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 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

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

Nicholas Investment Partners's CYTK Position: Q1 2026 in Review

Nicholas Investment Partners reduced its Cytokinetics (CYTK) stake by 0.56% in Q1 2026, selling an estimated $25.1K and leaving 69,845 shares worth $4.6M. The position accounts for 0.33% of the portfolio, ranked #102.

Nicholas Investment Partners first reported a position in CYTK in Q3 2022 and has held it in 11 quarters since. The position peaked at $27.8M in Q3 2023. 439 funds tracked by Wall St. Rank hold CYTK as of Q1 2026.

Nicholas Investment Partners held 69,845 shares of Cytokinetics worth $4.6M as of Q1 2026.
Nicholas Investment Partners sold 395 Cytokinetics shares in Q1 2026, an estimated $25.1K.
Cytokinetics made up 0.33% of Nicholas Investment Partners's portfolio in Q1 2026, its #102 holding.
Nicholas Investment Partners first reported a position in Cytokinetics in Q3 2022 and has held it in 11 quarters since.
Nicholas Investment Partners's Cytokinetics position peaked at $27.8M in Q3 2023.
439 funds tracked by Wall St. Rank held Cytokinetics as of Q1 2026.

Based on Nicholas Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.