Cogent Biosciences, Inc.: which funds bought and sold

Institutions that bought and sold Cogent Biosciences shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 196 institutions that filed 13F reports for both quarters added to or opened positions in Cogent Biosciences, and 126 cut or closed them. Together they added a net 8.3M shares, +4.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.3M shares (−1.8%); index fund managers were net buyers of 5.3M shares (+12.3%). 60 opened a new position and 41 sold out entirely.

Bought, Q2 2026 196 institutions, 60 of them new holders Sold, Q2 2026 126 institutions, 41 of them sold out

Net change, all compared +8.3M shares (+4.6%)

Net change, active managers −1.3M shares (−1.8%), 37 bought, 32 sold

Buyers versus sellers

institutions compared, 356

196 bought 34 126 sold

Active managers and hedge funds 37 bought · 32 sold · −1.3M

Index fund managers 10 bought · 2 sold · +5.3M

Other institutions 149 bought · 92 sold · +4.3M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Polar Capital Holdings PLC Active manager	+3.2M New position	3.2M	$125M
Assenagon Asset Management S.A.	+2.6M +875.3%	2.9M	$112M
FMR LLC Active manager	+2.6M +11.1%	25.7M	$994M
Price T Rowe Associates Inc Active manager	+1.4M +44.8%	4.7M	$180M
Orbimed Advisors LLC	+1.4M +422.0%	1.7M	$65.1M
Blackrock, Inc. Index funds	+1.3M +8.1%	17.4M	$672M
State Street Corp Index funds	+1.3M +23.0%	7.0M	$270M
Woodline Partners LP Hedge fund	+1.1M +72.4%	2.6M	$101M
Deep Track Capital, LP Hedge fund	+1.0M +100.0%	2.0M	$77.4M
Logos Global Management LP Hedge fund	+900K New position	900K	$34.8M
UBS Group AG	+831K +285.0%	1.1M	$43.4M
Geode Capital Management, LLC Index funds	+809K +21.9%	4.5M	$175M
Wellington Management Group LLP Active manager	+765K +21.4%	4.3M	$168M
Vanguard Portfolio Management LLC Index funds	+739K +10.1%	8.1M	$312M
Pictet Asset Management Holding SA	+595K +33.1%	2.4M	$92.6M
Massachusetts Financial Services Co Active manager	+573K +127.4%	1.0M	$39.6M
Candriam S.C.A.	+572K +37.7%	2.1M	$80.7M
Boothbay Fund Management, LLC Hedge fund	+571K +466.8%	693K	$26.8M
American Century Companies Inc Active manager	+542K +60.9%	1.4M	$55.5M
Vanguard Capital Management LLC Index funds	+517K +7.5%	7.4M	$287M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Polar Capital Holdings PLC Active manager	+3.2M New position	3.2M	$125M
FMR LLC Active manager	+2.6M +11.1%	25.7M	$994M
Price T Rowe Associates Inc Active manager	+1.4M +44.8%	4.7M	$180M
Woodline Partners LP Hedge fund	+1.1M +72.4%	2.6M	$101M
Deep Track Capital, LP Hedge fund	+1.0M +100.0%	2.0M	$77.4M
Logos Global Management LP Hedge fund	+900K New position	900K	$34.8M
Wellington Management Group LLP Active manager	+765K +21.4%	4.3M	$168M
Massachusetts Financial Services Co Active manager	+573K +127.4%	1.0M	$39.6M
Boothbay Fund Management, LLC Hedge fund	+571K +466.8%	693K	$26.8M
American Century Companies Inc Active manager	+542K +60.9%	1.4M	$55.5M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Deerfield Management Company, L.P. Hedge fund	−4.0M −44.6%	5.0M	$194M
RTW Investments, LP Hedge fund	−3.1M −57.7%	2.3M	$89.4M
Holocene Advisors, LP Hedge fund	−2.2M −98.5%	33K	$1.3M
