Logos Global Management’s Cogent Biosciences COGT Stock Holding History

Logos Global 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	$34.8M	Buy	+900,000	New	+$31.5M	1.5%	22
2025 Q4	–	Sell	-500,000	Closed	-$7.18M	–	74
2025 Q3	$7.18M	Buy	+500,000	New	+$5.92M	0.64%	39
2024 Q4	–	Sell	-2,000,000	Closed	-$21.6M	–	55
2024 Q3	$21.6M	Buy	+2,000,000	New	+$19.5M	2.33%	19
2023 Q3	–	Sell	-800,000	Closed	-$9.47M	–	62
2023 Q2	$9.47M	Sell	800,000 -200,000	-20%	-$2.29M	1.29%	24
2023 Q1	$10.8M	Sell	1,000,000 -100,000	-9%	-$1.28M	1.54%	27
2022 Q4	$12.7M	Buy	+1,100,000	New	+$13.6M	1.49%	24
2022 Q2	–	Sell	-150,000	Closed	-$1.12M	–	37
2022 Q1	$1.12M	Hold	150,000	–	–	0.15%	41
2021 Q4	$1.29M	Sell	150,000 -775,000	-84%	-$6.74M	0.13%	60
2021 Q3	$7.78M	Sell	925,000 -495,500	-35%	-$3.8M	0.56%	36
2021 Q2	$11.5M	Hold	1,420,500	–	–	0.97%	31
2021 Q1	$12.5M	Sell	1,420,500 -500,000	-26%	-$4.81M	1.22%	18
2020 Q4	$21.6M	Buy	1,920,500 +1,245,500	+185%	+$13.7M	1.85%	11
2020 Q3	$6.32M	Buy	+675,000	New	+$7.04M	0.81%	25

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

Logos Global Management's COGT Position: Q2 2026 in Review

Logos Global Management opened a new position in Cogent Biosciences (COGT) in Q2 2026: 900,000 shares worth $34.8M. The stake represents 1.5% of the portfolio and ranks #22 among its holdings. This is a return to the name: Logos Global Management previously reported a position in COGT as recently as Q3 2025.

Logos Global Management first reported a position in COGT in Q3 2020 and has held it in 13 quarters since. 324 funds tracked by Wall St. Rank hold COGT as of Q2 2026.

Logos Global Management held 900,000 shares of Cogent Biosciences worth $34.8M as of Q2 2026.
Cogent Biosciences was a new Logos Global Management position in Q2 2026.
Cogent Biosciences made up 1.5% of Logos Global Management's portfolio in Q2 2026, its #22 holding.
Logos Global Management first reported a position in Cogent Biosciences in Q3 2020 and has held it in 13 quarters since.
324 funds tracked by Wall St. Rank held Cogent Biosciences as of Q2 2026.

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