Skip to main content

Cogent Biosciences, Inc.

COGT
Exchange
Nasdaq
Industry
Pharmaceutical Preparations
SEC CIK
0001622229

In the last 90 days, Cogent Biosciences, Inc. insiders filed 0 open-market purchases and 1 sale; 322 institutions reported holding it in 13F filings for Q2 2026, worth $7.50B in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in Cogent Biosciences, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
267
+74 vs. Q3 2025
Shares held
174.1M
+15.1M (+9.5%) vs. Q3 2025
Total value
$6.18B
+$3.90B (+170.9%) vs. Q3 2025
New holders
95
93 more added
Sold out
21
64 more reduced

2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting COGT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 267 institutions
Q1 2021: 69 institutionsQ2 2021: 69 institutionsQ3 2021: 73 institutionsQ4 2021: 82 institutionsQ1 2022: 86 institutionsQ2 2022: 112 institutionsQ3 2022: 134 institutionsQ4 2022: 135 institutionsQ1 2023: 137 institutionsQ2 2023: 136 institutionsQ3 2023: 135 institutionsQ4 2023: 144 institutionsQ1 2024: 146 institutionsQ2 2024: 149 institutionsQ3 2024: 161 institutionsQ4 2024: 177 institutionsQ1 2025: 186 institutionsQ2 2025: 181 institutionsQ3 2025: 195 institutionsQ4 2025: 267 institutionsQ1 2026: 305 institutionsQ2 2026: 322 institutions
Value heldQ4 2025: $6.18B
Q1 2021: $303.3MQ2 2021: $293.7MQ3 2021: $309.6MQ4 2021: $385.2MQ1 2022: $353.6MQ2 2022: $633.3MQ3 2022: $1.10BQ4 2022: $864.1MQ1 2023: $810.4MQ2 2023: $1.05BQ3 2023: $885.8MQ4 2023: $534.0MQ1 2024: $734.3MQ2 2024: $1.02BQ3 2024: $1.32BQ4 2024: $949.5MQ1 2025: $799.6MQ2 2025: $973.2MQ3 2025: $2.29BQ4 2025: $6.18BQ1 2026: $7.17BQ2 2026: $7.50B
Institutions holding COGT and their total value by quarter
QuarterHoldersValue
Q2 2026322$7.50B
Q1 2026305$7.17B
Q4 2025267$6.18B
Q3 2025195$2.29B
Q2 2025181$973.2M
Q1 2025186$799.6M
Q4 2024177$949.5M
Q3 2024161$1.32B
Q2 2024149$1.02B
Q1 2024146$734.3M
Q4 2023144$534.0M
Q3 2023135$885.8M
Q2 2023136$1.05B
Q1 2023137$810.4M
Q4 2022135$864.1M
Q3 2022134$1.10B
Q2 2022112$633.3M
Q1 202286$353.6M
Q4 202182$385.2M
Q3 202173$309.6M
Q2 202169$293.7M
Q1 202169$303.3M

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Cogent Biosciences, Inc.; share changes are against Q3 2025.

Institutions holding COGT in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Affinity Asset Advisors, LLC350,000$12.4M0.89%+350,000New
Kennedy Capital Management, Inc.352,387$12.5M0.27%−231,498−39.6%Reduced
Superstring Capital Management LP366,238$13.0M6.96%+4,830+1.3%Added
OrbiMed Advisors LLC371,000$13.2M0.27%+371,000New
Assenagon Asset Management S.A.375,626$13.3M0.02%−201,378−34.9%Reduced
Raymond James Financial Inc375,919$13.4M0.00%+86,522+29.9%Added
Bank of New York Mellon Corp376,296$13.4M0.00%+13,280+3.7%Added
Sphera Funds Management Ltd.378,500$13.4M2.81%+279,974+284.2%Added
Russell Investments Group, Ltd.385,457$13.7M0.01%+264,512+218.7%Added
JPMorgan Chase & Co400,931$14.2M0.00%+326,119+435.9%Added
Ensign Peak Advisors, Inc421,540$15.0M0.03%+395,915+1,545.0%Added
Federated Hermes, Inc.426,782$15.2M0.03%+333,557+357.8%Added
J. Goldman & Co LP439,269$15.6M0.61%+439,269New
Deep Track Capital, LP453,102$16.1M0.37%+453,102New
Alyeska Investment Group, L.P.493,934$17.5M0.05%+393,934+393.9%Added
Atika Capital Management LLC506,000$18.0M2.50%+506,000New
Defilade Capital Management, L.P.568,619$20.2M2.74%+568,619New
Invesco Ltd.585,765$20.8M0.00%+213,495+57.3%Added
Voloridge Investment Management, LLC668,970$23.8M0.08%+668,970New
Renaissance Technologies LLC689,068$24.5M0.04%+456,100+195.8%Added
Morgan Stanley726,777$25.8M0.00%−561,387−43.6%Reduced
Squadron Capital Management LLC780,000$27.7M12.36%+780,000New
Woodline Partners LP818,782$29.1M0.11%+305,385+59.5%Added
First Turn Management, LLC824,283$29.3M3.35%+824,283New
Point72 Asset Management, L.P.827,525$29.4M0.05%−410,308−33.1%Reduced
Rock Springs Capital Management LP849,030$30.2M1.55%−159,278−15.8%Reduced
American Century Companies Inc892,920$31.7M0.02%+892,920New
Nuveen, LLC932,621$33.1M0.01%−6,999−0.7%Reduced
Emerald Mutual Fund Advisers Trust1,038,494$36.9M1.80%+15,636+1.5%Added
Fred Alger Management, LLC1,102,181$39.1M0.15%+1,102,181New
Elmind Capital, LP1,170,740$41.6M12.27%+1,170,740New
Holocene Advisors, LP1,178,208$41.8M0.09%+1,060,292+899.2%Added
Bank of America Corp1,191,930$42.3M0.00%−1,047,325−46.8%Reduced
Northern Trust Corp1,199,300$42.6M0.01%+17,635+1.5%Added
Millennium Management LLC1,208,228$42.9M0.03%+793,262+191.2%Added
Saturn V Capital Management LLC1,217,064$43.2M7.93%−807,977−39.9%Reduced
Silverarc Capital Management, LLC1,245,254$44.2M6.40%+430,179+52.8%Added
Charles Schwab Investment Management Inc1,280,779$45.5M0.01%+90,134+7.6%Added
Candriam Luxembourg S.C.A.1,296,475$46.1M0.23%+342,266+35.9%Added
Redmile Group, LLC1,437,918$51.1M3.76%−771,200−34.9%Reduced
Citadel Advisors LLC1,438,994$51.1M0.03%−228,813−13.7%Reduced
Balyasny Asset Management LLC1,440,318$51.2M0.10%−1,230,168−46.1%Reduced
Emerald Advisers, LLC1,583,346$56.2M1.73%+3,850+0.2%Added
Siren, L.L.C.1,629,279$57.9M1.73%−95,000−5.5%Reduced
Marshall Wace, LLP1,660,735$59.0M0.06%+1,018,256+158.5%Added
Goldman Sachs Group Inc1,705,144$60.6M0.01%+45,467+2.7%Added
Lord, Abbett & Co. LLC1,870,537$66.4M0.20%+1,870,537New
Sofinnova Investments, Inc.1,973,625$70.1M3.02%−154,316−7.3%Reduced
VR Adviser, LLC2,000,000$71.0M3.51%−2,000,000−50.0%Reduced
Commodore Capital LP2,196,845$78.0M5.19%−5,053,155−69.7%Reduced
Duquesne Family Office LLCSuperinvestorDuquesne Family Office2,214,470$78.7M1.86%+1,154,890+109.0%Added
D. E. Shaw & Co., Inc.2,247,804$79.8M0.06%+716,879+46.8%Added
Octagon Capital Advisors LP2,350,000$83.5M10.45%−524,111−18.2%Reduced
Vivo Capital, LLC2,398,993$85.2M5.51%−390,144−14.0%Reduced
Price T Rowe Associates Inc2,564,062$91.1M0.01%+2,474,346+2,758.0%Added
Wellington Management Group LLP2,712,336$96.3M0.02%+2,305,437+566.6%Added
Geode Capital Management, LLC3,514,562$124.9M0.01%+240,407+7.3%Added
Janus Henderson Group PLC4,537,408$161.1M0.07%+1,359,365+42.8%Added
State Street Corp4,940,300$175.5M0.01%+164,881+3.5%Added
TCG Crossover Management, LLC5,868,162$208.4M6.90%−930,000−13.7%Reduced
Kynam Capital Management, LP6,165,223$219.0M14.26%−1,720,949−21.8%Reduced
RTW Investments, LP7,592,241$269.7M2.70%+4,124,755+119.0%Added
Fairmount Funds Management LLC9,003,418$319.8M24.34%00.0%Unchanged
Deerfield Management Company, L.P. (Series C)9,043,903$321.2M4.12%−9,215−0.1%Reduced
Vanguard Group Inc11,514,326$409.0M0.01%+3,756,664+48.4%Added
BlackRock, Inc.12,974,591$460.9M0.01%+2,605,056+25.1%Added
FMR LLC23,086,967$820.0M0.04%+678,704+3.0%Added
Paradigm Biocapital Advisors LP0$00.00%−3,156,398−100.0%Sold out
Boone Capital Management LLC0$00.00%−945,042−100.0%Sold out
Logos Global Management LP0$00.00%−500,000−100.0%Sold out
Macquarie Group Ltd0$00.00%−398,830−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−187,083−100.0%Sold out
Caption Management, LLC0$00.00%−176,064−100.0%Sold out
Jane Street Group, LLC0$00.00%−148,401−100.0%Sold out
Acuta Capital Partners, LLC0$00.00%−102,907−100.0%Sold out
Simplex Trading, LLC0$00.00%−66,988−100.0%Sold out
Group One Trading, L.P.0$00.00%−50,505−100.0%Sold out
Readystate Asset Management LP0$00.00%−49,692−100.0%Sold out
Panagora Asset Management Inc0$00.00%−44,042−100.0%Sold out
Quadrature Capital Ltd0$00.00%−40,475−100.0%Sold out
XTX Topco Ltd0$00.00%−37,831−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−20,120−100.0%Sold out
LGL Partners, LLC0$00.00%−14,500−100.0%Sold out
Ikarian Capital, LLC0$00.00%−11,280−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−10,133−100.0%Sold out
Crowley Wealth Management, Inc.0$00.00%−1,700−100.0%Sold out
Bessemer Group Inc0$00.00%−86−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−14−100.0%Sold out
New Leaf Venture Partners, L.L.C.––––Not filed
CIBC Bancorp USA Inc.––––Not filed