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TwinBeech Capital’s Cogent Biosciences COGT Stock Holding History

TwinBeech Capital’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 		$1.21M Sell
31,387
-4,513
-13% -$158K 0.22% 136
2026
Q1 		$1.38M Buy
35,900
+6,600
+23% +$244K 0.14% 200
2025
Q4 		$1.04M Buy
+29,300
New +$824K 0.07% 293

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

TwinBeech Capital's COGT Position: Q2 2026 in Review

TwinBeech Capital reduced its Cogent Biosciences (COGT) stake by 13% in Q2 2026, selling an estimated $158K and leaving 31,387 shares worth $1.21M. The position accounts for 0.22% of the portfolio, ranked #136.

TwinBeech Capital first reported a position in COGT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.38M in Q1 2026. 323 funds tracked by Wall St. Rank hold COGT as of Q2 2026.

  • TwinBeech Capital held 31,387 shares of Cogent Biosciences worth $1.21M as of Q2 2026.
  • TwinBeech Capital sold 4,513 Cogent Biosciences shares in Q2 2026, an estimated $158K.
  • Cogent Biosciences made up 0.22% of TwinBeech Capital's portfolio in Q2 2026, its #136 holding.
  • TwinBeech Capital first reported a position in Cogent Biosciences in Q4 2025 and has held it in 3 quarters since.
  • TwinBeech Capital's Cogent Biosciences position peaked at $1.38M in Q1 2026.
  • 323 funds tracked by Wall St. Rank held Cogent Biosciences as of Q2 2026.

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