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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 2024

Institutional positions in Mersana Therapeutics, Inc. as of Mar 31, 2024. 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
125
+19 vs. Q4 2023
Shares held
117.5M
+4.20M (+3.7%) vs. Q4 2023
Total value
$526.3M
+$263.3M (+100.1%) vs. Q4 2023
New holders
38
33 more added
Sold out
19
37 more reduced

Compare with Q4 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.

Institutional holdersQ1 2024: 125 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 2024: $526.3M
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 2024

Shares, value and share of portfolio for each institution holding Mersana Therapeutics, Inc.; share changes are against Q4 2023.

Institutions holding MRSN in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Octagon Capital Advisors LP1,000,000$4.48M0.54%+1,000,000New
Schonfeld Strategic Advisors LLC1,008,658$4.52M0.04%−130,749−11.5%Reduced
Baker Bros. Advisors LP1,086,115$4.87M0.06%00.0%Unchanged
D. E. Shaw & Co., Inc.1,222,623$5.48M0.01%+555,240+83.2%Added
5AM Venture Management, LLC1,305,000$5.85M1.31%00.0%Unchanged
JPMorgan Chase & Co1,427,340$6.39M0.00%+1,348,517+1,710.8%Added
Renaissance Technologies LLC1,427,819$6.40M0.01%+562,088+64.9%Added
Millennium Management LLC1,507,580$6.75M0.01%−1,886,860−55.6%Reduced
Deutsche Bank AG1,585,263$7.10M0.00%+446,031+39.2%Added
Acuta Capital Partners, LLC2,164,628$9.70M6.30%−203,372−8.6%Reduced
Geode Capital Management, LLC2,358,221$10.6M0.00%+61,085+2.7%Added
Cormorant Asset Management, LP2,600,000$11.6M0.51%+2,600,000New
Woodline Partners LP2,934,622$13.1M0.12%+2,934,622New
Morgan Stanley2,942,677$13.2M0.00%−1,191,869−28.8%Reduced
Silverarc Capital Management, LLC2,968,798$13.3M3.73%−3,451,338−53.8%Reduced
Rock Springs Capital Management LP3,046,782$13.6M0.35%00.0%Unchanged
Citadel Advisors LLC3,458,985$15.5M0.01%+1,532,054+79.5%Added
Balyasny Asset Management LLC3,655,998$16.4M0.04%−6,042,149−62.3%Reduced
Nextech Invest AG3,856,321$17.3M2.74%−2,122,006−35.5%Reduced
State Street Corp5,497,443$24.6M0.00%+3,168,009+136.0%Added
Vanguard Group Inc6,274,370$28.1M0.00%+36,782+0.6%Added
BlackRock Inc.8,095,729$36.3M0.00%+251,447+3.2%Added
Bain Capital Life Sciences Investors, LLC8,663,673$38.8M3.12%00.0%Unchanged
VR Adviser, LLC11,328,000$50.7M2.41%00.0%Unchanged
EcoR1 Capital, LLC19,364,688$86.8M2.21%00.0%Unchanged
Philosophy Capital Management LLC0$00.00%−1,264,567−100.0%Sold out
Readystate Asset Management LP0$00.00%−295,038−100.0%Sold out
Foundations Investment Advisors, LLC0$00.00%−102,000−100.0%Sold out
Amundi0$00.00%−95,540−100.0%Sold out
HRT Financial LP0$00.00%−105,815−100.0%Sold out
LPL Financial LLC0$00.00%−76,694−100.0%Sold out
Harbor Capital Advisors, Inc.0$00.00%−47,472−100.0%Sold out
Man Group plc0$00.00%−44,600−100.0%Sold out
Engineers Gate Manager LP0$00.00%−43,694−100.0%Sold out
AQR Capital Management LLC0$00.00%−31,559−100.0%Sold out
Group One Trading, L.P.0$00.00%−31,081−100.0%Sold out
Point72 Middle East FZE0$00.00%−25,511−100.0%Sold out
Pale Fire Capital SE0$00.00%−25,400−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−15,800−100.0%Sold out
Squarepoint Ops LLC0$00.00%−13,668−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−11,900−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−11,811−100.0%Sold out
Quantbot Technologies LP0$00.00%−10,945−100.0%Sold out
Advisory Services Network, LLC0$00.00%−100−100.0%Sold out