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 ($8.3m this quarter). Holder counts are more reliable. Shares outstanding: 139.0m as of 2026-08-04, 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 ≈ $85.16. Options: 22 managers hold calls ($629.7m notional), 15 hold puts ($107.3m).
Trends to Q2 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 |
| Q2 2026 | 483 |
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 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 |
| Q2 2026 | 323 | 150 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $363.0m | $87.6m | 0.24 |
| Q4 2025 | $479.2m | $117.6m | 0.25 |
| Q1 2026 | $550.7m | $213.6m | 0.39 |
| Q2 2026 | $629.7m | $107.3m | 0.17 |
Biggest buyers
| BlackRock, Inc. | Added | +3.5m |
| Avoro Capital Advisors LLC | Added | +1.7m |
| BANK OF AMERICA CORP /DE/ | Added | +1.5m |
| T. Rowe Price Investment Management, Inc. | Added | +1.2m |
| Holocene Advisors, LP | New | +1.1m |
| Point72 Asset Management, L.P. | Added | +961.6k |
| Capital Research Global Investors | Added | +915.6k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Added | +913.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +868.0k |
| Invesco Ltd. | Added | +750.3k |
Biggest sellers
| FMR LLC | Reduced | -5.7m |
| Paradigm Biocapital Advisors LP | Sold out | -1.5m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -1.1m |
| UBS Group AG | Reduced | -906.0k |
| Logos Global Management LP | Sold out | -875.0k |
| Deep Track Capital, LP | Reduced | -674.3k |
| MPM BIOIMPACT LLC | Sold out | -500.0k |
| CITADEL ADVISORS LLC | Reduced | -458.9k |
| GOLDMAN SACHS GROUP INC | Reduced | -444.2k |
| GROUP ONE TRADING LLC | Sold out | -364.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $161.1m1.9m shares |
| ARMISTICE CAPITAL, LLC | Reduced | $130.3m1.5m shares |
| CITADEL ADVISORS LLC | Added | $77.1m904.6k shares |
| GROUP ONE TRADING LLC | Added | $64.0m751.5k shares |
| JANE STREET GROUP, LLC | Added | $59.6m700.0k shares |
| Caption Management, LLC | Reduced | $43.7m512.4k shares |
| Lombard Odier Asset Management (Europe) Ltd | Added | $13.5m158.4k shares |
| IMC-Chicago, LLC | Added | $12.5m147.0k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $11.3m132.4k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $8.5m100.1k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $35.9m421.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $24.7m289.6k shares |
| JANE STREET GROUP, LLC | Added | $12.7m149.5k shares |
| LMR Partners LLP | Reduced | $5.7m66.9k shares |
| SIMPLEX TRADING, LLC | Added | $5.4m63.6k shares |
| HRT FINANCIAL LP | Added | $5.0m59.2k shares |
| Walleye Trading LLC | Added | $4.5m52.6k shares |
| GROUP ONE TRADING LLC | Reduced | $3.3m38.9k shares |
| DIADEMA PARTNERS LP | Reduced | $2.6m30.0k shares |
| IMC-Chicago, LLC | Added | $2.3m27.0k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2026 | 0 | — | 8 | $16.9m | $16.9m |
| Q3 2026 | 0 | — | 6 | $15.9m | $15.9m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-28 | Blum Robert I President & CEO, director | Sold plan | $490.9k7.5k shares |
| 2026-09-22 | Malik Fady Ibraham EVP Research & Development | Sold plan | $239.0k3.5k shares |
| 2026-09-15 | Blum Robert I President & CEO, director | Sold plan | $6.8m97.9k shares |
| 2026-09-15 | Landry Robert E Director | Sold plan | $72.1k1.0k shares |
| 2026-09-14 | Blum Robert I President & CEO, director | Sold plan | $550.8k7.5k shares |
| 2026-09-11 | Landry Robert E Director | Sold plan | $74.7k1.0k shares |
| 2026-09-08 | Malik Fady Ibraham EVP Research & Development | Sold plan | $264.1k3.5k shares |
