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 ($5.1m this quarter). Holder counts are more reliable. Shares outstanding: 124.4m as of 2026-05-04, 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 ≈ $65.88. Options: 37 managers hold calls ($550.7m notional), 25 hold puts ($213.6m).
Trends to Q1 2026
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 |
| Q3 2025 | 382 |
| Q4 2025 | 432 |
| Q1 2026 | 441 |
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 2024 | 196 | 177 |
| Q3 2024 | 187 | 138 |
| Q4 2024 | 146 | 183 |
| Q1 2025 | 193 | 152 |
| Q2 2025 | 171 | 173 |
| Q3 2025 | 222 | 128 |
| Q4 2025 | 227 | 179 |
| Q1 2026 | 246 | 197 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $217.5m | $45.9m | 0.21 |
| Q3 2025 | $363.0m | $87.6m | 0.24 |
| Q4 2025 | $479.2m | $117.6m | 0.25 |
| Q1 2026 | $550.7m | $213.6m | 0.39 |
Biggest buyers
| Avoro Capital Advisors LLC | New | +3.3m |
| Paradigm Biocapital Advisors LP | New | +1.5m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | New | +1.1m |
| Balyasny Asset Management L.P. | New | +992.5k |
| UBS Group AG | Added | +945.8k |
| Capital Research Global Investors | New | +771.0k |
| Point72 Asset Management, L.P. | New | +626.1k |
| Siren, L.L.C. | New | +614.0k |
| D. E. Shaw & Co., Inc. | Added | +587.4k |
| Logos Global Management LP | Added | +575.0k |
Biggest sellers
| T. Rowe Price Investment Management, Inc. | Reduced | -9.6m |
| FMR LLC | Reduced | -2.1m |
| Deep Track Capital, LP | Reduced | -2.0m |
| Polar Capital Holdings Plc | Reduced | -761.4k |
| Woodline Partners LP | Reduced | -648.0k |
| JPMORGAN CHASE & CO | Reduced | -509.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -345.8k |
| ExodusPoint Capital Management, LP | Reduced | -290.9k |
| JANE STREET GROUP, LLC | Reduced | -278.0k |
| BARCLAYS PLC | Reduced | -264.3k |
Biggest calls
| ARMISTICE CAPITAL, LLC | Added | $112.0m1.7m shares |
| Caption Management, LLC | Added | $81.1m1.2m shares |
| Integral Health Asset Management, LLC | Added | $65.9m1.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $65.6m994.8k shares |
| GROUP ONE TRADING LLC | Reduced | $31.0m470.6k shares |
| Ikarian Capital, LLC | Added | $26.9m408.4k shares |
| JANE STREET GROUP, LLC | Reduced | $18.3m277.0k shares |
| SPHERA FUNDS MANAGEMENT LTD. | New | $17.1m259.3k shares |
| NOMURA HOLDINGS INC | Added | $17.1m259.0k shares |
| AMERIPRISE FINANCIAL INC | New | $12.0m181.7k shares |
Biggest puts
| Ikarian Capital, LLC | New | $36.3m550.5k shares |
| Caption Management, LLC | Added | $25.2m381.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $21.7m329.0k shares |
| CITADEL ADVISORS LLC | Reduced | $20.4m308.8k shares |
| GOLDMAN SACHS GROUP INC | Added | $16.5m250.0k shares |
| ARMISTICE CAPITAL, LLC | New | $13.2m200.0k shares |
| DIADEMA PARTNERS LP | New | $13.2m200.0k shares |
| Hudson Bay Capital Management LP | New | $10.6m161.0k shares |
| BOOTHBAY FUND MANAGEMENT, LLC | New | $10.6m160.3k shares |
| GROUP ONE TRADING LLC | Reduced | $7.5m113.5k 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 2026
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 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 |
| Q3 2025 | 0 | — | 4 | $2.5m | $2.5m |
| Q4 2025 | 0 | — | 8 | $10.6m | $10.6m |
| Q1 2026 | 0 | — | 5 | $9.1m | $4.4m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-31 | Callos Andrew EVP, Chief Commercial Officer | Sold plan | $236.5k3.6k shares |
| 2026-03-18 | Callos Andrew EVP, Chief Commercial Officer | Sold plan | $119.8k1.9k shares |
| 2026-03-17 | Blum Robert I President & CEO, director | Sold | $2.3m36.6k shares |
| 2026-03-17 | Malik Fady Ibraham EVP Research & Development | Sold | $747.9k12.0k shares |
| 2026-03-17 | Callos Andrew EVP, Chief Commercial Officer | Sold | $530.9k8.5k shares |
| 2026-03-17 | Lee Sung EVP, Chief Financial Officer | Sold | $306.7k4.9k shares |
| 2026-03-16 | Callos Andrew EVP, Chief Commercial Officer | Sold plan | $104.3k1.7k shares |
| 2026-03-09 | Blum Robert I President & CEO, director | Sold | $481.6k7.9k shares |
| 2026-03-09 | Malik Fady Ibraham EVP Research & Development | Sold | $176.5k2.9k shares |
| 2026-03-09 | Callos Andrew EVP, Chief Commercial Officer | Sold | $156.8k2.6k shares |
| 2026-03-05 | Callos Andrew EVP, Chief Commercial Officer | Sold plan | $1.6m26.0k shares |
| 2026-03-02 | PARSHALL B LYNNE Director | Sold plan | $306.1k5.0k shares |
| 2026-03-02 | Callos Andrew EVP, Chief Commercial Officer | Sold plan | $54.6k886 shares |
| 2026-02-05 | Callos Andrew EVP, Chief Commercial Officer | Sold plan | $929.0k15.0k shares |
| 2026-02-02 | Callos Andrew EVP, Chief Commercial Officer | Sold plan | $55.0k886 shares |
| 2026-01-05 | Callos Andrew EVP, Chief Commercial Officer | Sold plan | $904.2k15.0k shares |
| 2026-01-02 | Callos Andrew EVP, Chief Commercial Officer | Sold plan | $112.6k1.8k 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 2026
| Manager | Shares | Change |
|---|---|---|
| T. Rowe Price Investment Management, Inc. 0.80% of their portfolio | 17.5m $1.2bn | Reduced -9.6m |
| BlackRock, Inc. 0.02% of their portfolio | 16.5m $1.1bn | Added +152.9k |
| FMR LLC 0.04% of their portfolio | 10.7m $706.8m | Reduced -2.1m |
| WELLINGTON MANAGEMENT GROUP LLP 0.10% of their portfolio | 8.0m $527.9m | Added +72.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 5.8m $385.2m | First filing |
| STATE STREET CORP 0.01% of their portfolio | 5.7m $378.7m | Reduced -80.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 5.5m $361.8m | First filing |
| Avoro Capital Advisors LLC 2.16% of their portfolio | 3.3m $219.7m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.2m $212.0m | Added +159.4k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 3.1m $206.0m | Added +184.3k |
| RTW INVESTMENTS, LP 1.78% of their portfolio | 2.7m $179.4m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 2.2m $145.4m | Reduced -165.9k |
| UBS Group AG 0.02% of their portfolio | 2.1m $136.9m | Added +945.8k |
| Polar Capital Holdings Plc 0.48% of their portfolio | 1.7m $109.5m | Reduced -761.4k |
| Integral Health Asset Management, LLC 5.58% of their portfolio | 1.6m $105.5m | Added +200.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.6m $104.4m | Reduced -345.8k |
| MORGAN STANLEY 0.01% of their portfolio | 1.5m $99.2m | Added +239.8k |
| Paradigm Biocapital Advisors LP 1.99% of their portfolio | 1.5m $97.6m | New |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.4m $95.0m | Added +60.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.4m $92.1m | Added +13.6k |
| Deep Track Capital, LP 1.87% of their portfolio | 1.4m $90.6m | Reduced -2.0m |
| Capital International Investors 0.02% of their portfolio | 1.3m $88.2m | Added +160.0k |
| Frazier Life Sciences Management, L.P. 1.97% of their portfolio | 1.2m $76.4m | Added +225.2k |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 1.1m $72.5m | Reduced -63.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio | 1.1m $72.1m | Added +116.6k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.24% of their portfolio | 1.1m $71.7m | New |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.0m $66.3m | Added +151.9k |
| Woodline Partners LP 0.25% of their portfolio | 1.0m $65.9m | Reduced -648.0k |
| Balyasny Asset Management L.P. 0.13% of their portfolio | 992.5k $65.4m | New |
| Royalty Pharma Sub-Manager, LLC 37.40% of their portfolio | 980.4k $64.6m | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 903.8k $56.9m | Reduced -509.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.08% of their portfolio | 899.0k $59.2m | Added +145.3k |
| Logos Global Management LP 2.97% of their portfolio | 875.0k $57.7m | Added +575.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 854.4k $56.3m | Added +274.5k |
| Melqart Asset Management (UK) Ltd 5.48% of their portfolio | 843.9k $55.6m | Added +221.1k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 799.6k $52.7m | First filing |
| Qube Research & Technologies Ltd 0.07% of their portfolio | 779.4k $51.4m | Added +242.2k |
| Capital Research Global Investors 0.01% of their portfolio | 771.0k $50.8m | New |
| Fisher Asset Management, LLC 0.02% of their portfolio | 768.3k $50.6m | Reduced -54.6k |
| ARMISTICE CAPITAL, LLC 1.66% of their portfolio | 764.5k $50.4m | Reduced -228.2k |
| Pictet Asset Management Holding SA 0.05% of their portfolio | 751.0k $49.3m | Reduced -6.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio | 714.3k $47.1m | Reduced -113.5k |
| D. E. Shaw & Co., Inc. 0.04% of their portfolio | 706.6k $46.6m | Added +587.4k |
| Affinity Asset Advisors, LLC 2.71% of their portfolio | 700.5k $46.2m | Reduced -99.5k |
| FEDERATED HERMES, INC. 0.07% of their portfolio | 699.5k $46.1m | Added +215.8k |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 3.69% of their portfolio | 660.3k $43.5m | Reduced -87.7k |
