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Logos Global Management’s Cytokinetics CYTK Stock Holding History

Logos Global Management’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 		$57.7M Buy
875,000
+575,000
+192% +$36.5M 2.88% 9
2025
Q4 		$19.1M Buy
+300,000
New +$18.7M 1.15% 30
2025
Q1 		– Sell
-900,000
Closed -$42.3M – 45
2024
Q4 		$42.3M Buy
900,000
+500,000
+125% +$26M 4.95% 4
2024
Q3 		$21.1M Buy
+400,000
New +$22.3M 2.28% 20
2024
Q2 		– Sell
-100,000
Closed -$7.01M – 63
2024
Q1 		$7.01M Sell
100,000
-1,525,000
-94% -$118M 0.57% 41
2023
Q4 		$136M Buy
1,625,000
+375,000
+30% +$13.6M 12.66% 1
2023
Q3 		$36.8M Sell
1,250,000
-400,000
-24% -$13.3M 4.91% 5
2023
Q2 		$53.8M Buy
1,650,000
+400,000
+32% +$14.8M 7.32% 2
2023
Q1 		$44M Sell
1,250,000
-250,000
-17% -$10.2M 6.3% 3
2022
Q4 		$68.7M Sell
1,500,000
-200,000
-12% -$8.61M 8.05% 3
2022
Q3 		$82.4M Sell
1,700,000
-50,000
-3% -$2.41M 10.13% 2
2022
Q2 		$68.8M Buy
1,750,000
+135,000
+8% +$5.44M 12.61% 1
2022
Q1 		$59.4M Buy
1,615,000
+290,000
+22% +$10.3M 7.71% 1
2021
Q4 		$60.4M Buy
1,325,000
+325,000
+33% +$12.5M 6.23% 2
2021
Q3 		$35.7M Sell
1,000,000
-400,000
-29% -$11.8M 2.58% 14
2021
Q2 		$27.7M Buy
1,400,000
+700,000
+100% +$16.4M 2.33% 17
2021
Q1 		$16.3M Buy
+700,000
New +$14.9M 1.59% 16
2020
Q4 		– Sell
-750,000
Closed -$16.2M – 61
2020
Q3 		$16.2M Sell
750,000
-50,000
-6% -$1.17M 2.08% 15
2020
Q2 		$18.9M Buy
800,000
+606,871
+314% +$11.4M 3.77% 7
2020
Q1 		$2.28M Buy
+193,129
New +$2.46M 0.87% 36

Other funds holding CYTK

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Logos Global Management's CYTK Position: Q1 2026 in Review

Logos Global Management increased its Cytokinetics (CYTK) stake by 192% in Q1 2026, buying an estimated $36.5M and bringing the position to 875,000 shares worth $57.7M. The position accounts for 2.88% of the portfolio, ranked #9.

Logos Global Management first reported a position in CYTK in Q1 2020 and has held it in 20 quarters since. The position peaked at $136M in Q4 2023. 439 funds tracked by Wall St. Rank hold CYTK as of Q1 2026.

  • Logos Global Management held 875,000 shares of Cytokinetics worth $57.7M as of Q1 2026.
  • Logos Global Management bought 575,000 Cytokinetics shares in Q1 2026, an estimated $36.5M.
  • Cytokinetics made up 2.88% of Logos Global Management's portfolio in Q1 2026, its #9 holding.
  • Logos Global Management first reported a position in Cytokinetics in Q1 2020 and has held it in 20 quarters since.
  • Logos Global Management's Cytokinetics position peaked at $136M in Q4 2023.
  • 439 funds tracked by Wall St. Rank held Cytokinetics as of Q1 2026.

Based on Logos Global Management's 13F filing for Q1 2026, filed 15 May 2026.