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 2024
Institutional positions in Mersana Therapeutics, Inc. as of Dec 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
- 132
- +18 vs. Q3 2024
- Shares held
- 104.3M
- −11.3M (−9.7%) vs. Q3 2024
- Total value
- $149.2M
- −$69.2M (−31.7%) vs. Q3 2024
- New holders
- 30
- 33 more added
- Sold out
- 12
- 40 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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 2024
Shares, value and share of portfolio for each institution holding Mersana Therapeutics, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gsa Capital Partners LLP | 508,296 | $727.0K | 0.05% | +236,522+87.0% | Added |
| HealthInvest Partners AB | 538,621 | $764.8K | 0.36% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 544,463 | $778.6K | 0.00% | −477,992−46.7% | Reduced |
| Wellington Management Group LLP | 576,148 | $823.9K | 0.00% | −42,157−6.8% | Reduced |
| Renaissance Technologies LLC | 606,285 | $867.0K | 0.00% | +113,566+23.0% | Added |
| Sphera Funds Management Ltd. | 690,272 | $987.1K | 0.18% | +690,272 | New |
| Millennium Management LLC | 795,973 | $1.14M | 0.00% | +536,190+206.4% | Added |
| Goldman Sachs Group Inc | 802,366 | $1.15M | 0.00% | −1,156,870−59.0% | Reduced |
| Deutsche Bank AG | 839,724 | $1.20M | 0.00% | −756,449−47.4% | Reduced |
| 683 Capital Management, LLC | 900,000 | $1.29M | 0.13% | +717,207+392.4% | Added |
| Northern Trust Corp | 929,708 | $1.33M | 0.00% | −3,783−0.4% | Reduced |
| Bank of America Corp | 953,952 | $1.36M | 0.00% | −36,084−3.6% | Reduced |
| Octagon Capital Advisors LP | 992,000 | $1.42M | 0.24% | 00.0% | Unchanged |
| Baker Bros. Advisors LP | 1,086,115 | $1.55M | 0.02% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 1,111,998 | $1.59M | 0.01% | +118,952+12.0% | Added |
| Acuta Capital Partners, LLC | 1,120,500 | $1.60M | 1.61% | −79,500−6.6% | Reduced |
| Morgan Stanley | 1,203,356 | $1.72M | 0.00% | −160,860−11.8% | Reduced |
| 5AM Venture Management, LLC | 1,305,000 | $1.87M | 0.45% | 00.0% | Unchanged |
| Catalio Capital Management, LP | 1,705,036 | $2.44M | 0.53% | +1,705,036 | New |
| Schonfeld Strategic Advisors LLC | 2,119,586 | $3.03M | 0.02% | −103,722−4.7% | Reduced |
| Geode Capital Management, LLC | 2,442,250 | $3.49M | 0.00% | +29,035+1.2% | Added |
| JPMorgan Chase & Co | 2,534,447 | $3.62M | 0.00% | +183,088+7.8% | Added |
| Boxer Capital Management, LLC | 2,635,000 | $3.77M | 0.32% | +2,635,000 | New |
| State Street Corp | 2,764,895 | $3.95M | 0.00% | +39,501+1.4% | Added |
| Rock Springs Capital Management LP | 3,431,684 | $4.91M | 0.19% | +384,902+12.6% | Added |
| Novo Holdings A/S | 4,250,000 | $6.08M | 0.37% | +4,250,000 | New |
| Vanguard Group Inc | 7,057,516 | $10.1M | 0.00% | −119,942−1.7% | Reduced |
| Bain Capital Life Sciences Investors, LLC | 8,663,673 | $12.4M | 1.46% | 00.0% | Unchanged |
| BlackRock, Inc. | 9,205,182 | $13.2M | 0.00% | +583,321+6.8% | Added |
| VR Adviser, LLC | 10,257,790 | $14.7M | 1.01% | −1,070,210−9.4% | Reduced |
| EcoR1 Capital, LLC | 11,328,000 | $16.2M | 0.65% | −8,036,688−41.5% | Reduced |
| Nextech Invest AG | 12,067,246 | $17.3M | 2.80% | 00.0% | Unchanged |
| Boxer Capital, LLC | 0 | $0 | 0.00% | −1,817,000−100.0% | Sold out |
| Silverarc Capital Management, LLC | 0 | $0 | 0.00% | −1,585,786−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −535,819−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −82,713−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −72,844−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −24,394−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,095−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Nordwand Advisors, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| Prio Wealth Limited Partnership | – | – | – | – | Not filed |