Sarissa Capital Management’s Cytokinetics CYTK Stock Holding History

Sarissa Capital 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 Q2	$19.5M	Hold	228,623	–	–	10.95%	5
2026 Q1	$15.1M	Sell	228,623 -167,734	-42%	-$10.7M	9.56%	5
2025 Q4	$25.2M	Sell	396,357 -192,000	-33%	-$11.9M	11.3%	4
2025 Q3	$32.3M	Hold	588,357	–	–	17.93%	3
2025 Q2	$19.4M	Sell	588,357 -11,643	-2%	-$405K	12.59%	4
2025 Q1	$24.1M	Sell	600,000 -233,799	-28%	-$10.7M	15.59%	3
2024 Q4	$39.2M	Sell	833,799 -276,201	-25%	-$14.3M	12.15%	4
2024 Q3	$58.6M	Hold	1,110,000	–	–	14.57%	4
2024 Q2	$60.1M	Buy	1,110,000 +810,000	+270%	+$48.9M	10.15%	5
2024 Q1	$21M	Buy	+300,000	New	+$23.2M	3.68%	7

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 $3.37T AUM 44.26% 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

Sarissa Capital Management's CYTK Position: Q2 2026 in Review

Sarissa Capital Management held its Cytokinetics (CYTK) position steady in Q2 2026 at 228,623 shares worth $19.5M. The position accounts for 10.95% of the portfolio, ranked #5.

Sarissa Capital Management first reported a position in CYTK in Q1 2024 and has held it in 10 quarters since. The position peaked at $60.1M in Q2 2024. 482 funds tracked by Wall St. Rank hold CYTK as of Q2 2026.

Sarissa Capital Management held 228,623 shares of Cytokinetics worth $19.5M as of Q2 2026.
Sarissa Capital Management left its Cytokinetics share count unchanged in Q2 2026.
Cytokinetics made up 10.95% of Sarissa Capital Management's portfolio in Q2 2026, its #5 holding.
Sarissa Capital Management first reported a position in Cytokinetics in Q1 2024 and has held it in 10 quarters since.
Sarissa Capital Management's Cytokinetics position peaked at $60.1M in Q2 2024.
482 funds tracked by Wall St. Rank held Cytokinetics as of Q2 2026.

Based on Sarissa Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.