Who owns Mineralys Therapeutics (MLYS)
Which tracked institutional funds hold MLYS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MLYS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
72 tracked funds added or opened MLYS while 53 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MLYS’s largest tracked holder by dollar value, Catalys Pacific, LLC, sizes it at 92.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 92.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MLYS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 218 tracked filers holding MLYS, 123 increased or opened the position and 92 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MLYS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 16
- DEERFIELD MANAGEMENT COMPANY, L.P.$107M
- Ghisallo Capital Management LLC$30M
- Logos Global Management LP$28M
- Aberdeen Group plc$19M
- Prosight Management, LP$12M
- Caption Management, LLC$11M
Full exits 18
- Caligan Partners LP$75M
- Point72 Asset Management, L.P.$52M
- LORD, ABBETT & CO. LLC$8M
- SG Americas Securities, LLC$6M
- FINDELL CAPITAL MANAGEMENT LLC$5M
- Buckley Capital Advisors, LLC$5M
Largest adds
- Capital World Investors$43M
- BlackRock, Inc.$37M
- STATE STREET CORP$32M
- Troluce Capital Advisors LLC$29M
- Invesco Ltd.$28M
- PRICE T ROWE ASSOCIATES INC /MD/$25M
Largest trims
- WELLINGTON MANAGEMENT GROUP LLP$67M
- MONTANOVA CAPITAL, LLC$37M
- JENNISON ASSOCIATES LLC$24M
- BOOTHBAY FUND MANAGEMENT, LLC$23M
- Qube Research & Technologies Ltd$18M
- D. E. Shaw & Co., Inc.$15M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Catalys Pacific, LLC | 7,903,838 | $213M | 8.1% | 2026-Q2 |
| RA CAPITAL MANAGEMENT, L.P. | 7,692,750 | $208M | 7.9% | 2026-Q2 |
| BlackRock, Inc. added | 5,887,038 | $159M | 6.0% | 2026-Q2 |
| SAMSARA BIOCAPITAL, LLC | 5,871,018 | $158M | 6.0% | 2026-Q2 |
| FMR LLC trimmed | 4,511,689 | $122M | 4.6% | 2026-Q2 |
| STATE STREET CORP added | 4,141,636 | $112M | 4.2% | 2026-Q2 |
| DEERFIELD MANAGEMENT COMPANY, L.P. new | 3,958,000 | $107M | 4.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,756,770 | $74M | 2.8% | 2026-Q2 |
| Laurion Capital Management LP added | 2,506,152 | $68M | 2.6% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 2,262,476 | $61M | 2.3% | 2026-Q2 |
| ORBIMED ADVISORS LLC added | 2,110,300 | $57M | 2.2% | 2026-Q2 |
| Capital World Investors added | 1,997,607 | $54M | 2.0% | 2026-Q2 |
| ARMISTICE CAPITAL, LLC added | 1,736,000 | $47M | 1.8% | 2026-Q2 |
| Troluce Capital Advisors LLC added | 1,728,753 | $47M | 1.8% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 1,635,520 | $44M | 1.7% | 2026-Q2 |
| ANDERA PARTNERS | 1,591,917 | $43M | 1.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,584,326 | $43M | 1.6% | 2026-Q2 |
| SR One Capital Management, LP | 1,563,966 | $42M | 1.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,505,547 | $41M | 1.5% | 2026-Q2 |
| SPHERA FUNDS MANAGEMENT LTD. added | 1,469,971 | $40M | 1.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,458,676 | $39M | 1.5% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 1,430,649 | $39M | 1.5% | 2026-Q2 |
| Polar Capital Holdings Plc trimmed | 1,420,854 | $38M | 1.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,221,758 | $33M | 1.2% | 2026-Q2 |
| Ghisallo Capital Management LLC new | 1,125,000 | $30M | 1.1% | 2026-Q2 |
| Invesco Ltd. added | 1,091,180 | $29M | 1.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 1,067,541 | $29M | 1.1% | 2026-Q2 |
| Logos Global Management LP new | 1,050,000 | $28M | 1.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,036,767 | $28M | 1.1% | 2026-Q2 |
| MORGAN STANLEY added | 917,213 | $25M | 0.9% | 2026-Q2 |
| Davern Capital Partners, LP added | 858,753 | $23M | 0.9% | 2026-Q2 |
| Candriam S.C.A. added | 857,037 | $23M | 0.9% | 2026-Q2 |
| Nantahala Capital Management, LLC trimmed | 820,481 | $22M | 0.8% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 806,716 | $22M | 0.8% | 2026-Q2 |
| Affinity Asset Advisors, LLC | 750,000 | $20M | 0.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 747,657 | $20M | 0.8% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 738,370 | $20M | 0.8% | 2026-Q2 |
| Aberdeen Group plc new | 689,235 | $19M | 0.7% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 649,027 | $18M | 0.7% | 2026-Q2 |
