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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 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 2025

Institutional positions in Mineralys Therapeutics, Inc. as of Mar 31, 2025. 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
149
+41 vs. Q4 2024
Shares held
60.9M
+14.4M (+31.1%) vs. Q4 2024
Total value
$966.2M
+$394.8M (+69.1%) vs. Q4 2024
New holders
54
53 more added
Sold out
13
26 more reduced

1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 149 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 heldQ1 2025: $966.2M
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, Q1 2025

Shares, value and share of portfolio for each institution holding Mineralys Therapeutics, Inc.; share changes are against Q4 2024.

Institutions holding MLYS in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Catalys Pacific, LLC8,903,838$141.4M95.08%+259,259+3.0%Added
Ra Capital Management, L.P.6,147,280$97.6M1.63%+1,296,296+26.7%Added
Samsara BioCapital, LLC5,674,916$90.1M16.07%+600,000+11.8%Added
Sr One Capital Management, LP3,127,933$49.7M12.76%+1,111,111+55.1%Added
TCG Crossover Management, LLC2,470,265$39.2M5.35%00.0%Unchanged
BlackRock, Inc.2,450,027$38.9M0.00%+311,505+14.6%Added
Integral Health Asset Management, LLC2,300,000$36.5M4.05%+1,425,000+162.9%Added
Caligan Partners LP2,149,667$34.1M7.12%+1,138,512+112.6%Added
Vanguard Group Inc2,035,506$32.3M0.00%+603,464+42.1%Added
Jennison Associates LLC1,979,033$31.4M0.02%+897,027+82.9%Added
Laurion Capital Management LP1,898,184$30.1M2.32%+485,795+34.4%Added
Franklin Resources Inc1,780,041$28.3M0.01%+34,444+2.0%Added
Suvretta Capital Management, LLC1,667,759$26.5M1.07%+1,667,759New
Pictet Asset Management Holding SA1,214,373$19.3M0.02%+1,214,373New
Affinity Asset Advisors, LLC1,100,000$17.5M2.73%+750,000+214.3%Added
Boothbay Fund Management, LLC923,403$14.7M0.52%+273,380+42.1%Added
Candriam Luxembourg S.C.A.882,833$14.0M0.09%+577,561+189.2%Added
American Century Companies Inc823,616$13.1M0.01%−25,014−2.9%Reduced
Geode Capital Management, LLC802,000$12.7M0.00%+181,967+29.3%Added
Nantahala Capital Management, LLC787,740$12.5M1.03%+155,234+24.5%Added
Morgan Stanley619,748$9.84M0.00%+30,304+5.1%Added
State Street Corp520,180$8.26M0.00%+15,647+3.1%Added
D. E. Shaw & Co., Inc.478,430$7.60M0.01%+478,430New
Sphera Funds Management Ltd.465,526$7.39M1.82%+274,854+144.2%Added
22NW, LP461,344$7.33M4.91%+461,344New
Millennium Management LLC424,691$6.74M0.01%−676,983−61.5%Reduced
Findell Capital Management LLC400,000$6.35M3.05%+400,000New
Pale Fire Capital SE399,498$6.34M0.76%+262,601+191.8%Added
Sectoral Asset Management Inc370,513$5.88M4.58%−10,370−2.7%Reduced
Silverarc Capital Management, LLC338,354$5.37M1.12%+338,354New
Rock Springs Capital Management LP320,813$5.09M0.29%+320,813New
DAFNA Capital Management LLC309,200$4.91M1.39%+162,700+111.1%Added
Invesco Ltd.308,310$4.90M0.00%+308,310New
FMR LLC304,758$4.84M0.00%+574+0.2%Added
Goldman Sachs Group Inc298,395$4.74M0.00%+186,480+166.6%Added
Deutsche Bank AG296,015$4.70M0.00%+269,283+1,007.3%Added
Parkman Healthcare Partners LLC293,928$4.67M0.55%+293,928New
Canada Pension Plan Investment Board279,500$4.44M0.00%+279,500New
Charles Schwab Investment Management Inc270,175$4.29M0.00%+55,269+25.7%Added
Northern Trust Corp265,056$4.21M0.00%+18,943+7.7%Added
ADAR1 Capital Management, LLC263,425$4.18M0.80%−578,116−68.7%Reduced
