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, 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 | $2.69B |
| 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, 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 |
|---|---|---|---|---|---|
| UBS Oconnor LLC | 79,723 | $1.08M | 0.03% | +6,375+8.7% | Added |
| Woodline Partners LP | 87,868 | $1.19M | 0.01% | +40,206+84.4% | Added |
| Bank of New York Mellon Corp | 96,415 | $1.30M | 0.00% | +28,547+42.1% | Added |
| Ensign Peak Advisors, Inc | 107,640 | $1.46M | 0.00% | +70,147+187.1% | Added |
| UBS Group AG | 115,139 | $1.56M | 0.00% | +77,978+209.8% | Added |
| Silverarc Capital Management, LLC | 115,282 | $1.56M | 0.32% | −223,072−65.9% | Reduced |
| Wellington Management Group LLP | 115,448 | $1.56M | 0.00% | −6,109−5.0% | Reduced |
| SG Americas Securities, LLC | 123,987 | $1.68M | 0.01% | +113,530+1,085.7% | Added |
| Dark Forest Capital Management LP | 126,726 | $1.71M | 0.07% | +106,721+533.5% | Added |
| Barclays PLC | 143,884 | $1.95M | 0.00% | +110,984+337.3% | Added |
| HighVista Strategies LLC | 150,138 | $2.03M | 0.75% | +150,138 | New |
| Susquehanna Portfolio Strategies, LLC | 161,134 | $2.18M | 0.05% | +142,889+783.2% | Added |
| Zimmer Partners, LP | 162,733 | $2.20M | 0.05% | +162,733 | New |
| ExodusPoint Capital Management, LP | 172,552 | $2.33M | 0.03% | +172,552 | New |
| Velan Capital Investment Management LP | 174,600 | $2.36M | 2.36% | +24,000+15.9% | Added |
| Renaissance Technologies LLC | 176,926 | $2.39M | 0.00% | −374−0.2% | Reduced |
| Armistice Capital, LLC | 178,000 | $2.41M | 0.09% | +178,000 | New |
| Trexquant Investment LP | 182,665 | $2.47M | 0.03% | +56,130+44.4% | Added |
| Dimensional Fund Advisors LP | 187,384 | $2.54M | 0.00% | +106,592+131.9% | Added |
| Tang Capital Management LLC | 200,000 | $2.71M | 0.14% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 205,723 | $2.78M | 0.01% | +56,450+37.8% | Added |
| Millennium Management LLC | 243,569 | $3.30M | 0.00% | −181,122−42.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 253,199 | $3.43M | 0.03% | +35,737+16.4% | Added |
| Bank of America Corp | 263,356 | $3.56M | 0.00% | +116,134+78.9% | Added |
| ADAR1 Capital Management, LLC | 302,125 | $4.09M | 0.66% | +38,700+14.7% | Added |
| FMR LLC | 304,886 | $4.13M | 0.00% | +1280.0% | Added |
| Charles Schwab Investment Management Inc | 324,205 | $4.39M | 0.00% | +54,030+20.0% | Added |
| Rock Springs Capital Management LP | 324,513 | $4.39M | 0.27% | +3,700+1.2% | Added |
| Blue Owl Capital Holdings LP | 335,944 | $4.55M | 1.47% | +129,648+62.8% | Added |
| Northern Trust Corp | 339,025 | $4.59M | 0.00% | +73,969+27.9% | Added |
| Qube Research & Technologies Ltd | 351,113 | $4.75M | 0.01% | +351,113 | New |
| Prudential Financial Inc | 352,225 | $4.77M | 0.01% | +224,815+176.5% | Added |
| Nantahala Capital Management, LLC | 353,982 | $4.79M | 0.34% | −433,758−55.1% | Reduced |
| DAFNA Capital Management LLC | 371,523 | $5.03M | 1.39% | +62,323+20.2% | Added |
| Sectoral Asset Management Inc | 382,415 | $5.17M | 3.42% | +11,902+3.2% | Added |
| Swedbank AB | 383,800 | $5.19M | 0.01% | +383,800 | New |
| Pale Fire Capital SE | 446,626 | $6.04M | 0.63% | +47,128+11.8% | Added |
| Deutsche Bank AG | 456,914 | $6.18M | 0.00% | +160,899+54.4% | Added |
| Parkman Healthcare Partners LLC | 463,601 | $6.27M | 0.73% | +169,673+57.7% | Added |
