Mineralys Therapeutics, Inc.

MLYS

Exchange: Nasdaq
Industry: Pharmaceutical Preparations
SEC CIK: 0001933414

SEC filings (opens in a new tab)

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.

Q1 2025 vs. Q4 2024

How the institutions holding Mineralys Therapeutics, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of MLYS: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	109	1	149	+41
Shares	46.5M	67.9K	60.9M	+14.4M (+31.1%)
Value	$572.2M	$835.6K	$966.2M	+$394.8M (+69.1%)

1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (54)

Institutions that held Mineralys Therapeutics, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to MLYS in Q1 2025
Institution	Shares	Value	% of portfolio
Suvretta Capital Management, LLC	1,667,759	$26.5M	1.07%
Pictet Asset Management Holding SA	1,214,373	$19.3M	0.02%
D. E. Shaw & Co., Inc.	478,430	$7.60M	0.01%
22NW, LP	461,344	$7.33M	4.91%
Findell Capital Management LLC	400,000	$6.35M	3.05%
Silverarc Capital Management, LLC	338,354	$5.37M	1.12%
Rock Springs Capital Management LP	320,813	$5.09M	0.29%
Invesco Ltd.	308,310	$4.90M	0.00%
Parkman Healthcare Partners LLC	293,928	$4.67M	0.55%
Canada Pension Plan Investment Board	279,500	$4.44M	0.00%
Schonfeld Strategic Advisors LLC	217,462	$3.45M	0.02%
Blue Owl Capital Holdings LP	206,296	$3.28M	1.06%
Tang Capital Management LLC	200,000	$3.18M	0.18%
J. Goldman & Co LP	178,304	$2.83M	0.10%
EAM Investors, LLC	164,273	$2.61M	0.45%
Velan Capital Investment Management LP	150,600	$2.39M	2.46%
Citadel Advisors LLC	144,362	$2.29M	0.00%
Trexquant Investment LP	126,535	$2.01M	0.02%
Healthcare of Ontario Pension Plan Trust Fund	112,500	$1.79M	0.00%
Monashee Investment Management LLC	112,457	$1.79M	0.21%
Quadrature Capital Ltd	73,008	$1.16M	0.03%
Nuveen, LLC	67,877	$1.08M	0.00%
Schroder Investment Management Group	62,893	$922.0K	0.00%
Weiss Asset Management LP	50,000	$794.0K	0.02%
Two Sigma Investments, LP	48,532	$770.7K	0.00%
Woodline Partners LP	47,662	$756.9K	0.00%
Jain Global LLC	43,765	$695.0K	0.01%
Erste Asset Management GmbH	45,000	$659.7K	0.01%
Ensign Peak Advisors, Inc	37,493	$595.4K	0.00%
AQR Capital Management LLC	34,615	$549.7K	0.00%
Virtu Financial LLC	25,203	$400.0K	0.02%
Dark Forest Capital Management LP	20,005	$317.7K	0.01%
Greenland Capital Management LP	20,000	$317.6K	0.05%
Susquehanna Portfolio Strategies, LLC	18,245	$289.7K	0.12%
Voya Investment Management LLC	16,058	$255.0K	0.00%
Gsa Capital Partners LLP	15,288	$243.0K	0.02%
Man Group plc	14,559	$231.2K	0.00%
Cinctive Capital Management LP	14,219	$225.8K	0.02%
XTX Topco Ltd	13,785	$218.9K	0.01%
Virtus Investment Advisers, Inc.	13,494	$214.3K	0.06%
Quantinno Capital Management LP	12,738	$202.3K	0.00%
Group One Trading, L.P.	12,704	$201.7K	0.01%
Susquehanna Fundamental Investments, LLC	11,175	$177.5K	0.00%
Graham Capital Management, L.P.	10,375	$164.8K	0.01%
State of Wisconsin Investment Board	10,254	$162.8K	0.00%
UBS Asset Management Americas Inc	7,800	$123.9K	0.00%
Quarry LP	7,000	$111.2K	0.03%
FNY Investment Advisers, LLC	1,500	$23.0K	0.01%
Coldstream Capital Management Inc	779	$12.4K	0.00%
Lindbrook Capital, LLC	103	$1.64K	0.00%
Skopos Labs, Inc.	26	$413	0.00%
Signaturefd, LLC	22	$349	0.00%
EverSource Wealth Advisors, LLC	16	$254	0.00%
Avion Wealth	78	$0	0.00%

Sold out (13)

Institutions that held Mineralys Therapeutics, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of MLYS in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
OrbiMed Advisors LLC	1,611,637	$19.8M
Adams Street Partners LLC	1,129,807	$13.9M
StemPoint Capital LP	400,101	$4.93M
Ikarian Capital, LLC	332,390	$4.09M
NEOS Investment Management LLC	89,529	$1.10M
Tema ETFs LLC	89,529	$1.10M
EntryPoint Capital, LLC	12,487	$153.7K
ProShare Advisors LLC	10,405	$128.1K
Virtus ETF Advisers LLC	5,842	$71.9K
GeoWealth Management, LLC	1,439	$17.7K
Meeder Asset Management Inc	1,338	$16.5K
SRS Capital Advisors, Inc.	108	$1.33K
Creative Planning	77	$948

Not filed for Q1 2025 yet (1)

Institutions that held Mineralys Therapeutics, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MLYS in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Nuveen Asset Management, LLC	67,877	$835.6K