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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.

Q4 2025 vs. Q3 2025

How the institutions holding Mineralys Therapeutics, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of MLYS: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders1932223+32
Shares79.3M4.14K88.4M+9.06M (+11.4%)
Value$3.01B$156.9K$3.21B+$199.8M (+6.6%)

2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (52)

Institutions that held Mineralys Therapeutics, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to MLYS in Q4 2025
InstitutionSharesValue% of portfolio
Andera Partners1,591,917$57.8M32.71%
Samlyn Capital, LLC1,304,932$47.4M0.76%
Siren, L.L.C.699,999$25.4M0.76%
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.659,076$23.9M2.12%
Two Sigma Investments, LP610,403$22.2M0.03%
TimesSquare Capital Management, LLC380,100$13.8M0.21%
Two Sigma Advisers, LP353,700$12.8M0.02%
Catalio Capital Management, LP331,849$12.0M2.13%
Lord, Abbett & Co. LLC312,396$11.3M0.03%
Iron Triangle Partners LP257,085$9.33M1.07%
Marshall Wace, LLP249,130$9.04M0.01%
Davern Capital Partners, LP210,648$7.64M2.47%
Ikarian Capital, LLC200,000$7.26M0.94%
Buckley Capital Advisors, LLC174,300$6.33M5.50%
Brevan Howard Capital Management LP139,293$4.98M0.10%
Schroder Investment Management Group130,592$4.64M0.00%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main111,753$4.06M0.00%
Alps Advisors Inc64,987$2.36M0.01%
Winton Group Ltd64,806$2.35M0.08%
PFM Health Sciences, LP47,637$1.73M0.18%
Seven Fleet Capital Management LP42,025$1.53M1.03%
Tudor Investment Corp Et Al39,046$1.42M0.01%
Canada Pension Plan Investment Board29,600$1.07M0.00%
CenterBook Partners LP26,000$943.5K0.05%
Diadema Partners LP25,000$907.3K0.54%
Raymond James Financial Inc24,974$906.3K0.00%
Sigma Planning Corp24,000$871.0K0.02%
Atom Investors LP22,330$810.4K0.06%
Maven Securities LTD20,000$725.8K0.09%
Twin Securities, Inc.16,737$607.4K0.23%
Intech Investment Management LLC16,723$606.9K0.01%
Entropy Technologies, LP16,175$587.0K0.03%
State of New Jersey Common Pension Fund D15,584$565.5K0.00%
PSP Research LLC14,818$537.7K0.47%
Fox Run Management, L.L.C.14,526$527.1K0.08%
Campbell & CO Investment Adviser LLC14,404$522.7K0.03%
Handelsbanken Fonder AB14,100$512.0K0.00%
Universal- Beteiligungs- und Servicegesellschaft mbH11,997$435.4K0.00%
Virginia Retirement Systems Et Al9,350$339.3K0.00%
Banque Pictet & Cie SA7,486$271.7K0.00%
Persistent Asset Partners Ltd7,416$269.1K0.13%
NEOS Investment Management LLC6,463$234.5K0.00%
Tema ETFs LLC6,463$234.5K0.02%
Arrowpoint Investment Partners (Singapore) Pte. Ltd.6,384$231.7K0.03%
Acadian Asset Management LLC2,908$104.0K0.00%
Navalign, LLC900$32.7K0.01%
Pinnacle Wealth Planning Services, Inc.355$12.9K0.00%
Los Angeles Capital Management LLC275$11.3K0.00%
J.Safra Asset Management Corp81$2.94K0.00%
Torren Management, LLC39$1.42K0.00%
Bessemer Group Inc38$1.00K0.00%
Clearstead Advisors, LLC11$4000.00%

Sold out (20)

Institutions that held Mineralys Therapeutics, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of MLYS in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Nearwater Capital Markets, Ltd450,000$17.1M
Tang Capital Management LLC200,000$7.58M
Atika Capital Management LLC174,000$6.60M
Jain Global LLC120,854$4.58M
Adage Capital Partners GP, L.L.C.105,000$3.98M
Hudson Bay Capital Management LP75,768$2.87M
Capstone Investment Advisors, LLC42,276$1.60M
Resolute Capital Asset Partners LLC40,000$1.52M
Jane Street Group, LLC37,145$1.41M
Mark Asset Management LP19,465$738.1K
Balyasny Asset Management LLC15,268$579.0K
Caption Management, LLC13,000$493.0K
Oxford Asset Management LLP9,123$345.9K
Scientech Research LLC7,964$302.0K
ExodusPoint Capital Management, LP6,670$252.9K
Bridgefront Capital, LLC6,338$240.3K
Letko, Brosseau & Associates Inc5,475$207.6K
Quantbot Technologies LP39$1.48K
Rise Advisors, LLC37$1.40K
Federated Hermes, Inc.21$796

Not filed for Q4 2025 yet (2)

Institutions that held Mineralys Therapeutics, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MLYS in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Point72 (DIFC) Ltd4,037$153.1K
FSA Wealth Management LLC100$3.79K