CYTOKINETICS INC CYTK
COM NEW · Common Stock · CUSIP 23282W605 · ISIN US23282W6057
Company in South San Francisco, United States
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersSouth San Francisco, CA
- Founded1997
- Websitecytokinetics.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.1m this quarter). Holder counts are more reliable. Shares outstanding: 118.4m as of 2025-02-26, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $40.92. Options: 23 managers hold calls ($183.6m notional), 18 hold puts ($45.7m).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 279 |
| Q4 2022 | 279 |
| Q1 2023 | 265 |
| Q2 2023 | 255 |
| Q3 2023 | 252 |
| Q4 2023 | 349 |
| Q1 2024 | 389 |
| Q2 2024 | 345 |
| Q3 2024 | 349 |
| Q4 2024 | 348 |
| Q1 2025 | 358 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 125 | 120 |
| Q3 2023 | 119 | 105 |
| Q4 2023 | 179 | 131 |
| Q1 2024 | 227 | 181 |
| Q2 2024 | 196 | 177 |
| Q3 2024 | 187 | 138 |
| Q4 2024 | 146 | 183 |
| Q1 2025 | 193 | 152 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $199.2m | $130.0m | 0.65 |
| Q3 2024 | $280.2m | $156.3m | 0.56 |
| Q4 2024 | $182.3m | $103.0m | 0.57 |
| Q1 2025 | $183.6m | $45.7m | 0.25 |
Biggest buyers
| BANK OF AMERICA CORP /DE/ | Added | +2.5m |
| Point72 Asset Management, L.P. | Added | +1.6m |
| UBS Group AG | Added | +932.2k |
| Paradigm Biocapital Advisors LP | New | +858.7k |
| JENNISON ASSOCIATES LLC | New | +673.9k |
| JANE STREET GROUP, LLC | Added | +647.6k |
| Deep Track Capital, LP | Added | +573.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +400.0k |
| PRINCIPAL FINANCIAL GROUP INC | Added | +358.8k |
| E. Ohman J:or Asset Management AB | New | +329.2k |
Biggest sellers
| Logos Global Management LP | Sold out | -900.0k |
| Pentwater Capital Management LP | Reduced | -870.0k |
| T. Rowe Price Investment Management, Inc. | Reduced | -796.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -631.2k |
| FMR LLC | Reduced | -478.6k |
| Siren, L.L.C. | Sold out | -402.3k |
| Saturn V Capital Management LP | Sold out | -348.4k |
| JPMORGAN CHASE & CO | Reduced | -293.0k |
| ARMISTICE CAPITAL, LLC | Reduced | -288.6k |
| Ensign Peak Advisors, Inc | Reduced | -265.0k |
Biggest calls
| ARMISTICE CAPITAL, LLC | Added | $108.5m2.7m shares |
| GROUP ONE TRADING LLC | Added | $33.1m824.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $10.1m250.1k shares |
| JANE STREET GROUP, LLC | Added | $6.6m165.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $5.5m137.8k shares |
| WOLVERINE TRADING, LLC | Added | $3.6m84.4k shares |
| D. E. Shaw & Co., Inc. | Reduced | $2.9m72.7k shares |
| CITIGROUP INC | Reduced | $2.4m60.5k shares |
| NOMURA HOLDINGS INC | Reduced | $2.3m57.5k shares |
| CITADEL ADVISORS LLC | Reduced | $1.9m48.2k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $12.4m309.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.8m268.2k shares |
| GROUP ONE TRADING LLC | Reduced | $8.6m214.1k shares |
| CITIGROUP INC | Reduced | $3.8m95.5k shares |
| JANE STREET GROUP, LLC | Added | $3.7m93.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.7m41.3k shares |
| NOMURA HOLDINGS INC | Reduced | $1.2m28.7k shares |
| WOLVERINE TRADING, LLC | Added | $1.1m25.3k shares |
| BANK OF AMERICA CORP /DE/ | New | $920.4k22.9k shares |
| GOLDMAN SACHS GROUP INC | New | $422.0k10.5k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| T. Rowe Price Investment Management, Inc. 13G · institution -1.5 pts · filed 2026-02-17 | 14.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution filed 2026-08-13 | 5.1% |
