MLYS
Mineralys Therapeutics, Inc. · Healthcare · Biotechnology
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +20.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 86 | +2 | 43.69M | $1.18B | +8 | −6 |
| Q1 2026 | 87 | +2 | 39.40M | $1.08B | +7 | −5 |
| Q4 2025 | 84 | +1 | 40.64M | $1.47B | +2 | −1 |
| Q3 2025 | 17 | +2 | 19.50M | $739.53M | +2 | — |
| Q2 2025 | 12 | -1 | 9.30M | $125.82M | — | −1 |
| Q1 2025 | 10 | +4 | 2.76M | $43.90M | +4 | — |
| Q4 2024 | 6 | 0 | 2.45M | $30.15M | +1 | −1 |
| Q3 2024 | 5 | 0 | 890.52K | $10.79M | +1 | −1 |
| Q2 2024 | 5 | — | 738.83K | $8.65M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 620.85K | +6.6% | $7.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Renaissance Technologies ✦ | 103.80K | +68.0% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Millennium Management ✦ | 98.73K | +50.6% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 64.00K | New | $775,015 | 0.0% | New | 1 | SEC ↗ ×2 |
| 5 | Citadel Advisors ✦ | 3.14K | -75.9% | $37,977 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $775,015 | 0.0% |
Exited
| Two Sigma Investments | $188,768 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 213 holders, 90.27M shares, $2.39B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer, Director · 75.00K sh · $1.91M
Director · 104.32K sh · $3.01M
Officer · 7.44K sh · $209,136
Director · 3.00K sh · $85,740
Officer · 7.44K sh · $193,189
Officer · 2.17K sh · $58,785
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology