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 $2.71B in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Mineralys Therapeutics, Inc. as of Jun 30, 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
- 166
- +18 vs. Q1 2025
- Shares held
- 65.7M
- +4.84M (+7.9%) vs. Q1 2025
- Total value
- $888.8M
- −$77.4M (−8.0%) vs. Q1 2025
- New holders
- 42
- 75 more added
- Sold out
- 24
- 30 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $2.71B |
| Q1 2026 | 215 | $2.47B |
| Q4 2025 | 223 | $3.21B |
| Q3 2025 | 193 | $3.01B |
| Q2 2025 | 166 | $888.9M |
| Q1 2025 | 149 | $966.4M |
| Q4 2024 | 109 | $572.2M |
| Q3 2024 | 106 | $540.3M |
| Q2 2024 | 94 | $523.1M |
| Q1 2024 | 92 | $554.3M |
| Q4 2023 | 87 | $303.3M |
| Q3 2023 | 77 | $252.1M |
| Q2 2023 | 68 | $429.2M |
| Q1 2023 | 67 | $385.5M |
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Mineralys Therapeutics, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Catalys Pacific, LLC | 8,903,838 | $120.5M | 91.50% | 00.0% | Unchanged |
| Ra Capital Management, L.P. | 6,147,280 | $83.2M | 1.40% | 00.0% | Unchanged |
| Samsara BioCapital, LLC | 5,674,916 | $76.8M | 15.70% | 00.0% | Unchanged |
| Sr One Capital Management, LP | 3,127,933 | $42.3M | 9.17% | 00.0% | Unchanged |
| BlackRock, Inc. | 3,097,760 | $41.9M | 0.00% | +647,733+26.4% | Added |
| Capital International Investors | 2,899,020 | $39.2M | 0.01% | +2,899,020 | New |
| Integral Health Asset Management, LLC | 2,700,000 | $36.5M | 3.41% | +400,000+17.4% | Added |
| Vanguard Group Inc | 2,326,449 | $31.5M | 0.00% | +290,943+14.3% | Added |
| Caligan Partners LP | 2,017,352 | $27.3M | 5.30% | −132,315−6.2% | Reduced |
| Franklin Resources Inc | 1,803,597 | $24.4M | 0.01% | +23,556+1.3% | Added |
| Laurion Capital Management LP | 1,762,582 | $23.8M | 2.75% | −135,602−7.1% | Reduced |
| Suvretta Capital Management, LLC | 1,744,492 | $23.6M | 0.89% | +76,733+4.6% | Added |
| State Street Corp | 1,443,559 | $19.5M | 0.00% | +923,379+177.5% | Added |
| Pictet Asset Management Holding SA | 1,267,993 | $17.2M | 0.02% | +53,620+4.4% | Added |
| Jennison Associates LLC | 1,235,322 | $16.7M | 0.01% | −743,711−37.6% | Reduced |
| Geode Capital Management, LLC | 954,560 | $12.9M | 0.00% | +152,560+19.0% | Added |
| Affinity Asset Advisors, LLC | 900,000 | $12.2M | 1.80% | −200,000−18.2% | Reduced |
| American Century Companies Inc | 834,781 | $11.3M | 0.01% | +11,165+1.4% | Added |
| Candriam Luxembourg S.C.A. | 824,187 | $11.2M | 0.06% | −58,646−6.6% | Reduced |
| Boothbay Fund Management, LLC | 816,926 | $11.1M | 0.34% | −106,477−11.5% | Reduced |
| OrbiMed Advisors LLC | 760,351 | $10.3M | 0.26% | +760,351 | New |
| StemPoint Capital LP | 631,586 | $8.55M | 2.75% | +631,586 | New |
| Goldman Sachs Group Inc | 626,787 | $8.48M | 0.00% | +328,392+110.1% | Added |
| Morgan Stanley | 587,830 | $7.95M | 0.00% | −31,918−5.2% | Reduced |
| D. E. Shaw & Co., Inc. | 574,207 | $7.77M | 0.01% | +95,777+20.0% | Added |