| Sphera Funds Management Ltd. | 480,974 | $6.51M | 1.70% | +15,448+3.3% | Added |
| 22NW, LP | 560,042 | $7.58M | 5.56% | +98,698+21.4% | Added |
| D. E. Shaw & Co., Inc. | 574,207 | $7.77M | 0.01% | +95,777+20.0% | Added |
| Morgan Stanley | 587,830 | $7.95M | 0.00% | −31,918−5.2% | Reduced |
| Goldman Sachs Group Inc | 626,787 | $8.48M | 0.00% | +328,392+110.1% | Added |
| StemPoint Capital LP | 631,586 | $8.55M | 2.75% | +631,586 | New |
| OrbiMed Advisors LLC | 760,351 | $10.3M | 0.26% | +760,351 | New |
| Boothbay Fund Management, LLC | 816,926 | $11.1M | 0.35% | −106,477−11.5% | Reduced |
| Candriam Luxembourg S.C.A. | 824,187 | $11.2M | 0.06% | −58,646−6.6% | Reduced |
| American Century Companies Inc | 834,781 | $11.3M | 0.01% | +11,165+1.4% | Added |
| Affinity Asset Advisors, LLC | 900,000 | $12.2M | 1.80% | −200,000−18.2% | Reduced |
| Geode Capital Management, LLC | 954,560 | $12.9M | 0.00% | +152,560+19.0% | Added |
| Jennison Associates LLC | 1,235,322 | $16.7M | 0.01% | −743,711−37.6% | Reduced |
| Pictet Asset Management Holding SA | 1,267,993 | $17.2M | 0.02% | +53,620+4.4% | Added |
| State Street Corp | 1,443,559 | $19.5M | 0.00% | +923,379+177.5% | Added |
| Suvretta Capital Management, LLC | 1,744,492 | $23.6M | 0.89% | +76,733+4.6% | Added |
| Laurion Capital Management LP | 1,762,582 | $23.8M | 2.75% | −135,602−7.1% | Reduced |
| Franklin Resources Inc | 1,803,597 | $24.4M | 0.01% | +23,556+1.3% | Added |
| Caligan Partners LP | 2,017,352 | $27.3M | 5.30% | −132,315−6.2% | Reduced |
| Vanguard Group Inc | 2,326,449 | $31.5M | 0.00% | +290,943+14.3% | Added |
| Integral Health Asset Management, LLC | 2,700,000 | $36.5M | 3.41% | +400,000+17.4% | Added |
| Capital International Investors | 2,899,020 | $39.2M | 0.01% | +2,899,020 | New |
| BlackRock, Inc. | 3,097,760 | $41.9M | 0.00% | +647,733+26.4% | Added |
| Sr One Capital Management, LP | 3,127,933 | $42.3M | 9.17% | 00.0% | Unchanged |
| Samsara BioCapital, LLC | 5,674,916 | $76.8M | 15.70% | 00.0% | Unchanged |
| Ra Capital Management, L.P. | 6,147,280 | $83.2M | 1.40% | 00.0% | Unchanged |
| Catalys Pacific, LLC | 8,903,838 | $120.5M | 91.50% | 00.0% | Unchanged |
| TCG Crossover Management, LLC | 0 | $0 | 0.00% | −2,470,265−100.0% | Sold out |
| Findell Capital Management LLC | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −279,500−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −164,273−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −112,500−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −112,457−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −62,893−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −48,532−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −43,765−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −34,664−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −25,543−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −25,203−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −20,130−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −14,960−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −13,989−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,785−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −11,175−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −10,375−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −779−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |