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, 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.
| 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 2025
Shares, value and share of portfolio for each institution holding Mineralys Therapeutics, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 149,273 | $2.37M | 0.01% | +131,487+739.3% | Added |
| Velan Capital Investment Management LP | 150,600 | $2.39M | 2.46% | +150,600 | New |
| EAM Investors, LLC | 164,273 | $2.61M | 0.45% | +164,273 | New |
| Renaissance Technologies LLC | 177,300 | $2.82M | 0.00% | +57,800+48.4% | Added |
| J. Goldman & Co LP | 178,304 | $2.83M | 0.10% | +178,304 | New |
| Tang Capital Management LLC | 200,000 | $3.18M | 0.18% | +200,000 | New |
| Blue Owl Capital Holdings LP | 206,296 | $3.28M | 1.06% | +206,296 | New |
| Schonfeld Strategic Advisors LLC | 217,462 | $3.45M | 0.02% | +217,462 | New |
| ADAR1 Capital Management, LLC | 263,425 | $4.18M | 0.80% | −578,116−68.7% | Reduced |
| Northern Trust Corp | 265,056 | $4.21M | 0.00% | +18,943+7.7% | Added |
| Charles Schwab Investment Management Inc | 270,175 | $4.29M | 0.00% | +55,269+25.7% | Added |
| Canada Pension Plan Investment Board | 279,500 | $4.44M | 0.00% | +279,500 | New |
| Parkman Healthcare Partners LLC | 293,928 | $4.67M | 0.55% | +293,928 | New |
| Deutsche Bank AG | 296,015 | $4.70M | 0.00% | +269,283+1,007.3% | Added |
| Goldman Sachs Group Inc | 298,395 | $4.74M | 0.00% | +186,480+166.6% | Added |
| FMR LLC | 304,758 | $4.84M | 0.00% | +574+0.2% | Added |
| Invesco Ltd. | 308,310 | $4.90M | 0.00% | +308,310 | New |
| DAFNA Capital Management LLC | 309,200 | $4.91M | 1.39% | +162,700+111.1% | Added |
| Rock Springs Capital Management LP | 320,813 | $5.09M | 0.29% | +320,813 | New |
| Silverarc Capital Management, LLC | 338,354 | $5.37M | 1.12% | +338,354 | New |
| Sectoral Asset Management Inc | 370,513 | $5.88M | 4.58% | −10,370−2.7% | Reduced |
| Pale Fire Capital SE | 399,498 | $6.34M | 0.76% | +262,601+191.8% | Added |
| Findell Capital Management LLC | 400,000 | $6.35M | 3.05% | +400,000 | New |
| Millennium Management LLC | 424,691 | $6.74M | 0.01% | −676,983−61.5% | Reduced |
| 22NW, LP | 461,344 | $7.33M | 4.91% | +461,344 | New |
| Sphera Funds Management Ltd. | 465,526 | $7.39M | 1.82% | +274,854+144.2% | Added |
| D. E. Shaw & Co., Inc. | 478,430 | $7.60M | 0.01% | +478,430 | New |
| State Street Corp | 520,180 | $8.26M | 0.00% | +15,647+3.1% | Added |
| Morgan Stanley | 619,748 | $9.84M | 0.00% | +30,304+5.1% | Added |
| Nantahala Capital Management, LLC | 787,740 | $12.5M | 1.03% | +155,234+24.5% | Added |
| Geode Capital Management, LLC | 802,000 | $12.7M | 0.00% | +181,967+29.3% | Added |
| American Century Companies Inc | 823,616 | $13.1M | 0.01% | −25,014−2.9% | Reduced |
| Candriam Luxembourg S.C.A. | 882,833 | $14.0M | 0.09% | +577,561+189.2% | Added |
| Boothbay Fund Management, LLC | 923,403 | $14.7M | 0.52% | +273,380+42.1% | Added |
| Affinity Asset Advisors, LLC | 1,100,000 | $17.5M | 2.73% | +750,000+214.3% | Added |
| Pictet Asset Management Holding SA | 1,214,373 | $19.3M | 0.02% | +1,214,373 | New |
| Suvretta Capital Management, LLC | 1,667,759 | $26.5M | 1.07% | +1,667,759 | New |
| Franklin Resources Inc | 1,780,041 | $28.3M | 0.01% | +34,444+2.0% | Added |
| Laurion Capital Management LP | 1,898,184 | $30.1M | 2.32% | +485,795+34.4% | Added |
| Jennison Associates LLC | 1,979,033 | $31.4M | 0.02% | +897,027+82.9% | Added |
| Vanguard Group Inc | 2,035,506 | $32.3M | 0.00% | +603,464+42.1% | Added |
| Caligan Partners LP | 2,149,667 | $34.1M | 7.12% | +1,138,512+112.6% | Added |
| Integral Health Asset Management, LLC | 2,300,000 | $36.5M | 4.05% | +1,425,000+162.9% | Added |
| BlackRock, Inc. | 2,450,027 | $38.9M | 0.00% | +311,505+14.6% | Added |
| TCG Crossover Management, LLC | 2,470,265 | $39.2M | 5.35% | 00.0% | Unchanged |
| Sr One Capital Management, LP | 3,127,933 | $49.7M | 12.76% | +1,111,111+55.1% | Added |
| Samsara BioCapital, LLC | 5,674,916 | $90.1M | 16.07% | +600,000+11.8% | Added |
| Ra Capital Management, L.P. | 6,147,280 | $97.6M | 1.63% | +1,296,296+26.7% | Added |
| Catalys Pacific, LLC | 8,903,838 | $141.4M | 95.08% | +259,259+3.0% | Added |
| OrbiMed Advisors LLC | 0 | $0 | 0.00% | −1,611,637−100.0% | Sold out |
| Adams Street Partners LLC | 0 | $0 | 0.00% | −1,129,807−100.0% | Sold out |
| StemPoint Capital LP | 0 | $0 | 0.00% | −400,101−100.0% | Sold out |
| Ikarian Capital, LLC | 0 | $0 | 0.00% | −332,390−100.0% | Sold out |
| NEOS Investment Management LLC | 0 | $0 | 0.00% | −89,529−100.0% | Sold out |
| Tema ETFs LLC | 0 | $0 | 0.00% | −89,529−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −12,487−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −10,405−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −5,842−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −1,439−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,338−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |