undamentalytics Newsletter

Mineralys Therapeutics, Inc.: which funds bought and sold

Institutions that bought and sold Mineralys Therapeutics shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 123 institutions that filed 13F reports for both quarters added to or opened positions in Mineralys Therapeutics, and 87 cut or closed them. Together they added a net 9.6M shares, +10.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 724K shares (+1.7%); index fund managers were net buyers of 3.5M shares (+26.3%). 33 opened a new position and 22 sold out entirely.

Bought, Q2 2026 123 institutions, 33 of them new holders Sold, Q2 2026 87 institutions, 22 of them sold out
Net change, all compared +9.6M shares (+10.6%)
Net change, active managers +724K shares (+1.7%), 31 bought, 22 sold

Buyers versus sellers

institutions compared, 244
Active managers and hedge funds 31 bought · 22 sold · +724K
Index fund managers 9 bought · 2 sold · +3.5M
Other institutions 83 bought · 63 sold · +5.4M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Deerfield Management Company, L.P. Hedge fund +4.0M New position 4.0M $107M
Capital World Investors Active manager +1.6M +401.7% 2.0M $53.9M
Blackrock, Inc. Index funds +1.4M +31.4% 5.9M $159M
State Street Corp Index funds +1.2M +41.1% 4.1M $112M
Ghisallo Capital Management LLC Hedge fund +1.1M New position 1.1M $30.4M
Troluce Capital Advisors LLC +1.1M +163.9% 1.7M $46.6M
Logos Global Management LP Hedge fund +1.1M New position 1.1M $28.3M
Invesco Ltd. +1.0M +2479.0% 1.1M $29.4M
Price T Rowe Associates Inc Active manager +919K +68.4% 2.3M $61M
Nantahala Capital Management, LLC Hedge fund +745K +83.2% 1.6M $44.3M
Millennium Management LLC Hedge fund +696K +132.6% 1.2M $33M
Aberdeen Group PLC +689K New position 689K $18.6M
Goldman Sachs Group Inc +674K +85.8% 1.5M $39.4M
Tudor Investment Corp Et Al Hedge fund +583K +374.1% 738K $19.9M
Armistice Capital, LLC Hedge fund +560K +47.6% 1.7M $46.8M
Prosight Management, LP +450K New position 450K $12.1M
Caption Management, LLC +413K New position 413K $11.1M
Davern Capital Partners, LP +412K +92.0% 859K $23.2M
Bank Of America Corp +405K +36.8% 1.5M $40.6M
Pictet Asset Management Holding SA +396K +38.3% 1.4M $38.6M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Caligan Partners LP Hedge fund −2.8M Sold out 0 —
Wellington Management Group LLP Active manager −2.6M −76.0% 807K $21.8M
Point72 Asset Management, L.P. Hedge fund −1.9M Sold out 0 —
Montanova Capital, LLC Hedge fund −1.4M −88.7% 174K $4.7M
Jennison Associates LLC Active manager −883K −69.8% 383K $10.3M
Boothbay Fund Management, LLC Hedge fund −854K −85.3% 147K $4M
Qube Research & Technologies Ltd Hedge fund −665K −72.7% 250K $6.7M
D. E. Shaw & Co., Inc. Hedge fund −534K −60.2% 353K $9.5M
Stempoint Capital LP −464K −43.5% 603K $16.3M
FMR LLC Active manager −349K −7.2% 4.5M $122M
22Nw, LP −330K −74.4% 114K $3.1M
Lord, Abbett & Co. LLC −301K Sold out 0 —
Integral Health Asset Management, LLC −300K −40.0% 450K $12.1M
Findell Capital Management LLC −202K Sold out 0 —
Ameriprise Financial Inc −193K −87.1% 29K $772,437
Buckley Capital Advisors, LLC −173K Sold out 0 —
SG Americas Securities, LLC −165K −73.0% 61K $1.6M
Two Sigma Investments, LP Hedge fund −149K −48.0% 162K $4.4M
Franklin Resources Inc Active manager −149K −8.4% 1.6M $44.1M
Citadel Advisors LLC Hedge fund −132K −22.1% 468K $12.6M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Deerfield Management Company, L.P.Hedge fund 4.0M $107M
Ghisallo Capital Management LLCHedge fund 1.1M $30.4M
Logos Global Management LPHedge fund 1.1M $28.3M
Aberdeen Group PLC 689K $18.6M
Prosight Management, LP 450K $12.1M
Caption Management, LLC 413K $11.1M
Eversept Partners, LPHedge fund 310K $8.4M
Longaeva Partners L.P. 281K $7.6M
Exoduspoint Capital Management, LPHedge fund 101K $2.7M
Timothy G. Youngquist 2020 Irrevocable Trust 101K $2.7M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Caligan Partners LPHedge fund 2.8M $75.1M
Point72 Asset Management, L.P.Hedge fund 1.9M $51.8M
Lord, Abbett & Co. LLC 301K $8.2M
Findell Capital Management LLC 202K $5.5M
Buckley Capital Advisors, LLC 173K $4.7M
Y-Intercept (Hong Kong) Ltd 132K $3.6M
Swedbank AB 122K $3.3M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 105K $2.8M
J. Goldman & Co LPHedge fund 94K $2.5M
Susquehanna Portfolio Strategies, LLC 78K $2.1M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
225
Ten largest holders
47.3%
of 13F-reported shares
Index fund managers
16.7%
of 13F-reported shares
Active managers and hedge funds
42.3%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 31 22 9 3 +724K +1.7%
Index fund managers 9 2 0 0 +3.5M +26.3%
Other institutions 83 63 24 19 +5.4M +15.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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