Cogent Biosciences, Inc. (COGT) — Institutional Holders, Q2 2026

339 institutional investment managers reported a COGT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $7.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

COGT in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

62

Added to

138

Trimmed

85

Sold out

44

Biggest buyers

  1. Polar Capital PlcNew · +3,232,905 sh+$125.1M
  2. FMRAdded · +2,558,426 sh+$99.0M
  3. PRICE T ROWE ASSOCIATESAdded · +1,439,912 sh+$55.7M
  4. ORBIMED ADVISORSAdded · +1,359,200 sh+$52.6M
  5. BlackRockAdded · +1,307,632 sh+$50.6M

Biggest sellers

  1. DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)Trimmed · -4,037,799 sh-$156.3M
  2. RTW INVESTMENTSTrimmed · -3,149,654 sh-$121.9M
  3. Holocene AdvisorsTrimmed · -2,217,364 sh-$85.8M
  4. GOLDMAN SACHS GROUPTrimmed · -2,145,421 sh-$83.0M
  5. Vestal Point CapitalSold out · -1,230,888 sh-$47.6M

COGT 13F holders ranked 1–100 of 339

Institutional investors reporting a position in Cogent Biosciences, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
FMR#1 · 27,216,174 sh$995.8M+10.6%
BlackRock#2 · 17,352,646 sh$671.5M+8.1%
VANGUARD PORTFOLIO MANAGEMENT#3 · 8,072,411 sh$312.4M+10.1%
VANGUARD CAPITAL MANAGEMENT#4 · 7,412,330 sh$286.9M+7.5%
STATE STREET#5 · 6,964,919 sh$269.5M+23.0%
Jupiter Topco#6 · 10,546,848 sh$261.3M—
Fairmount Funds Management#7 · 5,503,418 sh$213.0M0.0%
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)#8 · 5,006,104 sh$193.7M-44.6%
TCG Crossover Management#9 · 4,854,436 sh$187.9M-1.9%
PRICE T ROWE ASSOCIATES#10 · 4,652,727 sh$180.1M+44.8%
GEODE CAPITAL MANAGEMENT#11 · 4,508,998 sh$174.5M+21.9%
WELLINGTON MANAGEMENT GROUP LLP#12 · 4,343,977 sh$168.1M+21.4%
LORD, ABBETT#13 · 11,583,030 sh$142.9M+0.9%
Kynam Capital Management#14 · 3,667,097 sh$141.9M-9.2%
Polar Capital Plc#15 · 3,232,905 sh$125.1M-12.6%
Commodore Capital#16 · 3,050,000 sh$118.0M+5.6%
LINDEN ADVISORS#17 · 89,165,000 sh$108.9M+2.8%
Invesco Ltd.#18 · 2,609,141 sh$101.0M+7.4%
Woodline Partners#19 · 2,603,162 sh$100.7M+72.4%
Pictet Asset Management Holding SA#20 · 2,393,515 sh$92.6M+33.1%
Octagon Capital Advisors#21 · 2,350,000 sh$90.9M0.0%
RTW INVESTMENTS#22 · 2,309,021 sh$89.4M-57.7%
GOLDMAN SACHS GROUP#23 · 2,288,633 sh$88.6M-48.4%
Candriam S.C.A.#24 · 2,088,369 sh$80.7M+37.7%
Deep Track Capital#25 · 2,000,000 sh$77.4M+100.0%
Siren, L.L.C.#26 · 1,859,279 sh$72.0M+8.8%
ORBIMED ADVISORS#27 · 2,681,300 sh$66.3M+102.8%
VR Adviser#28 · 1,642,166 sh$63.6M-17.9%
EMERALD ADVISERS#29 · 1,603,319 sh$62.0M+1.0%
NORTHERN#30 · 1,557,830 sh$60.3M+25.1%
BANK OF AMERICA#31 · 2,539,632 sh$57.1M+143.3%
CHARLES SCHWAB INVESTMENT MANAGEMENT#32 · 1,449,300 sh$56.1M+16.7%
Assenagon Asset Management S.A.#33 · 1,441,756 sh$55.8M+387.7%
AMERICAN CENTURY COMPANIES#34 · 1,432,957 sh$55.5M+60.9%
SILVERARC CAPITAL MANAGEMENT#35 · 1,280,707 sh$49.6M-2.5%
VANGUARD FIDUCIARY#36 · 1,213,510 sh$47.0M+14.7%
Elmind Capital#37 · 1,170,740 sh$45.3M0.0%
UBS Group AG#38 · 1,122,245 sh$43.4M+285.0%
FRED ALGER MANAGEMENT#39 · 1,072,830 sh$41.5M-13.5%
Sofinnova Ventures#40 · 1,035,148 sh$40.1M-51.0%