| 22NW, LP | 560,042 | $7.58M | 4.77% | +98,698+21.4% | Added |
| Sphera Funds Management Ltd. | 480,974 | $6.51M | 1.70% | +15,448+3.3% | Added |
| Parkman Healthcare Partners LLC | 463,601 | $6.27M | 0.73% | +169,673+57.7% | Added |
| Deutsche Bank AG | 456,914 | $6.18M | 0.00% | +160,899+54.4% | Added |
| Pale Fire Capital SE | 446,626 | $6.04M | 0.63% | +47,128+11.8% | Added |
| Swedbank AB | 383,800 | $5.19M | 0.01% | +383,800 | New |
| Sectoral Asset Management Inc | 382,415 | $5.17M | 3.42% | +11,902+3.2% | Added |
| DAFNA Capital Management LLC | 371,523 | $5.03M | 1.39% | +62,323+20.2% | Added |
| Nantahala Capital Management, LLC | 353,982 | $4.79M | 0.34% | −433,758−55.1% | Reduced |
| Prudential Financial Inc | 352,225 | $4.77M | 0.01% | +224,815+176.5% | Added |
| Qube Research & Technologies Ltd | 351,113 | $4.75M | 0.01% | +351,113 | New |
| Northern Trust Corp | 339,025 | $4.59M | 0.00% | +73,969+27.9% | Added |
| Blue Owl Capital Holdings LP | 335,944 | $4.55M | 1.47% | +129,648+62.8% | Added |
| Rock Springs Capital Management LP | 324,513 | $4.39M | 0.27% | +3,700+1.2% | Added |
| Charles Schwab Investment Management Inc | 324,205 | $4.39M | 0.00% | +54,030+20.0% | Added |
| FMR LLC | 304,886 | $4.13M | 0.00% | +1280.0% | Added |
| ADAR1 Capital Management, LLC | 302,125 | $4.09M | 0.66% | +38,700+14.7% | Added |
| Bank of America Corp | 263,356 | $3.56M | 0.00% | +116,134+78.9% | Added |
| Schonfeld Strategic Advisors LLC | 253,199 | $3.43M | 0.03% | +35,737+16.4% | Added |
| Millennium Management LLC | 243,569 | $3.30M | 0.00% | −181,122−42.6% | Reduced |
| Balyasny Asset Management LLC | 205,723 | $2.78M | 0.01% | +56,450+37.8% | Added |
| Tang Capital Management LLC | 200,000 | $2.71M | 0.14% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 187,384 | $2.54M | 0.00% | +106,592+131.9% | Added |
| Trexquant Investment LP | 182,665 | $2.47M | 0.03% | +56,130+44.4% | Added |
| Armistice Capital, LLC | 178,000 | $2.41M | 0.09% | +178,000 | New |
| Renaissance Technologies LLC | 176,926 | $2.39M | 0.00% | −374−0.2% | Reduced |
| Velan Capital Investment Management LP | 174,600 | $2.36M | 2.36% | +24,000+15.9% | Added |
| ExodusPoint Capital Management, LP | 172,552 | $2.33M | 0.03% | +172,552 | New |
| Zimmer Partners, LP | 162,733 | $2.20M | 0.05% | +162,733 | New |
| Susquehanna Portfolio Strategies, LLC | 161,134 | $2.18M | 0.05% | +142,889+783.2% | Added |
| HighVista Strategies LLC | 150,138 | $2.03M | 0.75% | +150,138 | New |
| Barclays PLC | 143,884 | $1.95M | 0.00% | +110,984+337.3% | Added |
| Dark Forest Capital Management LP | 126,726 | $1.71M | 0.07% | +106,721+533.5% | Added |
| SG Americas Securities, LLC | 123,987 | $1.68M | 0.01% | +113,530+1,085.7% | Added |
| Wellington Management Group LLP | 115,448 | $1.56M | 0.00% | −6,109−5.0% | Reduced |
| Silverarc Capital Management, LLC | 115,282 | $1.56M | 0.32% | −223,072−65.9% | Reduced |
| UBS Group AG | 115,139 | $1.56M | 0.00% | +77,978+209.8% | Added |
