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, Q4 2025
Institutional positions in Mineralys Therapeutics, Inc. as of Dec 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
- 223
- +32 vs. Q3 2025
- Shares held
- 88.4M
- +9.06M (+11.4%) vs. Q3 2025
- Total value
- $3.21B
- +$199.8M (+6.6%) vs. Q3 2025
- New holders
- 52
- 82 more added
- Sold out
- 20
- 72 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 67 | $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, Q4 2025
Shares, value and share of portfolio for each institution holding Mineralys Therapeutics, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Catalys Pacific, LLC | 7,903,838 | $286.8M | 92.37% | −1,000,000−11.2% | Reduced |
| Ra Capital Management, L.P. | 7,323,750 | $265.8M | 2.72% | 00.0% | Unchanged |
| Samsara BioCapital, LLC | 5,871,018 | $213.1M | 21.98% | −392,133−6.3% | Reduced |
| FMR LLC | 5,057,509 | $183.5M | 0.01% | +2,986,254+144.2% | Added |
| BlackRock, Inc. | 4,327,678 | $157.1M | 0.00% | +656,064+17.9% | Added |
| Vanguard Group Inc | 3,352,880 | $121.7M | 0.00% | +333,881+11.1% | Added |
| State Street Corp | 3,184,999 | $115.6M | 0.00% | +1,881,976+144.4% | Added |
| Caligan Partners LP | 2,772,654 | $100.6M | 9.21% | 00.0% | Unchanged |
| Franklin Resources Inc | 1,788,747 | $64.9M | 0.02% | −21,021−1.2% | Reduced |
| Laurion Capital Management LP | 1,713,485 | $62.2M | 4.24% | −6,960−0.4% | Reduced |
| Holocene Advisors, LP | 1,602,035 | $58.1M | 0.12% | +396,658+32.9% | Added |
| Andera Partners | 1,591,917 | $57.8M | 32.71% | +1,591,917 | New |
| Sr One Capital Management, LP | 1,563,966 | $56.8M | 8.03% | −549,967−26.0% | Reduced |
| Suvretta Capital Management, LLC | 1,538,662 | $55.8M | 1.39% | −593,471−27.8% | Reduced |
| Goldman Sachs Group Inc | 1,450,933 | $52.7M | 0.01% | +739,272+103.9% | Added |
| Polar Capital Holdings Plc | 1,401,141 | $50.8M | 0.23% | +342,365+32.3% | Added |
| Price T Rowe Associates Inc | 1,325,120 | $48.1M | 0.01% | +1,303,737+6,097.1% | Added |
| Samlyn Capital, LLC | 1,304,932 | $47.4M | 0.76% | +1,304,932 | New |
| Jennison Associates LLC | 1,258,653 | $45.7M | 0.03% | +882,307+234.4% | Added |
| Geode Capital Management, LLC | 1,257,582 | $45.6M | 0.00% | +134,171+11.9% | Added |
| Janus Henderson Group PLC | 1,213,265 | $44.0M | 0.02% | +1,193,417+6,012.8% | Added |
| Point72 Asset Management, L.P. | 1,207,220 | $43.8M | 0.07% | −592,408−32.9% | Reduced |
| Capital International Investors | 1,163,290 | $42.2M | 0.01% | −1,230,106−51.4% | Reduced |
| D. E. Shaw & Co., Inc. | 1,150,670 | $41.8M | 0.03% | +539,747+88.3% | Added |
| Boothbay Fund Management, LLC | 992,082 | $36.0M | 0.95% | +49,456+5.2% | Added |
| Bank of America Corp | 987,280 | $35.8M | 0.00% | +219,015+28.5% | Added |
| OrbiMed Advisors LLC | 980,400 | $35.6M | 0.73% | −489,094−33.3% | Reduced |
| Alliancebernstein L.P. | 922,516 | $33.5M | 0.01% | +40,101+4.5% | Added |
