MLYS
Mineralys Therapeutics, Inc. · Healthcare · Biotechnology
Momentum inputs (comparable managers):
holder breadth +13.3% ·
share flow +30.0% ·
net new positions +11.8%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| 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 | BlackRock ✦ (passive) | 3.67M | +18.5% | $139.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 2 | The Vanguard Group ✦ (passive) | 3.02M | +29.8% | $114.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Fidelity (FMR) ✦ | 2.07M | +579.4% | $78.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | Citadel Advisors ✦ | 2.07M | +14273.7% | $78.39M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Point72 Asset Management ✦ | 1.80M | New | $68.24M | 0.2% | New | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.38M | — | $52.22M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 7 | State Street Global Advisors ✦ (passive) | 1.30M | -9.7% | $49.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 1.12M | +17.7% | $42.61M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 9 | Wellington Management ✦ | 783.45K | +578.6% | $29.71M | 0.0% | ▲ Add | 5 | SEC ↗ ×7 |
| 10 | Goldman Sachs Group ✦ | 711.66K | — | $26.99M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | D. E. Shaw & Co. ✦ | 610.92K | +6.4% | $23.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Millennium Management ✦ | 404.59K | +66.1% | $15.34M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 367.36K | — | $13.93M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 14 | Adage Capital Partners ✦ | 105.00K | New | $3.98M | 0.0% | New | 1 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 47.40K | -73.2% | $1.80M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 21.38K | +9.3% | $811,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 18.12K | -35.0% | $687,187 | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $68.24M | 0.2% |
| Adage Capital Partners | $3.98M | 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, 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