Mineralys TherapeuticsMLYS

13F holders, Q1 2026 (March 31)
215holders −8
25new positions
36sold out
7famous investors
$27.18avg. 13F price*

At the end of Q1 2026, 215 institutions reported holding Mineralys Therapeutics Inc. (MLYS) in their 13F filings, down 8 from Q4 2025. 25 opened new positions and 36 sold out. The largest holders were Catalys Pacific, LLC ($214.1M), Ra Capital Management, L.P. ($208.4M) and Samsara Biocapital, LLC ($159.0M). 7 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Mineralys Therapeutics Inc.
CUSIP
603170101
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 92Q1 2024Q2 2024: 94Q2 2024Q3 2024: 106Q3 2024Q4 2024: 108Q4 2024Q1 2025: 149Q1 2025Q2 2025: 165Q2 2025Q3 2025: 193Q3 2025Q4 2025: 223Q4 2025Q1 2026: 215Q1 2026Q2 2026: 225Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions25$39.7M
Exits36$237.7M

All 13F filers, Q4 2025 → Q1 2026: 13,988,579 shares bought and 11,700,414 shares sold, net +2,288,165 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 215 holders

Catalys Pacific, LLC 92.81% No change 7,903,838 $214.1M
Ra Capital Management, L.P. 2.21% Add +5.0% 7,692,750 $208.4M
Samsara Biocapital, LLC 15.45% No change 5,871,018 $159.0M
FMR LLC 0.01% Reduce -3.9% 4,861,104 $131.7M
BlackRock, Inc. 0.00% Add +3.6% 4,481,582 $121.4M
Wellington Management Group LLP 0.02% Add +328.3% 3,359,068 $91.0M
State Street Corp. 0.00% Reduce -7.8% 2,935,940 $79.5M
Caligan Partners LP 5.31% No change 2,772,654 $75.1M
Vanguard Capital Management LLC 0.00% — 2,454,363 $66.5M
Laurion Capital Management LP 5.98% Add +30.3% 2,232,040 $60.5M
Orbimed Advisors LLC 1.26% Add +109.4% 2,052,900 $55.6M
Point72 Asset Management 0.09% Add +58.3% 1,911,433 $51.8M
Franklin Resources Inc. 0.01% Reduce -0.2% 1,784,662 $48.3M
Andera Partners 24.38% No change 1,591,917 $43.1M
SR One Capital Management, LP 4.63% No change 1,563,966 $42.4M
Montanova Capital, LLC 1.13% No change 1,538,662 $41.7M
Polar Capital Holdings Plc 0.18% Add +7.1% 1,500,749 $40.7M
T. Rowe Price Associates Inc. 0.00% Add +1.4% 1,343,313 $36.4M
Sphera Funds Management LTD. 6.24% Add +198.4% 1,339,971 $36.3M
Alliancebernstein L.P. 0.01% Add +5.8% 975,961 $35.4M
Geode Capital Management, LLC 0.00% Add +3.5% 1,301,135 $35.3M
Jennison Associates LLC 0.02% Add +0.6% 1,266,174 $34.3M
Armistice Capital, LLC 1.05% Add +74.0% 1,176,000 $31.9M
Bank of America Corp. 0.00% Add +11.4% 1,100,372 $29.8M
Pictet Asset Management Holding SA 0.03% Add +21.3% 1,034,438 $28.0M
Boothbay Fund Management, LLC 0.65% Add +1.0% 1,001,728 $27.1M
Qube Research & Technologies Ltd 0.04% Add +84.2% 914,728 $24.8M
Nantahala Capital Management, LLC 1.52% Add +690.5% 895,481 $24.3M
D. E. Shaw & Co. 0.02% Reduce -22.9% 887,192 $24.0M
American Century Companies Inc. 0.01% Reduce -2.6% 884,107 $24.0M
Morgan Stanley 0.00% Add +32.8% 849,184 $23.0M
Candriam S.C.A. 0.11% Add +18.2% 801,904 $21.7M
Goldman Sachs Group Inc. 0.00% Reduce -45.9% 785,043 $21.3M
Affinity Asset Advisors, LLC 1.22% Add +2.7% 750,000 $20.3M
Integral Health Asset Management, LLC 1.08% No change 750,000 $20.3M
Vanguard Portfolio Management LLC 0.00% — 706,658 $19.1M
Troluce Capital Advisors LLC 1.92% New 655,000 $17.7M
Citadel Advisors 0.01% Add +50.0% 600,041 $16.3M
Stempoint Capital LP 2.78% Add +83.9% 533,378 $14.4M
Millennium Management 0.01% Add +568.1% 525,260 $14.2M
