Point72 Asset Management
COGT icon

Point72 Asset Management’s Cogent Biosciences COGT Stock Holding History

Point72 Asset 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 		$54.3M Buy
1,410,826
+583,301
+70% +$21.5M 0.07% 333
2025
Q4 		$29.4M Sell
827,525
-410,308
-33% -$11.5M 0.03% 671
2025
Q3 		$17.8M Sell
1,237,833
-3,674,091
-75% -$43.5M 0.03% 601
2025
Q2 		$35.3M Sell
4,911,924
-383,621
-7% -$2.13M 0.07% 324
2025
Q1 		$31.7M Sell
5,295,545
-51,757
-1% -$406K 0.07% 319
2024
Q4 		$41.7M Sell
5,347,302
-5,123,096
-49% -$51.1M 0.09% 256
2024
Q3 		$113M Hold
10,470,398
– – 0.29% 71
2024
Q2 		$88.3M Buy
10,470,398
+3,794,150
+57% +$28.8M 0.23% 115
2024
Q1 		$44.9M Buy
6,676,248
+1,484,800
+29% +$9.18M 0.11% 225
2023
Q4 		$30.5M Buy
5,191,448
+1,424,693
+38% +$10.9M 0.07% 316
2023
Q3 		$36.7M Sell
3,766,755
-918,299
-20% -$10.9M 0.11% 244
2023
Q2 		$55.5M Buy
4,685,054
+2,448,354
+109% +$28.1M 0.17% 161
2023
Q1 		$24.1M Buy
+2,236,700
New +$28.6M 0.07% 298
2022
Q4 		– Sell
-357,200
Closed -$5.33M – 1546
2022
Q3 		$5.33M Buy
+357,200
New +$4.9M 0.02% 702
2022
Q2 		– Sell
-853,451
Closed -$6.39M – 1430
2022
Q1 		$6.39M Sell
853,451
-13,449
-2% -$93.7K 0.03% 634
2021
Q4 		$7.44M Sell
866,900
-138,403
-14% -$1.2M 0.03% 586
2021
Q3 		$8.46M Sell
1,005,303
-477,792
-32% -$3.66M 0.04% 530
2021
Q2 		$12M Buy
1,483,095
+871,595
+143% +$7.36M 0.05% 406
2021
Q1 		$5.37M Buy
611,500
+206,500
+51% +$1.99M 0.03% 554
2020
Q4 		$4.55M Buy
+405,000
New +$4.45M 0.02% 597
2018
Q3 		– Sell
-37,500
Closed -$2.15M – 1032
2018
Q2 		$2.15M Sell
37,500
-43,475
-54% -$2.09M 0.01% 742
2018
Q1 		$3.6M Buy
+80,975
New +$3.6M 0.02% 643

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

Point72 Asset Management's COGT Position: Q1 2026 in Review

Point72 Asset Management increased its Cogent Biosciences (COGT) stake by 70% in Q1 2026, buying an estimated $21.5M and bringing the position to 1,410,826 shares worth $54.3M. The position accounts for 0.07% of the portfolio, ranked #333.

Point72 Asset Management first reported a position in COGT in Q1 2018 and has held it in 22 quarters since. The position peaked at $113M in Q3 2024. 305 funds tracked by Wall St. Rank hold COGT as of Q1 2026.

  • Point72 Asset Management held 1,410,826 shares of Cogent Biosciences worth $54.3M as of Q1 2026.
  • Point72 Asset Management bought 583,301 Cogent Biosciences shares in Q1 2026, an estimated $21.5M.
  • Cogent Biosciences made up 0.07% of Point72 Asset Management's portfolio in Q1 2026, its #333 holding.
  • Point72 Asset Management first reported a position in Cogent Biosciences in Q1 2018 and has held it in 22 quarters since.
  • Point72 Asset Management's Cogent Biosciences position peaked at $113M in Q3 2024.
  • 305 funds tracked by Wall St. Rank held Cogent Biosciences as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.