Which hedge funds own COGT? COGENT BIOSCIENCES INC, Q2 2026 13F holders
87 tracked hedge funds disclosed a position in COGT (COGENT BIOSCIENCES INC) in their Q2 2026 13F filings, worth $2.2bn in total. The largest holder by portfolio weight is Fairmount Funds Management LLC at 14.1% of its book. 16 opened a new position this quarter: Ikarian Capital, LLC, Logos Global Management LP, Eversept Partners, LP, Bleichroeder LP. 15 exited: Saturn V Capital Management LP, AIHC Capital Management Ltd, Vestal Point Capital, LP.
- 87
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 16
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 15
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $209m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $132m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $2.2bn
- Combined value Sum of the holders' reported positions in the security.
- 7.0%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Saturn V Capital Management LP | 4.4% | $24.1m |
| AIHC Capital Management Ltd | 1.7% | $2.0m |
| Vestal Point Capital, LP | 1.3% | $47.4m |
| Nantahala Capital Management, LLC | 0.6% | $9.6m |
| Weiss Asset Management LP | 0.2% | $13.3m |
| Prelude Capital Management, LLC | 0.2% | $2.5m |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.2% | $104k |
| ExodusPoint Capital Management, LP | 0.1% | $14.3m |
| Dark Forest Capital Management LP | 0.05% | $592k |
| Hudson Bay Capital Management LP | 0.05% | $8.0m |
| Caption Management, LLC | 0.04% | $770k |
| FORA Capital, LLC | 0.02% | $283k |
| Squarepoint Ops LLC | 0.02% | $8.7m |
| Soleus Capital Management, L.P. | 0.02% | $385k |
| Landscape Capital Management, L.L.C. | 0.01% | $213k |
Ownership over time
Who discovered COGT first? Beta
The run: Q1 2025 → Q2 2026, +546%
| Superstring Capital Management LP high conviction | Q4 2024 | 5.5% | +16.4 pts |
| Octagon Capital Advisors LP high conviction | Q3 2024 | 3.3% | +13.9 pts |
| Exome Asset Management LLC high conviction | Q1 2025 | 3.3% | +10.5 pts |
| Redmile Group, LLC | Q2 2024 | 1.8% | +5.6 pts |
| Sofinnova Investments, Inc. | Q2 2024 | 1.0% | +4.4 pts |
| Diadema Partners LP high conviction | Q1 2025 | 1.9% | +3.6 pts |
| Paradigm Biocapital Advisors LP | Q2 2024 | 2.5% | +3.2 pts |
| Ikarian Capital, LLC | Q2 2025 | – | +2.7 pts |
| Vestal Point Capital, LP | Q1 2025 | 1.3% | +0.3 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.