Davern Capital Partners, LP 3.32% Add +112.3% 447,153 $12.1M
22NW, LP 8.25% Add +24.0% 444,325 $12.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.8% 443,898 $12.0M
Northern Trust Corp. 0.00% Add +47.7% 442,874 $12.0M
Rock Springs Capital Management LP 0.70% Add +2.8% 439,751 $11.9M
Catalio Capital Management, LP 2.48% Add +32.3% 439,041 $11.9M
Capital World Investors 0.00% New 398,179 $10.8M
Renaissance Technologies 0.02% Add +18.9% 382,800 $10.4M
Parkman Healthcare Partners LLC 1.07% Reduce -7.3% 380,137 $10.3M
Vanguard Fiduciary Trust Co. 0.00% — 375,262 $10.2M
Pale Fire Capital SE 0.87% Add +3431.3% 365,626 $9.9M
TimesSquare Capital Management, LLC 0.16% Reduce -10.9% 338,798 $9.2M
Two Sigma Investments, LP 0.01% Reduce -49.0% 311,488 $8.4M
Lord, Abbett & Co. LLC 0.03% Reduce -3.7% 300,913 $8.2M
Rhenman & Partners Asset Management AB 0.88% Add +84.5% 263,071 $7.1M
Algert Global LLC 0.11% Add +447.9% 260,264 $7.1M
SG Americas Securities, LLC 0.01% Reduce -2.1% 225,833 $6.1M
Ameriprise Financial Inc. 0.00% Add +378.5% 221,305 $6.0M
Voya Investment Management LLC 0.01% Add +91.8% 216,089 $5.9M
Russell Investments Group, Ltd. 0.01% Add +16.1% 203,504 $5.5M
Findell Capital Management LLC 1.61% Add +304.0% 202,000 $5.5M
Schonfeld Strategic Advisors LLC 0.04% Add +256.4% 177,585 $4.8M
Buckley Capital Advisors, LLC 3.97% Reduce -0.7% 173,100 $4.7M
Tudor Investment Corporation 0.02% Add +298.9% 155,740 $4.2M
ADAR1 Capital Management, LLC 0.25% Add +13.6% 154,686 $4.2M
Burkehill Global Management, LP 0.21% No change 150,000 $4.1M
AQR Capital Management 0.00% Add +139.3% 149,086 $4.0M
Mark Asset Management LP 0.52% New 144,875 $3.9M
PFM Health Sciences, LP 0.41% Add +199.5% 142,677 $3.9M
Artia Global Partners LP 0.84% No change 137,800 $3.7M
Dimensional Fund Advisors LP 0.00% Reduce -0.1% 137,433 $3.7M
Y-Intercept (Hong Kong) Ltd 0.07% Add +321.3% 132,099 $3.6M
Bank of New York Mellon Corp 0.00% Reduce -1.4% 129,964 $3.5M
Swedbank AB 0.00% Reduce -44.9% 122,100 $3.3M
Schroder Investment Management Group 0.00% No change 130,592 $3.1M
Ensign Peak Advisors, Inc 0.01% No change 112,190 $3.0M
Nuveen, LLC 0.00% Reduce -8.9% 112,007 $3.0M
Squarepoint Ops LLC 0.01% Reduce -57.3% 105,491 $2.9M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.24% Reduce -84.1% 104,961 $2.8M
Capital Fund Management S.A. 0.02% New 102,202 $2.8M
UBS Group AG 0.00% Reduce -51.3% 98,029 $2.7M
HRT Financial LP 0.01% Add +157.6% 95,920 $2.6M
Verition Fund Management LLC 0.03% Add +13.5% 95,122 $2.6M
Rafferty Asset Management, LLC 0.01% Reduce -26.2% 94,358 $2.6M
J. Goldman & Co LP 0.12% Add +99.0% 94,101 $2.5M
Brevan Howard Capital Management LP 0.03% Reduce -34.7% 90,929 $2.5M
Swiss National Bank 0.00% No change 90,100 $2.4M
CenterBook Partners LP 0.13% Add +243.6% 89,330 $2.4M
Ishara Investments LP 2.24% New 82,000 $2.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +4.8% 79,537 $2.2M
Susquehanna Portfolio Strategies, LLC 0.03% No change 78,092 $2.1M
Hennion & Walsh Asset Management, Inc. 0.06% Add +1.2% 70,189 $1.9M
Seven Fleet Capital Management LP 0.59% Add +65.5% 69,571 $1.9M
XTX Topco Ltd 0.03% Reduce -7.2% 68,407 $1.9M
Alps Advisors Inc. 0.01% Reduce -0.9% 64,419 $1.7M
State of Wisconsin Investment Board 0.00% Add +28.4% 64,138 $1.7M
