Free · no sign-up · Q2 2026

Which funds own COGT

Cogent Biosciences Inc in the Q2 2026 filings. At least 4 of the 91 current managers on file reported a position, worth $373m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 4; at least, of 91 current
Combined value: $373m; as reported
Opened: 0; new this quarter
Added to: 3; already held
Trimmed or sold out: 3; 3 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
Janus Henderson Group Ltd Long-only · $245bn book	$256m	0.1%	6,624,848	+$27m+659,723	Added
Woodline Partners LP Long/short equity · $32.4bn book	$101m	0.3%	2,603,162	+$43m+1,093,605	Added
Oaktree Capital Management LP Activist · $7.2bn book	$15m	0.2%	11,890,000	+$2.2m+1,669,000	Added
Farallon Capital Management LLC Long/short equity · $21.7bn book	$700k	0.0%	17,000	unchanged0	Held

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

ExodusPoint Capital Management LP · Multi-strategy$14m held before
Squarepoint Ops LLC · Multi-strategy$8.7m held before
Hudson Bay Capital Management LP · Multi-strategy$8.0m held before

Ownership through time

At least 7 of the 95 managers whose filings are on file listed COGT in Q2 2026, against 2 in Q4 2020. 4 managers fewer than in Q1 2026: 1 listed it again; 5 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.

Managers on file listing it

Their combined reported value

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

No manager on file started a position.

Largest increases, by shares

Fidelity (FMR LLC)23,122,748 to 25,681,174 shares+$99m
Woodline Partners LP1,509,557 to 2,603,162 shares+$42m
Wellington Management Group LLP3,578,622 to 4,343,977 shares+$30m
Janus Henderson Group Ltd5,965,125 to 6,624,848 shares+$26m
Balyasny Asset Management LLC856,598 to 954,843 shares+$3.8m

Largest decreases, by shares

No manager on file sold part of it.

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Fidelity (FMR LLC)	Q4 2025	$994m	$994m
Janus Henderson Group Ltd	Q3 2025	$256m	$256m
Wellington Management Group LLP	Q1 2026	$168m	$168m
Woodline Partners LP	Q3 2023	$101m	$101m
Renaissance Technologies LLC	Q2 2026	$39m	$39m
Balyasny Asset Management LLC	Q3 2025	$51m	$37m
Farallon Capital Management LLC	Q4 2020	$12m	$658k
Point72 Asset Management LP	Q2 2021	$113m	last listed Q1 2026
Holocene Advisors LP	Q4 2025	$87m	last listed Q1 2026
D. E. Shaw & Co.	Q4 2025	$80m	last listed Q4 2025
Marshall Wace LLP	Q1 2023	$62m	last listed Q1 2026
Voloridge Investment Management LLC	Q4 2025	$24m	last listed Q4 2025
ExodusPoint Capital Management LP	Q4 2022	$14m	last listed Q1 2026
Walleye Capital LLC	Q4 2022	$8.5m	last listed Q1 2023
Hudson Bay Capital Management LP	Q1 2026	$8.0m	last listed Q1 2026
Moore Capital Management LP	Q4 2020	$1.3m	last listed Q1 2021
PDT Partners LLC	Q2 2024	$580k	last listed Q3 2024

What COGT 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 COGT →

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.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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