Nicholas Investment Partners’s Cytokinetics CYTK Stock Holding History

Nicholas Investment Partners’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 Q2	$17.8M	Buy	209,071 +139,226	+199%	+$10M	1%	26
2026 Q1	$4.6M	Sell	69,845 -395	-0.6%	-$25.1K	0.33%	102
2025 Q4	$4.46M	Buy	70,240 +8,123	+13%	+$505K	0.33%	113
2025 Q3	$3.41M	Buy	+62,117	New	+$2.56M	0.26%	131
2025 Q1	–	Sell	-11,049	Closed	-$520K	–	204
2024 Q4	$520K	Hold	11,049	–	–	0.05%	208
2024 Q3	$583K	Buy	+11,049	New	+$616K	0.05%	200
2024 Q1	–	Sell	-102,572	Closed	-$8.56M	–	208
2023 Q4	$8.56M	Sell	102,572 -839,565	-89%	-$30.4M	1%	24
2023 Q3	$27.8M	Buy	942,137 +259,270	+38%	+$8.63M	2.07%	10
2023 Q2	$22.3M	Buy	682,867 +71,877	+12%	+$2.66M	1.52%	23
2023 Q1	$21.5M	Buy	610,990 +59,862	+11%	+$2.44M	1.63%	19
2022 Q4	$25.3M	Buy	551,128 +78,289	+17%	+$3.37M	2.21%	2
2022 Q3	$22.9M	Buy	+472,839	New	+$22.8M	2.12%	6

Other funds holding CYTK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nicholas Investment Partners's CYTK Position: Q2 2026 in Review

Nicholas Investment Partners increased its Cytokinetics (CYTK) stake by 199% in Q2 2026, buying an estimated $10M and bringing the position to 209,071 shares worth $17.8M. The position accounts for 1% of the portfolio, ranked #26.

Nicholas Investment Partners first reported a position in CYTK in Q3 2022 and has held it in 12 quarters since. The position peaked at $27.8M in Q3 2023. 484 funds tracked by Wall St. Rank hold CYTK as of Q2 2026.

Nicholas Investment Partners held 209,071 shares of Cytokinetics worth $17.8M as of Q2 2026.
Nicholas Investment Partners bought 139,226 Cytokinetics shares in Q2 2026, an estimated $10M.
Cytokinetics made up 1% of Nicholas Investment Partners's portfolio in Q2 2026, its #26 holding.
Nicholas Investment Partners first reported a position in Cytokinetics in Q3 2022 and has held it in 12 quarters since.
Nicholas Investment Partners's Cytokinetics position peaked at $27.8M in Q3 2023.
484 funds tracked by Wall St. Rank held Cytokinetics as of Q2 2026.

Based on Nicholas Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.