| 2026-09-01 | PARSHALL B LYNNE Director | Sold plan | $357.4k5.0k shares |
| 2026-08-31 | Callos Andrew EVP, Chief Commercial Officer | Sold plan | $702.4k10.0k shares |
| 2026-08-31 | Blum Robert I President & CEO, director | Sold plan | $526.8k7.5k shares |
| 2026-08-18 | Malik Fady Ibraham EVP Research & Development | Sold plan | $265.4k3.5k shares |
| 2026-08-10 | Blum Robert I President & CEO, director | Sold plan | $575.7k7.5k shares |
| 2026-07-30 | Callos Andrew EVP, Chief Commercial Officer | Sold plan | $1.1m14.0k shares |
| 2026-07-27 | Blum Robert I President & CEO, director | Sold plan | $606.5k7.5k shares |
| 2026-07-21 | Malik Fady Ibraham EVP Research & Development | Sold plan | $282.1k3.5k shares |
| 2026-07-13 | Blum Robert I President & CEO, director | Sold plan | $615.1k7.5k shares |
| 2026-07-07 | Malik Fady Ibraham EVP Research & Development | Sold plan | $303.2k3.5k shares |
| 2026-07-01 | Callos Andrew EVP, Chief Commercial Officer | Sold plan | $1.3m15.0k shares |
| 2026-07-01 | Blum Robert I President & CEO, director | Sold plan | $636.9k7.5k shares |
| 2026-07-01 | Lee Sung EVP, Chief Financial Officer | Sold plan | $97.6k1.1k shares |
| 2026-06-29 | Lee Sung EVP, Chief Financial Officer | Sold plan | $266.4k3.1k shares |
| 2026-06-24 | Lee Sung EVP, Chief Financial Officer | Sold plan | $3.2m38.7k shares |
| 2026-06-23 | Malik Fady Ibraham EVP Research & Development | Sold plan | $278.3k3.5k shares |
| 2026-06-15 | Blum Robert I President & CEO, director | Sold plan | $528.5k7.5k shares |
| 2026-06-09 | Malik Fady Ibraham EVP Research & Development | Sold plan | $237.9k3.5k shares |
| 2026-06-01 | Callos Andrew EVP, Chief Commercial Officer | Sold plan | $1.1m15.0k shares |
| 2026-06-01 | PARSHALL B LYNNE Director | Sold plan | $370.4k5.0k shares |
| 2026-06-01 | Kaye Edward M. MD Director | Sold plan | $223.2k2.9k shares |
| 2026-05-27 | Blum Robert I President & CEO, director | Sold plan | $579.1k7.5k shares |
| 2026-05-19 | Malik Fady Ibraham EVP Research & Development | Sold plan | $264.9k3.5k shares |
The latest 30 of 44 trades.
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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.03% of their portfolio | 20.1m $1.7bn | Added +3.5m |
| T. Rowe Price Investment Management, Inc. 1.05% of their portfolio | 18.7m $1.6bn | Added +1.2m |
| WELLINGTON MANAGEMENT GROUP LLP 0.10% of their portfolio | 6.9m $590.5m | Reduced -1.1m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 6.7m $571.8m | Added +868.0k |
| STATE STREET CORP 0.02% of their portfolio | 6.5m $553.2m | Added +749.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 6.1m $521.2m | Added +628.9k |
| FMR LLC 0.02% of their portfolio | 5.0m $428.7m | Reduced -5.7m |
| Avoro Capital Advisors LLC 3.82% of their portfolio | 5.0m $425.9m | Added +1.7m |
| BANK OF AMERICA CORP /DE/ 0.03% of their portfolio | 4.6m $394.9m | Added +1.5m |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 3.7m $316.3m | Added +497.1k |
| RTW INVESTMENTS, LP 2.08% of their portfolio | 2.9m $243.8m | Added +140.8k |
| Polar Capital Holdings Plc 0.54% of their portfolio | 2.3m $192.0m | Added +592.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 2.0m $166.9m | Added +374.6k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.8m $150.1m | Reduced -444.2k |
| Capital Research Global Investors 0.02% of their portfolio | 1.7m $143.7m | Added +915.6k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.6m $140.3m | Added +205.7k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.41% of their portfolio | 1.6m $136.6m | Added +515.9k |