| Ensign Peak Advisors, Inc | 107,640 | $1.46M | 0.00% | +70,147+187.1% | Added |
| Bank of New York Mellon Corp | 96,415 | $1.30M | 0.00% | +28,547+42.1% | Added |
| Woodline Partners LP | 87,868 | $1.19M | 0.01% | +40,206+84.4% | Added |
| UBS Oconnor LLC | 79,723 | $1.08M | 0.03% | +6,375+8.7% | Added |
| Lion Point Capital, LP | 79,000 | $1.07M | 7.26% | 00.0% | Unchanged |
| Nuveen, LLC | 77,647 | $1.05M | 0.00% | +9,770+14.4% | Added |
| Walleye Capital LLC | 73,921 | $1.00M | 0.01% | +73,921 | New |
| Swiss National Bank | 61,900 | $837.5K | 0.00% | +61,900 | New |
| J. Goldman & Co LP | 57,635 | $779.8K | 0.02% | −120,669−67.7% | Reduced |
| Rafferty Asset Management, LLC | 57,375 | $776.3K | 0.00% | +57,375 | New |
| Susquehanna International Group, LLP | 56,086 | $758.8K | 0.00% | −6,058−9.7% | Reduced |
| Rhumbline Advisers | 53,596 | $725.1K | 0.00% | +14,235+36.2% | Added |
| Ameriprise Financial Inc | 50,857 | $688.1K | 0.00% | +50,857 | New |
| Voya Investment Management LLC | 50,476 | $682.9K | 0.00% | +34,418+214.3% | Added |
| Gsa Capital Partners LLP | 48,401 | $655.0K | 0.05% | +33,113+216.6% | Added |
| Erste Asset Management GmbH | 45,000 | $617.0K | 0.01% | 00.0% | Unchanged |
| Artia Global Partners LP | 41,100 | $556.1K | 0.14% | +41,100 | New |
| California State Teachers Retirement System | 36,592 | $495.1K | 0.00% | +34,523+1,668.6% | Added |
| Legal & General Group Plc | 36,049 | $487.7K | 0.00% | +33,467+1,296.2% | Added |
| Caption Management, LLC | 33,000 | $446.5K | 0.04% | +33,000 | New |
| Wells Fargo & Company | 31,757 | $429.7K | 0.00% | +4,874+18.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 31,095 | $420.7K | 0.02% | +31,095 | New |
| Mariner, LLC | 28,704 | $388.4K | 0.00% | +28,704 | New |
| AQR Capital Management LLC | 27,901 | $377.5K | 0.00% | −6,714−19.4% | Reduced |
| Citigroup Inc | 27,118 | $366.9K | 0.00% | +6,125+29.2% | Added |
| Alliancebernstein L.P. | 27,067 | $366.2K | 0.00% | +4,070+17.7% | Added |
| Invesco Ltd. | 25,743 | $348.3K | 0.00% | −282,567−91.7% | Reduced |
| JPMorgan Chase & Co | 25,500 | $345.0K | 0.00% | +4,946+24.1% | Added |
| Creative Planning | 24,861 | $336.4K | 0.00% | +24,861 | New |
| State of Wisconsin Investment Board | 24,551 | $332.2K | 0.00% | +14,297+139.4% | Added |
| UBS Asset Management Americas Inc | 24,404 | $330.2K | 0.00% | +16,604+212.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 24,237 | $328.4K | 0.00% | +7,152+41.9% | Added |
| MetLife Investment Management | 24,014 | $324.9K | 0.00% | +7,232+43.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,874 | $309.5K | 0.00% | +22,874 | New |
| Man Group plc | 21,852 | $295.7K | 0.00% | +7,293+50.1% | Added |
| Intech Investment Management LLC | 21,629 | $292.6K | 0.00% | +21,629 | New |
| Y-Intercept (Hong Kong) Ltd | 21,280 | $287.9K | 0.01% | +21,280 | New |
| Price T Rowe Associates Inc | 19,568 | $265.0K | 0.00% | +7,151+57.6% | Added |