| Catalio Capital Management, LP added | 648,722 | $18M | 0.7% | 2026-Q2 |
| Pale Fire Capital SE added | 614,284 | $17M | 0.6% | 2026-Q2 |
| STEMPOINT CAPITAL LP added | 602,686 | $16M | 0.6% | 2026-Q2 |
| NORTHERN TRUST CORP added | 551,491 | $15M | 0.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 521,216 | $14M | 0.5% | 2026-Q2 |
| Rock Springs Capital Management LP added | 484,951 | $13M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 467,598 | $13M | 0.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 463,387 | $13M | 0.5% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 450,370 | $12M | 0.5% | 2026-Q2 |
| Integral Health Asset Management, LLC trimmed | 450,000 | $12M | 0.5% | 2026-Q2 |
| Prosight Management, LP new | 449,795 | $12M | 0.5% | 2026-Q2 |
| Rhenman & Partners Asset Management AB added | 416,371 | $11M | 0.4% | 2026-Q2 |
| Caption Management, LLC added | 413,087 | $11M | 0.4% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 382,747 | $10M | 0.4% | 2026-Q2 |
| Parkman Healthcare Partners LLC added | 380,354 | $10M | 0.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 378,300 | $10M | 0.4% | 2026-Q2 |
| CenterBook Partners LP added | 365,630 | $10M | 0.4% | 2026-Q2 |
| UBS Group AG added | 361,596 | $10M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 355,570 | $10M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 352,729 | $10M | 0.4% | 2026-Q2 |
| Eversept Partners, LP new | 309,689 | $8M | 0.3% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 307,214 | $8M | 0.3% | 2026-Q2 |
| ADAR1 Capital Management, LLC added | 298,886 | $8M | 0.3% | 2026-Q2 |
| Longaeva Partners L.P. new | 281,104 | $8M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 274,843 | $7M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 249,776 | $7M | 0.3% | 2026-Q2 |
| TimesSquare Capital Management, LLC trimmed | 235,858 | $6M | 0.2% | 2026-Q2 |
| MONTANOVA CAPITAL, LLC trimmed | 173,886 | $5M | 0.2% | 2026-Q2 |
| Trexquant Investment LP added | 169,715 | $5M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 162,082 | $4M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 158,550 | $4M | 0.2% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 153,722 | $4M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 152,504 | $4M | 0.2% | 2026-Q2 |
| Burkehill Global Management, LP | 150,000 | $4M | 0.2% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 147,402 | $4M | 0.2% | 2026-Q2 |
| Artia Global Partners LP | 137,800 | $4M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 128,247 | $3M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 125,991 | $3M | 0.1% | 2026-Q2 |
| Ensign Peak Advisors, Inc added | 118,382 | $3M | 0.1% | 2026-Q2 |
| 22NW, LP trimmed | 113,840 | $3M | 0.1% | 2026-Q2 |
| Swiss National Bank added | 111,600 | $3M | 0.1% | 2026-Q2 |
| Ishara Investments LP added | 102,500 | $3M | 0.1% | 2026-Q2 |
| MARK ASSET MANAGEMENT LP trimmed | 101,289 | $3M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 101,052 | $3M | 0.1% | 2026-Q2 |
| Timothy G. Youngquist 2020 Irrevocable Trust new | 100,869 | $3M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 99,332 | $3M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 95,242 | $3M | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 88,976 | $2M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 86,327 | $2M | 0.1% | 2026-Q2 |
| HighVista Strategies LLC added | 86,085 | $2M | 0.1% | 2026-Q2 |
| BlueCrest Capital Management Ltd new | 85,157 | $2M | 0.1% | 2026-Q2 |
| KVP Capital Advisors, LP new | 84,168 | $2M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 79,199 | $2M | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 78,186 | $2M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 73,265 | $2M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 70,205 | $2M | 0.1% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 69,580 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 67,221 | $2M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 66,057 | $2M | 0.1% | 2026-Q2 |
| PFM Health Sciences, LP trimmed | 62,418 | $2M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 61,190 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.