| Integral Health Asset Management, LLC 5.59% of their portfolio | 1.6m $136.3m | Unchanged |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.6m $139.2m | Added +685.1k |
| Point72 Asset Management, L.P. 0.21% of their portfolio | 1.6m $135.3m | Added +961.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.6m $133.4m | Added +168.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.12% of their portfolio | 1.5m $132.0m | Added +650.5k |
| MORGAN STANLEY 0.01% of their portfolio | 1.5m $128.7m | Added +5.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.05% of their portfolio | 1.3m $111.7m | Added +218.2k |
| Capital International Investors 0.02% of their portfolio | 1.3m $111.2m | Reduced -33.0k |
| Invesco Ltd. 0.01% of their portfolio | 1.2m $105.2m | Added +750.3k |
| ARMISTICE CAPITAL, LLC 2.83% of their portfolio | 1.2m $102.3m | Added +436.8k |
| UBS Group AG 0.02% of their portfolio | 1.2m $99.8m | Reduced -906.0k |
| Pictet Asset Management Holding SA 0.09% of their portfolio | 1.2m $99.0m | Added +409.5k |
| Frazier Life Sciences Management, L.P. 2.15% of their portfolio | 1.2m $98.8m | Unchanged |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.2m $98.0m | Added +144.5k |
| Holocene Advisors, LP 0.22% of their portfolio | 1.1m $97.5m | New |
| Woodline Partners LP 0.29% of their portfolio | 1.1m $93.8m | Added +100.3k |
| D. E. Shaw & Co., Inc. 0.06% of their portfolio | 1.0m $89.3m | Added +341.5k |
| NORGES BANK 0.01% of their portfolio | 1.0m $86.5m | Not comparable |
| Royalty Pharma Sub-Manager, LLC 34.52% of their portfolio | 980.4k $83.5m | Unchanged |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.12% of their portfolio | 961.8k $81.9m | Added +913.3k |
| GW&K Investment Management, LLC 0.61% of their portfolio | 916.1k $78.0m | Added +421.5k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 906.4k $77.2m | Added +106.8k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 891.1k $75.9m | Added +481.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% of their portfolio | 827.8k $70.5m | Added +113.5k |
| Melqart Asset Management (UK) Ltd 6.22% of their portfolio | 767.5k $65.4m | Reduced -76.4k |
| Siren, L.L.C. 1.31% of their portfolio | 759.0k $64.7m | Added +145.0k |
| Fisher Asset Management, LLC 0.02% of their portfolio | 743.7k $63.4m | Reduced -24.6k |
| Foresite Capital Management IV, LLC 20.98% of their portfolio | 714.7k $60.9m | Added +211.4k |
| Balyasny Asset Management L.P. 0.11% of their portfolio | 711.7k $60.6m | Reduced -280.9k |
| Deep Track Capital, LP 0.88% of their portfolio | 700.0k $59.6m | Reduced -674.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 689.1k $58.7m | Reduced -165.3k |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 3.08% of their portfolio | 660.3k $56.3m | Unchanged |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 640.9k $54.6m | Reduced -458.9k |
| Qube Research & Technologies Ltd 0.05% of their portfolio | 572.5k $48.8m | Reduced -206.9k |
| BROWN ADVISORY INC 0.08% of their portfolio | 570.7k $48.6m | Reduced -44.0k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.64% of their portfolio | 564.4k $48.1m | Added +85.3k |
| Affinity Asset Advisors, LLC 2.29% of their portfolio | 550.0k $46.9m | Reduced -150.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 549.3k $46.8m | Added +237.7k |
| FEDERATED HERMES, INC. 0.07% of their portfolio | 538.0k $45.8m | Reduced -161.4k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 536.0k $35.3m | Added +76.9k |