| American Century Companies Inc | 908,093 | $33.0M | 0.02% | +28,411+3.2% | Added |
| Pictet Asset Management Holding SA | 852,883 | $31.0M | 0.03% | −76,286−8.2% | Reduced |
| Farallon Capital Management, L.L.C. | 823,296 | $29.9M | 0.16% | −849,757−50.8% | Reduced |
| Wellington Management Group LLP | 784,267 | $28.5M | 0.00% | +822+0.1% | Added |
| Integral Health Asset Management, LLC | 750,000 | $27.2M | 1.38% | −750,000−50.0% | Reduced |
| Affinity Asset Advisors, LLC | 730,000 | $26.5M | 1.90% | −20,000−2.7% | Reduced |
| Siren, L.L.C. | 699,999 | $25.4M | 0.76% | +699,999 | New |
| Candriam Luxembourg S.C.A. | 678,387 | $24.6M | 0.12% | +110,606+19.5% | Added |
| Armistice Capital, LLC | 676,035 | $24.5M | 0.60% | +168,385+33.2% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 659,076 | $23.9M | 2.12% | +659,076 | New |
| Morgan Stanley | 639,507 | $23.2M | 0.00% | −737,491−53.6% | Reduced |
| Two Sigma Investments, LP | 610,403 | $22.2M | 0.03% | +610,403 | New |
| Qube Research & Technologies Ltd | 496,549 | $18.0M | 0.03% | +316,123+175.2% | Added |
| Charles Schwab Investment Management Inc | 461,300 | $16.7M | 0.00% | +52,113+12.7% | Added |
| Sphera Funds Management Ltd. | 449,003 | $16.3M | 3.41% | +229,093+104.2% | Added |
| Rock Springs Capital Management LP | 427,596 | $15.5M | 0.80% | +19,283+4.7% | Added |
| Parkman Healthcare Partners LLC | 410,249 | $14.9M | 1.42% | −45,274−9.9% | Reduced |
| Citadel Advisors LLC | 399,919 | $14.5M | 0.01% | −1,667,308−80.7% | Reduced |
| TimesSquare Capital Management, LLC | 380,100 | $13.8M | 0.21% | +380,100 | New |
| 22NW, LP | 358,325 | $13.0M | 10.02% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 353,700 | $12.8M | 0.02% | +353,700 | New |
| Catalio Capital Management, LP | 331,849 | $12.0M | 2.13% | +331,849 | New |
| Renaissance Technologies LLC | 322,100 | $11.7M | 0.02% | +274,700+579.5% | Added |
| Lord, Abbett & Co. LLC | 312,396 | $11.3M | 0.03% | +312,396 | New |
| Northern Trust Corp | 299,863 | $10.9M | 0.00% | −90,944−23.3% | Reduced |
| StemPoint Capital LP | 290,049 | $10.5M | 1.81% | +131,937+83.4% | Added |
| Iron Triangle Partners LP | 257,085 | $9.33M | 1.07% | +257,085 | New |
| Marshall Wace, LLP | 249,130 | $9.04M | 0.01% | +249,130 | New |
| Squarepoint Ops LLC | 246,804 | $8.96M | 0.02% | +203,791+473.8% | Added |
| SG Americas Securities, LLC | 230,795 | $8.38M | 0.01% | +130,758+130.7% | Added |
| Barclays PLC | 223,283 | $8.10M | 0.00% | −430,547−65.8% | Reduced |
| Swedbank AB | 221,400 | $8.03M | 0.01% | −77,900−26.0% | Reduced |
| Davern Capital Partners, LP | 210,648 | $7.64M | 2.47% | +210,648 | New |
| UBS Group AG | 201,280 | $7.30M | 0.00% | +111,776+124.9% | Added |
| Ikarian Capital, LLC | 200,000 | $7.26M | 0.94% | +200,000 | New |
| Russell Investments Group, Ltd. | 175,361 | $6.36M | 0.01% | +172,097+5,272.6% | Added |
