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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, Q2 2024

Institutional positions in Mersana Therapeutics, Inc. as of Jun 30, 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
122
−3 vs. Q1 2024
Shares held
114.2M
−3.29M (−2.8%) vs. Q1 2024
Total value
$229.6M
−$296.8M (−56.4%) vs. Q1 2024
New holders
19
45 more added
Sold out
22
36 more reduced

Compare with Q1 2024: 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 holdersQ2 2024: 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 heldQ2 2024: $229.6M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Mersana Therapeutics, Inc.; share changes are against Q1 2024.

Institutions holding MRSN in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Goldman Sachs Group Inc1,244,937$2.50M0.00%+572,330+85.1%Added
5AM Venture Management, LLC1,305,000$2.62M0.59%00.0%Unchanged
Renaissance Technologies LLC1,448,219$2.91M0.00%+20,400+1.4%Added
D. E. Shaw & Co., Inc.1,465,580$2.95M0.00%+242,957+19.9%Added
Woodline Partners LP1,467,311$2.95M0.03%−1,467,311−50.0%Reduced
Deutsche Bank AG1,576,000$3.17M0.00%−9,263−0.6%Reduced
Acuta Capital Partners, LLC1,663,000$3.34M2.82%−501,628−23.2%Reduced
JPMorgan Chase & Co1,976,899$3.97M0.00%+549,559+38.5%Added
Morgan Stanley2,272,594$4.57M0.00%−670,083−22.8%Reduced
Geode Capital Management, LLC2,493,423$5.01M0.00%+135,202+5.7%Added
Silverarc Capital Management, LLC2,500,585$5.03M1.24%−468,213−15.8%Reduced
Cormorant Asset Management, LP2,600,000$5.23M0.30%00.0%Unchanged
State Street Corp2,682,055$5.39M0.00%−2,815,388−51.2%Reduced
Citadel Advisors LLC2,743,599$5.51M0.01%−715,386−20.7%Reduced
Schonfeld Strategic Advisors LLC2,976,918$5.98M0.05%+1,968,260+195.1%Added
Rock Springs Capital Management LP3,046,782$6.12M0.18%00.0%Unchanged
Vanguard Group Inc6,702,521$13.5M0.00%+428,151+6.8%Added
BlackRock Inc.8,383,910$16.9M0.00%+288,181+3.6%Added
Bain Capital Life Sciences Investors, LLC8,663,673$17.4M1.91%00.0%Unchanged
Nextech Invest AG9,526,146$19.1M3.22%+5,669,825+147.0%Added
VR Adviser, LLC11,328,000$22.8M1.45%00.0%Unchanged
EcoR1 Capital, LLC19,364,688$38.9M1.19%00.0%Unchanged
Balyasny Asset Management LLC0$00.00%−3,655,998−100.0%Sold out
Ally Bridge Group (NY) LLC0$00.00%−801,437−100.0%Sold out
Deep Track Capital, LP0$00.00%−579,674−100.0%Sold out
Rafferty Asset Management, LLC0$00.00%−368,434−100.0%Sold out
Monashee Investment Management LLC0$00.00%−310,000−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−239,143−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−204,900−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−129,515−100.0%Sold out
HighVista Strategies LLC0$00.00%−122,315−100.0%Sold out
Profund Advisors LLC0$00.00%−58,220−100.0%Sold out
Deerfield Management Company, L.P. (Series C)0$00.00%−57,478−100.0%Sold out
American International Group, Inc.0$00.00%−54,639−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−54,127−100.0%Sold out
NEOS Investment Management LLC0$00.00%−19,465−100.0%Sold out
E Fund Management Co., Ltd.0$00.00%−17,411−100.0%Sold out
Oxford Asset Management LLP0$00.00%−16,586−100.0%Sold out
Mackenzie Financial Corp0$00.00%−13,819−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−12,261−100.0%Sold out
Inceptionr LLC0$00.00%−11,188−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−4,677−100.0%Sold out
Pacer Advisors, Inc.0$00.00%−1,716−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−22−100.0%Sold out