EMERALD MUTUAL FUND ADVISERS#41 · 1,031,378 sh$39.9M+0.2%
MASSACHUSETTS FINANCIAL SERVICES#42 · 1,022,183 sh$39.6M+127.4%
RENAISSANCE TECHNOLOGIES#43 · 996,168 sh$38.6M+41.0%
MILLENNIUM MANAGEMENT#44 · 2,907,712 sh$37.6M-8.9%
BALYASNY ASSET MANAGEMENT L.P.#45 · 954,843 sh$37.0M+11.5%
VOYA INVESTMENT MANAGEMENT#46 · 952,757 sh$36.9M+43.5%
MORGAN STANLEY#47 · 941,725 sh$36.4M+46.5%
WOLVERINE ASSET MANAGEMENT#48 · 29,500,000 sh$36.2M0.0%
D. E. Shaw#49 · 922,479 sh$35.7M-50.6%
Logos Global Management#50 · 900,000 sh$34.8MNew
Squadron Capital Management#51 · 865,000 sh$33.5M+9.8%
CITADEL ADVISORS#52 · 849,694 sh$32.9M-50.5%
Affinity Asset Advisors#53 · 11,450,000 sh$31.1M+47.7%
Point72 Asset Management, L.P.#54 · 744,195 sh$28.8M-47.3%
MARSHALL WACE, LLP#55 · 706,153 sh$27.3M-55.9%
BOOTHBAY FUND MANAGEMENT#56 · 692,825 sh$26.8M+466.8%
RAYMOND JAMES FINANCIAL#57 · 673,676 sh$26.1M+82.2%
Nuveen#58 · 657,664 sh$25.5M-20.9%
J. Goldman#59 · 637,994 sh$24.7M-18.2%
AMERIPRISE FINANCIAL#60 · 6,418,316 sh$23.6M-4.9%
First Turn Management#61 · 602,281 sh$23.3M-36.4%
Calamos Advisors#62 · 17,449,546 sh$22.8M+59.8%
ALLIANCEBERNSTEIN L.P.#63 · 572,694 sh$22.0M+264.1%
Bank of New York Mellon#64 · 533,968 sh$20.7M+43.2%
Rock Springs Capital Management#65 · 515,917 sh$20.0M-17.3%
Fiera Capital#66 · 511,824 sh$19.8M-8.3%
Redmile Group#67 · 503,321 sh$19.5M-26.8%
DIADEMA PARTNERS#68 · 493,664 sh$19.1M+52.9%
Eversept Partners#69 · 490,235 sh$19.0MNew
Russell Investments Group, Ltd.#70 · 475,267 sh$18.4M+26.8%
SPHERA FUNDS MANAGEMENT LTD.#71 · 459,340 sh$17.8M+10.3%
Ensign Peak Advisors#72 · 457,302 sh$17.7M-20.2%
TimesSquare Capital Management#73 · 447,745 sh$17.3M+426.8%
Patient Square Capital#74 · 425,000 sh$16.4M-28.7%
SEGALL BRYANT & HAMILL#75 · 421,207 sh$16.3MNew
Defilade Capital Management, L.P.#76 · 393,441 sh$15.2M+11.6%
abrdn plc#77 · 393,234 sh$15.2M+44.2%
NOMURA ASSET MANAGEMENT INTERNATIONAL#78 · 392,484 sh$15.2M+10.8%
Neuberger Berman Group#79 · 384,296 sh$14.9M+6240.5%
Jump Financial#80 · 11,944,000 sh$14.8M-54.1%
OAKTREE CAPITAL MANAGEMENT#81 · 11,890,000 sh$14.8M+16.3%
Ikarian Capital#82 · 370,084 sh$14.3MNew
KENNEDY CAPITAL MANAGEMENT#83 · 353,790 sh$13.7M-1.9%
BNP PARIBAS FINANCIAL MARKETS#84 · 770,334 sh$13.4M-42.4%
SUPERSTRING CAPITAL MANAGEMENT#85 · 343,284 sh$13.3M+52.5%
Burkehill Global Management#86 · 325,000 sh$12.6M-51.9%
AQR CAPITAL MANAGEMENT#87 · 294,913 sh$11.4M+55.4%
FEDERATED HERMES#88 · 282,979 sh$11.0M-0.9%
SUSQUEHANNA INTERNATIONAL GROUP, LLP#89 · 279,066 sh$10.8M+296.0%
Alyeska Investment Group, L.P.#90 · 274,849 sh$10.6M+9.9%
Atika Capital Management#91 · 272,000 sh$10.5M-7.2%
DEUTSCHE BANK AG\#92 · 266,584 sh$10.3M+109.1%
JPMORGAN CHASE#93 · 258,952 sh$10.3M-16.1%
Parkman Healthcare Partners#94 · 253,365 sh$9.8M+153.0%
Evergreen Quality Fund GP, Ltd.#95 · 250,000 sh$9.7M0.0%
Swiss National Bank#96 · 246,400 sh$9.5M+49.0%
NWI MANAGEMENT#97 · 241,671 sh$9.4M0.0%
Toroso Investments#98 · 241,565 sh$9.3M+4.3%
TEMA ETFS#99 · 241,565 sh$9.3M+36.7%
Susquehanna Portfolio Strategies#100 · 229,755 sh$8.9M0.0%

Funds that sold out of COGT in Q2 2026 (44)

Held COGT at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held COGT in Q1 2026 and reported no position in Q2 2026.
InstitutionValue in Q1 2026
Vestal Point Capital1,230,888 sh$47.4M
Saturn V Capital Management626,635 sh$24.1M
Vivo Capital422,300 sh$16.3M
ExodusPoint Capital Management372,175 sh$14.3M
Weiss Asset Management346,104 sh$13.3M
Longaeva Partners L.P.335,000 sh$12.9M
Nantahala Capital Management250,000 sh$9.6M
Squarepoint Ops226,259 sh$8.7M
Hudson Bay Capital Management207,574 sh$8.0M
Connor, Clark & Lunn Investment Management Ltd.136,450 sh$5.3M
Nicholas Investment Partners95,160 sh$3.7M
SECTOR GAMMA AS80,000 sh$3.1M
PRELUDE CAPITAL MANAGEMENT64,222 sh$2.5M
GILDER GAGNON HOWE52,163 sh$2.0M
AIHC Capital Management Ltd51,402 sh$2.0M
Harvest Investment Services50,889 sh$2.0M
XTX Topco Ltd50,470 sh$1.9M
NATIXIS41,536 sh$1.6M
Caption Management20,000 sh$769.8K
Virtu Financial17,446 sh$671.0K
Legato Capital Management16,198 sh$623.5K
DARK FOREST CAPITAL MANAGEMENT15,391 sh$592.4K
AXQ CAPITAL10,835 sh$417.0K
Soleus Capital Management, L.P.10,000 sh$384.9K
FORA Capital7,354 sh$283.1K
49 WEALTH MANAGEMENT6,221 sh$239.4K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.5,541 sh$213.3K
JANE STREET GROUP5,483 sh$211.0K
Snowden Capital Advisors5,252 sh$202.1K
Gordian Capital Singapore Pte Ltd2,700 sh$103.9K
SUMMIT SECURITIES GROUP1,197 sh$46.1K
Parallel Advisors1,024 sh$39.4K
Advisory Services Network591 sh$22.7K
State of Wyoming411 sh$15.8K
MAI Capital Management316 sh$12.2K
Golden State Equity Partners120 sh$4.6K
Sound Income Strategies96 sh$3.4K
Root Financial Partners83 sh$3.2K
Aster Capital Management (DIFC) Ltd409 sh$2.5K
ZIONS BANCORPORATION, NATIONAL ASSOCIATION35 sh$1.3K
Bare Financial Services27 sh$1.0K
Whipplewood Advisors11 sh$423.00
Rachor Investment Advisory Services7 sh$270.00
JPL Wealth Management1 sh$39.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.