California State Teachers Retirement System 0.00% Add +41.3% 61,266 $1.7M
Prudential Financial Inc. 0.00% Reduce -33.1% 59,555 $1.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -47.0% 59,242 $1.6M
Greenland Capital Management LP 0.36% Reduce -16.7% 57,500 $1.6M
Rhumbline Advisers 0.00% Add +5.8% 57,444 $1.6M
Trexquant Investment LP 0.01% Reduce -49.3% 57,200 $1.5M
Canada Pension Plan Investment Board 0.00% Add +73.7% 51,400 $1.4M
Los Angeles Capital Management LLC 0.01% Add +16930.9% 46,835 $1.3M
HighVista Strategies LLC 0.35% Reduce -62.4% 46,778 $1.3M
JPMorgan Chase & Co. 0.00% Add +11.2% 51,922 $1.2M
Invesco Ltd. 0.00% Add +45.2% 42,311 $1.1M
Profund Advisors LLC 0.04% Reduce -10.7% 41,984 $1.1M
Deutsche Bank AG 0.00% Add +7.7% 40,116 $1.1M
Erste Asset Management GmbH 0.01% No change 45,000 $1.1M
DAFNA Capital Management LLC 0.24% No change 38,490 $1.0M
Legal & General Group Plc 0.00% Reduce -12.4% 38,473 $1.0M
Barclays PLC 0.00% Reduce -84.8% 33,877 $918K
Victory Capital Management Inc. 0.00% Add +0.8% 33,141 $898K
Sectoral Asset Management Inc. 0.74% Reduce -0.0% 31,618 $895K
Vanguard Global Advisers, LLC 0.00% — 30,474 $826K
Bellevue Group AG 0.02% Add +48.2% 29,374 $796K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 29,253 $792K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.0% 29,185 $767K
MetLife Investment Management, LLC 0.00% Add +3.2% 26,826 $727K
Manufacturers Life Insurance Company, The 0.00% Add +63.2% 26,411 $715K
Diadema Partners LP 0.29% Add +5.4% 26,347 $714K
Wells Fargo & Company 0.00% Reduce -54.0% 26,081 $707K
Raymond James Financial Inc. 0.00% Reduce -1.2% 24,677 $669K
Creative Planning 0.00% Add +15.2% 24,301 $658K
Allianz Asset Management GmbH 0.00% Reduce -27.5% 21,900 $593K
Quantinno Capital Management LP 0.00% Add +12.6% 20,541 $556K
Nomura Holdings Inc. 0.00% New 20,000 $542K
Janus Henderson Group PLC 0.00% Reduce -98.4% 19,848 $537K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +64.1% 19,689 $533K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +13.2% 19,641 $532K
Simplex Trading, LLC 0.02% Add +307.4% 19,562 $530K
Magnetar Financial LLC 0.01% New 18,549 $502K
Eleva Capital SAS 0.13% — 17,081 $463K
BNP Paribas Financial Markets 0.00% Reduce -90.3% 16,716 $453K
Susquehanna International Group, LLP 0.00% Reduce -89.0% 15,770 $427K
State of New Jersey Common Pension Fund D 0.00% Add +0.1% 15,604 $423K
Persistent Asset Partners Ltd 0.16% Add +107.7% 15,401 $417K
New York State Common Retirement Fund 0.00% Add +22.3% 15,364 $416K
Citigroup Inc. 0.00% Reduce -17.6% 15,085 $409K
Handelsbanken Fonder AB 0.00% No change 14,100 $382K
China Universal Asset Management Co., Ltd. 0.03% Add +8.9% 14,044 $380K
Police & Firemen's Retirement System of New Jersey 0.00% No change 12,683 $344K
Arizona State Retirement System 0.00% Reduce -3.5% 12,542 $340K
MAI Capital Management 0.00% Add +50887.5% 12,237 $332K
E Fund Management Co., Ltd. 0.01% — 11,862 $321K
Sei Investments Co. 0.00% Add +33.2% 11,692 $317K
Intech Investment Management LLC 0.00% Reduce -32.7% 11,259 $305K
Velan Capital Investment Management LP 0.19% Reduce -92.7% 11,000 $298K
Fox Run Management, L.L.C. 0.05% Reduce -12.8% 12,670 $298K
Vanguard Investments Australia, Ltd. 0.00% — 10,765 $292K
CreativeOne Wealth, LLC 0.01% No change 10,750 $291K
Lion Point Capital, LP 1.70% No change 10,500 $284K
