2024: $540.1MQ4 2024: $572.2MQ1 2025: $966.2MQ2 2025: $888.8MQ3 2025: $3.01BQ4 2025: $3.21BQ1 2026: $2.46BQ2 2026: $2.69B
Institutions holding MLYS and their total value by quarter
QuarterHoldersValue
Q2 2026225$2.69B
Q1 2026215$2.46B
Q4 2025223$3.21B
Q3 2025193$3.01B
Q2 2025166$888.8M
Q1 2025149$966.2M
Q4 2024109$572.2M
Q3 2024106$540.1M
Q2 202494$516.6M
Q1 202492$540.6M
Q4 202387$298.5M
Q3 202377$252.1M
Q2 202368$429.2M
Q1 202368$385.4M
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, Q4 2024

Shares, value and share of portfolio for each institution holding Mineralys Therapeutics, Inc.; share changes are against Q3 2024.

Institutions holding MLYS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc1,432,042$17.6M0.00%+68,811+5.0%Added
OrbiMed Advisors LLC1,611,637$19.8M0.41%−391,302−19.5%Reduced
Franklin Resources Inc1,745,597$21.5M0.01%+840.0%Added
Sr One Capital Management, LP2,016,822$24.8M6.05%00.0%Unchanged
BlackRock, Inc.2,138,522$26.3M0.00%−5,646−0.3%Reduced
TCG Crossover Management, LLC2,470,265$30.4M2.97%00.0%Unchanged
Ra Capital Management, L.P.4,850,984$59.7M0.79%00.0%Unchanged
Samsara BioCapital, LLC5,074,916$62.5M8.57%00.0%Unchanged
Catalys Pacific, LLC8,644,579$106.4M91.82%00.0%Unchanged
Octagon Capital Advisors LP0$00.00%−600,000−100.0%Sold out
Blue Owl Capital Holdings LP0$00.00%−196,132−100.0%Sold out
Ensign Peak Advisors, Inc0$00.00%−125,000−100.0%Sold out
Verition Fund Management LLC0$00.00%−27,361−100.0%Sold out
Squarepoint Ops LLC0$00.00%−20,505−100.0%Sold out
Jane Street Group, LLC0$00.00%−15,855−100.0%Sold out
PDT Partners, LLC0$00.00%−12,238−100.0%Sold out
Algert Global LLC0$00.00%−11,196−100.0%Sold out
Citadel Advisors LLC0$00.00%−3,136−100.0%Sold out
Acadian Asset Management LLC0$00.00%−1,472−100.0%Sold out
Voisard Asset Management Group, Inc.0$00.00%−30−100.0%Sold out
Bokf, NA0$00.00%−25−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−23−100.0%Sold out
Avion Wealth0$00.00%−78−100.0%Sold out