| First Turn Management, LLC 4.81% of their portfolio | 527.4k $44.9m | Added +243.7k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 518.4k $44.2m | Added +74.4k |
| Checkpoint Capital L.P. 10.38% of their portfolio | 475.0k $40.5m | Added +295.0k |
| Hood River Capital Management LLC 0.29% of their portfolio | 469.3k $40.0m | New |
| EMERALD ADVISERS, LLC 0.92% of their portfolio | 458.0k $39.0m | Added +259.1k |
| ADAR1 Capital Management, LLC 1.83% of their portfolio | 457.9k $39.0m | Reduced -174.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 454.9k $38.7m | Added +152.0k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 451.5k $38.5m | Reduced -205.1k |
| Nuveen, LLC 0.01% of their portfolio | 447.2k $38.1m | Added +95.4k |
| Candriam S.C.A. 0.17% of their portfolio | 443.1k $37.7m | Added +107.9k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 421.8k $35.9m | Added +52.2k |
| Handelsbanken Fonder AB 0.10% of their portfolio | 405.0k $34.5m | Added +157.7k |
| GILDER GAGNON HOWE & CO LLC 0.35% of their portfolio | 400.2k $34.1m | Added +69.3k |
| TD Asset Management Inc 0.03% of their portfolio | 385.1k $32.8m | Reduced -35.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 368.7k $31.4m | Added +109.2k |
| GSK plc 4.82% of their portfolio | 340.4k $29.0m | Unchanged |
| CITIGROUP INC 0.01% of their portfolio | 322.9k $27.5m | Added +73.7k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 317.4k $27.0m | Added +32.4k |
| E. Ohman J:or Asset Management AB 0.60% of their portfolio | 304.6k $25.9m | Added +3.8k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 301.6k $25.7m | Added +127.5k |
| Trails Edge Capital Partners, LP 3.90% of their portfolio | 288.1k $24.5m | Reduced -11.9k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 285.7k $24.3m | Added +271.1k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.84% of their portfolio | 279.8k $23.8m | Added +144.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 273.0k $23.3m | Added +32.4k |
| Polaris Capital Management, LLC 2.14% of their portfolio | 266.9k $22.7m | New |
| SEGALL BRYANT & HAMILL, LLC 0.26% of their portfolio | 257.1k $21.9m | Added +76.9k |
| Alyeska Investment Group, L.P. 0.05% of their portfolio | 250.0k $21.3m | Added +100.0k |
| ExodusPoint Capital Management, LP 0.20% of their portfolio | 249.3k $21.2m | Added +197.0k |
| Capital World Investors 0.00% of their portfolio | 248.8k $21.2m | Added +6.8k |
| Jupiter Topco LLC 0.01% of their portfolio | 244.4k $20.8m | First filing |
| Walleye Capital LLC 0.10% of their portfolio | 239.7k $20.4m | New |
| Sarissa Capital Management LP 10.95% of their portfolio | 228.6k $19.5m | Unchanged |
| Swiss National Bank 0.01% of their portfolio | 222.4k $18.9m | Reduced -7.4k |
| SPHERA FUNDS MANAGEMENT LTD. 2.68% of their portfolio | 220.0k $18.7m | Added +180.2k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 216.5k $18.4m | Added +29.4k |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 214.5k $18.3m | Added +155.1k |
| BAKER BROS. ADVISORS LP 0.09% of their portfolio | 211.3k $18.0m | New |
| California Public Employees Retirement System 0.01% of their portfolio | 211.1k $18.0m | Added +12.5k |
| Nicholas Investment Partners, LP 1.00% of their portfolio | 209.1k $17.8m | Added +139.2k |
| PINNACLE ASSOCIATES LTD 0.19% of their portfolio | 202.4k $17.2m | Added +25.4k |
| Mirador Capital Partners LP 2.11% of their portfolio | 202.4k $17.2m | Reduced -303 |
| Tri Locum Partners LP 2.03% of their portfolio | 194.0k $16.5m | New |
| PFM Health Sciences, LP 1.42% of their portfolio | 191.7k $16.3m | New |