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Mersana Therapeutics, Inc.

MRSNDelisted Jan 6, 2026
Industry
Pharmaceutical Preparations
SEC CIK
0001442836

Mersana Therapeutics, Inc. was delisted on Jan 6, 2026; its insiders filed their last Form 4 on Jan 6, 2026; 51 institutions reported holding it in 13F filings for Q4 2025, worth $64.8M in total; no superinvestor held it.

13F holders, Q4 2021

Institutional positions in Mersana Therapeutics, Inc. as of Dec 31, 2021. 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
122
+14 vs. Q3 2021
Shares held
70.2M
+1.51M (+2.2%) vs. Q3 2021
Total value
$436.6M
−$211.1M (−32.6%) vs. Q3 2021
New holders
30
45 more added
Sold out
16
24 more reduced

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MRSN 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.

Institutional holdersQ4 2021: 122 institutions
Q1 2021: 132 institutionsQ2 2021: 131 institutionsQ3 2021: 110 institutionsQ4 2021: 122 institutionsQ1 2022: 128 institutionsQ2 2022: 126 institutionsQ3 2022: 152 institutionsQ4 2022: 152 institutionsQ1 2023: 158 institutionsQ2 2023: 147 institutionsQ3 2023: 128 institutionsQ4 2023: 106 institutionsQ1 2024: 125 institutionsQ2 2024: 122 institutionsQ3 2024: 116 institutionsQ4 2024: 132 institutionsQ1 2025: 111 institutionsQ2 2025: 85 institutionsQ3 2025: 49 institutionsQ4 2025: 51 institutionsQ1 2026: 1 institutionQ2 2026: 0 institutions
Value heldQ4 2021: $436.6M
Q1 2021: $1.14BQ2 2021: $957.8MQ3 2021: $648.3MQ4 2021: $436.6MQ1 2022: $322.7MQ2 2022: $408.0MQ3 2022: $623.4MQ4 2022: $592.8MQ1 2023: $437.2MQ2 2023: $370.2MQ3 2023: $144.4MQ4 2023: $263.0MQ1 2024: $526.3MQ2 2024: $229.6MQ3 2024: $219.4MQ4 2024: $149.2MQ1 2025: $30.2MQ2 2025: $22.9MQ3 2025: $24.7MQ4 2025: $64.8MQ1 2026: $87Q2 2026: $0
Institutions holding MRSN and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20261$87
Q4 202551$64.8M
Q3 202549$24.7M
Q2 202585$22.9M
Q1 2025111$30.2M
Q4 2024132$149.2M
Q3 2024116$219.4M
Q2 2024122$229.6M
Q1 2024125$526.3M
Q4 2023106$263.0M
Q3 2023128$144.4M
Q2 2023147$370.2M
Q1 2023158$437.2M
Q4 2022152$592.8M
Q3 2022152$623.4M
Q2 2022126$408.0M
Q1 2022128$322.7M
Q4 2021122$436.6M
Q3 2021110$648.3M
Q2 2021131$957.8M
Q1 2021132$1.14B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Mersana Therapeutics, Inc.; share changes are against Q3 2021.

Institutions holding MRSN in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Northern Trust Corp747,876$4.65M0.00%+50,863+7.3%Added
Rho Capital Partners Inc796,458$4.95M3.22%00.0%Unchanged
Point72 Asset Management, L.P.818,100$5.09M0.02%+818,100New
Two Sigma Investments, LP877,752$5.46M0.01%+529,507+152.1%Added
Two Sigma Advisers, LP1,050,200$6.53M0.02%+420,200+66.7%Added
CIBC Asset Management Inc1,055,994$6.57M0.02%−2,804−0.3%Reduced
Assenagon Asset Management S.A.1,073,748$6.68M0.02%+169,882+18.8%Added
Geode Capital Management, LLC1,137,001$7.07M0.00%+72,666+6.8%Added
Artal Group S.A.1,200,000$7.46M0.22%00.0%Unchanged
Goldman Sachs Group Inc1,209,612$7.52M0.00%+64,243+5.6%Added
Morgan Stanley1,228,607$7.64M0.00%+560,718+84.0%Added
Candriam Luxembourg S.C.A.2,022,895$12.6M0.08%00.0%Unchanged
OrbiMed Advisors LLC2,888,847$18.0M0.23%00.0%Unchanged
Rock Springs Capital Management LP3,248,950$20.2M0.47%+228,248+7.6%Added
Vanguard Group Inc3,607,431$22.4M0.00%−74,163−2.0%Reduced
Bellevue Group AG4,164,000$25.9M0.27%−97,000−2.3%Reduced
State Street Corp4,220,557$26.3M0.00%+130,361+3.2%Added
Sarissa Capital Management LP4,299,297$26.7M2.31%00.0%Unchanged
Wellington Management Group LLP5,017,078$31.2M0.00%−990,297−16.5%Reduced
Bain Capital Life Sciences Investors, LLC5,385,667$33.5M2.66%+1,690,000+45.7%Added
Avoro Capital Advisors LLC6,800,000$42.3M0.72%00.0%Unchanged
BlackRock Inc.7,479,229$46.5M0.00%−1,328,099−15.1%Reduced
Pictet Asset Management SA0$00.00%−2,237,868−100.0%Sold out
Alkeon Capital Management LLC0$00.00%−1,799,838−100.0%Sold out
Marshall Wace, LLP0$00.00%−384,736−100.0%Sold out
First Manhattan Co0$00.00%−218,070−100.0%Sold out
AlphaCentric Advisors LLC0$00.00%−65,500−100.0%Sold out
TD Asset Management Inc0$00.00%−45,057−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−22,764−100.0%Sold out
DekaBank Deutsche Girozentrale0$00.00%−21,000−100.0%Sold out
Virtu Financial LLC0$00.00%−18,777−100.0%Sold out
Allstate Corp0$00.00%−13,667−100.0%Sold out
AQR Capital Management LLC0$00.00%−12,330−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−11,779−100.0%Sold out
Penserra Capital Management LLC0$00.00%−1,640−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−651−100.0%Sold out
Simplex Trading, LLC0$00.00%−173−100.0%Sold out
Ellevest, Inc.0$00.00%−8−100.0%Sold out
Marshall Wace North America L.P.––––Not filed
First Mercantile Trust Co––––Not filed