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OrbiMed’s Cogent Biosciences COGT Stock Holding History

OrbiMed’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 		$65.1M Buy
1,681,300
+1,359,200
+422% +$47.6M 1.21% 26
2026
Q1 		$12.4M Sell
322,100
-48,900
-13% -$1.81M 0.25% 75
2025
Q4 		$13.2M Buy
+371,000
New +$10.4M 0.27% 72
2021
Q1 		– Sell
-655,000
Closed -$7.36M – 165
2020
Q4 		$7.36M Buy
+655,000
New +$7.2M 0.06% 132

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

OrbiMed's COGT Position: Q2 2026 in Review

OrbiMed increased its Cogent Biosciences (COGT) stake by 422% in Q2 2026, buying an estimated $47.6M and bringing the position to 1,681,300 shares worth $65.1M. The position accounts for 1.21% of the portfolio, ranked #26.

OrbiMed first reported a position in COGT in Q4 2020 and has held it in 4 quarters since. 324 funds tracked by Wall St. Rank hold COGT as of Q2 2026.

  • OrbiMed held 1,681,300 shares of Cogent Biosciences worth $65.1M as of Q2 2026.
  • OrbiMed bought 1,359,200 Cogent Biosciences shares in Q2 2026, an estimated $47.6M.
  • Cogent Biosciences made up 1.21% of OrbiMed's portfolio in Q2 2026, its #26 holding.
  • OrbiMed first reported a position in Cogent Biosciences in Q4 2020 and has held it in 4 quarters since.
  • 324 funds tracked by Wall St. Rank held Cogent Biosciences as of Q2 2026.

Based on OrbiMed's 13F filing for Q2 2026, filed 14 Aug 2026.