Cross-institution positioning
Aug 6, 2026Reduction leaning. 1 reducing across 1 comparable institution.
Source: Schedule 13 researchMLYS Institutional Ownership
Mineralys Therapeutics, Inc.
Latest stored close $23.37 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Sell
34/100
2 tracked · 1 comparable
Latest filing
Aug 6, 2026
Positive breadth
1 positive · 1 negative
Recent close
$23.37
Research confidence
Limited
Institutional Research 23/100 · 0 accumulating · 1 reducing / exited
Ownership history
Reported ownership % history
Latest filing Aug 6, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating0
Newly reported1
Reducing / exited
1
52-week position
—
Institutional Intelligence
Why STOCKNODE says Sell
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Sell 34/100
Confidence:Limited
Why this signal
- 0 tracked institutions accumulating versus 1 reducing/exited.
- Latest comparable Form 13F activity is net positive across tracked managers.
Institutional
37/100
Insiders
22/100
Fundamentals
30/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 30, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 12 sales by 5 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Aug 11, 20261 non-amendment material event in the last 90 days; Latest classified evidence: Results of operations / financial condition. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Aug 11, 2026Net income -457.1% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 26% through its reported 52-week range; -20.2% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Fidelity / FMR.
Filed Aug 6, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Aug 6, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
BlackRock
Filed Jan 21, 2026
Direction locked
Fidelity / FMR
Filed Aug 6, 2026
Direction locked
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
BlackRock
Filed Jan 21, 2026
Fidelity / FMR
Filed Aug 6, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales44 reporting owner(s)
90-day purchase breadth0
90-day sale breadth5Multi-insider
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 30, 2026 | Congleton Jon | SOpen-market or private sale | Common Stock | 75.0K | $25.46 | Direct | Oct 2, 2026 |
| Sep 22, 2026 | Slingsby Brian Taylor | SOpen-market or private sale | Common Stock | 104.3K | $28.81 | Indirect | Sep 24, 2026 |
| Sep 21, 2026 | Warren Eric | MExercise or conversion of derivative · derivative | Stock Option | 7.4K | $0.00 | Direct | Sep 22, 2026 |
| Sep 21, 2026 | Warren Eric | SOpen-market or private sale | Common Stock | 7.4K | $28.12 | Direct | Sep 22, 2026 |
| Sep 21, 2026 | Warren Eric | MExercise or conversion of derivative | Common Stock | 7.4K | $13.24 | Direct | Sep 22, 2026 |
| Sep 15, 2026 | Karydas Daphne | MExercise or conversion of derivative · derivative | Stock Option | 3.0K | $0.00 | Direct | Sep 17, 2026 |
| Sep 15, 2026 | Karydas Daphne | SOpen-market or private sale | Common Stock | 3.0K | $28.58 | Direct | Sep 17, 2026 |
| Sep 15, 2026 | Karydas Daphne | MExercise or conversion of derivative | Common Stock | 3.0K | $12.02 | Direct | Sep 17, 2026 |
| Aug 21, 2026 | Warren Eric | MExercise or conversion of derivative · derivative | Stock Option | 7.4K | $0.00 | Direct | Aug 25, 2026 |
| Aug 21, 2026 | Warren Eric | SOpen-market or private sale | Common Stock | 7.4K | $25.98 | Direct | Aug 25, 2026 |
| Aug 21, 2026 | Warren Eric | MExercise or conversion of derivative | Common Stock | 7.4K | $13.24 | Direct | Aug 25, 2026 |
| Aug 10, 2026 | Ferguson James J. III | AGrant, award, or other acquisition · derivative | Stock Option | 135.0K | $0.00 | Direct | Aug 12, 2026 |
| Aug 10, 2026 | Ferguson James J. III | AGrant, award, or other acquisition | Common Stock | 102.4K | $0.00 | Direct | Aug 12, 2026 |
