KYVERNA THERAPEUTICS INC KYTX
COM · Common Stock · CUSIP 501976104
- SectorHealth care
- IndustryBiological Products, (No Diagnostic Substances)
- HeadquartersEmeryville, CA
- 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 ($1.7m this quarter). Holder counts are more reliable. Shares outstanding: 43.1m as of 2024-05-10, 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 ≈ $24.84. Options: 2 managers hold calls ($5.0k notional), 4 hold puts ($514.2k).
Trends to Q1 2024
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $0 | $0 | — |
| Q3 2023 | $0 | $0 | — |
| Q4 2023 | $0 | $0 | — |
| Q1 2024 | $5.0k | $514.2k | 103.50 |
Biggest buyers
| Vida Ventures Advisors, LLC | New | +4.5m |
| Northpond Ventures, LLC | New | +3.3m |
| Bain Capital Life Sciences Investors, LLC | New | +3.2m |
| RTW INVESTMENTS, LP | New | +1.9m |
| JPMORGAN CHASE & CO | New | +1.7m |
| DEERFIELD MANAGEMENT COMPANY, L.P. | New | +1.5m |
| JENNISON ASSOCIATES LLC | New | +1.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ | New | +929.6k |
| Insight Holdings Group, LLC | New | +912.9k |
| Commodore Capital LP | New | +912.2k |
Biggest sellers
| None |
Biggest calls
| CITADEL ADVISORS LLC | New | $5.0k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | New | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $325.4k13.1k shares |
| CITADEL ADVISORS LLC | New | $181.3k7.3k shares |
| BANK OF AMERICA CORP /DE/ | New | $7.5k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | New | $00 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 |
|---|---|
| Westlake BioPartners Fund I, L.P. 13G · exempt (held before listing) filed 2026-02-06 | 7.8% |
| GordonMD Global Investments LP 13G · passive investor new · filed 2025-11-17 | 7.0% |
| Northpond Ventures III, LP 13G · passive investor filed 2026-02-17 | 6.1% |
| HIRSCHMAN ORIN 13G · institution new · filed 2026-10-19 | 5.9% |
| BlackRock, Inc. 13G · institution new · filed 2026-07-29 | 5.1% |
Fell to 5% or below in the last year: Bain Capital Life Sciences Opportunities III, LP (4.8%, 2026-08-14)
Insider purchases and sales in Q1 2024
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.
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-02-12 | GILEAD SCIENCES, INC. 10% owner | Bought | $20.0m910.0k shares |
| 2024-02-12 | Rubin Michael P. +2 Former 10% Owner · By: Northpond Ventures, LP | Bought | $9.9m450.0k shares |
| 2024-02-12 | Bain Capital Life Sciences Investors, LLC +4 10% owner · See footnotes | Bought | $9.9m450.0k shares |
| 2024-02-12 | Vida Ventures, LLC +3 10% owner · By Vida Ventures III, L.P. | Bought | $5.6m252.6k shares |
| 2024-02-12 | Vida Ventures, LLC +3 10% owner · By Vida Ventures III-A, L.P. | Bought | $12.8k583 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 2024
| Manager | Shares | Change |
|---|---|---|
| Vida Ventures Advisors, LLC 62.43% of their portfolio | 4.5m $112.4m | New |
| Northpond Ventures, LLC 78.80% of their portfolio | 3.3m $80.9m | New |
| Bain Capital Life Sciences Investors, LLC 6.32% of their portfolio | 3.2m $78.6m | New |
| RTW INVESTMENTS, LP 0.68% of their portfolio | 1.9m $46.0m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.7m $42.0m | New |
| DEERFIELD MANAGEMENT COMPANY, L.P. 0.63% of their portfolio | 1.5m $36.3m | New |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 1.4m $34.7m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 929.6k $23.1m | New |
| Insight Holdings Group, LLC 0.63% of their portfolio | 912.9k $22.7m | New |
| Commodore Capital LP 1.52% of their portfolio | 912.2k $22.7m | New |
| BlackRock Inc. 0.00% of their portfolio | 750.0k $18.6m | New |
| NOVO HOLDINGS A/S 1.20% of their portfolio | 700.0k $17.4m | New |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 695.1k $17.3m | New |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 606.5k $15.0m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 601.4k $14.9m | New |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 575.0k $14.3m | New |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 523.7k $13.0m | New |
| Logos Global Management LP 1.31% of their portfolio | 500.0k $12.4m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 475.8k $11.8m | New |
| Avoro Capital Advisors LLC 0.14% of their portfolio | 475.0k $11.8m | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 460.6k $11.4m | New |
| EcoR1 Capital, LLC 0.28% of their portfolio | 450.0k $11.2m | New |
| Cormorant Asset Management, LP 0.48% of their portfolio | 440.0k $10.9m | New |
| Woodline Partners LP 0.09% of their portfolio | 392.9k $9.8m | New |
| Cutter Capital Management, LP 1.59% of their portfolio | 333.0k $8.3m | New |
| VANGUARD GROUP INC 0.00% of their portfolio | 264.2k $6.6m | New |