Goldman Sachs Group Inc	−2.1M −48.4%	2.3M	$88.6M
Vestal Point Capital, LP Hedge fund	−1.2M Sold out	0	—
Sofinnova Investments, Inc.	−1.1M −51.0%	1.0M	$40.1M
D. E. Shaw & Co., Inc. Hedge fund	−946K −50.6%	922K	$35.7M
Marshall Wace, LLP Hedge fund	−894K −55.9%	706K	$27.3M
Citadel Advisors LLC Hedge fund	−865K −50.5%	850K	$32.9M
Point72 Asset Management, L.P. Hedge fund	−667K −47.3%	744K	$28.8M
Saturn V Capital Management LP	−627K Sold out	0	—
Vivo Capital, LLC	−422K Sold out	0	—
Exoduspoint Capital Management, LP Hedge fund	−372K Sold out	0	—
Kynam Capital Management, LP Hedge fund	−370K −9.2%	3.7M	$142M
Venrock Adviser, LLC	−358K −17.9%	1.6M	$63.6M
Burkehill Global Management, LP Hedge fund	−350K −51.9%	325K	$12.6M
First Turn Management, LLC	−345K −36.4%	602K	$23.3M
Longaeva Partners L.P.	−335K Sold out	0	—
Affinity Asset Advisors, LLC	−300K −40.0%	450K	$17.4M
Millennium Management LLC Hedge fund	−285K −23.9%	908K	$35.1M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Deerfield Management Company, L.P. Hedge fund	−4.0M −44.6%	5.0M	$194M
RTW Investments, LP Hedge fund	−3.1M −57.7%	2.3M	$89.4M
Holocene Advisors, LP Hedge fund	−2.2M −98.5%	33K	$1.3M
Vestal Point Capital, LP Hedge fund	−1.2M Sold out	0	—
D. E. Shaw & Co., Inc. Hedge fund	−946K −50.6%	922K	$35.7M
Marshall Wace, LLP Hedge fund	−894K −55.9%	706K	$27.3M
Citadel Advisors LLC Hedge fund	−865K −50.5%	850K	$32.9M
Point72 Asset Management, L.P. Hedge fund	−667K −47.3%	744K	$28.8M
Exoduspoint Capital Management, LP Hedge fund	−372K Sold out	0	—
Kynam Capital Management, LP Hedge fund	−370K −9.2%	3.7M	$142M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Polar Capital Holdings PLCActive manager	3.2M	$125M
Logos Global Management LPHedge fund	900K	$34.8M
Eversept Partners, LPHedge fund	490K	$19M
Segall Bryant & Hamill, LLCActive manager	421K	$16.3M
Ikarian Capital, LLC	370K	$14.3M
Silvercrest Asset Management Group LLC	160K	$6.2M
Swedbank AB	118K	$4.6M
Mutual Of America Capital Management LLC	106K	$4.1M
Verition Fund Management LLCHedge fund	105K	$4.1M
Bleichroeder LP	100K	$3.9M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Vestal Point Capital, LPHedge fund	1.2M	$47.4M
Saturn V Capital Management LP	627K	$24.1M
Vivo Capital, LLC	422K	$16.3M
Exoduspoint Capital Management, LPHedge fund	372K	$14.3M
Longaeva Partners L.P.	335K	$12.9M
Nantahala Capital Management, LLCHedge fund	250K	$9.6M
Squarepoint Ops LLCHedge fund	226K	$8.7M
Hudson Bay Capital Management LPHedge fund	208K	$8M
Connor, Clark & Lunn Investment Management Ltd.	136K	$5.3M
Nicholas Investment Partners, LP	95K	$3.7M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 320
Ten largest holders: 47.2%
Index fund managers: 25.0%
Active managers and hedge funds: 38.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	37	32	14	7	−1.3M	−1.8%
Index fund managers	10	2	0	0	+5.3M	+12.3%
Other institutions	149	92	46	34	+4.3M	+7.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Cogent Biosciences.

Only managers that filed a holdings report for both quarters are compared (356 here). 12 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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