Ikarian Capital’s Cytokinetics CYTK Stock Holding History

Ikarian Capital’s Portfolio CYTK Stock Details CYTK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.9M	Buy	408,400 +117,500	+40%	+$7.47M	2.19%	10
2025 Q4	$18.5M	Buy	290,900 +180,000	+162%	+$11.2M	1.44%	16
2025 Q3	$6.1M	Sell	110,900 -39,100	-26%	-$1.61M	0.62%	38
2025 Q2	$4.96M	Buy	+150,000	New	+$5.22M	0.95%	33
2024 Q4	–	Sell	-52,300	Closed	-$2.76M	–	186
2024 Q3	$2.76M	Buy	+52,300	New	+$2.92M	0.39%	65
2024 Q1	–	Sell	-603,500	Closed	-$50.4M	–	152
2023 Q4	$50.4M	Buy	603,500 +601,465	+29,556%	+$21.8M	4.72%	2
2023 Q3	$6M	Buy	+2,035	New	+$67.8K	0.72%	40
2021 Q1	–	Sell	-150,000	Closed	-$3.12M	–	310
2020 Q4	$3.12M	Sell	150,000 -1,021,600	-87%	-$18.7M	0.14%	127
2020 Q3	$25.4M	Buy	+1,171,600	New	+$27.4M	1.84%	10
2020 Q2	–	Sell	-500,000	Closed	-$5.89M	–	182
2020 Q1	$5.89M	Buy	+500,000	New	+$6.38M	0.44%	56

Other funds holding CYTK

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ikarian Capital's CYTK Position: Q1 2026 in Review

Ikarian Capital increased its Cytokinetics (CYTK) stake by 64% in Q1 2026, buying an estimated $7.05M and bringing the position to 283,572 shares worth $18.7M. The position accounts for 1.52% of the portfolio, ranked #16.

Ikarian Capital first reported a position in CYTK in Q3 2020 and has held it in 15 quarters since. 439 funds tracked by Wall St. Rank hold CYTK as of Q1 2026.

Ikarian Capital held 283,572 shares of Cytokinetics worth $18.7M as of Q1 2026.
Ikarian Capital bought 110,900 Cytokinetics shares in Q1 2026, an estimated $7.05M.
Cytokinetics made up 1.52% of Ikarian Capital's portfolio in Q1 2026, its #16 holding.
Ikarian Capital first reported a position in Cytokinetics in Q3 2020 and has held it in 15 quarters since.
439 funds tracked by Wall St. Rank held Cytokinetics as of Q1 2026.

Based on Ikarian Capital's 13F filing for Q1 2026, filed 15 May 2026.