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 2023
Institutional positions in Mersana Therapeutics, Inc. as of Dec 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
- 106
- −21 vs. Q3 2023
- Shares held
- 113.3M
- +459.0K (+0.4%) vs. Q3 2023
- Total value
- $263.0M
- +$119.7M (+83.6%) vs. Q3 2023
- New holders
- 19
- 33 more added
- Sold out
- 40
- 35 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 1 | $87 |
| Q4 2025 | 51 | $64.8M |
| Q3 2025 | 49 | $24.7M |
| Q2 2025 | 85 | $22.9M |
| Q1 2025 | 111 | $30.2M |
| Q4 2024 | 132 | $149.2M |
| Q3 2024 | 116 | $219.4M |
| Q2 2024 | 122 | $229.6M |
| Q1 2024 | 125 | $526.3M |
| Q4 2023 | 106 | $263.0M |
| Q3 2023 | 128 | $144.4M |
| Q2 2023 | 147 | $370.2M |
| Q1 2023 | 158 | $437.2M |
| Q4 2022 | 152 | $592.8M |
| Q3 2022 | 152 | $623.4M |
| Q2 2022 | 126 | $408.0M |
| Q1 2022 | 128 | $322.7M |
| Q4 2021 | 122 | $436.6M |
| Q3 2021 | 110 | $648.3M |
| Q2 2021 | 131 | $957.8M |
| Q1 2021 | 132 | $1.14B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Mersana Therapeutics, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Silverarc Capital Management, LLC | 6,420,136 | $14.9M | 4.59% | +1,420,136+28.4% | Added |
| BlackRock Inc. | 7,844,282 | $18.2M | 0.00% | −128,378−1.6% | Reduced |
| Bain Capital Life Sciences Investors, LLC | 8,663,673 | $20.1M | 1.93% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 9,698,147 | $22.5M | 0.06% | +4,657,247+92.4% | Added |
| VR Adviser, LLC | 11,328,000 | $26.3M | 1.80% | 00.0% | Unchanged |
| EcoR1 Capital, LLC | 19,364,688 | $44.9M | 1.17% | 00.0% | Unchanged |
| Bellevue Group AG | 0 | $0 | 0.00% | −5,218,625−100.0% | Sold out |
| Commodore Capital LP | 0 | $0 | 0.00% | −2,244,378−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,021,467−100.0% | Sold out |
| Boxer Capital, LLC | 0 | $0 | 0.00% | −2,000,000−100.0% | Sold out |
| Ikarian Capital, LLC | 0 | $0 | 0.00% | −1,579,770−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −1,302,000−100.0% | Sold out |
| Altium Capital Management LP | 0 | $0 | 0.00% | −1,059,136−100.0% | Sold out |
| DAFNA Capital Management LLC | 0 | $0 | 0.00% | −734,038−100.0% | Sold out |
| Newtyn Management, LLC | 0 | $0 | 0.00% | −700,000−100.0% | Sold out |
| Sarissa Capital Management LP | 0 | $0 | 0.00% | −550,000−100.0% | Sold out |
| Rhenman & Partners Asset Management AB | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −340,545−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −178,096−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −163,451−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −129,067−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −121,502−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −102,575−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −101,788−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −88,919−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −79,215−100.0% | Sold out |
| Ghost Tree Capital, LLC | 0 | $0 | 0.00% | −61,250−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −45,229−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −44,554−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −30,649−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −24,427−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −24,067−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −21,785−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −21,830−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −17,459−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −17,040−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,847−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −10,358−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −10,254−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −10,238−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −5,055−100.0% | Sold out |
| China Universal Asset Management Co., Ltd. | 0 | $0 | 0.00% | −3,095−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −1,392−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Decheng Capital Management III (Cayman), LLC | – | – | – | – | Not filed |