Ticker · CUSIP 603170101

MLYS

MINERALYS THERAPEUTICS INC

Healthcare·Biotechnology

···Share

Holders (tracked)

Combined shares

7,421,270

Combined value

$269.32M

Last close

$30.58

Quarter

2025Q4

Price is -15.7% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$30.58+17.23 (+129.06%)H $47.33 · L $12.87 · Avg Vol 1.3M

Insider sellPosition opened

Tracked holders · last 8 quarters

+5 vs previous quarter over the last 8.

SEC event timeline

21 events

Rodman David Malcom · Chief Medical Officer
2026-04-15
Sold $175.6K @ $27.66
Insider sell
Congleton Jon · Chief Executive Officer
2026-04-13
Sold $422.0K @ $26.83
Insider sell
Rodman David Malcom · Chief Medical Officer
2026-04-13
Sold $373.1K @ $26.54
Insider sell
Rodman David Malcom · Chief Medical Officer
2026-04-09
Sold $59.4K @ $27.38
Insider sell
Ken Griffin (Citadel Advisors) trimmed2026-02-17
−1,667,308 shares · 2025Q4
Position
D.E. Shaw & Co. added2026-02-17
+539,747 shares · 2025Q4
Position
Two Sigma Investments opened position2026-02-17
+610,403 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−325,964 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+1,303,737 shares · 2025Q4
Position
Wellington Management added2026-02-17
+822 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+39,046 shares · 2025Q4
Position
Steve Cohen (Point72) trimmed2026-02-17
−592,408 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+44,178 shares · 2025Q4
Position
Renaissance Technologies added2026-02-12
+274,700 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+161,020 shares · 2025Q3
Position
Steve Cohen (Point72) opened position2025-11-14
+1,799,628 shares · 2025Q3
Position
AQR Capital Management trimmed2025-11-14
−9,779 shares · 2025Q3
Position
Wellington Management added2025-11-14
+667,997 shares · 2025Q3
Position
D.E. Shaw & Co. added2025-11-14
+36,716 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+1,815 shares · 2025Q3
Position
Renaissance Technologies trimmed2025-11-13
−129,526 shares · 2025Q3
Position

Insider activity

Last 30 days

Net (open-market)

−$1.03M

Buys

0 · $0

Sells

4 · $1.03M

Unique insiders

Date	Insider	Code	Shares	Price	Value
04-15	Rodman David Malcom Chief Medical Officer · Officer	S	6,348	$27.66	$175.6K
04-13	Congleton Jon Chief Executive Officer · Officer, Director	S	15,730	$26.83	$422.0K
04-13	Rodman David Malcom Chief Medical Officer · Officer	M	6,349	$1.08	$6.9K
04-13	Rodman David Malcom Chief Medical Officer · Officer	M	3,542	$10.20	$36.1K
04-13	Rodman David Malcom Chief Medical Officer · Officer	M	4,167	$14.25	$59.4K
04-13	Rodman David Malcom Chief Medical Officer · Officer	S	14,058	$26.54	$373.1K
04-09	Rodman David Malcom Chief Medical Officer · Officer	M	2,170	$16.00	$34.7K
04-09	Rodman David Malcom Chief Medical Officer · Officer	S	2,170	$27.38	$59.4K

View full insider history for MLYS →

Follow-the-investor returns

If you'd copied each holder of MLYS…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Izzy Englander (Millennium Mgmt)	2023Q3	$23.05	+32.7%	$2.4M
Izzy Englander (Millennium Mgmt)	2023Q3	$23.05	+32.7%	$2.4M
D.E. Shaw & Co.	2025Q1	$25.96	+17.8%	$35.2M
AQR Capital Management	2025Q1	$30.35	+0.7%	$1.9M
Renaissance Technologies	2023Q3	$32.85	-6.9%	$9.8M
Wellington Management	2023Q1	$34.49	-11.3%	$24.0M
Two Sigma Investments	2023Q3	$34.49	-11.3%	$18.7M
T. Rowe Price	2024Q4	$35.95	-14.9%	$40.5M
Paul Tudor Jones (Tudor Investment)	2025Q4	$36.29	-15.7%	$17.9M
Paul Tudor Jones (Tudor Investment)	2025Q4	$36.29	-15.7%	$17.9M
Paul Tudor Jones (Tudor Investment)	2025Q4	$36.29	-15.7%	$17.9M
Ken Griffin (Citadel Advisors)	2023Q1	$36.36	-15.9%	$12.2M
Ken Griffin (Citadel Advisors)	2023Q1	$36.36	-15.9%	$12.2M
Ken Griffin (Citadel Advisors)	2023Q1	$36.36	-15.9%	$12.2M
Steve Cohen (Point72)	2023Q1	$37.21	-17.8%	$36.9M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions2