Fell to 5% or below in the last year: FMR LLC (3.9%, 2026-07-08), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q1 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 3 | $3.1m | $3.1m |
| Q3 2023 | 0 | — | 4 | $3.0m | $3.0m |
| Q4 2023 | 0 | — | 4 | $3.5m | $3.5m |
| Q1 2024 | 0 | — | 3 | $11.0m | $11.0m |
| Q2 2024 | 0 | — | 7 | $8.5m | $8.5m |
| Q3 2024 | 0 | — | 4 | $7.6m | $7.6m |
| Q4 2024 | 0 | — | 4 | $3.7m | $3.7m |
| Q1 2025 | 0 | — | 4 | $8.2m | $5.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-31 | Blum Robert I President & CEO, director | Sold plan | $611.2k15.0k shares |
| 2025-03-18 | Malik Fady Ibraham EVP Research & Development | Sold plan | $87.2k2.0k shares |
| 2025-03-17 | Blum Robert I President & CEO, director | Sold plan | $1.1m25.0k shares |
| 2025-03-17 | Callos Andrew EVP, Chief Commercial Officer | Sold plan | $943.4k20.9k shares |
| 2025-03-17 | Blum Robert I President & CEO, director | Sold | $561.3k12.6k shares |
| 2025-03-17 | Malik Fady Ibraham EVP Research & Development | Sold | $194.8k4.4k shares |
| 2025-03-17 | Callos Andrew EVP, Chief Commercial Officer | Sold | $123.2k2.8k shares |
| 2025-03-14 | Callos Andrew EVP, Chief Commercial Officer | Sold plan | $4.5k100 shares |
| 2025-03-13 | Callos Andrew EVP, Chief Commercial Officer | Sold plan | $1.2m26.8k shares |
| 2025-03-06 | Blum Robert I President & CEO, director | Sold | $737.2k17.0k shares |
| 2025-03-06 | Malik Fady Ibraham EVP Research & Development | Sold | $356.0k8.2k shares |
| 2025-03-06 | Callos Andrew EVP, Chief Commercial Officer | Sold | $144.6k3.3k shares |
| 2025-03-05 | Blum Robert I President & CEO, director | Sold plan | $1.1m25.0k shares |
| 2025-03-04 | Malik Fady Ibraham EVP Research & Development | Sold plan | $85.0k2.0k shares |
| 2025-03-04 | Harrington Robert Arthur Director | Sold plan | $38.2k900 shares |
| 2025-03-03 | Blum Robert I President & CEO, director | Sold | $374.9k8.7k shares |
| 2025-03-03 | Malik Fady Ibraham EVP Research & Development | Sold | $105.0k2.4k shares |
| 2025-03-03 | Callos Andrew EVP, Chief Commercial Officer | Sold | $47.8k1.1k shares |
| 2025-02-18 | Malik Fady Ibraham EVP Research & Development | Sold plan | $92.0k2.0k shares |
| 2025-02-04 | Malik Fady Ibraham EVP Research & Development | Sold plan | $96.1k2.0k shares |
| 2025-01-21 | Malik Fady Ibraham EVP Research & Development | Sold plan | $91.8k2.0k shares |
| 2025-01-07 | Malik Fady Ibraham EVP Research & Development | Sold plan | $98.6k2.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 15.6m $625.5m | Added +94.4k |
| VANGUARD GROUP INC 0.01% of their portfolio | 11.8m $476.2m | Reduced -66.3k |
| FMR LLC 0.03% of their portfolio | 10.3m $414.6m | Reduced -478.6k |
| T. Rowe Price Investment Management, Inc. 0.26% of their portfolio | 10.0m $400.1m | Reduced -796.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio | 8.0m $321.1m | Added +100.0k |
| STATE STREET CORP 0.01% of their portfolio | 6.1m $244.6m | Reduced -82.3k |
| Deep Track Capital, LP 4.00% of their portfolio | 3.1m $123.5m | Added +573.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.9m $118.1m | Added +96.1k |
| RTW INVESTMENTS, LP 1.67% of their portfolio | 2.7m $109.4m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.7m $108.6m | Added +2.5m |
| Vestal Point Capital, LP 7.43% of their portfolio | 2.6m $104.1m | Added +240.5k |
| Polar Capital Holdings Plc 0.60% of their portfolio | 2.5m $98.7m | Added +259.0k |
| UBS Group AG 0.02% of their portfolio | 2.1m $85.8m | Added +932.2k |
| MARSHALL WACE, LLP 0.11% of their portfolio | 2.0m $81.5m | Reduced -124.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 2.0m $80.1m | Reduced -631.2k |
