Vault-13

MINERALYS THERAPEUTICS INC MLYS

COM · Common Stock · CUSIP 603170101

69 institutional holders +2 vs Q1 2023
25,136,12825.1m shares reported held*
61.5% of all shares outstanding*
$428.4mreported value*
12 new 31 added 10 reduced 10 sold out net bought ≈ $9.4m (+567.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($865.6k this quarter). Holder counts are more reliable. Shares outstanding: 40.9m as of 2023-08-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $17.04.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0255075Q1 23: 67Q2 23: 6969Q1 23Q2 23
Numbers
QuarterHolders
Q1 202367
Q2 202369

Biggest buyers

FMR LLC Added +729,580+729.6k
VANGUARD GROUP INC Added +634,281+634.3k
BlackRock Inc. Added +134,571+134.6k
DEERFIELD MANAGEMENT COMPANY, L.P. Added +107,979+108.0k
BANK OF MONTREAL /CAN/ New +101,724+101.7k
STATE STREET CORP Added +76,397+76.4k
JANUS HENDERSON GROUP PLC Added +70,526+70.5k
SPHERA FUNDS MANAGEMENT LTD. Added +66,400+66.4k
Driehaus Capital Management LLC Added +46,982+47.0k
Point72 Asset Management, L.P. Added +34,000+34.0k

Biggest sellers

Avidity Partners Management LP Reduced -497,100-497.1k
Logos Global Management LP Sold out -300,000-300.0k
Soleus Capital Management, L.P. Reduced -196,424-196.4k
CITADEL ADVISORS LLC Sold out -191,048-191.0k
Opaleye Management Inc. Sold out -115,000-115.0k
Monashee Investment Management LLC Sold out -110,000-110.0k
GREAT POINT PARTNERS LLC Reduced -74,267-74.3k
ArrowMark Colorado Holdings LLC Sold out -62,500-62.5k
Point72 Middle East FZE Sold out -36,822-36.8k
Walleye Capital LLC Sold out -25,996-26.0k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Catalys Pacific Fund, LP 13G · exempt (held before listing) -3.4 pts · filed 2026-02-13 10.1% -3.4 pts 8.0m≈ $215.9m 2026-02-13
RA CAPITAL MANAGEMENT, L.P. 13D · may seek influence no change · filed 2025-09-08 9.9% no change 7.8m≈ $210.3m 2025-09-08
Samsara BioCapital, L.P. 13D · may seek influence -0.9 pts · filed 2025-09-08 8.2% -0.9 pts 6.3m≈ $171.2m 2025-09-08
BlackRock, Inc. 13G · institution new · filed 2026-01-21 5.2% new 4.1m≈ $111.0m 2026-01-21
FMR LLC 13G · institution -1.2 pts · filed 2026-08-06 5.1% -1.2 pts 4.5m≈ $120.4m 2026-08-06

Insider purchases and sales in Q2 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 0 sellingQ4 21Q1 22: 0 buyingQ1 22: 0 sellingQ2 22: 0 buyingQ2 22: 0 sellingQ2 22Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22Q1 23: 4 buyingQ1 23: 0 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20210—0——
Q4 20210—0——
Q1 20220—0——
Q2 20220—0——
Q3 20220—0——
Q4 20220—0——
Q1 20234$39.1m0——
Q2 20230—0——

None reported in Q2 2023.

