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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, Q1 2023

Institutional positions in Mersana Therapeutics, Inc. as of Mar 31, 2023. 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
158
+7 vs. Q4 2022
Shares held
106.6M
+5.51M (+5.4%) vs. Q4 2022
Total value
$437.2M
−$155.2M (−26.2%) vs. Q4 2022
New holders
26
51 more added
Sold out
19
44 more reduced

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: 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 holdersQ1 2023: 158 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 heldQ1 2023: $437.2M
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, Q1 2023

Shares, value and share of portfolio for each institution holding Mersana Therapeutics, Inc.; share changes are against Q4 2022.

Institutions holding MRSN in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
OrbiMed Advisors LLC9,011,437$37.0M0.73%00.0%Unchanged
Bain Capital Life Sciences Investors, LLC8,663,673$35.6M4.45%00.0%Unchanged
Avoro Capital Advisors LLC7,550,000$31.0M0.46%00.0%Unchanged
BlackRock Inc.7,473,822$30.7M0.00%−18,107−0.2%Reduced
State Street Corp6,412,222$26.4M0.00%+556,161+9.5%Added
Vanguard Group Inc4,638,492$19.1M0.00%+189,452+4.3%Added
Bellevue Group AG4,299,619$17.7M0.26%+17,019+0.4%Added
Rock Springs Capital Management LP4,103,803$16.9M0.40%00.0%Unchanged
Sarissa Capital Management LP3,800,000$15.6M2.00%−197,010−4.9%Reduced
Avidity Partners Management LP3,433,233$14.1M0.47%+3,433,233New
Braidwell LP3,355,805$13.8M0.45%+1,493,105+80.2%Added
Goldman Sachs Group Inc2,939,540$12.1M0.00%+925,044+45.9%Added
Candriam Luxembourg S.C.A.2,962,848$11.2M0.08%+270,000+10.0%Added
Marshall Wace, LLP2,496,710$10.3M0.03%−27,274−1.1%Reduced
Artal Group S.A.2,215,788$9.11M0.54%+15,788+0.7%Added
Morgan Stanley1,898,633$7.80M0.00%+140,647+8.0%Added
Baker Bros. Advisors LP1,886,115$7.75M0.04%+1,886,115New
D. E. Shaw & Co., Inc.1,806,099$7.42M0.01%−529,840−22.7%Reduced
Geode Capital Management, LLC1,798,847$7.39M0.00%+91,377+5.4%Added
Millennium Management LLC1,261,054$5.18M0.01%−2,402,473−65.6%Reduced
Renaissance Technologies LLC1,250,519$5.14M0.01%+678,800+118.7%Added
Nuveen Asset Management, LLC1,241,487$5.10M0.00%+12,080+1.0%Added
Ally Bridge Group (NY) LLC1,191,271$4.90M6.42%00.0%Unchanged
5AM Venture Management, LLC1,185,000$4.87M1.25%+1,185,000New
Deutsche Bank AG1,147,554$4.72M0.00%+16,850+1.5%Added
Bank of America Corp1,015,884$4.18M0.00%+255,161+33.5%Added
Decheng Capital Management III (Cayman), LLC904,268$3.72M1.50%00.0%Unchanged
Northern Trust Corp884,633$3.64M0.00%−19,743−2.2%Reduced
Two Sigma Advisers, LP804,500$3.31M0.01%−248,800−23.6%Reduced
Charles Schwab Investment Management Inc729,671$3.00M0.00%+58,644+8.7%Added
Hillsdale Investment Management Inc.693,200$2.85M0.24%00.0%Unchanged
Silverarc Capital Management, LLC540,059$2.22M1.00%−600,123−52.6%Reduced
DAFNA Capital Management LLC510,863$2.10M0.63%+97,400+23.6%Added
Voya Investment Management LLC502,159$2.06M0.00%+215,265+75.0%Added
Kennedy Capital Management, Inc.492,064$2.02M0.06%+53,082+12.1%Added
Rafferty Asset Management, LLC485,708$2.00M0.01%+68,844+16.5%Added
CIBC Asset Management Inc476,684$1.96M0.01%−90,101−15.9%Reduced
UBS Oconnor LLC462,699$1.90M0.05%+462,699New
Dimensional Fund Advisors LP419,337$1.72M0.00%−70,446−14.4%Reduced
Citigroup Inc419,272$1.72M0.00%+225,800+116.7%Added
Lion Point Capital, LP409,120$1.68M0.93%+409,120New
Bank of New York Mellon Corp369,786$1.52M0.00%+1,757+0.5%Added
Sectoral Asset Management Inc343,079$1.41M0.27%+343,079New