| Pictet Asset Management Holding SA 0.09% of their portfolio | 2.0m $78.9m | Added +44.3k |
| Point72 Asset Management, L.P. 0.19% of their portfolio | 1.7m $69.2m | Added +1.6m |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 1.5m $61.2m | Reduced -71.9k |
| ORBIMED ADVISORS LLC 1.46% of their portfolio | 1.5m $60.7m | Reduced -74.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.4m $58.2m | Reduced -24.2k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.4m $54.8m | Added +157.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.3m $53.3m | Reduced -293.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.3m $52.8m | Reduced -22.3k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.26% of their portfolio | 1.3m $52.7m | Added +30.3k |
| Hood River Capital Management LLC 0.86% of their portfolio | 1.3m $50.5m | Added +267.3k |
| NORGES BANK 0.01% of their portfolio | 1.2m $47.3m | Added +187.2k |
| Capital International Investors 0.01% of their portfolio | 1.2m $46.9m | Added +71.9k |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 1.2m $46.2m | Reduced -221.1k |
| Integral Health Asset Management, LLC 4.90% of their portfolio | 1.1m $44.2m | Added +100.0k |
| BROWN ADVISORY INC 0.06% of their portfolio | 1.1m $43.7m | Added +9.9k |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 1.1m $45.7m | Added +32.7k |
| ARMISTICE CAPITAL, LLC 1.10% of their portfolio | 1.0m $41.1m | Reduced -288.6k |
| MORGAN STANLEY 0.00% of their portfolio | 1.0m $40.7m | Reduced -241.2k |
| Melqart Asset Management (UK) Ltd 5.43% of their portfolio | 999.4k $40.2m | Reduced -137.0k |
| RP Management, LLC 28.38% of their portfolio | 980.4k $39.4m | Unchanged |
| Bank of New York Mellon Corp 0.01% of their portfolio | 871.0k $35.0m | Reduced -22.8k |
| Paradigm Biocapital Advisors LP 1.59% of their portfolio | 858.7k $34.5m | New |
| Fisher Asset Management, LLC 0.01% of their portfolio | 793.5k $31.9m | Added +177.0k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 786.6k $31.6m | Added +34.2k |
| JANE STREET GROUP, LLC 0.05% of their portfolio | 755.7k $30.4m | Added +647.6k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 673.9k $27.1m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 629.9k $25.3m | Added +358.8k |
| Aberdeen Group plc 0.05% of their portfolio | 602.4k $24.2m | Added +151.9k |
| Sarissa Capital Management LP 15.59% of their portfolio | 600.0k $24.1m | Reduced -233.8k |
| Catalio Capital Management, LP 5.84% of their portfolio | 585.8k $23.5m | Added +128.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio | 539.1k $21.7m | Added +400.0k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 537.6k $21.6m | Reduced -8.2k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% of their portfolio | 522.5k $21.0m | Added +33.1k |
| Invesco Ltd. 0.00% of their portfolio | 501.9k $20.2m | Reduced -15.9k |
| TD Asset Management Inc 0.02% of their portfolio | 446.8k $18.0m | Reduced -77.8k |
| DAFNA Capital Management LLC 4.54% of their portfolio | 398.1k $16.0m | Unchanged |
| ADAR1 Capital Management, LLC 3.02% of their portfolio | 390.7k $15.7m | Reduced -23.5k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.31% of their portfolio | 382.7k $15.4m | Added +128.5k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 373.9k $15.0m | Reduced -10.0k |
| GREAT POINT PARTNERS LLC 8.08% of their portfolio | 370.0k $14.9m | Added +10.0k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 361.4k $14.5m | Added +4.8k |
| Nuveen, LLC 0.00% of their portfolio | 351.4k $14.1m | First filing |
| GROUPAMA ASSET MANAGMENT 0.01% of their portfolio | 350.0k $416.4k | Unchanged |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 345.6k $14.9m | Added +196.2k |
| E. Ohman J:or Asset Management AB 0.35% of their portfolio | 329.2k $13.2m | New |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 319.5k $12.8m | Added +252 |
| Finepoint Capital LP 2.10% of their portfolio | 309.9k $12.5m | Reduced -8.5k |
| BARCLAYS PLC 0.01% of their portfolio | 309.5k $12.4m | Reduced -78.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 308.9k $12.4m | Reduced -6.4k |
| CITIGROUP INC 0.01% of their portfolio | 305.6k $12.3m | Added +10.5k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 287.9k $11.6m | Added +237.4k |
| PINNACLE ASSOCIATES LTD 0.16% of their portfolio | 270.4k $10.9m | Reduced -15.1k |
| THORNBURG INVESTMENT MANAGEMENT INC 0.15% of their portfolio | 260.9k $104.9m | Reduced -21.0k |
| COMERICA BANK 0.04% of their portfolio | 243.1k $9.8m | Added +7.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 237.6k $9.5m | First filing |
| Pentwater Capital Management LP 0.12% of their portfolio | 220.0k $8.8m | Reduced -870.0k |
| Swiss National Bank 0.01% of their portfolio | 217.2k $8.7m | Reduced -2.6k |
| Woodline Partners LP 0.06% of their portfolio | 212.3k $8.5m | Added +86.1k |
| Davidson Kempner Capital Management LP 0.12% of their portfolio | 206.8k $8.3m | Added +27.8k |
| GROUP ONE TRADING LLC 0.34% of their portfolio | 204.5k $8.2m | New |
| Corebridge Financial, Inc. 0.04% of their portfolio | 185.6k $7.5m | Reduced -4.0k |
| Legal & General Group Plc 0.00% of their portfolio | 177.9k $7.1m | Reduced -751 |
| Schonfeld Strategic Advisors LLC 0.05% of their portfolio | 175.5k $7.1m | New |
| Impax Asset Management Group plc 0.04% of their portfolio | 175.0k $7.0m | Unchanged |
| Cutter Capital Management, LP 3.06% of their portfolio | 175.0k $7.0m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 167.7k $6.7m | Reduced -20.9k |
| Clearline Capital LP 0.68% of their portfolio | 166.5k $6.7m | Unchanged |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 1.34% of their portfolio | 161.3k $6.5m | Reduced -167.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 158.5k $6.4m | Reduced -21.4k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.21% of their portfolio | 155.7k $6.3m | Added +5.4k |
| Skandinaviska Enskilda Banken AB (publ) 0.03% of their portfolio | 150.9k $6.1m | Reduced -31.2k |
| Ikarian Capital, LLC 1.96% of their portfolio | 150.0k $6.0m | Unchanged |
| STEMPOINT CAPITAL LP 1.92% of their portfolio | 149.6k $6.0m | Added +66.1k |
| Rafferty Asset Management, LLC 0.03% of their portfolio | 149.5k $6.0m | Reduced -18.4k |
| READYSTATE ASSET MANAGEMENT LP 0.30% of their portfolio | 148.2k $6.0m | Added +87.2k |
| Hudson Bay Capital Management LP 0.04% of their portfolio | 147.3k $5.9m | Added +6.0k |
| Candriam S.C.A. 0.04% of their portfolio | 145.2k $5.8m | Reduced -25.4k |
| SPHERA FUNDS MANAGEMENT LTD. 1.44% of their portfolio | 145.0k $5.8m | Reduced -8.1k |
| Retirement Systems of Alabama 0.02% of their portfolio | 143.6k $5.8m | Added +142 |
| MetLife Investment Management, LLC 0.03% of their portfolio | 130.0k $5.2m | Reduced -3.7k |
| Quinn Opportunity Partners LLC 0.37% of their portfolio | 129.9k $5.2m | Added +14.0k |
| California Public Employees Retirement System 0.00% of their portfolio | 128.7k $5.2m | Reduced -6.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 120.7k $4.8m | Reduced -71.5k |
| AXA S.A. 0.02% of their portfolio | 119.9k $4.8m | Reduced -151 |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 117.2k $4.7m | Added +53.7k |