| Avidity Partners Management LP 0.18% of their portfolio | 202.3k $5.0m | New |
| Artal Group S.A. 0.13% of their portfolio | 200.0k $5.0m | New |
| Rock Springs Capital Management LP 0.11% of their portfolio | 179.0k $4.4m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 172.2k $4.3m | New |
| MARSHALL WACE, LLP 0.01% of their portfolio | 155.8k $3.9m | New |
| PERCEPTIVE ADVISORS LLC 0.07% of their portfolio | 150.0k $3.7m | New |
| GREAT POINT PARTNERS LLC 0.58% of their portfolio | 150.0k $3.7m | New |
| Casdin Capital, LLC 0.28% of their portfolio | 150.0k $3.7m | New |
| Walleye Capital LLC 0.04% of their portfolio | 150.0k $3.7m | New |
| MORGAN STANLEY 0.00% of their portfolio | 119.8k $3.0m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 105.9k $2.6m | New |
| LMR Partners LLP 0.07% of their portfolio | 104.8k $2.6m | New |
| Blackstone Inc. 0.01% of their portfolio | 100.0k $2.5m | New |
| Pictet Asset Management Holding SA 0.00% of their portfolio | 100.0k $2.5m | New |
| Squarepoint Ops LLC 0.01% of their portfolio | 88.4k $2.2m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 84.9k $2.1m | New |
| Invesco Ltd. 0.00% of their portfolio | 75.9k $1.9m | New |
| ArrowMark Colorado Holdings LLC 0.02% of their portfolio | 70.0k $1.7m | New |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 69.2k $1.7m | New |
| Alyeska Investment Group, L.P. 0.01% of their portfolio | 65.0k $1.6m | New |
| Point72 (DIFC) Ltd 0.12% of their portfolio | 60.8k $1.5m | First filing |
| CITIGROUP INC 0.00% of their portfolio | 59.7k $1.5m | New |
| STATE STREET CORP 0.00% of their portfolio | 50.4k $1.3m | New |
| Hudson Bay Capital Management LP 0.01% of their portfolio | 50.0k $1.2m | New |
| Paradigm Biocapital Advisors LP 0.04% of their portfolio | 50.0k $1.2m | New |
| BARCLAYS PLC 0.00% of their portfolio | 43.1k $1.1m | New |
| STEMPOINT CAPITAL LP 0.27% of their portfolio | 41.0k $1.0m | New |
| Polar Asset Management Partners Inc. 0.03% of their portfolio | 40.0k $993.6k | New |
| NORGES BANK 0.00% of their portfolio | 40.0k $993.6k | New |
| Ghisallo Capital Management LLC 0.11% of their portfolio | 40.0k $993.6k | New |
| Laurion Capital Management LP 0.03% of their portfolio | 37.5k $931.5k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 37.0k $920.1k | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 36.6k $908.7k | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 28.8k $715.2k | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 28.5k $707.8k | New |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT 0.08% of their portfolio | 25.0k $621.0k | New |
| UBS Group AG 0.00% of their portfolio | 24.9k $618.5k | New |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 20.9k $519.2k | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 20.8k $517.7k | New |
| Davidson Kempner Capital Management LP 0.01% of their portfolio | 20.0k $495.2k | Not comparable |
| Skandinaviska Enskilda Banken AB (publ) 0.00% of their portfolio | 16.8k $417.6k | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 16.7k $415.4k | New |
| CAXTON CORP 2.24% of their portfolio | 15.8k $393.6k | Not comparable |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 13.0k $323.3k | New |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.00% of their portfolio | 12.6k $313.0k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 11.9k $295.7k | New |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 11.5k $285.7k | New |
| Brevan Howard Capital Management LP 0.03% of their portfolio | 11.4k $284.0k | New |
| Point72 Asia (Singapore) Pte. Ltd. 0.07% of their portfolio | 10.1k $251.7k | New |
| Sofinnova Investments, Inc. 0.01% of their portfolio | 10.0k $248.4k | New |
| Greenland Capital Management LP 0.04% of their portfolio | 10.0k $248.4k | New |
| Legal & General Group Plc 0.00% of their portfolio | 9.6k $237.7k | New |
| Diametric Capital, LP 0.13% of their portfolio | 9.3k $231.0k | New |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 8.5k $210.9k | New |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 7.5k $181.0k | New |
| SECTORAL ASSET MANAGEMENT INC 0.07% of their portfolio | 7.0k $173.9k | New |
| Cubist Systematic Strategies, LLC 0.00% of their portfolio | 2.8k $68.9k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 2.0k $49.7k | New |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 950 $24 | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 766 $19.0k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 183 $4.5k | New |
| COMERICA BANK 0.00% of their portfolio | 63 $1.6k | New |
| Washington Trust Advisors, Inc. 0.00% of their portfolio | 60 $1.5k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 4 $0 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | New |