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
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 $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

FFM

Fairmount Funds Management West Conshohocken, Pennsylvania $1.38B AUM 407.79% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

KCM

Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Logos Global Management's COGT Position: Q4 2025 in Review

Logos Global Management sold out of Cogent Biosciences (COGT) in Q4 2025, closing a stake of 500,000 shares — an estimated $7.18M sold.

Logos Global Management first reported a position in COGT in Q3 2020 and held it in 12 quarters. The position peaked at $21.6M in Q3 2024. 267 funds tracked by Wall St. Rank hold COGT as of Q4 2025.

Logos Global Management reported no remaining Cogent Biosciences position as of Q4 2025 after selling out during the quarter.
Logos Global Management sold 500,000 Cogent Biosciences shares in Q4 2025, an estimated $7.18M.
Logos Global Management first reported a position in Cogent Biosciences in Q3 2020 and held it in 12 quarters.
Logos Global Management's Cogent Biosciences position peaked at $21.6M in Q3 2024.
267 funds tracked by Wall St. Rank held Cogent Biosciences as of Q4 2025.

Based on Logos Global Management's 13F filing for Q4 2025, filed 17 Feb 2026.