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COGT · VRTX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • COGT
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterCOGTVRTX
Q3 2020none listed holders, n.a.31 holders, $21.9bn
Q4 20202 holders, $8.0m30 holders, $18.4bn
Q1 20212 holders, $6.4m31 holders, $15.4bn
Q2 20212 holders, $17m30 holders, $12.7bn
Q3 20211 holders, $5.0m35 holders, $10.1bn
Q4 20211 holders, $5.1m28 holders, $12.4bn
Q1 20221 holders, $6.4m23 holders, $16.1bn
Q2 20221 holders, $9.0m25 holders, $18.1bn
Q3 20221 holders, $3.7m22 holders, $18.4bn
Q4 20223 holders, $11m28 holders, $18.4bn
Q1 20234 holders, $63m26 holders, $21.4bn
Q2 20233 holders, $93m27 holders, $24.7bn
Q3 20234 holders, $59m33 holders, $24.3bn
Q4 20233 holders, $35m32 holders, $28.6bn
Q1 20243 holders, $53m31 holders, $29.8bn
Q2 20244 holders, $97m29 holders, $33.4bn
Q3 20244 holders, $120m27 holders, $33.5bn
Q4 20244 holders, $47m26 holders, $28.5bn
Q1 20253 holders, $42m21 holders, $35.4bn
Q2 20253 holders, $43m21 holders, $32.3bn
Q3 20254 holders, $92m22 holders, $25.9bn
Q4 20259 holders, $1.3bn26 holders, $31.8bn
Q1 202611 holders, $1.6bn25 holders, $31.8bn
Q2 20267 holders, $1.6bn26 holders, $34.6bn
COGT

Cogent Biosciences Inc

Holders
4
Reported value
$47m
Buyers
1
Sellers
1

Breadth 0 among 94 comparable managers.

VRTX

Vertex Pharmaceuticals Inc

Holders
26
Reported value
$28.5bn
Buyers
14
Sellers
13

Breadth +1 among 94 comparable managers.

Who holds both, Q4 2024

Among the 29 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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