$MLYS

$20.56 +$0.01 (0.05%) Close

$MLYS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 88.4M shares outstanding

Who owns MLYS?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 77.6%

Catalys Pacific, LLC 8.9% · Slingsby Brian Taylor 8.8%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

224

+9 vs last qtr

Net shares bought

+9.0M

by institutions in Q2 2026

New / sold out

35 / 26

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Deerfield Management Company, L.P. NEW +4.0M
Capital World Investors +1.6M

Biggest sellers in Q2 2026

Caligan Partners LP SOLD OUT −2.8M
Wellington Management Group LLP −2.6M

Who is planning to sell?

Notices of proposed sale, last 12 months

$87.7M

57 notices from 8 people

Shares covered

2.3M

2.65% of the company

Arranged in advance

29%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Catalys Pacific Fund, LP Affiliate $42.1M
Congleton Jon Officer $16.2M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

+1209.3%

+135.69% a year

Each share's claim on the business

−92.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $36.2M

over 4 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years48% 1–3 years31% Under 1 year21%

Quarterly turnover

22.4%

of institutional shares changed hands

Top 10 managers, median time held

3.3 years

Super Investors

Investment managers reporting MLYS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
CP Catalys Pacific, LLC	7.9M	8.94%	Unchanged	2023	92.9%
Shares held by quarter Peak holding8.9M (Q1'25) Change over 8 quarters−740.7K Share of the company8.940% Catalys Pacific, LLC's full portfolio →
RC Ra Capital Management, L.P. 13D · 9.9%	7.7M	8.70%	Unchanged	2023	1.8%
Shares held by quarter Peak holding7.7M (Q1'26) Change over 8 quarters+2.8M Share of the company8.700% Disclosed stake13D · 9.9% Ra Capital Management, L.P.'s full portfolio →

Catalys Pacific, LLC

7.9M

% of company

8.94%

Change vs last qtr

Unchanged

Held since

2023

Ra Capital Management, L.P.

13D · 9.9%

7.7M

% of company

8.70%

Change vs last qtr

Unchanged

Held since

2023

28 more super investors behind a free account

See every manager holding Mineralys Therapeutics Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting MLYS on Form N-PORT; together they hold 32.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SS State Street(R) SPDR(R) S&P(R) Biotech ETF SPDR Series Trust	$76.1M	2.8M	3.19%	0.71%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$53.1M	2.0M	2.23%	0.00%	June 30, 2026

State Street(R) SPDR(R) S&P(R) Biotech ETF

SPDR Series Trust

Position value

$76.1M

% of company

3.19%

% of the fund

0.71%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$53.1M

% of company

2.23%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Mineralys Therapeutics Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SB Slingsby Brian Taylor Insider	7.8M	8.83%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company8.830% Slingsby Brian Taylor's insider activity →
PK Peter Kolchinsky 5%+ holder 13D · 9.9%	7.8M	8.82%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company8.820% Disclosed stake13D · 9.9% View the 13D/G filing →

Slingsby Brian Taylor

Insider

7.8M

% of company

8.83%

Change vs last qtr

—

Held since

—

Peter Kolchinsky

5%+ holder13D · 9.9%

7.8M

% of company

8.82%

Change vs last qtr

—

Held since

—

16 more holders behind a free account

See every insider and 5%+ holder of Mineralys Therapeutics Inc.

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