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SAMSARA BIOCAPITAL, LLC 13.52% of their portfolio PALO ALTO, CA 4,519,3614.5m $77.1m $77.1m 13.52% Unchanged
2 RA CAPITAL MANAGEMENT, L.P. 1.02% of their portfolio BOSTON, MA 3,178,4763.2m $54.2m $54.2m 1.02% Unchanged
3 ADAMS STREET PARTNERS LLC 10.79% of their portfolio CHICAGO, IL 2,419,5012.4m $41.3m $41.3m 10.79% Unchanged
4 SR One Capital Management, LP 13.19% of their portfolio Redwood City, CA 1,794,6001.8m $30.6m $30.6m 13.19% Unchanged
5 Rock Springs Capital Management LP 0.47% of their portfolio Baltimore, MD 1,167,4921.2m $19.9m $19.9m 0.47% Unchanged
6 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 926,009926.0k $15.8m $15.8m 0.00% Added +634.3k +634,281
7 RTW INVESTMENTS, LP 0.30% of their portfolio NEW YORK, NY 922,100922.1k $15.7m $15.7m 0.30% Unchanged
8 BlackRock Inc. 0.00% of their portfolio New York, NY 884,260884.3k $15.1m $15.1m 0.00% Added +134.6k +134,571
9 DEERFIELD MANAGEMENT COMPANY, L.P. 0.30% of their portfolio New York, NY 837,000837.0k $14.3m $14.3m 0.30% Added +108.0k +107,979
10 Avidity Partners Management LP 0.46% of their portfolio DALLAS, TX 766,700766.7k $13.1m $13.1m 0.46% Reduced -497.1k -497,100
11 FMR LLC 0.00% of their portfolio BOSTON, MA 730,838730.8k $12.5m $12.5m 0.00% Added +729.6k +729,580
12 Laurion Capital Management LP 0.50% of their portfolio NEW YORK, NY 680,131680.1k $11.6m $11.6m 0.50% Added +5.0k +4,995
13 SECTORAL ASSET MANAGEMENT INC 1.75% of their portfolio MONTREAL, A8 614,713614.7k $10.5m $10.5m 1.75% Added +1.5k +1,480
14 BRAIDWELL LP 0.31% of their portfolio STAMFORD, CT 550,300550.3k $9.4m $9.4m 0.31% Unchanged
15 GREAT POINT PARTNERS LLC 1.86% of their portfolio Greenwich, CT 546,059546.1k $9.3m $9.3m 1.86% Reduced -74.3k -74,267
16 Driehaus Capital Management LLC 0.11% of their portfolio Chicago, IL 499,983500.0k $8.5m $8.5m 0.11% Added +47.0k +46,982
17 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 450,000450.0k $7.7m $7.7m 0.00% Unchanged
18 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 419,509419.5k $7.2m $7.2m 0.01% Added +1.6k +1,606
19 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 407,962408.0k $7.0m $7.0m 0.00% Added +70.5k +70,526
20 SPHERA FUNDS MANAGEMENT LTD. 1.48% of their portfolio TEL AVIV, L3 405,400405.4k $6.9m $6.9m 1.48% Added +66.4k +66,400
21 JENNISON ASSOCIATES LLC 0.00% of their portfolio NEW YORK, NY 355,475355.5k $6.1m $6.1m 0.00% Unchanged
22 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 286,659286.7k $4.9m $4.9m 0.00% Added +3.0k +3,006
23 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 211,197211.2k $3.6m $3.6m 0.00% Added +76.4k +76,397
24 ExodusPoint Capital Management, LP 0.04% of their portfolio NEW YORK, NY 193,525193.5k $3.3m $3.3m 0.04% Added +12.2k +12,213
25 Woodline Partners LP 0.04% of their portfolio San Francisco, CA 175,000175.0k $3.0m $3.0m 0.04% Unchanged
26 Ensign Peak Advisors, Inc 0.00% of their portfolio SALT LAKE CITY, UT 125,000125.0k $2.1m $2.1m 0.00% Unchanged
27 Schonfeld Strategic Advisors LLC 0.02% of their portfolio NEW YORK, NY 117,114117.1k $2.0m $2.0m 0.02% Added +28.3k +28,266
28 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 112,514112.5k $1.9m $1.9m 0.00% Added +12.0k +12,037
29 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 101,724101.7k $1.5m $1.5m 0.00% New
30 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 95,69195.7k $1.6m $1.6m 0.00% Added +6.7k +6,731
31 Pentwater Capital Management LP 0.02% of their portfolio Naples, FL 80,00080.0k $1.4m $1.4m 0.02% Added +10.0k +10,000
32 Soleus Capital Management, L.P. 0.15% of their portfolio GREENWICH, CT 76,81776.8k $1.3m $1.3m 0.15% Reduced -196.4k -196,424
33 Affinity Asset Advisors, LLC 0.42% of their portfolio NEW YORK, NY 62,50062.5k $1.1m $1.1m 0.42% Unchanged
