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Vestal Point Capital’s Cogent Biosciences COGT Stock Holding History

Vestal Point 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
Q1 		$47.4M Buy
+1,230,888
New +$45.5M 1.32% 27
2025
Q3 		– Sell
-3,080,000
Closed -$22.1M – 83
2025
Q2 		$22.1M Buy
3,080,000
+80,000
+3% +$443K 1.16% 34
2025
Q1 		$18M Buy
+3,000,000
New +$23.5M 1.28% 27

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

Vestal Point Capital's COGT Position: Q1 2026 in Review

Vestal Point Capital opened a new position in Cogent Biosciences (COGT) in Q1 2026: 1,230,888 shares worth $47.4M. The stake represents 1.32% of the portfolio and ranks #27 among its holdings. This is a return to the name: Vestal Point Capital previously reported a position in COGT as recently as Q2 2025.

Vestal Point Capital first reported a position in COGT in Q1 2025 and has held it in 3 quarters since. 305 funds tracked by Wall St. Rank hold COGT as of Q1 2026.

  • Vestal Point Capital held 1,230,888 shares of Cogent Biosciences worth $47.4M as of Q1 2026.
  • Cogent Biosciences was a new Vestal Point Capital position in Q1 2026.
  • Cogent Biosciences made up 1.32% of Vestal Point Capital's portfolio in Q1 2026, its #27 holding.
  • Vestal Point Capital first reported a position in Cogent Biosciences in Q1 2025 and has held it in 3 quarters since.
  • 305 funds tracked by Wall St. Rank held Cogent Biosciences as of Q1 2026.

Based on Vestal Point Capital's 13F filing for Q1 2026, filed 15 May 2026.