Schonfeld Strategic Advisors LLC217,462$3.45M0.02%+217,462New
Blue Owl Capital Holdings LP206,296$3.28M1.06%+206,296New
Tang Capital Management LLC200,000$3.18M0.18%+200,000New
J. Goldman & Co LP178,304$2.83M0.10%+178,304New
Renaissance Technologies LLC177,300$2.82M0.00%+57,800+48.4%Added
EAM Investors, LLC164,273$2.61M0.45%+164,273New
Velan Capital Investment Management LP150,600$2.39M2.46%+150,600New
Balyasny Asset Management LLC149,273$2.37M0.01%+131,487+739.3%Added
Bank of America Corp147,222$2.34M0.00%+39,519+36.7%Added
Citadel Advisors LLC144,362$2.29M0.00%+144,362New
Prudential Financial Inc127,410$2.02M0.00%+1,760+1.4%Added
Trexquant Investment LP126,535$2.01M0.02%+126,535New
Wellington Management Group LLP121,557$1.93M0.00%+30,028+32.8%Added
Healthcare of Ontario Pension Plan Trust Fund112,500$1.79M0.00%+112,500New
Monashee Investment Management LLC112,457$1.79M0.21%+112,457New
Dimensional Fund Advisors LP80,792$1.28M0.00%+64,380+392.3%Added
Lion Point Capital, LP79,000$1.25M8.00%00.0%Unchanged
UBS Oconnor LLC73,348$1.16M0.03%+45,280+161.3%Added
Quadrature Capital Ltd73,008$1.16M0.03%+73,008New
Nuveen, LLC67,877$1.08M0.00%+67,877New
Bank of New York Mellon Corp67,868$1.08M0.00%+2,550+3.9%Added
Susquehanna International Group, LLP62,144$986.8K0.00%+49,798+403.4%Added
BNP Paribas Arbitrage, SA61,193$971.7K0.00%+57,298+1,471.1%Added
Schroder Investment Management Group62,893$922.0K0.00%+62,893New
Weiss Asset Management LP50,000$794.0K0.02%+50,000New
Two Sigma Investments, LP48,532$770.7K0.00%+48,532New
Woodline Partners LP47,662$756.9K0.00%+47,662New
Jain Global LLC43,765$695.0K0.01%+43,765New
Erste Asset Management GmbH45,000$659.7K0.01%+45,000New
Rhumbline Advisers39,361$625.0K0.00%−1,195−2.9%Reduced
Ensign Peak Advisors, Inc37,493$595.4K0.00%+37,493New
UBS Group AG37,161$590.1K0.00%−11,724−24.0%Reduced
Alps Advisors Inc34,664$550.5K0.00%−5,584−13.9%Reduced
AQR Capital Management LLC34,615$549.7K0.00%+34,615New
Barclays PLC32,900$522.5K0.00%−13,496−29.1%Reduced
Wells Fargo & Company26,883$426.9K0.00%+3,169+13.4%Added
Simplex Trading, LLC25,543$405.0K0.01%+25,206+7,479.5%Added
Virtu Financial LLC25,203$400.0K0.02%+25,203New
Alliancebernstein L.P.22,997$365.2K0.00%−27−0.1%Reduced
STRS Ohio22,600$358.9K0.00%−4,300−16.0%Reduced
Citigroup Inc20,993$333.4K0.00%−2,371−10.1%Reduced
JPMorgan Chase & Co20,554$326.4K0.00%−483,036−95.9%Reduced
Polar Asset Management Partners Inc.20,130$319.7K0.01%−78,970−79.7%Reduced
Dark Forest Capital Management LP20,005$317.7K0.01%+20,005New
Greenland Capital Management LP20,000$317.6K0.05%+20,000New
Susquehanna Portfolio Strategies, LLC18,245$289.7K0.12%+18,245New
Mirae Asset Global ETFs Holdings Ltd.17,085$271.3K0.00%+702+4.3%Added
MetLife Investment Management16,782$266.5K0.00%−342−2.0%Reduced
Letko, Brosseau & Associates Inc16,500$262.0K0.01%00.0%Unchanged
Bellevue Group AG16,499$262.0K0.01%00.0%Unchanged
Voya Investment Management LLC16,058$255.0K0.00%+16,058New
Quest Partners LLC15,925$252.9K0.03%+703+4.6%Added
Gsa Capital Partners LLP15,288$243.0K0.02%+15,288New
Martingale Asset Management L P14,960$237.6K0.01%−50.0%Reduced
Man Group plc14,559$231.2K0.00%+14,559New
Cinctive Capital Management LP14,219$225.8K0.02%+14,219New
Corebridge Financial, Inc.13,989$222.1K0.00%−208−1.5%Reduced
XTX Topco Ltd13,785$218.9K0.01%+13,785New
Virtus Investment Advisers, Inc.13,494$214.3K0.06%+13,494New