| MARSHALL WACE, LLP 0.05% of their portfolio | 656.6k $43.3m | Added +319.6k |
| ADAR1 Capital Management, LLC 2.51% of their portfolio | 632.6k $41.7m | Added +92.4k |
| Point72 Asset Management, L.P. 0.07% of their portfolio | 626.1k $41.3m | New |
| BROWN ADVISORY INC 0.07% of their portfolio | 614.7k $40.5m | Reduced -116.5k |
| Siren, L.L.C. 1.12% of their portfolio | 614.0k $40.5m | New |
| Foresite Capital Management IV, LLC 13.99% of their portfolio | 503.3k $33.2m | Added +45.0k |
| MPM BIOIMPACT LLC 2.54% of their portfolio | 500.0k $33.0m | New |
| GW&K Investment Management, LLC 0.29% of their portfolio | 494.6k $32.6m | Added +22.3k |
| Invesco Ltd. 0.00% of their portfolio | 485.0k $32.0m | Added +280.1k |
| Aberdeen Group plc 0.05% of their portfolio | 483.3k $31.9m | Added +213 |
| EVENTIDE ASSET MANAGEMENT, LLC 0.52% of their portfolio | 479.1k $31.6m | Reduced -513 |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 459.1k $29.2m | Added +46.1k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 444.0k $29.3m | Added +47 |
| TD Asset Management Inc 0.02% of their portfolio | 420.8k $27.7m | Reduced -123.2k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 409.8k $27.0m | Reduced -206 |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 369.6k $24.4m | Added +12.6k |
| GROUP ONE TRADING LLC 0.79% of their portfolio | 364.0k $24.0m | Reduced -43.3k |
| Nuveen, LLC 0.01% of their portfolio | 351.8k $23.2m | Reduced -17.5k |
| GSK plc 3.74% of their portfolio | 340.4k $22.4m | Unchanged |
| Candriam S.C.A. 0.11% of their portfolio | 335.2k $22.1m | Added +188.6k |
| GILDER GAGNON HOWE & CO LLC 0.26% of their portfolio | 331.0k $21.8m | Reduced -54.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 311.6k $20.5m | Reduced -15.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 302.8k $20.0m | Reduced -243.0k |
| E. Ohman J:or Asset Management AB 0.52% of their portfolio | 300.8k $19.8m | Reduced -62.2k |
| Vestal Point Capital, LP 0.55% of their portfolio | 300.0k $19.8m | New |
| Trails Edge Capital Partners, LP 4.65% of their portfolio | 300.0k $19.8m | New |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 285.0k $18.8m | Added +11.0k |
| First Turn Management, LLC 2.09% of their portfolio | 283.7k $18.7m | Reduced -42.0k |
| Ikarian Capital, LLC 2.67% of their portfolio | 283.6k $18.7m | Added +110.9k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 282.1k $18.6m | Added +25.9k |
| Susquehanna Portfolio Strategies, LLC 0.27% of their portfolio | 278.4k $18.4m | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 259.5k $17.1m | Added +193.9k |
| STEMPOINT CAPITAL LP 1.65% of their portfolio | 259.2k $17.1m | Added +112.2k |
| CITIGROUP INC 0.01% of their portfolio | 249.2k $16.4m | Added +147.1k |
| Handelsbanken Fonder AB 0.05% of their portfolio | 247.3k $16.3m | Added +41.5k |
| Caption Management, LLC 0.77% of their portfolio | 245.0k $16.1m | Added +217.0k |
| Capital World Investors 0.00% of their portfolio | 242.0k $16.0m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 240.6k $15.9m | Added +5.6k |
| Swiss National Bank 0.01% of their portfolio | 229.8k $15.1m | Added +5.6k |
| Sarissa Capital Management LP 9.56% of their portfolio | 228.6k $15.1m | Reduced -167.7k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 222.0k $14.6m | Added +214.6k |
| DAFNA Capital Management LLC 3.26% of their portfolio | 217.5k $14.3m | Reduced -153.5k |
| Freestone Grove Partners LP 0.10% of their portfolio | 216.8k $14.3m | New |
| Catalio Capital Management, LP 2.97% of their portfolio | 215.5k $14.2m | Reduced -42.9k |
| Mirador Capital Partners LP 1.89% of their portfolio | 202.7k $13.4m | Added +4.1k |
| EMERALD ADVISERS, LLC 0.41% of their portfolio | 198.8k $13.1m | New |
| California Public Employees Retirement System 0.01% of their portfolio | 198.5k $13.1m | Added +9.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 187.1k $12.3m | Added +11.3k |
| SEGALL BRYANT & HAMILL, LLC 0.17% of their portfolio | 180.2k $11.9m | Reduced -9.3k |
| Checkpoint Capital L.P. 4.26% of their portfolio | 180.0k $11.9m | Added +13.2k |
| PINNACLE ASSOCIATES LTD 0.15% of their portfolio | 177.1k $11.7m | Reduced -13.9k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 174.0k $11.5m | Added +36.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 167.1k $11.0m | Reduced -23.7k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 156.5k $10.3m | Reduced -80.4k |