Two Sigma Investments
+610,403
$22.2M
Paul Tudor Jones (Tudor Investment)
+39,046
$1.4M

Added to5

D.E. Shaw & Co.
+539,747
$19.6M
Renaissance Technologies
+274,700
$10.0M
AQR Capital Management
+44,178
$1.6M
T. Rowe Price
+1,303,737
$47K
Wellington Management
+822
$30K

Trimmed3

Ken Griffin (Citadel Advisors)
−1,667,308
$60.5M
Steve Cohen (Point72)
−592,408
$21.5M
Izzy Englander (Millennium Mgmt)
−325,964
$11.8M

Exited0

—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2023Q1	4	969,961	$15.2M	—
2023Q2	2	923,260	$15.7M	-2
2023Q3	6	1,572,986	$15.0M	+4
2023Q4	7	2,111,459	$18.2M	+1
2024Q1	8	1,492,424	$19.3M	+1
2024Q2	7	2,220,808	$26.0M	-1
2024Q3	6	282,767	$3.4M	-1
2024Q4	3	1,232,889	$15.2M	-3
2025Q1	11	1,560,104	$24.8M	+8
2025Q2	7	1,172,001	$15.9M	-4
2025Q3	10	5,836,417	$221.3M	+3
2025Q4	15	7,421,270	$269.3M	+5

Who owns MLYS

15 super-investors · 2025Q4

Tracked stake

7.42M

Combined value

$269M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New4Added5Trim6

#	Manager	Shares	Value	% of book	Last action
1	T. Rowe Price	1.33M	$48M	0.0%	Added+1.30M
2	Steve Cohen Point72	1.21M	$44M	0.0%	Trim−592.4K
3	D.E. Shaw & Co.	1.15M	$42M	0.0%	Added+539.7K
4	Wellington Management	784.3K	$28M	0.0%	Added+822
5	Two Sigma Investments	610.4K	$22M	0.0%	New+610.4K
6	Paul Tudor Jones Tudor Investment	586.1K	$21M	0.0%	New+39.0K
7	Paul Tudor Jones Tudor Investment	535.7K	$19M	0.0%	New+39.0K
8	Ken Griffin Citadel Advisors	399.9K	$15M	0.0%	Trim−1.67M
9	Renaissance Technologies	322.1K	$12M	0.0%	Added+274.7K
10	Izzy Englander Millennium Mgmt	225.0K	$8M	0.0%	Trim−326.0K
11	Izzy Englander Millennium Mgmt	78.6K	$3M	0.0%	Trim−326.0K
12	AQR Capital Management	62.3K	$2M	0.0%	Added+44.2K
13	Ken Griffin Citadel Advisors	59.6K	$2M	0.0%	Trim−1.67M
14	Paul Tudor Jones Tudor Investment	39.0K	$1M	0.0%	New+39.0K
15	Ken Griffin Citadel Advisors	35.2K	$1M	0.0%	Trim−1.67M

Recent moves

20 transactions

ADDT. Rowe Price
+1,303,737 · 2025Q4
ADDAQR Capital Management
+44,178 · 2025Q4
NEWTwo Sigma Investments
+610,403 · 2025Q4
ADDWellington Management
+822 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−1,667,308 · 2025Q4
TRIMSteve Cohen (Point72)
−592,408 · 2025Q4
ADDD.E. Shaw & Co.
+539,747 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+39,046 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−325,964 · 2025Q4
ADDRenaissance Technologies
+274,700 · 2025Q4
ADDT. Rowe Price
+1,815 · 2025Q3
ADDIzzy Englander (Millennium Mgmt)
+161,020 · 2025Q3
NEWSteve Cohen (Point72)
+1,799,628 · 2025Q3
ADDD.E. Shaw & Co.
+36,716 · 2025Q3
ADDWellington Management
+667,997 · 2025Q3
TRIMAQR Capital Management
−9,779 · 2025Q3
TRIMRenaissance Technologies
−129,526 · 2025Q3
TRIMIzzy Englander (Millennium Mgmt)
−181,122 · 2025Q2
SOLDTwo Sigma Investments
−48,532 · 2025Q2
ADDD.E. Shaw & Co.
+95,777 · 2025Q2

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