Who owns Cogent Biosciences (COGT)
Which tracked institutional funds hold COGT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See COGT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
122 tracked funds added or opened COGT while 80 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
COGT’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes COGT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in COGT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 310 tracked filers holding COGT, 195 increased or opened the position and 139 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in COGT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 22
- Jupiter Topco LLC$261M
- Polar Capital Holdings Plc$125M
- Logos Global Management LP$35M
- Eversept Partners, LP$19M
- SEGALL BRYANT & HAMILL, LLC$16M
- Ikarian Capital, LLC$14M
Full exits 30
- JANUS HENDERSON GROUP PLC$230M
- LORD, ABBETT & CO. LLC$122M
- Vestal Point Capital, LP$47M
- Saturn V Capital Management LP$24M
- Vivo Capital, LLC$16M
- ExodusPoint Capital Management, LP$14M
Largest adds
- BlackRock, Inc.$260M
- FMR LLC$104M
- PRICE T ROWE ASSOCIATES INC /MD/$56M
- ORBIMED ADVISORS LLC$53M
- STATE STREET CORP$52M
- Assenagon Asset Management S.A.$44M
Largest trims
- DEERFIELD MANAGEMENT COMPANY, L.P.$154M
- RTW INVESTMENTS, LP$121M
- Holocene Advisors, LP$85M
- GOLDMAN SACHS GROUP INC$82M
- Sofinnova Investments, Inc.$41M
- D. E. Shaw & Co., Inc.$36M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 25,681,174 | $994M | 14.2% | 2026-Q2 |
| BlackRock, Inc. added | 17,352,646 | $672M | 9.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 8,072,411 | $312M | 4.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 7,412,330 | $287M | 4.1% | 2026-Q2 |
| STATE STREET CORP added | 6,964,919 | $270M | 3.8% | 2026-Q2 |
| Jupiter Topco LLC new | 6,624,848 | $256M | 3.7% | 2026-Q2 |
| Fairmount Funds Management LLC | 5,503,418 | $213M | 3.0% | 2026-Q2 |
| DEERFIELD MANAGEMENT COMPANY, L.P. trimmed | 5,006,104 | $194M | 2.8% | 2026-Q2 |
| TCG Crossover Management, LLC trimmed | 4,854,436 | $188M | 2.7% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 4,652,727 | $180M | 2.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,508,998 | $175M | 2.5% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 4,343,977 | $168M | 2.4% | 2026-Q2 |
| Kynam Capital Management, LP trimmed | 3,667,097 | $142M | 2.0% | 2026-Q2 |
| Polar Capital Holdings Plc new | 3,232,905 | $125M | 1.8% | 2026-Q2 |
| Commodore Capital LP added | 3,050,000 | $118M | 1.7% | 2026-Q2 |
| Invesco Ltd. added | 2,609,141 | $101M | 1.4% | 2026-Q2 |
| Woodline Partners LP added | 2,603,162 | $101M | 1.4% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 2,393,515 | $93M | 1.3% | 2026-Q2 |
| Octagon Capital Advisors LP | 2,350,000 | $91M | 1.3% | 2026-Q2 |
| RTW INVESTMENTS, LP trimmed | 2,309,021 | $89M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 2,288,633 | $89M | 1.3% | 2026-Q2 |
| Candriam S.C.A. added | 2,088,369 | $81M | 1.2% | 2026-Q2 |
| Deep Track Capital, LP added | 2,000,000 | $77M | 1.1% | 2026-Q2 |
| Siren, L.L.C. added | 1,859,279 | $72M | 1.0% | 2026-Q2 |
| ORBIMED ADVISORS LLC added | 1,681,300 | $65M | 0.9% | 2026-Q2 |
| Venrock Adviser, LLC trimmed | 1,642,166 | $64M | 0.9% | 2026-Q2 |
| EMERALD ADVISERS, LLC added | 1,603,319 | $62M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,557,830 | $60M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,449,300 | $56M | 0.8% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 1,441,756 | $56M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,439,632 | $56M | 0.8% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,432,957 | $55M | 0.8% | 2026-Q2 |
| SILVERARC CAPITAL MANAGEMENT, LLC trimmed | 1,280,707 | $50M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,213,510 | $47M | 0.7% | 2026-Q2 |
| Elmind Capital, LP | 1,170,740 | $45M | 0.6% | 2026-Q2 |
| UBS Group AG added | 1,122,245 | $43M | 0.6% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC trimmed | 1,072,830 | $42M | 0.6% | 2026-Q2 |
| Sofinnova Investments, Inc. trimmed | 1,035,148 | $40M | 0.6% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST added | 1,031,378 | $40M | 0.6% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,022,183 | $40M | 0.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 996,168 | $39M | 0.6% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 954,843 | $37M | 0.5% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 952,757 | $37M | 0.5% | 2026-Q2 |
| MORGAN STANLEY added | 941,725 | $36M | 0.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 922,479 | $36M | 0.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 907,712 | $35M | 0.5% | 2026-Q2 |
| Logos Global Management LP added | 900,000 | $35M | 0.5% | 2026-Q2 |
| Squadron Capital Management LLC added | 865,000 | $33M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 849,694 | $33M | 0.5% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 744,195 | $29M | 0.4% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 706,153 | $27M | 0.4% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 692,825 | $27M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 673,676 | $26M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 657,664 | $25M | 0.4% | 2026-Q2 |
| J. Goldman & Co LP trimmed | 637,994 | $25M | 0.4% | 2026-Q2 |
| First Turn Management, LLC trimmed | 602,281 | $23M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 572,694 | $22M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 533,968 | $21M | 0.3% | 2026-Q2 |
| Rock Springs Capital Management LP trimmed | 515,917 | $20M | 0.3% | 2026-Q2 |
| Fiera Capital Corp trimmed | 511,824 | $20M | 0.3% | 2026-Q2 |
| Redmile Group, LLC trimmed | 503,321 | $19M | 0.3% | 2026-Q2 |
| DIADEMA PARTNERS LP added | 493,664 | $19M | 0.3% | 2026-Q2 |
| Eversept Partners, LP new | 490,235 | $19M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 475,267 | $18M | 0.3% | 2026-Q2 |
| SPHERA FUNDS MANAGEMENT LTD. added | 459,340 | $18M | 0.3% | 2026-Q2 |
| Ensign Peak Advisors, Inc trimmed | 457,302 | $18M | 0.3% | 2026-Q2 |
| Affinity Asset Advisors, LLC trimmed | 450,000 | $17M | 0.2% | 2026-Q2 |
| TimesSquare Capital Management, LLC added | 447,745 | $17M | 0.2% | 2026-Q2 |
| Patient Square Capital LP trimmed | 425,000 | $16M | 0.2% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC new | 421,207 | $16M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 418,316 | $16M | 0.2% | 2026-Q2 |
| Defilade Capital Management, L.P. added | 393,441 | $15M | 0.2% | 2026-Q2 |
| Aberdeen Group plc added | 393,234 | $15M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 392,484 | $15M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 384,296 | $15M | 0.2% | 2026-Q2 |
| Ikarian Capital, LLC added | 370,084 | $14M | 0.2% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 353,790 | $14M | 0.2% | 2026-Q2 |
| SUPERSTRING CAPITAL MANAGEMENT LP added | 343,284 | $13M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 332,334 | $13M | 0.2% | 2026-Q2 |
| Burkehill Global Management, LP trimmed | 325,000 | $13M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 294,913 | $11M | 0.2% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 282,979 | $11M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 279,066 | $11M | 0.2% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 274,849 | $11M | 0.2% | 2026-Q2 |
| Atika Capital Management LLC trimmed | 272,000 | $11M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 266,584 | $10M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 258,952 | $10M | 0.1% | 2026-Q2 |
| Parkman Healthcare Partners LLC added | 253,365 | $10M | 0.1% | 2026-Q2 |
| Evergreen Quality Fund GP, Ltd. | 250,000 | $10M | 0.1% | 2026-Q2 |
| Swiss National Bank added | 246,400 | $10M | 0.1% | 2026-Q2 |
| Tema ETFs LLC added | 241,565 | $9M | 0.1% | 2026-Q2 |
| Tidal Investments LLC added | 241,565 | $9M | 0.1% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC | 229,755 | $9M | 0.1% | 2026-Q2 |
| F/m Investments LLC added | 228,688 | $9M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 228,426 | $9M | 0.1% | 2026-Q2 |
| SEB Asset Management AB added | 228,093 | $9M | 0.1% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC added | 226,350 | $9M | 0.1% | 2026-Q2 |
| Boxer Capital Management, LLC | 225,000 | $9M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 224,116 | $9M | 0.1% | 2026-Q2 |
| Exome Asset Management LLC trimmed | 210,523 | $8M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.