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John Overdeck’s Cogent Biosciences COGT Stock Holding History

John Overdeck’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 		$1.46M Sell
37,637
-15,453
-29% -$541K ﹤0.01% 3302
2026
Q1 		$2.04M Buy
53,090
+40,490
+321% +$1.5M ﹤0.01% 2742
2025
Q4 		$448K Buy
+12,600
New +$354K ﹤0.01% 3370
2025
Q2 		– Sell
-94,805
Closed -$568K – 3228
2025
Q1 		$568K Sell
94,805
-7,185
-7% -$56.3K ﹤0.01% 2469
2024
Q4 		$796K Sell
101,990
-4,633
-4% -$46.2K ﹤0.01% 2311
2024
Q3 		$1.15M Sell
106,623
-42,778
-29% -$416K ﹤0.01% 2042
2024
Q2 		$1.26M Buy
149,401
+8,691
+6% +$65.9K ﹤0.01% 1863
2024
Q1 		$946K Buy
+140,710
New +$870K ﹤0.01% 1989
2023
Q2 		– Sell
-16,910
Closed -$182K – 3051
2023
Q1 		$182K Sell
16,910
-79,080
-82% -$1.01M ﹤0.01% 2579
2022
Q4 		$1.11M Sell
95,990
-53,364
-36% -$661K ﹤0.01% 1642
2022
Q3 		$2.23M Buy
+149,354
New +$2.05M 0.01% 1101
2020
Q1 		– Sell
-5,104
Closed -$15K – 3202
2019
Q4 		$15K Sell
5,104
-950
-16% -$3.88K ﹤0.01% 3591
2019
Q3 		$35K Sell
6,054
-9,209
-60% -$74.9K ﹤0.01% 3368
2019
Q2 		$160K Sell
15,263
-6,527
-30% -$86.9K ﹤0.01% 3131
2019
Q1 		$383K Sell
21,790
-10,296
-32% -$176K ﹤0.01% 2435
2018
Q4 		$565K Buy
+32,086
New +$949K ﹤0.01% 2019

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

John Overdeck's COGT Position: Q2 2026 in Review

John Overdeck reduced its Cogent Biosciences (COGT) stake by 29% in Q2 2026, selling an estimated $541K and leaving 37,637 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #3302.

John Overdeck first reported a position in COGT in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.23M in Q3 2022. 321 funds tracked by Wall St. Rank hold COGT as of Q2 2026.

  • John Overdeck held 37,637 shares of Cogent Biosciences worth $1.46M as of Q2 2026.
  • John Overdeck sold 15,453 Cogent Biosciences shares in Q2 2026, an estimated $541K.
  • Cogent Biosciences made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3302 holding.
  • John Overdeck first reported a position in Cogent Biosciences in Q4 2018 and has held it in 16 quarters since.
  • John Overdeck's Cogent Biosciences position peaked at $2.23M in Q3 2022.
  • 321 funds tracked by Wall St. Rank held Cogent Biosciences as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.