Cogent Biosciences
COGT
324 hedge funds and large institutions have $7.5B invested in Cogent Biosciences in 2026 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 137 increasing their positions, 86 reducing their positions, and 44 closing their positions.
262% more call options, than puts
Call options by funds: $56.5M | Put options by funds: $15.6M
59% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 86
50% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 44
6% more funds holding
Funds holding: 305 → 324 (+19)
5% more capital invested
Capital invested by funds: $7.17B → $7.5B (+$328M)
1.42% less ownership
Funds ownership: 114.8% → 113.38% (-1.4%)
36% less funds holding in top 10
Funds holding in top 10: 22 → 14 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
+$113M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$89.5M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$50.4M |
| 4 |
O
OrbiMed
New York
|
+$47.6M |
| 5 |
BlackRock
New York
|
+$45.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DM
Deerfield Management
New York
|
-$141M |
| 2 |
RI
RTW Investments
New York
|
-$110M |
| 3 |
Holocene Advisors
New York
|
-$77.6M |
| 4 |
Goldman Sachs
New York
|
-$75.1M |
| 5 |
VPC
Vestal Point Capital
New York
|
-$47.4M |
COGT Hedge Fund Activity: Q2 2026 in Review
324 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Cogent Biosciences (COGT) for Q2 2026, worth a combined $7.5B — up 4.6% from $7.17B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new COGT positions and 44 closed out — a net gain of 22 holders — while 137 added to existing stakes and 86 trimmed.
The largest buyer was Polar Capital Holdings, opening a new position worth an estimated $113M. The largest seller was Deerfield Management, cutting an estimated $141M.
- 324 institutional investors held Cogent Biosciences (COGT) as of Q2 2026, up from 305 in Q1 2026.
- Funds reported $7.5B of Cogent Biosciences stock for Q2 2026, up 4.6% quarter-over-quarter.
- 66 funds opened new Cogent Biosciences positions in Q2 2026 and 44 closed out, a net change of +22 holders.
- The largest Cogent Biosciences buyer in Q2 2026 was Polar Capital Holdings, an estimated $113M added.
- The largest Cogent Biosciences seller in Q2 2026 was Deerfield Management, an estimated $141M sold.
Based on aggregated 13F filings for Q2 2026.