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 Q2	$3.87M	Sell	100,000 -100,000	-50%	-$3.5M	0.2%	44
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 $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jupiter Topco New York $245B AUM

FFM

Fairmount Funds Management West Conshohocken, Pennsylvania $1.51B AUM 546.08% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cormorant Asset Management's COGT Position: Q2 2026 in Review

Cormorant Asset Management reduced its Cogent Biosciences (COGT) stake by 50% in Q2 2026, selling an estimated $3.5M and leaving 100,000 shares worth $3.87M. The position accounts for 0.2% of the portfolio, ranked #44.

Cormorant Asset Management first reported a position in COGT in Q2 2022 and has held it in 9 quarters since. The position peaked at $21.6M in Q3 2022. 324 funds tracked by Wall St. Rank hold COGT as of Q2 2026.

Cormorant Asset Management held 100,000 shares of Cogent Biosciences worth $3.87M as of Q2 2026.
Cormorant Asset Management sold 100,000 Cogent Biosciences shares in Q2 2026, an estimated $3.5M.
Cogent Biosciences made up 0.2% of Cormorant Asset Management's portfolio in Q2 2026, its #44 holding.
Cormorant Asset Management first reported a position in Cogent Biosciences in Q2 2022 and has held it in 9 quarters since.
Cormorant Asset Management's Cogent Biosciences position peaked at $21.6M in Q3 2022.
324 funds tracked by Wall St. Rank held Cogent Biosciences as of Q2 2026.

Based on Cormorant Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.