MLYS
Mineralys Therapeutics, Inc. · Healthcare · Biotechnology
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +12.9% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 87 | +3 | 43.72M | $1.18B | +8 | −5 |
| 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) | 802.00K | +29.4% | $12.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 802.00K | +29.4% | $12.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 520.18K | +3.1% | $8.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | D. E. Shaw & Co. ✦ | 478.43K | New | $7.60M | 0.0% | New | 1 | SEC ↗ |
| 5 | Millennium Management ✦ | 424.69K | -61.5% | $6.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 177.30K | +48.4% | $2.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 144.36K | New | $2.29M | 0.0% | New | 1 | SEC ↗ |
| 8 | Wellington Management ✦ | 121.56K | +32.8% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wellington Management ✦ | 121.56K | +32.8% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 48.53K | New | $770,688 | 0.0% | New | 1 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 34.62K | New | $549,686 | 0.0% | New | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 34.62K | New | $549,686 | 0.0% | New | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 34.62K | New | $549,686 | 0.0% | New | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 34.62K | New | $549,686 | 0.0% | New | 1 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 12.42K | +6.0% | $198,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $7.60M | 0.0% |
| Citadel Advisors | $2.29M | 0.0% |
| Two Sigma Investments | $770,688 | 0.0% |
| AQR Capital Management | $549,686 | 0.0% |
| AQR Capital Management | $549,686 | 0.0% |
| AQR Capital Management | $549,686 | 0.0% |
| AQR Capital Management | $549,686 | 0.0% |
Exited
| No tracked exits this quarter. |
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 · 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