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, Q1 2026
Institutional positions in Mineralys Therapeutics, Inc. as of Mar 31, 2026. 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
- 215
- −5 vs. Q4 2025
- Shares held
- 90.3M
- +5.56M (+6.6%) vs. Q4 2025
- Total value
- $2.46B
- −$621.1M (−20.2%) vs. Q4 2025
- New holders
- 33
- 98 more added
- Sold out
- 38
- 52 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Mineralys Therapeutics, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sr One Capital Management, LP | 1,563,966 | $42.4M | 4.63% | 00.0% | Unchanged |
| Andera Partners | 1,591,917 | $43.1M | 24.38% | 00.0% | Unchanged |
| Franklin Resources Inc | 1,784,662 | $48.3M | 0.01% | −4,085−0.2% | Reduced |
| Point72 Asset Management, L.P. | 1,911,433 | $51.8M | 0.09% | +704,213+58.3% | Added |
| OrbiMed Advisors LLC | 2,052,900 | $55.6M | 1.26% | +1,072,500+109.4% | Added |
| Laurion Capital Management LP | 2,232,040 | $60.5M | 5.67% | +518,555+30.3% | Added |
| Vanguard Capital Management LLC | 2,454,363 | $66.5M | 0.00% | +2,454,363 | New |
| Caligan Partners LP | 2,772,654 | $75.1M | 5.31% | 00.0% | Unchanged |
| State Street Corp | 2,935,940 | $79.5M | 0.00% | −249,059−7.8% | Reduced |
| Wellington Management Group LLP | 3,359,068 | $91.0M | 0.02% | +2,574,801+328.3% | Added |
| BlackRock, Inc. | 4,481,582 | $121.4M | 0.00% | +153,904+3.6% | Added |
| FMR LLC | 4,861,104 | $131.7M | 0.01% | −196,405−3.9% | Reduced |
| Samsara BioCapital, LLC | 5,871,018 | $159.0M | 15.45% | 00.0% | Unchanged |
| Ra Capital Management, L.P. | 7,692,750 | $208.4M | 2.21% | +369,000+5.0% | Added |
| Catalys Pacific, LLC | 7,903,838 | $214.1M | 92.81% | 00.0% | Unchanged |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,602,035−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −1,304,932−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −1,163,290−100.0% | Sold out |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −823,296−100.0% | Sold out |
| Siren, L.L.C. | 0 | $0 | 0.00% | −699,999−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −353,700−100.0% | Sold out |
| Ikarian Capital, LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Simplify Asset Management Inc. | 0 | $0 | 0.00% | −114,182−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −96,135−100.0% | Sold out |
| Silverarc Capital Management, LLC | 0 | $0 | 0.00% | −94,983−100.0% | Sold out |
| Blue Owl Capital Holdings LP | 0 | $0 | 0.00% | −65,944−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −64,806−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −57,500−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −22,330−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Twin Securities, Inc. | 0 | $0 | 0.00% | −16,737−100.0% | Sold out |
| PSP Research LLC | 0 | $0 | 0.00% | −14,818−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −14,404−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −12,383−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −11,328−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −11,050−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −10,230−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −7,486−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −7,037−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −6,860−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −6,781−100.0% | Sold out |
| NEOS Investment Management LLC | 0 | $0 | 0.00% | −6,463−100.0% | Sold out |
| Tema ETFs LLC | 0 | $0 | 0.00% | −6,463−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −6,384−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −3,823−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,908−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| Navalign, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Iron Triangle Partners LP | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |