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 ($1.0m this quarter). Holder counts are more reliable. Shares outstanding: 119.7m as of 2025-08-05, 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 ≈ $33.04. Options: 27 managers hold calls ($217.5m notional), 17 hold puts ($45.9m).
Trends to Q2 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 |
| Q2 2025 | 314 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2025 | 171 | 173 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $280.2m | $156.3m | 0.56 |
| Q4 2024 | $182.3m | $103.0m | 0.57 |
| Q1 2025 | $183.6m | $45.7m | 0.25 |
| Q2 2025 | $217.5m | $45.9m | 0.21 |
Biggest buyers
| T. Rowe Price Investment Management, Inc. | Added | +7.6m |
| FMR LLC | Added | +951.4k |
| UBS Group AG | Added | +936.4k |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | Added | +921.3k |
| Deep Track Capital, LP | Added | +576.1k |
| PRINCIPAL FINANCIAL GROUP INC | Added | +554.9k |
| Frazier Life Sciences Management, L.P. | New | +554.7k |
| Rosalind Advisors, Inc. | New | +400.0k |
| Vestal Point Capital, LP | Added | +384.5k |
| Polar Capital Holdings Plc | Added | +342.7k |
Biggest sellers
| MARSHALL WACE, LLP | Reduced | -2.0m |
| Point72 Asset Management, L.P. | Sold out | -1.7m |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Sold out | -1.3m |
| Hood River Capital Management LLC | Sold out | -1.3m |
| JANUS HENDERSON GROUP PLC | Reduced | -1.0m |
| RP Management, LLC | Sold out | -980.4k |
| Paradigm Biocapital Advisors LP | Sold out | -858.7k |
| JENNISON ASSOCIATES LLC | Sold out | -673.9k |
| JANE STREET GROUP, LLC | Reduced | -649.6k |
| AMERIPRISE FINANCIAL INC | Reduced | -441.6k |
Biggest calls
| GROUP ONE TRADING LLC | Added | $92.7m2.8m shares |
| ARMISTICE CAPITAL, LLC | Reduced | $44.3m1.3m shares |
| JANE STREET GROUP, LLC | Added | $17.1m516.5k shares |
| Integral Health Asset Management, LLC | New | $16.5m500.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $9.8m298.1k shares |
| SIMPLEX TRADING, LLC | Added | $5.4m163.2k shares |
| Ikarian Capital, LLC | New | $5.0m150.0k shares |
| Walleye Capital LLC | Added | $2.8m85.1k shares |
| D. E. Shaw & Co., Inc. | Added | $2.7m81.6k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.6m78.8k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $11.3m343.4k shares |
| GROUP ONE TRADING LLC | Added | $8.3m252.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $7.0m211.9k shares |
| NOMURA HOLDINGS INC | Added | $4.3m130.2k shares |
| Walleye Capital LLC | Added | $3.9m119.5k shares |
| Walleye Trading LLC | Added | $2.9m88.2k shares |
| Point72 Asset Management, L.P. | New | $1.8m55.0k shares |
| WOLVERINE TRADING, LLC | Added | $1.2m35.8k shares |
| CITIGROUP INC | Reduced | $991.2k30.0k shares |
| JANE STREET GROUP, LLC | Reduced | $978.0k29.6k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2025 | 0 | — | 8 | $2.9m | $2.9m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-17 | Malik Fady Ibraham EVP Research & Development | Sold plan | $65.8k2.0k shares |
| 2025-06-16 | Blum Robert I President & CEO, director | Sold plan | $169.0k5.0k shares |
| 2025-06-05 | Callos Andrew EVP, Chief Commercial Officer | Sold plan | $277.4k8.7k shares |
| 2025-06-05 | Kaye Edward M. MD Director | Sold plan | $116.7k3.6k shares |
| 2025-06-03 | Malik Fady Ibraham EVP Research & Development | Sold plan | $63.8k2.0k shares |
| 2025-06-02 | Blum Robert I President & CEO, director | Sold plan | $156.1k5.0k shares |
| 2025-05-20 | Malik Fady Ibraham EVP Research & Development | Sold plan | $64.0k2.0k shares |
| 2025-05-16 | Blum Robert I President & CEO, director | Sold plan | $154.7k5.0k shares |
| 2025-05-15 | Bhanji Muna Director | Sold plan | $43.2k1.5k shares |
| 2025-05-06 | Malik Fady Ibraham EVP Research & Development | Sold plan | $70.0k2.0k shares |
| 2025-05-05 | Callos Andrew EVP, Chief Commercial Officer | Sold plan | $146.8k4.0k shares |
| 2025-04-29 | Blum Robert I President & CEO, director | Sold plan | $204.8k5.0k shares |
| 2025-04-22 | Malik Fady Ibraham EVP Research & Development | Sold plan | $76.2k2.0k shares |
| 2025-04-21 | WIERENGA WENDALL Director | Sold plan | $769.2k20.0k shares |
| 2025-04-15 | HENDERSON JOHN T Director | Sold plan | $123.3k3.2k shares |
| 2025-04-10 | Blum Robert I President & CEO, director | Sold plan | $183.9k5.0k shares |
| 2025-04-08 | Malik Fady Ibraham EVP Research & Development | Sold plan | $72.4k2.0k shares |
| 2025-04-07 | Callos Andrew EVP, Chief Commercial Officer | Sold plan | $103.3k2.9k shares |
| 2025-04-03 | Harrington Robert Arthur Director | Sold plan | $17.7k450 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, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| T. Rowe Price Investment Management, Inc. 0.37% of their portfolio | 17.6m $581.6m | Added +7.6m |
| BlackRock, Inc. 0.01% of their portfolio | 15.7m $518.0m | Added +114.1k |
| VANGUARD GROUP INC 0.01% of their portfolio | 12.0m $395.9m | Added +134.3k |
| FMR LLC 0.02% of their portfolio | 11.3m $372.3m | Added +951.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 7.8m $258.6m | Reduced -161.1k |
| STATE STREET CORP 0.01% of their portfolio | 6.4m $210.6m | Added +287.8k |
| Deep Track Capital, LP 3.88% of their portfolio | 3.6m $120.6m | Added +576.1k |
| UBS Group AG 0.02% of their portfolio | 3.1m $101.5m | Added +936.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.0m $98.9m | Added +57.0k |
| Vestal Point Capital, LP 5.18% of their portfolio | 3.0m $98.3m | Added +384.5k |
| Polar Capital Holdings Plc 0.48% of their portfolio | 2.8m $92.5m | Added +342.7k |
| RTW INVESTMENTS, LP 1.28% of their portfolio | 2.7m $89.9m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.6m $87.4m | Reduced -57.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.9m $61.7m | Reduced -127.9k |
| Pictet Asset Management Holding SA 0.05% of their portfolio | 1.5m $51.1m | Reduced -409.9k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 1.4m $45.8m | Reduced -137.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.4m $45.6m | Reduced -68.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.4m $44.8m | Added +44.3k |
| Melqart Asset Management (UK) Ltd 6.26% of their portfolio | 1.3m $43.8m | Added +327.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.3m $43.5m | Reduced -8.0k |
| ARMISTICE CAPITAL, LLC 1.64% of their portfolio | 1.3m $43.4m | Added +289.0k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 1.3m $42.9m | Added +148.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.3m $42.1m | Reduced -89.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 1.2m $39.1m | Added +554.9k |
| NORGES BANK 0.00% of their portfolio | 1.2m $39.1m | Added +7.2k |
| Capital International Investors 0.01% of their portfolio | 1.2m $38.6m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 1.1m $36.9m | Added +106.3k |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 4.23% of their portfolio | 1.1m $35.8m | Added +921.3k |
| ORBIMED ADVISORS LLC 0.89% of their portfolio | 1.1m $35.6m | Reduced -432.2k |
| Integral Health Asset Management, LLC 3.09% of their portfolio | 1.0m $33.0m | Reduced -100.0k |
| BROWN ADVISORY INC 0.04% of their portfolio | 995.3k $32.9m | Reduced -91.0k |
| Aberdeen Group plc 0.05% of their portfolio | 922.9k $30.5m | Added +320.5k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 874.3k $28.9m | Added +3.3k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 733.7k $24.2m | Reduced -59.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio | 720.8k $23.8m | Added +181.7k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio | 676.3k $22.3m | Added +153.8k |
| Catalio Capital Management, LP 4.17% of their portfolio | 601.4k $19.9m | Added +15.6k |
| Sarissa Capital Management LP 12.59% of their portfolio | 588.4k $19.4m | Reduced -11.6k |
| ADAR1 Capital Management, LLC 3.12% of their portfolio | 582.1k $19.2m | Added +191.4k |
| Frazier Life Sciences Management, L.P. 0.73% of their portfolio | 554.7k $18.3m | New |
| TD Asset Management Inc 0.02% of their portfolio | 544.3k $18.0m | Added +97.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 497.6k $16.4m | Added +178.1k |
| BARCLAYS PLC 0.01% of their portfolio | 492.8k $16.3m | Added +183.3k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 458.7k $15.2m | Added +170.8k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 432.7k $14.3m | Added +71.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 416.3k $13.8m | Added +107.4k |
| E. Ohman J:or Asset Management AB 0.33% of their portfolio | 407.0k $13.4m | Added +77.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 402.8k $13.3m | Reduced -134.8k |
| Rosalind Advisors, Inc. 6.40% of their portfolio | 400.0k $13.2m | New |
| DAFNA Capital Management LLC 3.63% of their portfolio | 398.1k $13.2m | Unchanged |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 389.9k $12.9m | Added +16.1k |
| GROUPAMA ASSET MANAGMENT 0.01% of their portfolio | 350.0k $379.8k | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 347.7k $11.5m | Added +327.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 345.0k $11.4m | Reduced -441.6k |
| GROUP ONE TRADING LLC 0.36% of their portfolio | 333.3k $11.0m | Added +128.8k |
| SPHERA FUNDS MANAGEMENT LTD. 2.82% of their portfolio | 326.7k $10.8m | Added +181.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 310.9k $10.3m | Reduced -34.7k |
| Nuveen, LLC 0.00% of their portfolio | 307.5k $10.2m | Reduced -43.9k |
| Pentwater Capital Management LP 0.13% of their portfolio | 300.0k $9.9m | Added +80.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 290.2k $9.6m | Added +52.6k |
| Susquehanna Portfolio Strategies, LLC 0.19% of their portfolio | 264.3k $8.7m | New |
| EVENTIDE ASSET MANAGEMENT, LLC 0.14% of their portfolio | 249.5k $8.2m | Reduced -133.2k |
| Ikarian Capital, LLC 2.55% of their portfolio | 233.5k $7.7m | Added +83.5k |
| Swiss National Bank 0.00% of their portfolio | 216.2k $7.1m | Reduced -1.0k |
| Woodline Partners LP 0.04% of their portfolio | 212.3k $7.0m | Unchanged |
| PINNACLE ASSOCIATES LTD 0.10% of their portfolio | 208.5k $6.9m | Reduced -61.9k |
| Ensign Peak Advisors, Inc 0.01% of their portfolio | 203.9k $6.7m | Added +172.2k |
| Quinn Opportunity Partners LLC 0.55% of their portfolio | 194.9k $6.4m | Added +65.0k |
| GILDER GAGNON HOWE & CO LLC 0.07% of their portfolio | 191.1k $6.3m | Added +176.3k |
| Legal & General Group Plc 0.00% of their portfolio | 181.7k $6.0m | Added +3.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 175.3k $5.8m | Added +7.6k |
| Impax Asset Management Group plc 0.03% of their portfolio | 175.0k $5.8m | Unchanged |
| Rafferty Asset Management, LLC 0.02% of their portfolio | 171.6k $5.7m | Added +22.1k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.16% of their portfolio | 158.5k $5.2m | Added +2.8k |
| Hudson Bay Capital Management LP 0.03% of their portfolio | 157.8k $5.2m | Added +10.5k |
| CAPITAL FUND MANAGEMENT S.A. 0.06% of their portfolio | 154.4k $5.1m | Added +99.1k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 151.8k $5.0m | Added +102.4k |
| Jump Financial, LLC 0.06% of their portfolio | 151.3k $5.0m | New |
| GREAT POINT PARTNERS LLC 3.22% of their portfolio | 150.0k $5.0m | Reduced -220.0k |
| Retirement Systems of Alabama 0.02% of their portfolio | 146.0k $4.8m | Added +2.3k |
| CITIGROUP INC 0.00% of their portfolio | 144.8k $4.8m | Reduced -160.8k |
| Mirador Capital Partners LP 0.77% of their portfolio | 144.3k $4.8m | Added +45.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 143.8k $4.8m | Reduced -14.7k |
| California Public Employees Retirement System 0.00% of their portfolio | 142.6k $4.7m | Added +13.9k |
| Invesco Ltd. 0.00% of their portfolio | 136.3k $4.5m | Reduced -365.6k |
| READYSTATE ASSET MANAGEMENT LP 0.18% of their portfolio | 132.2k $4.4m | Reduced -16.0k |
| MetLife Investment Management, LLC 0.03% of their portfolio | 132.0k $4.4m | Added +1.9k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 121.8k $4.0m | Added +4.6k |
| Exome Asset Management LLC 3.25% of their portfolio | 115.8k $3.8m | Added +12.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 114.5k $3.8m | Added +400 |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 106.1k $3.5m | Reduced -649.6k |
| Rhenman & Partners Asset Management AB 0.44% of their portfolio | 104.2k $3.4m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 103.6k $3.4m | Added +123 |
| TANG CAPITAL MANAGEMENT LLC 0.17% of their portfolio | 100.0k $3.3m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 95.3k $3.2m | Added +21.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 91.8k $3.0m | Added +38.2k |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 83.9k $2.8m | Added +9.5k |
| SEGALL BRYANT & HAMILL, LLC 0.04% of their portfolio | 83.8k $2.8m | Added +14.2k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.08% of their portfolio | 81.8k $2.7m | Reduced -404 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 80.0k $2.6m | Added +2.1k |