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, Q2 2026
Institutional positions in Mineralys Therapeutics, Inc. as of Jun 30, 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
- 225
- +12 vs. Q1 2026
- Shares held
- 99.7M
- +9.34M (+10.3%) vs. Q1 2026
- Total value
- $2.69B
- +$234.1M (+9.5%) vs. Q1 2026
- New holders
- 35
- 91 more added
- Sold out
- 23
- 65 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Mineralys Therapeutics, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ghisallo Capital Management LLC | 1,125,000 | $30.4M | 0.60% | +1,125,000 | New |
| Millennium Management LLC | 1,221,758 | $33.0M | 0.02% | +696,498+132.6% | Added |
| Polar Capital Holdings Plc | 1,420,854 | $38.3M | 0.11% | −79,895−5.3% | Reduced |
| Pictet Asset Management Holding SA | 1,430,649 | $38.6M | 0.04% | +396,211+38.3% | Added |
| Goldman Sachs Group Inc | 1,458,676 | $39.4M | 0.00% | +673,633+85.8% | Added |
| Sphera Funds Management Ltd. | 1,469,971 | $39.7M | 5.68% | +130,000+9.7% | Added |
| Bank of America Corp | 1,505,547 | $40.6M | 0.00% | +405,175+36.8% | Added |
| Sr One Capital Management, LP | 1,563,966 | $42.2M | 4.06% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,584,326 | $42.8M | 0.00% | +283,191+21.8% | Added |
| Andera Partners | 1,591,917 | $42.9M | 20.80% | 00.0% | Unchanged |
| Franklin Resources Inc | 1,635,520 | $44.1M | 0.01% | −149,142−8.4% | Reduced |
| Troluce Capital Advisors LLC | 1,728,753 | $46.6M | 17.47% | +1,073,753+163.9% | Added |
| Armistice Capital, LLC | 1,736,000 | $46.8M | 1.30% | +560,000+47.6% | Added |
| Capital World Investors | 1,997,607 | $53.9M | 0.01% | +1,599,428+401.7% | Added |
| OrbiMed Advisors LLC | 2,110,300 | $56.9M | 1.08% | +57,400+2.8% | Added |
| Price T Rowe Associates Inc | 2,262,476 | $61.0M | 0.01% | +919,163+68.4% | Added |
| Laurion Capital Management LP | 2,506,152 | $67.6M | 4.90% | +274,112+12.3% | Added |
| Vanguard Capital Management LLC | 2,756,770 | $74.4M | 0.00% | +302,407+12.3% | Added |
| Deerfield Management Company, L.P. (Series C) | 3,958,000 | $106.8M | 1.11% | +3,958,000 | New |
| State Street Corp | 4,141,636 | $111.7M | 0.00% | +1,205,696+41.1% | Added |
| FMR LLC | 4,511,689 | $121.7M | 0.01% | −349,415−7.2% | Reduced |
| Samsara BioCapital, LLC | 5,871,018 | $158.4M | 13.01% | 00.0% | Unchanged |
| BlackRock, Inc. | 5,887,038 | $158.8M | 0.00% | +1,405,456+31.4% | Added |
| Ra Capital Management, L.P. | 7,692,750 | $207.6M | 1.80% | 00.0% | Unchanged |
| Catalys Pacific, LLC | 7,903,838 | $213.2M | 92.94% | 00.0% | Unchanged |
| Caligan Partners LP | 0 | $0 | 0.00% | −2,772,654−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,911,433−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −300,913−100.0% | Sold out |
| Findell Capital Management LLC | 0 | $0 | 0.00% | −202,000−100.0% | Sold out |
| Buckley Capital Advisors, LLC | 0 | $0 | 0.00% | −173,100−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −132,099−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −122,100−100.0% | Sold out |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 0 | $0 | 0.00% | −104,961−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −94,101−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −78,092−100.0% | Sold out |
| Seven Fleet Capital Management LP | 0 | $0 | 0.00% | −69,571−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −24,677−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −21,900−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −19,689−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −12,670−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −9,759−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Basecamp Wealth Advisors LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |