Cormorant Asset Management’s Cogent Biosciences COGT Stock Holding History

Cormorant Asset Management’s Portfolio COGT Stock Details COGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.7M	Sell	200,000 -25,000	-11%	-$923K	0.39%	40
2025 Q4	$7.99M	Buy	+225,000	New	+$6.33M	0.37%	32
2023 Q4	–	Sell	-1,000,000	Closed	-$9.75M	–	50
2023 Q3	$9.75M	Hold	1,000,000	–	–	0.57%	35
2023 Q2	$11.8M	Buy	1,000,000 +300,000	+43%	+$3.44M	0.66%	34
2023 Q1	$7.55M	Sell	700,000 -200,000	-22%	-$2.56M	0.5%	43
2022 Q4	$10.4M	Sell	900,000 -550,000	-38%	-$6.82M	0.7%	38
2022 Q3	$21.6M	Buy	1,450,000 +700,000	+93%	+$9.59M	1.51%	25
2022 Q2	$6.76M	Buy	+750,000	New	+$5.12M	0.51%	46

Other funds holding COGT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FFM

Fairmount Funds Management West Conshohocken, Pennsylvania $1.38B AUM 407.79% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

Cormorant Asset Management's COGT Position: Q1 2026 in Review

Cormorant Asset Management reduced its Cogent Biosciences (COGT) stake by 11% in Q1 2026, selling an estimated $923K and leaving 200,000 shares worth $7.7M. The position accounts for 0.39% of the portfolio, ranked #40.

Cormorant Asset Management first reported a position in COGT in Q2 2022 and has held it in 8 quarters since. The position peaked at $21.6M in Q3 2022. 305 funds tracked by Wall St. Rank hold COGT as of Q1 2026.

Cormorant Asset Management held 200,000 shares of Cogent Biosciences worth $7.7M as of Q1 2026.
Cormorant Asset Management sold 25,000 Cogent Biosciences shares in Q1 2026, an estimated $923K.
Cogent Biosciences made up 0.39% of Cormorant Asset Management's portfolio in Q1 2026, its #40 holding.
Cormorant Asset Management first reported a position in Cogent Biosciences in Q2 2022 and has held it in 8 quarters since.
Cormorant Asset Management's Cogent Biosciences position peaked at $21.6M in Q3 2022.
305 funds tracked by Wall St. Rank held Cogent Biosciences as of Q1 2026.

Based on Cormorant Asset Management's 13F filing for Q1 2026, filed 15 May 2026.