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Cogent Biosciences
COGT

305 hedge funds and large institutions have $7.17B invested in Cogent Biosciences in 2026 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 116 increasing their positions, 82 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 36

41% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 82

34% more call options, than puts

Call options by funds: $36.3M | Put options by funds: $27M

16% more capital invested

Capital invested by funds: $6.18B → $7.17B (+$986M)

14% more funds holding

Funds holding: 267 → 305 (+38)

7.47% less ownership

Funds ownership: 122.27% → 114.8% (-7.5%)

12% less funds holding in top 10

Funds holding in top 10: 25 → 22 (-3)

Holders
305
Holders Change
+38
Holders Change %
+14.23%
% of All Funds
3.75%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.27%
New
80
Increased
116
Reduced
82
Closed
36
Calls
$36.3M
Puts
$27M
Net Calls
+$9.21M
Net Calls Change
+$3.98M

Top Buyers

1
BlackRock
BlackRock
New York
+$113M
2
Goldman Sachs
Goldman Sachs
New York
+$101M
3
Invesco
Invesco
Georgia
+$68.1M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
+$62.3M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$52.7M

Top Sellers

1
FFM
Fairmount Funds Management
Pennsylvania
-$129M
2
RI
RTW Investments
New York
-$78.8M
3
DFO
Duquesne Family Office
New York
-$78.7M
4
KCM
Kynam Capital Management
New Jersey
-$78.6M
5
VC
Vivo Capital
California
-$73M
Name Holding Trade Value Shares
Change 		Change in
Stake
RG
51
Redmile Group
California
$26.5M -$27.7M -749,882 -52%
BGM
52
Burkehill Global Management
New York
$26M +$12.9M +350,000 +108%
VOYA Investment Management
53
VOYA Investment Management
Georgia
$25.6M +$19.6M +530,932 +399%
Morgan Stanley
54
Morgan Stanley
New York
$24.7M -$3.11M -84,098 -12%
SVCM
55
Saturn V Capital Management
Texas
$24.1M -$21.8M -590,429 -49%
RSCM
56
Rock Springs Capital Management
Maryland
$24M -$8.3M -224,875 -26%
PSC
57
Patient Square Capital
California
$22.9M +$10.3M +278,628 +88%
Ensign Peak Advisors
58
Ensign Peak Advisors
Utah
$22M +$5.59M +151,332 +36%
Fiera Capital (Canada)
59
Fiera Capital (Canada)
Quebec, Canada
$21.5M +$20.6M +558,252 New
Massachusetts Financial Services
60
Massachusetts Financial Services
Massachusetts
$17.3M +$16.6M +449,482 New
VC
61
Vivo Capital
California
$16.3M -$73M -1,976,693 -82%
SFM
62
Sphera Funds Management
Israel
$16M +$1.4M +37,840 +10%
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$15.2M +$4.33M +117,272 +42%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$14.4M -$391K -10,589 -3%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$14.3M -$129K -3,500 -0.9%
ECM
66
ExodusPoint Capital Management
New York
$14.3M +$13.7M +372,175 New
Raymond James Financial
67
Raymond James Financial
Florida
$14.2M -$229K -6,204 -2%
KCM
68
Kennedy Capital Management
Missouri
$13.9M +$299K +8,103 +2%
NAMI
69
Nomura Asset Management International
Pennsylvania
$13.6M +$1.78M +48,300 +16%
DCM
70
Defilade Capital Management
California
$13.6M -$7.98M -216,029 -38%
IHAM
71
Integral Health Asset Management
New York
$13.5M +$12.9M +350,000 New
WAM
72
Weiss Asset Management
Massachusetts
$13.3M +$12.8M +346,104 New
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$13.2M +$5.32M +144,113 +72%
LP
74
Longaeva Partners
Illinois
$12.9M +$12.4M +335,000 New
HWAM
75
Hennion & Walsh Asset Management
New Jersey
$12.6M -$428K -11,593 -3%
1 2
3
4 5

COGT Hedge Fund Activity: Q1 2026 in Review

305 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Cogent Biosciences (COGT) for Q1 2026, worth a combined $7.17B — up 16% from $6.18B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new COGT positions and 36 closed out — a net gain of 44 holders — while 116 added to existing stakes and 82 trimmed.

The largest buyer was BlackRock, adding an estimated $113M. The largest seller was Fairmount Funds Management, cutting an estimated $129M.

  • 305 institutional investors held Cogent Biosciences (COGT) as of Q1 2026, up from 267 in Q4 2025.
  • Funds reported $7.17B of Cogent Biosciences stock for Q1 2026, up 16% quarter-over-quarter.
  • 80 funds opened new Cogent Biosciences positions in Q1 2026 and 36 closed out, a net change of +44 holders.
  • The largest Cogent Biosciences buyer in Q1 2026 was BlackRock, an estimated $113M added.
  • The largest Cogent Biosciences seller in Q1 2026 was Fairmount Funds Management, an estimated $129M sold.

Based on aggregated 13F filings for Q1 2026.