Cogent Biosciences
COGT
307 hedge funds and large institutions have $7.17B invested in Cogent Biosciences in 2026 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 116 increasing their positions, 82 reducing their positions, and 36 closing their positions.
128% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 36
116% more capital inflows, than outflows
Capital inflows: $1.65B | Capital outflows: $762M
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
15% more funds holding
Funds holding: 267 → 307 (+40)
1.79% more ownership
Funds ownership: 107.25% → 109.05% (+1.8%)
12% less funds holding in top 10
Funds holding in top 10: 25 → 22 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$113M |
| 2 |
Goldman Sachs
New York
|
+$101M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$68.1M |
| 4 |
Pictet Asset Management
Carouge,
Switzerland
|
+$62.3M |
| 5 |
Janus Henderson Group
London,
|
+$52.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fairmount Funds Management
West Conshohocken,
Pennsylvania
|
-$129M |
| 2 |
RTW Investments
New York
|
-$78.8M |
| 3 |
DFO
Duquesne Family Office
New York
|
-$78.7M |
| 4 |
KCM
Kynam Capital Management
Princeton,
New Jersey
|
-$78.6M |
| 5 |
Vivo Capital
Palo Alto,
California
|
-$73M |
COGT Hedge Fund Activity: Q1 2026 in Review
307 of the 8,223 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: 82 funds opened new COGT positions and 36 closed out — a net gain of 46 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.
- 307 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.
- 82 funds opened new Cogent Biosciences positions in Q1 2026 and 36 closed out, a net change of +46 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.