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Silverarc Capital Management’s Cogent Biosciences COGT Stock Holding History

Silverarc Capital 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
-360,000
Closed -$5.17M – 77
2025
Q3 		$5.17M Buy
+360,000
New +$4.27M 0.7% 40

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

Silverarc Capital Management's COGT Position: Q1 2026 in Review

Silverarc Capital Management increased its Cogent Biosciences (COGT) stake by 5.5% in Q1 2026, buying an estimated $2.55M and bringing the position to 1,314,189 shares worth $50.6M. The position accounts for 5.16% of the portfolio, ranked #4.

Silverarc Capital Management first reported a position in COGT in Q4 2020 and has held it in 20 quarters since. 305 funds tracked by Wall St. Rank hold COGT as of Q1 2026.

  • Silverarc Capital Management held 1,314,189 shares of Cogent Biosciences worth $50.6M as of Q1 2026.
  • Silverarc Capital Management bought 68,935 Cogent Biosciences shares in Q1 2026, an estimated $2.55M.
  • Cogent Biosciences made up 5.16% of Silverarc Capital Management's portfolio in Q1 2026, its #4 holding.
  • Silverarc Capital Management first reported a position in Cogent Biosciences in Q4 2020 and has held it in 20 quarters since.
  • 305 funds tracked by Wall St. Rank held Cogent Biosciences as of Q1 2026.

Based on Silverarc Capital Management's 13F filing for Q1 2026, filed 14 May 2026.