34 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 50,77050.8k $865.6k $865.6k 0.00% Added +200 +200
35 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 50,16550.2k $855.3k $855.3k 0.00% Added +20.1k +20,114
36 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 40,21140.2k $685.6k $685.6k 0.00% Added +6.9k +6,925
37 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 39,00039.0k $665.0k $665.0k 0.00% Added +34.0k +34,000
38 Alyeska Investment Group, L.P. 0.00% of their portfolio CHICAGO, IL 37,50037.5k $639.4k $639.4k 0.00% Unchanged
39 ALPS ADVISORS INC 0.00% of their portfolio Denver, CO 30,03130.0k $512.0k $512.0k 0.00% New
40 PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio BOSTON, MA 23,01623.0k $392.4k $392.4k 0.00% New
41 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 20,59320.6k $351.1k $351.1k 0.00% New
42 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 19,15519.2k $326.6k $326.6k 0.00% Added +3.0k +3,021
43 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 16,32616.3k $278.4k $278.4k 0.00% Reduced -11.4k -11,439
44 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 14,89514.9k $254.0k $254.0k 0.00% Added +3.9k +3,935
45 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 12,22912.2k $208.5k $208.5k 0.00% Reduced -1.8k -1,761
46 Parkman Healthcare Partners LLC 0.03% of their portfolio STAMFORD, CT 11,65811.7k $198.8k $198.8k 0.03% Added +1.7k +1,658
47 LETKO, BROSSEAU & ASSOCIATES INC 0.00% of their portfolio MONTREAL, A8 11,40011.4k $194.4k $194.4k 0.00% New
48 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 11,08011.1k $188.9k $188.9k 0.00% New
49 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 10,82010.8k $184.5k $184.5k 0.00% Added +1.6k +1,551
50 Ghisallo Capital Management LLC 0.02% of their portfolio BOSTON, MA 10,00010.0k $170.5k $170.5k 0.02% Unchanged
51 UBS Group AG 0.00% of their portfolio ZURICH, V8 8,0068.0k $136.5k $136.5k 0.00% New
52 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 7,0637.1k $120.4k $120.4k 0.00% Unchanged
53 VIRTUS ADVISERS, LLC 0.07% of their portfolio HARTFORD, CT 6,8176.8k $116.2k $116.2k 0.07% New
54 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 6,7176.7k $114.5k $114.5k 0.00% Added +878 +878
55 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 6,3236.3k $107.8k $107.8k 0.00% Added +4.0k +3,987
56 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 5,6785.7k $96.8k $96.8k 0.00% Reduced -1.8k -1,827
57 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 4,6424.6k $79.1k $79.1k 0.00% Added +143 +143
58 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 4,1544.2k $70.8k $70.8k 0.00% New
59 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 3,4983.5k $59.6k $59.6k 0.00% Added +98 +98
60 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 2,7782.8k $47.4k $47.4k 0.00% Reduced -9.8k -9,758
61 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 2,5002.5k $42.0k $42.0k 0.00% Reduced -5.0k -5,000
62 Legal & General Group Plc 0.00% of their portfolio London, X0 1,4441.4k $24.7k $24.7k 0.00% Added +171 +171
63 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 1,4411.4k $25.0k $25.0k 0.00% Reduced -102 -102
64 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,3051.3k $22.0k $22.0k 0.00% Added +411 +411
65 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 972972 $16.6k $16.6k 0.00% Unchanged
66 Metropolitan Life Insurance Co/NY 0.00% of their portfolio New York, NY 727727 $12.4k $12.4k 0.00% New
67 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 342342 $5.8k $5.8k 0.00% Reduced -1.2k -1,156
68 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 3232 $546 $546 0.00% New
69 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% New