MINERALYS THERAPEUTICS INC
236 institutions still hold MINERALYS THERAPEUTICS INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
Mineralys Therapeutics Inc. (MLYS, CUSIP 603170101) entered Q1 2026 with $2.5B of institutional 13F value across 205 institutional accounts — a holder profile appropriate for a clinical-stage biopharmaceutical company whose lead program (a selective mineralocorticoid receptor antagonist targeting cardiovascular, renal, and metabolic indications) defines a differentiated therapeutics opportunity within a multi-billion-dollar global hypertension and heart-failure market where current therapies have meaningful tolerance limitations. The defining Q1 signals: Wellington Management added $63M alongside Caligan Partners reducing $109M — a rotation consistent with fundamental biotech conviction allocation into late-clinical-stage cardiovascular assets being built or trimmed at the manager tier as clinical-readout timelines approach. For smart-money trackers, MLYS's institutional footprint reflects the selective-mineralocorticoid-receptor thesis and the late-pre-commercial cardiovascular biotech allocation pattern, where Q/Q rotation is most useful when evaluated against the company's ongoing Phase program activity, regulatory engagement milestones, and potential big-pharma partnering or acquisition interest that typically peaks ahead of pivotal Phase 3 readouts.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.