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COGT in the 13F filings

Cogent Biosciences Inc · CUSIP 19240Q201

Sector · Pharmaceuticals and biotechnologyTheme · Healthcare: biopharma and medtech· L3VLUP-definedTheme · Pharmaceutical preparations
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
19 Feb 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 4 listed it in both
Shares listed
47,087,008
combined, among listed positions
Reported value
$1.7bn
combined, at the quarter end

Among the 92 comparable managers: 24 buyers (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +11,089,274.

Managers listing COGT in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
Fidelity (FMR LLC)23,086,967$820munder 0.1%Added+678,70417 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd4,537,408$161m0.07%Added+1,359,36517 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP2,712,336$96munder 0.1%Added+2,305,43717 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc2,564,062$91munder 0.1%Added+2,474,34617 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.2,247,804$80munder 0.1%Added+716,87917 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP1,660,735$59m0.05%Added+1,018,25613 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC1,440,318$51m0.06%Trimmed-1,230,16817 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC1,438,994$51munder 0.1%Trimmed-228,81317 Feb 2026 (the filing on sec.gov)
Millennium Management LLC1,208,228$43munder 0.1%Added+793,26217 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP1,178,208$42m0.09%Added+1,060,29217 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP827,525$29munder 0.1%Trimmed-410,30817 Feb 2026 (the filing on sec.gov)
Woodline Partners LP818,782$29m0.11%Added+305,38517 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC689,068$24munder 0.1%Added+456,10012 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC668,970$24m0.08%Newnew17 Feb 2026 (the filing on sec.gov)
Invesco Ltd585,765$21munder 0.1%Added+213,49519 Feb 2026 (the filing on sec.gov)
Man Group PLC292,082$10munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP283,497$10munder 0.1%Added+204,87417 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp159,942$5.7munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC155,984$5.5munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP155,510$5.5munder 0.1%Added+30,89017 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC121,800$4.3munder 0.1%Added+4,95917 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC114,463$4.1munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC59,456$2.1munder 0.1%Added+42,34213 Feb 2026 (the filing on sec.gov)
Farallon Capital Management LLC17,000$604kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC15,317$543kunder 0.1%Newnew10 Feb 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (9)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
4 in Q3 2024 to 7 in Q2 2026

Tracked managers listing it, at least.

051015202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
COGT by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20202$8.0mn.a.n.a.
Q1 20212$6.4mn.a.n.a.
Q2 20212$17mn.a.n.a.
Q3 20211$5.0mn.a.n.a.
Q4 20211$5.1mn.a.n.a.
Q1 20221$6.4mn.a.n.a.
Q2 20221$9.0mn.a.n.a.
Q3 20221$3.7mn.a.n.a.
Q4 20223$11mn.a.n.a.
Q1 20234$63mn.a.n.a.
Q2 20233$93mn.a.n.a.
Q3 20234$59mn.a.n.a.
Q4 20233$35m20
Q1 20243$53m21
Q2 20244$97m22
Q3 20244$120m11
Q4 20244$47m11
Q1 20253$42m11
Q2 20253$43m02
Q3 20254$92m21
Q4 20259$1.3bn245
Q1 202611$1.6bn2113
Q2 20267$1.6bn1713

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

COGT and LLY →COGT and JNJ →COGT and VRTX →Choose a stock to compare with COGT →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own COGT, latest filings →Back to the 13F Explorer →