| Aug 10, 2026 | Rodman David Malcom | MExercise or conversion of derivative · derivative | Stock Option | 2.2K | $0.00 | Direct | Aug 12, 2026 |
| Aug 10, 2026 | Rodman David Malcom | SOpen-market or private sale | Common Stock | 2.2K | $27.09 | Direct | Aug 12, 2026 |
| Aug 10, 2026 | Rodman David Malcom | MExercise or conversion of derivative | Common Stock | 2.2K | $16.00 | Direct | Aug 12, 2026 |
| Jul 21, 2026 | Warren Eric | MExercise or conversion of derivative · derivative | Stock Option | 7.4K | $0.00 | Direct | Jul 23, 2026 |
| Jul 21, 2026 | Warren Eric | SOpen-market or private sale | Common Stock | 7.4K | $26.87 | Direct | Jul 23, 2026 |
| Jul 21, 2026 | Warren Eric | MExercise or conversion of derivative | Common Stock | 7.4K | $13.24 | Direct | Jul 23, 2026 |
| Jul 17, 2026 | Rodman David Malcom | MExercise or conversion of derivative · derivative | Stock Option | 416 | $0.00 | Direct | Jul 20, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Aug 11, 2026 | 8-K | 2.02, 5.02, 9.01 | Results of operations / financial condition; Director or executive change; Financial statements / exhibits | — | Filing |
| Jun 3, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Jun 3, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| Jun 3, 2026 | 8-K | 1.01, 2.03 | Material definitive agreement; New direct financial obligation | Debt | Filing |
| May 22, 2026 | 8-K | 5.07, 9.01 | Shareholder vote results; Financial statements / exhibits | — | Filing |
| May 6, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Mar 12, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Mar 9, 2026 | 8-K | 7.01, 8.01, 9.01 | Regulation FD disclosure; Other event; Financial statements / exhibits | — | Filing |
| Feb 13, 2026 | S-8 | — | Employee-plan securities registration | Equity | Filing |
| Jan 6, 2026 | 8-K | 7.01, 8.01, 9.01 | Regulation FD disclosure; Other event; Financial statements / exhibits | — | Filing |
| Nov 10, 2025 | S-3ASR | — | Shelf securities registration | Capital-related | Filing |
| Nov 10, 2025 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Operating income
$-246.0M
Q2 2026
-426.3% YoY 10-Q filed Aug 11, 2026
Net income
$-241.1M
Q2 2026
-457.1% YoY 10-Q filed Aug 11, 2026
Diluted EPS
$-2.85
Q2 2026
-331.8% YoY 10-Q filed Aug 11, 2026
Operating cash flow
$-72.0M
YTD through Jun 30, 2026
+4.8% YoY 10-Q filed Aug 11, 2026
Cash & equivalents
$138.3M
As of Jun 30, 2026
+35.8% YoY 10-Q filed Aug 11, 2026
Assets
$667.9M
As of Jun 30, 2026
+98.9% YoY 10-Q filed Aug 11, 2026
Liabilities
$116.9M
As of Jun 30, 2026
10-Q filed Aug 11, 2026
Stockholders’ equity
$550.9M
As of Jun 30, 2026
+75.7% YoY 10-Q filed Aug 11, 2026
Shares outstanding
88.4M
As of Aug 3, 2026
+33.4% YoY 10-Q filed Aug 11, 2026
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$28.91
View live quote ↗
52-week low
$22.30
Jun 8, 2026
52-week high
$47.65
Nov 12, 2025
Below 52-week high
39.3%
1W return
-7.1%
1M return
+12.8%
3M return
+20.9%
6M return
+10.4%
YTD return
-20.3%
1Y return
-20.2%
30-day volatility
57.9%
90-day volatility
57.7%
1Y max drawdown
-52.5%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 5 filing(s) · 2 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Fidelity / FMR CIK0000315066 | Jun 30, 2026 observed Aug 6, 2026 filed · 37d Schedule 13G amendment | Reported reduction | 4.5K -5.0M | 5.10% -6.90 pts | $26.98 | $26.99 | $23.37 |
| Fidelity / FMR CIK0000315066 | Dec 31, 2025 observed Feb 5, 2026 filed · 36d Initial Schedule 13G | Initial Schedule 13G | 5.0M | 12.00% | $36.29 | $28.21 | $23.37 |
| BlackRock CIK0002012383 | Dec 31, 2025 observed Jan 21, 2026 filed · 21d Initial Schedule 13G | Initial Schedule 13G | 4.1M | 12.00% | $36.29 | $31.31 | $23.37 |
Explore more institutional activity
Related research
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