Vontobel Holding Ltd.343,079$1.41M0.01%+343,079New
Rhenman & Partners Asset Management AB350,000$1.40M0.15%−50,000−12.5%Reduced
Hudson Bay Capital Management LP325,000$1.34M0.01%+50,000+18.2%Added
Cubist Systematic Strategies, LLC310,941$1.28M0.01%−116,211−27.2%Reduced
Caption Management, LLC295,900$1.22M0.26%+295,900New
Platinum Investment Management Ltd290,298$1.19M0.04%00.0%Unchanged
Susquehanna International Group, LLP274,286$1.13M0.00%+234,334+586.5%Added
Qube Research & Technologies Ltd251,796$1.03M0.01%+165,410+191.5%Added
Walleye Capital LLC223,388$918.1K0.02%+223,388New
BNP Paribas Arbitrage, SA221,708$911.2K0.00%+99,032+80.7%Added
Panagora Asset Management Inc216,197$888.6K0.01%+25,234+13.2%Added
Two Sigma Investments, LP204,584$840.8K0.00%−413,245−66.9%Reduced
Gsa Capital Partners LLP204,476$840.0K0.08%+172,235+534.2%Added
Barclays PLC198,033$813.9K0.00%−34,055−14.7%Reduced
UBS Group AG185,399$762.0K0.00%−103,204−35.8%Reduced
Swiss National Bank172,296$708.1K0.00%−15,400−8.2%Reduced
Tekla Capital Management LLC162,383$667.4K0.03%+162,383New
Rhumbline Advisers158,341$651.0K0.00%+5,376+3.5%Added
Macquarie Group Ltd150,000$617.0K0.00%00.0%Unchanged
FMR LLC123,815$508.9K0.00%+438+0.4%Added
JPMorgan Chase & Co121,565$500.0K0.00%−265,258−68.6%Reduced
Price T Rowe Associates Inc121,377$500.0K0.00%+858+0.7%Added
Citadel Advisors LLC112,661$463.0K0.00%−512,915−82.0%Reduced
California State Teachers Retirement System104,531$429.6K0.00%+58+0.1%Added
Credit Suisse AG103,879$426.9K0.00%+6,405+6.6%Added
UBS Asset Management Americas Inc102,575$421.6K0.00%00.0%Unchanged
Alliancebernstein L.P.99,700$409.8K0.00%00.0%Unchanged
Wells Fargo & Company97,275$399.8K0.00%+97,275New
Allianz Asset Management GmbH90,500$372.0K0.00%+30,400+50.6%Added
Profund Advisors LLC90,095$370.3K0.02%+90,095New
HAP Trading, LLC89,563$368.0K0.09%+89,563New
Healthcare of Ontario Pension Plan Trust Fund84,000$345.2K0.00%00.0%Unchanged
Trexquant Investment LP80,438$330.6K0.01%−77,293−49.0%Reduced
State of Wisconsin Investment Board73,638$302.7K0.00%+740+1.0%Added
Alps Advisors Inc71,171$292.5K0.00%+3,435+5.1%Added
Engineers Gate Manager LP69,160$284.2K0.01%+13,158+23.5%Added
Mackenzie Financial Corp68,822$282.9K0.00%−4,870−6.6%Reduced
Jacobs Levy Equity Management, Inc65,891$270.8K0.00%−437,254−86.9%Reduced
Mirae Asset Global Investments Co., Ltd.64,065$263.3K0.00%+18,544+40.7%Added
QVT Financial LP62,657$257.5K0.02%00.0%Unchanged
Los Angeles Capital Management LLC61,790$254.0K0.00%+10,725+21.0%Added
Thrivent Financial for Lutherans60,922$250.0K0.00%00.0%Unchanged
Acuta Capital Partners, LLC60,000$246.6K0.19%−890,000−93.7%Reduced
Occudo Quantitative Strategies LP59,411$244.2K0.02%−22,127−27.1%Reduced
Connor, Clark & Lunn Investment Management Ltd.59,051$242.7K0.00%−149,382−71.7%Reduced
Skandinaviska Enskilda Banken AB (publ)58,469$240.0K0.00%−2,853−4.7%Reduced
Prudential Financial Inc51,155$210.2K0.00%−7,550−12.9%Reduced
SG Americas Securities, LLC46,605$192.0K0.00%−2,326−4.8%Reduced
MetLife Investment Management46,642$191.7K0.00%00.0%Unchanged
XTX Topco Ltd45,738$188.0K0.04%−87,166−65.6%Reduced
Simplex Trading, LLC45,542$187.0K0.01%+42,452+1,373.9%Added
Great West Life Assurance Co44,554$184.0K0.00%00.0%Unchanged
American International Group, Inc.44,670$183.6K0.00%+889+2.0%Added
CM Wealth Advisors LLC45,367$176.0K0.03%+45,367New
Cornercap Investment Counsel Inc42,633$175.2K0.03%00.0%Unchanged
ExodusPoint Capital Management, LP40,034$165.0K0.00%+28,235+239.3%Added
New York State Common Retirement Fund37,108$152.5K0.00%−18,873−33.7%Reduced