Mineralys Therapeutics, Inc.

MLYS

Exchange: Nasdaq
Industry: Pharmaceutical Preparations
SEC CIK: 0001933414

SEC filings (opens in a new tab)

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.

Q1 2026 vs. Q4 2025

How the institutions holding Mineralys Therapeutics, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of MLYS: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Of which not filed for Q1 2026	Q1 2026	Change
Holders	223	3	215	−5
Shares	88.4M	3.61M	90.3M	+5.56M (+6.6%)
Value	$3.21B	$131.0M	$2.46B	−$621.1M (−20.2%)

3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held Mineralys Therapeutics, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to MLYS in Q1 2026
Institution	Shares	Value	% of portfolio
Vanguard Capital Management LLC	2,454,363	$66.5M	0.00%
Vanguard Portfolio Management LLC	706,658	$19.1M	0.00%
Troluce Capital Advisors LLC	655,000	$17.7M	1.88%
Capital World Investors	398,179	$10.8M	0.00%
Vanguard Fiduciary Trust Co	375,262	$10.2M	0.00%
Mark Asset Management LP	144,875	$3.92M	0.52%
Capital Fund Management S.A.	102,202	$2.77M	0.02%
Ishara Investments LP	82,000	$2.22M	2.24%
Vanguard Global Advisers, LLC	30,474	$825.5K	0.00%
Vanguard Asset Management, Ltd	29,253	$792.5K	0.00%
Nomura Holdings Inc	20,000	$541.8K	0.00%
Magnetar Financial LLC	18,549	$502.5K	0.01%
Eleva Capital SAS	17,081	$462.7K	0.13%
E Fund Management Co., Ltd.	11,862	$321.3K	0.01%
Vanguard Investments Australia, Ltd.	10,765	$291.6K	0.00%
Man Group plc	10,139	$274.7K	0.00%
Quarry LP	10,000	$270.9K	0.05%
VARCOV Co.	9,759	$264.4K	0.10%
Capstone Investment Advisors, LLC	9,675	$262.1K	0.00%
KBC Group NV	1,233	$33.0K	0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	837	$22.7K	0.00%
Fifth Third Bancorp	784	$21.2K	0.00%
FNY Investment Advisers, LLC	500	$13.0K	0.01%
FIL Ltd	229	$6.20K	0.00%
Keating Financial Advisory Services, Inc.	226	$6.12K	0.00%
SMA Capital LLC	208	$5.63K	0.00%
Kilter Group LLC	69	$1.87K	0.00%
Advisory Services Network, LLC	41	$1.11K	0.00%
SJS Investment Consulting Inc.	12	$326	0.00%
Basecamp Wealth Advisors LLC	6	$163	0.00%
Stone House Investment Management, LLC	4	$108	0.00%
JPL Wealth Management, LLC	3	$82	0.00%
Hughes Financial Services, LLC	2	$54	0.00%

Sold out (38)

Institutions that held Mineralys Therapeutics, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of MLYS in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Holocene Advisors, LP	1,602,035	$58.1M
Samlyn Capital, LLC	1,304,932	$47.4M
Capital International Investors	1,163,290	$42.2M
Farallon Capital Management, L.L.C.	823,296	$29.9M
Siren, L.L.C.	699,999	$25.4M
Two Sigma Advisers, LP	353,700	$12.8M
Ikarian Capital, LLC	200,000	$7.26M
Simplify Asset Management Inc.	114,182	$4.14M
EAM Investors, LLC	96,135	$3.49M
Silverarc Capital Management, LLC	94,983	$3.45M
Blue Owl Capital Holdings LP	65,944	$2.39M
Winton Group Ltd	64,806	$2.35M
Moore Capital Management, LP	60,000	$2.18M
Zimmer Partners, LP	57,500	$2.09M
Sigma Planning Corp	24,000	$871.0K
Atom Investors LP	22,330	$810.4K
Maven Securities LTD	20,000	$725.8K
Twin Securities, Inc.	16,737	$607.4K
PSP Research LLC	14,818	$537.7K
Campbell & CO Investment Adviser LLC	14,404	$522.7K
Optimize Financial Inc	12,383	$449.4K
Quest Partners LLC	11,328	$411.1K
FORA Capital, LLC	11,050	$401.0K
Mariner, LLC	10,230	$371.5K
Banque Pictet & Cie SA	7,486	$271.7K
Cinctive Capital Management LP	7,037	$255.4K
Connor, Clark & Lunn Investment Management Ltd.	6,860	$248.9K
Teacher Retirement System of Texas	6,781	$246.1K
NEOS Investment Management LLC	6,463	$234.5K
Tema ETFs LLC	6,463	$234.5K
Arrowpoint Investment Partners (Singapore) Pte. Ltd.	6,384	$231.7K
Caitong International Asset Management Co., Ltd	3,823	$138.7K
Acadian Asset Management LLC	2,908	$104.0K
Amalgamated Bank	1,470	$53.0K
Navalign, LLC	900	$32.7K
Daiwa Securities Group Inc.	235	$9.00K
Torren Management, LLC	39	$1.42K
Bessemer Group Inc	38	$1.00K

Not filed for Q1 2026 yet (3)

Institutions that held Mineralys Therapeutics, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MLYS in Q4 2025 that haven't filed for Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Vanguard Group Inc	3,352,880	$121.7M
Iron Triangle Partners LP	257,085	$9.33M
Comerica Bank	781	$28.3K