Which funds own CYTK
Cytokinetics Inc in the Q2 2026 filings. At least 5 of the 91 current managers on file reported a position, worth $938m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 4 managers opened or added against 1 cutting.
- Managers holding
- 5
- at least, of 91 current
- Combined value
- $938m
- as reported
- Opened
- 1
- new this quarter
- Added to
- 3
- already held
- Trimmed or sold out
- 1
- 0 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP Long-only · $580bn book | $591m | 0.1% | 6,931,770 | +$63m-1,077,719 | Trimmed |
| Point72 Asset Management LP Multi-strategy · $90.7bn book | $135m | 0.1% | 1,587,712 | +$94m+961,610 | Added |
| Holocene Advisors LP Long/short equity · $44.4bn book | $98m | 0.2% | 1,144,579 | opened1,144,579 | New |
| Woodline Partners LP Long/short equity · $32.4bn book | $94m | 0.3% | 1,100,708 | +$28m+100,280 | Added |
| ExodusPoint Capital Management LP Multi-strategy · $15.5bn book | $21m | 0.1% | 249,259 | +$18m+197,032 | Added |
Ownership through time
At least 12 of the 95 managers whose filings are on file listed CYTK in Q2 2026, against 1 in Q4 2014. 1 manager more than in Q1 2026: 2 started positions; 2 listed it again; 3 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q4 2014: 1
- Q4 2015: 2
- Q1 2016: 1
- Q2 2016: 1
- Q3 2016: 1
- Q1 2017: 1
- Q2 2017: 2
- Q3 2017: 2
- Q2 2018: 1
- Q3 2018: 1
- Q4 2018: 1
- Q1 2019: 1
- Q2 2019: 2
- Q3 2019: 2
- Q4 2019: 3
- Q1 2020: 6
- Q2 2020: 6
- Q3 2020: 5
- Q4 2020: 3
- Q1 2021: 3
- Q2 2021: 2
- Q3 2021: 7
- Q4 2021: 10
- Q1 2022: 6
- Q2 2022: 10
- Q3 2022: 9
- Q4 2022: 12
- Q1 2023: 11
- Q2 2023: 8
- Q3 2023: 10
- Q4 2023: 12
- Q1 2024: 15
- Q2 2024: 16
- Q3 2024: 15
- Q4 2024: 11
- Q1 2025: 9
- Q2 2025: 4
- Q3 2025: 6
- Q4 2025: 8
- Q1 2026: 11
- Q2 2026: 12
- Q4 2014: $128k
- Q4 2015: $14m
- Q1 2016: $8.6m
- Q2 2016: $3.2m
- Q3 2016: $184k
- Q1 2017: $4.3m
- Q2 2017: $9.9m
- Q3 2017: $18m
- Q2 2018: $374k
- Q3 2018: $349k
- Q4 2018: $224k
- Q1 2019: $513k
- Q2 2019: $7.5m
- Q3 2019: $5.5m
- Q4 2019: $35m
- Q1 2020: $20m
- Q2 2020: $75m
- Q3 2020: $114m
- Q4 2020: $90m
- Q1 2021: $90m
- Q2 2021: $74m
- Q3 2021: $643m
- Q4 2021: $794m
- Q1 2022: $624m
- Q2 2022: $1.0bn
- Q3 2022: $1.0bn
- Q4 2022: $1.1bn
- Q1 2023: $895m
- Q2 2023: $781m
- Q3 2023: $753m
- Q4 2023: $2.4bn
- Q1 2024: $1.8bn
- Q2 2024: $1.5bn
- Q3 2024: $1.5bn
- Q4 2024: $1.1bn
- Q1 2025: $544m
- Q2 2025: $268m
- Q3 2025: $1.3bn
- Q4 2025: $1.5bn
- Q1 2026: $1.5bn
- Q2 2026: $1.3bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Holocene Advisors LPnew: 1,144,579 shares+$98m
- Point72 Asset Management LP626,102 to 1,587,712 shares+$82m
- Capital Research Global Investors770,999 to 1,686,625 shares+$78m
- Walleye Capital LLCnew: 239,728 shares+$20m
- Woodline Partners LP1,000,428 to 1,100,708 shares+$8.5m
Largest decreases, by shares
- Wellington Management Group LLP8,009,489 to 6,931,770 shares-$92m
- Balyasny Asset Management LLC992,545 to 711,676 shares-$24m
- Marshall Wace LLP656,608 to 451,467 shares-$17m
- Freestone Grove Partners LP216,769 to 114,824 shares-$8.7m
Left it
No manager on file is shown leaving it.
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Wellington Management Group LLP | Q2 2022 | $591m | $591m | |
| Capital Research Global Investors | Q1 2026 | $144m | $144m | |
| Point72 Asset Management LP | Q2 2019 | $135m | $135m | |
| Holocene Advisors LP | Q2 2026 | $98m | $98m | |
| Woodline Partners LP | Q4 2023 | $105m | $94m | |
| D. E. Shaw & Co. | Q2 2026 | $89m | $89m | |
| Balyasny Asset Management LLC | Q3 2017 | $65m | $61m | |
| Marshall Wace LLP | Q2 2022 | $179m | $38m | |
| ExodusPoint Capital Management LP | Q2 2022 | $22m | $21m | |
| Walleye Capital LLC | Q1 2020 | $20m | $20m | |
| Freestone Grove Partners LP | Q1 2026 | $14m | $9.8m | |
| Moore Capital Management LP | Q2 2017 | $4.6m | $2.1m | |
| Fidelity (FMR LLC) | Q3 2021 | $1.1bn | last listed Q1 2026 | |
| T. Rowe Price Associates Inc | Q4 2023 | $271m | last listed Q3 2024 | |
| Janus Henderson Group Ltd | Q1 2023 | $214m | last listed Q1 2025 | |
| Citadel Advisors LLC | Q2 2022 | $182m | last listed Q2 2022 | |
| AllianceBernstein LP | Q1 2024 | $124m | last listed Q4 2024 | |
| Millennium Management LLC | Q4 2023 | $100m | last listed Q4 2023 | |
| Farallon Capital Management LLC | Q1 2020 | $99m | last listed Q3 2024 | |
| Voloridge Investment Management LLC | Q2 2020 | $53m | last listed Q2 2024 | |
| Two Sigma Advisers LP | Q2 2020 | $36m | last listed Q4 2024 | |
| Two Sigma Investments LP | Q2 2020 | $27m | last listed Q4 2021 |
What CYTK is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around CYTK →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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