| Buckley Capital Advisors, LLC | 174,300 | $6.33M | 5.50% | +174,300 | New |
| BNP Paribas Arbitrage, SA | 172,929 | $6.28M | 0.00% | −453,219−72.4% | Reduced |
| Velan Capital Investment Management LP | 151,000 | $5.48M | 3.19% | −24,600−14.0% | Reduced |
| Burkehill Global Management, LP | 150,000 | $5.44M | 0.36% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 143,208 | $5.20M | 0.01% | +85,985+150.3% | Added |
| Rhenman & Partners Asset Management AB | 142,571 | $5.17M | 0.48% | −22,429−13.6% | Reduced |
| Artia Global Partners LP | 137,800 | $5.00M | 0.80% | +81,200+143.5% | Added |
| Dimensional Fund Advisors LP | 137,636 | $4.99M | 0.00% | −9,142−6.2% | Reduced |
| Brevan Howard Capital Management LP | 139,293 | $4.98M | 0.10% | +139,293 | New |
| ADAR1 Capital Management, LLC | 136,231 | $4.94M | 0.37% | +57,993+74.1% | Added |
| Bank of New York Mellon Corp | 131,839 | $4.78M | 0.00% | +18,042+15.9% | Added |
| Rafferty Asset Management, LLC | 127,917 | $4.64M | 0.02% | +96,232+303.7% | Added |
| Schroder Investment Management Group | 130,592 | $4.64M | 0.00% | +130,592 | New |
| HighVista Strategies LLC | 124,544 | $4.52M | 1.16% | −85,285−40.6% | Reduced |
| Nuveen, LLC | 122,947 | $4.46M | 0.00% | +36,031+41.5% | Added |
| Simplify Asset Management Inc. | 114,182 | $4.14M | 0.07% | −104,544−47.8% | Reduced |
| Nantahala Capital Management, LLC | 113,285 | $4.11M | 0.25% | −45,428−28.6% | Reduced |
| Trexquant Investment LP | 112,788 | $4.09M | 0.04% | +68,815+156.5% | Added |
| Voya Investment Management LLC | 112,672 | $4.09M | 0.00% | −25,854−18.7% | Reduced |
| Ensign Peak Advisors, Inc | 112,190 | $4.07M | 0.01% | +4,550+4.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 111,753 | $4.06M | 0.00% | +111,753 | New |
| EAM Investors, LLC | 96,135 | $3.49M | 0.39% | −31,412−24.6% | Reduced |
| Silverarc Capital Management, LLC | 94,983 | $3.45M | 0.50% | +14,983+18.7% | Added |
| Swiss National Bank | 90,100 | $3.27M | 0.00% | +1,600+1.8% | Added |
| Prudential Financial Inc | 89,065 | $3.23M | 0.00% | +38,640+76.6% | Added |
| Verition Fund Management LLC | 83,840 | $3.04M | 0.02% | +65,377+354.1% | Added |
| Millennium Management LLC | 78,625 | $2.85M | 0.00% | −325,964−80.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 78,092 | $2.83M | 0.04% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 75,897 | $2.75M | 0.00% | +16,855+28.5% | Added |
| XTX Topco Ltd | 73,678 | $2.67M | 0.07% | +54,838+291.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 69,362 | $2.52M | 0.09% | +16,514+31.2% | Added |
| Greenland Capital Management LP | 69,000 | $2.50M | 0.36% | −36,853−34.8% | Reduced |
| Blue Owl Capital Holdings LP | 65,944 | $2.39M | 0.74% | −35,000−34.7% | Reduced |
| Alps Advisors Inc | 64,987 | $2.36M | 0.01% | +64,987 | New |
| Winton Group Ltd | 64,806 | $2.35M | 0.08% | +64,806 | New |
| AQR Capital Management LLC | 62,300 | $2.26M | 0.00% | +44,178+243.8% | Added |