Skip to main content

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
UBS Group AG185,399$762.0K0.00%−103,204−35.8%Reduced
Barclays PLC198,033$813.9K0.00%−34,055−14.7%Reduced
Gsa Capital Partners LLP204,476$840.0K0.08%+172,235+534.2%Added
Two Sigma Investments, LP204,584$840.8K0.00%−413,245−66.9%Reduced
Panagora Asset Management Inc216,197$888.6K0.01%+25,234+13.2%Added
BNP Paribas Arbitrage, SA221,708$911.2K0.00%+99,032+80.7%Added
Walleye Capital LLC223,388$918.1K0.02%+223,388New
Qube Research & Technologies Ltd251,796$1.03M0.01%+165,410+191.5%Added
Susquehanna International Group, LLP274,286$1.13M0.00%+234,334+586.5%Added
Platinum Investment Management Ltd290,298$1.19M0.04%00.0%Unchanged
Caption Management, LLC295,900$1.22M0.26%+295,900New
Cubist Systematic Strategies, LLC310,941$1.28M0.01%−116,211−27.2%Reduced
Hudson Bay Capital Management LP325,000$1.34M0.01%+50,000+18.2%Added
Rhenman & Partners Asset Management AB350,000$1.40M0.15%−50,000−12.5%Reduced
Sectoral Asset Management Inc343,079$1.41M0.27%+343,079New
Vontobel Holding Ltd.343,079$1.41M0.01%+343,079New
Bank of New York Mellon Corp369,786$1.52M0.00%+1,757+0.5%Added
Lion Point Capital, LP409,120$1.68M0.93%+409,120New
Citigroup Inc419,272$1.72M0.00%+225,800+116.7%Added
Dimensional Fund Advisors LP419,337$1.72M0.00%−70,446−14.4%Reduced
UBS Oconnor LLC462,699$1.90M0.05%+462,699New
CIBC Asset Management Inc476,684$1.96M0.01%−90,101−15.9%Reduced
Rafferty Asset Management, LLC485,708$2.00M0.01%+68,844+16.5%Added
Kennedy Capital Management, Inc.492,064$2.02M0.06%+53,082+12.1%Added
Voya Investment Management LLC502,159$2.06M0.00%+215,265+75.0%Added
DAFNA Capital Management LLC510,863$2.10M0.63%+97,400+23.6%Added
Silverarc Capital Management, LLC540,059$2.22M1.00%−600,123−52.6%Reduced
Hillsdale Investment Management Inc.693,200$2.85M0.24%00.0%Unchanged
Charles Schwab Investment Management Inc729,671$3.00M0.00%+58,644+8.7%Added
Two Sigma Advisers, LP804,500$3.31M0.01%−248,800−23.6%Reduced
Northern Trust Corp884,633$3.64M0.00%−19,743−2.2%Reduced
Decheng Capital Management III (Cayman), LLC904,268$3.72M1.50%00.0%Unchanged
Bank of America Corp1,015,884$4.18M0.00%+255,161+33.5%Added
Deutsche Bank AG1,147,554$4.72M0.00%+16,850+1.5%Added
5AM Venture Management, LLC1,185,000$4.87M1.25%+1,185,000New
Ally Bridge Group (NY) LLC1,191,271$4.90M6.42%00.0%Unchanged
Nuveen Asset Management, LLC1,241,487$5.10M0.00%+12,080+1.0%Added
Renaissance Technologies LLC1,250,519$5.14M0.01%+678,800+118.7%Added
Millennium Management LLC1,261,054$5.18M0.01%−2,402,473−65.6%Reduced
Geode Capital Management, LLC1,798,847$7.39M0.00%+91,377+5.4%Added
D. E. Shaw & Co., Inc.1,806,099$7.42M0.01%−529,840−22.7%Reduced
Baker Bros. Advisors LP1,886,115$7.75M0.04%+1,886,115New
Morgan Stanley1,898,633$7.80M0.00%+140,647+8.0%Added
Artal Group S.A.2,215,788$9.11M0.54%+15,788+0.7%Added
Marshall Wace, LLP2,496,710$10.3M0.03%−27,274−1.1%Reduced
Candriam Luxembourg S.C.A.2,962,848$11.2M0.08%+270,000+10.0%Added
Goldman Sachs Group Inc2,939,540$12.1M0.00%+925,044+45.9%Added
Braidwell LP3,355,805$13.8M0.45%+1,493,105+80.2%Added
Avidity Partners Management LP3,433,233$14.1M0.47%+3,433,233New
Sarissa Capital Management LP3,800,000$15.6M2.00%−197,010−4.9%Reduced
Rock Springs Capital Management LP4,103,803$16.9M0.40%00.0%Unchanged
Bellevue Group AG4,299,619$17.7M0.26%+17,019+0.4%Added
Vanguard Group Inc4,638,492$19.1M0.00%+189,452+4.3%Added
State Street Corp6,412,222$26.4M0.00%+556,161+9.5%Added
BlackRock Inc.7,473,822$30.7M0.00%−18,107−0.2%Reduced
Avoro Capital Advisors LLC7,550,000$31.0M0.46%00.0%Unchanged
Bain Capital Life Sciences Investors, LLC8,663,673$35.6M4.45%00.0%Unchanged
OrbiMed Advisors LLC9,011,437$37.0M0.73%00.0%Unchanged
Woodline Partners LP0$00.00%−523,408−100.0%Sold out
LMR Partners LLP0$00.00%−500,000−100.0%Sold out
Opaleye Management Inc.0$00.00%−460,000−100.0%Sold out
Fred Alger Management, LLC0$00.00%−378,450−100.0%Sold out
AXA S.A.0$00.00%−104,100−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−75,216−100.0%Sold out
Jump Financial, LLC0$00.00%−64,613−100.0%Sold out
Harvest Investment Services, LLC0$00.00%−59,563−100.0%Sold out
Oversea-Chinese Banking CORP Ltd0$00.00%−42,500−100.0%Sold out
Ameriprise Financial Inc0$00.00%−27,044−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−24,652−100.0%Sold out
Boulder Hill Capital Management LP0$00.00%−23,000−100.0%Sold out
Raymond James & Associates0$00.00%−19,431−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−15,226−100.0%Sold out
HRT Financial LP0$00.00%−11,210−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−6,597−100.0%Sold out
Dorsey Wright & Associates0$00.00%−2,988−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−445−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−225−100.0%Sold out
Alpha Paradigm Partners, LLC––––Not filed