ProShare Advisors LLC 0.00% Reduce -13.1% 10,459 $283K
KLP Kapitalforvaltning As 0.00% Add +8.3% 10,400 $282K
Entropy Technologies, LP 0.01% Reduce -37.1% 10,180 $276K
Man Group plc 0.00% New 10,139 $275K
Quarry LP 0.06% New 10,000 $271K
VARCOV Co. 0.10% New 9,759 $264K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Add +4.3% 9,750 $264K
Capstone Investment Advisors, LLC 0.00% New 9,675 $262K
Kingswood Wealth Advisors, LLC 0.01% Add +35.7% 9,600 $260K
Marshall Wace, LLP 0.00% Reduce -96.4% 8,987 $243K
Tower Research Capital LLC (TRC) 0.01% Add +1423.7% 7,923 $215K
State Board of Administration of Florida Retirement System 0.00% Add +1.5% 7,672 $208K
Virtus Investment Advisers, LLC 0.06% Add +2.5% 7,389 $200K
Cwm, LLC 0.00% Add +18.7% 6,051 $164K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +7.3% 4,128 $112K
Ameritas Investment Partners, Inc. 0.00% No change 3,798 $103K
Nisa Investment Advisors, LLC 0.00% Add +21.0% 2,359 $64K
PNC Financial Services Group, Inc. 0.00% No change 2,234 $61K
GF Fund Management Co. LTD. 0.00% Add +14.3% 1,777 $48K
Smartleaf Asset Management LLC 0.00% Add +63.4% 1,639 $39K
KBC Group NV 0.00% New 1,233 $33K
Osaic Holdings, Inc. 0.00% Add +0.4% 1,160 $31K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 837 $23K
Fifth Third Bancorp 0.00% New 784 $21K
Rockefeller Capital Management L.P. 0.00% Add +314.2% 555 $15K
Covestor Ltd 0.01% Add +19.9% 567 $15K
Versant Capital Management, Inc 0.00% No change 513 $14K
FNY Investment Advisers, LLC 0.01% New 500 $13K
GAMMA Investing LLC 0.00% Add +5.1% 474 $13K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 355 $10K
Allworth Financial LP 0.00% Add +61.6% 354 $10K
MassMutual Private Wealth & Trust, FSB 0.00% No change 319 $9K
Sterling Capital Management LLC 0.00% No change 306 $8K
US Bancorp \de 0.00% Add +272.8% 302 $8K
J.Safra Asset Management Corp 0.00% Add +208.6% 250 $7K
FIL Ltd 0.00% New 229 $6K
Keating Financial Advisory Services, Inc. 0.00% New 226 $6K
SMA Capital LLC 0.00% New 208 $6K
EverSource Wealth Advisors, LLC 0.00% Add +27.3% 196 $5K
Royal Bank of Canada 0.00% Reduce -90.1% 152 $4K
SBI Securities Co., Ltd. 0.00% Add +0.9% 117 $3K
Rothschild Investment LLC 0.00% Add +67.3% 92 $2K
Optiver Holding B.V. 0.00% Add +90.5% 80 $2K
True Wealth Design, LLC 0.00% No change 76 $2K
Kilter Group LLC 0.00% New 69 $2K
Arax Advisory Partners 0.00% Reduce -36.7% 69 $2K
Advisory Services Network, LLC 0.00% New 41 $1K
Farther Finance Advisors, LLC 0.00% Add +5.7% 37 $977
Parkside Financial Bank & Trust 0.00% No change 35 $948
Private Wealth Management Group, LLC 0.00% No change 28 $759
Parallel Advisors, LLC 0.00% No change 22 $596
SJS Investment Consulting Inc. 0.00% New 12 $326
Clearstead Advisors, LLC 0.00% No change 11 $298
Larson Financial Group LLC 0.00% Reduce -96.1% 6 $163
Basecamp Wealth Advisors LLC 0.00% New 6 $163
Quadrant Capital Group LLC 0.00% Reduce -37.5% 5 $136
Stone House Investment Management, LLC 0.00% New 4 $108
JPL Wealth Management, LLC 0.00% New 3 $82
Hughes Financial Services, LLC 0.00% New 2 $54
IFP Advisors, Inc 0.00% Reduce -87.5% 1 $27
Essential Partners LLC 0.00% No change 1 $27
Avion Wealth 0.00% No change 21 $0

"% of holder's portfolio" is MLYS's weight in each manager's 13F, not the share of Mineralys Therapeutics Inc. the manager owns.