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First Turn Management’s Cogent Biosciences COGT Stock Holding History

First Turn 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 		$36.5M Buy
947,339
+123,056
+15% +$4.54M 4.07% 10
2025
Q4 		$29.3M Buy
+824,283
New +$23.2M 3.35% 14

Other funds holding COGT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DM
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
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
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
RI
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

First Turn Management's COGT Position: Q1 2026 in Review

First Turn Management increased its Cogent Biosciences (COGT) stake by 15% in Q1 2026, buying an estimated $4.54M and bringing the position to 947,339 shares worth $36.5M. The position accounts for 4.07% of the portfolio, ranked #10.

First Turn Management first reported a position in COGT in Q4 2025 and has held it in 2 quarters since. 305 funds tracked by Wall St. Rank hold COGT as of Q1 2026.

  • First Turn Management held 947,339 shares of Cogent Biosciences worth $36.5M as of Q1 2026.
  • First Turn Management bought 123,056 Cogent Biosciences shares in Q1 2026, an estimated $4.54M.
  • Cogent Biosciences made up 4.07% of First Turn Management's portfolio in Q1 2026, its #10 holding.
  • First Turn Management first reported a position in Cogent Biosciences in Q4 2025 and has held it in 2 quarters since.
  • 305 funds tracked by Wall St. Rank held Cogent Biosciences as of Q1 2026.

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