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Dmitry Balyasny’s Cogent Biosciences COGT Stock Holding History

Dmitry Balyasny’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 Buy
+100,000
New +$3.5M ﹤0.01% 1492

Other funds holding COGT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.51B AUM 546.08% 1-Year Est. Return
DM
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
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dmitry Balyasny's COGT Position: Q2 2026 in Review

Dmitry Balyasny increased its Cogent Biosciences (COGT) stake by 11% in Q2 2026, buying an estimated $3.44M and bringing the position to 954,843 shares worth $37M. The position accounts for 0.05% of the portfolio, ranked #459.

Dmitry Balyasny first reported a position in COGT in Q2 2022 and has held it in 12 quarters since. The position peaked at $51.2M in Q4 2025. 321 funds tracked by Wall St. Rank hold COGT as of Q2 2026.

  • Dmitry Balyasny held 954,843 shares of Cogent Biosciences worth $37M as of Q2 2026.
  • Dmitry Balyasny bought 98,245 Cogent Biosciences shares in Q2 2026, an estimated $3.44M.
  • Cogent Biosciences made up 0.05% of Dmitry Balyasny's portfolio in Q2 2026, its #459 holding.
  • Dmitry Balyasny first reported a position in Cogent Biosciences in Q2 2022 and has held it in 12 quarters since.
  • Dmitry Balyasny's Cogent Biosciences position peaked at $51.2M in Q4 2025.
  • 321 funds tracked by Wall St. Rank held Cogent Biosciences as of Q2 2026.

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