COGT Cogent Biosciences, Inc.

NASDAQ
$31.50

Cogent Biosciences, Inc. (COGT) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
-12.50
21 buyers / 27 sellers
SELLING
Funds compared
52
funds with comparable COGT positions
44 current holders · 43 prior-quarter holders
Net share change
-10.95M
+5.84M added, -16.79M cut
Position activity
9 new 12 increased 19 reduced 8 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
Deerfield Management Growth Healthcare Reduced -4.04M -44.6% $156.3M 2.4% 73
Vestal Point Capital Growth Healthcare Sold Out -1.23M -100.0% $47.6M 0.0% 69
Logos Global Management Growth Healthcare New +900.0K $34.8M 1.5% 67
Deep Track Capital Growth Healthcare Increased +1.00M +100.0% $38.7M 1.1% 64
OrbiMed Advisors Growth Healthcare Increased +1.36M +422.0% $52.6M 1.2% 63
RTW Investments Growth Healthcare Reduced -3.15M -57.7% $121.9M 0.8% 63
Weiss Asset Management Event Quant Sold Out -346.1K -100.0% $13.4M 0.0% 60
Sculptor Capital Management Event Long/Short New +50.0K $1.9M 0.0% 58
Nantahala Capital Management Event Long/Short Sold Out -250.0K -100.0% $9.7M 0.0% 58
ExodusPoint Capital Management Long/Short Quant Sold Out -372.2K -100.0% $14.4M 0.0% 57

Most significant buyers

By move score, not size.

  • Logos Global Management New · +900.0K
  • Deep Track Capital Increased · +1.00M
  • OrbiMed Advisors Increased · +1.36M
  • Sculptor Capital Management New · +50.0K
  • Verition Fund Management New · +105.1K

Most significant sellers

By move score, not size.

  • Deerfield Management Reduced · -4.04M
  • Vestal Point Capital Sold Out · -1.23M
  • RTW Investments Reduced · -3.15M
  • Weiss Asset Management Sold Out · -346.1K
  • Nantahala Capital Management Sold Out · -250.0K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Deerfield Management 1 5.0M 9.0M -4.04M -44.6% 2.4% Reduced 73
Vestal Point Capital 1 0 1.2M -1.23M -100.0% 0.0% Sold Out 69
Logos Global Management 2 900.0K 0 +900.0K 1.5% New 67
Deep Track Capital 1 2.0M 1.0M +1.00M +100.0% 1.1% Increased 64
OrbiMed Advisors 2 1.7M 322.1K +1.36M +422.0% 1.2% Increased 63
RTW Investments 1 2.3M 5.5M -3.15M -57.7% 0.8% Reduced 63
Weiss Asset Management 2 0 346.1K -346.1K -100.0% 0.0% Sold Out 60
Sculptor Capital Management 2 50.0K 0 +50.0K 0.0% New 58
Nantahala Capital Management 3 0 250.0K -250.0K -100.0% 0.0% Sold Out 58
ExodusPoint Capital Management 3 0 372.2K -372.2K -100.0% 0.0% Sold Out 57
Soleus Capital Management 2 0 10.0K -10.0K -100.0% 0.0% Sold Out 57
Squarepoint Ops LLC 2 0 226.3K -226.3K -100.0% 0.0% Sold Out 57
Holocene Advisors, LP 2 32.8K 2.3M -2.22M -98.5% 0.0% Reduced 56
Verition Fund Management 2 105.1K 0 +105.1K 0.0% New 56
Hudson Bay Capital Management 3 0 207.6K -207.6K -100.0% 0.0% Sold Out 56
Capital Fund Management 3 27.6K 0 +27.6K 0.0% New 55
Magnetar Capital 2 9.3K 0 +9.3K 0.0% New 54
Jain Global 3 35.0K 0 +35.0K 0.0% New 54
ADAR1 Capital Management 3 12.2K 0 +12.2K 0.0% New 53
Caption Management 3 0 20.0K -20.0K -100.0% 0.0% Sold Out 50
Boothbay Fund Management 4 692.8K 122.2K +570.6K +466.8% 0.6% Increased 49
CenterBook Partners 4 8.3K 0 +8.3K 0.0% New 49
Aquatic Capital Management 4 13.3K 0 +13.3K 0.0% New 48
Affinity Asset Advisors 2 450.0K 750.0K -300.0K -40.0% 0.9% Reduced 47
Woodline Partners LP 2 2.6M 1.5M +1.09M +72.4% 0.3% Increased 47
Brevan Howard Capital Management 3 68.9K 5.2K +63.7K +1225.6% 0.0% Increased 46
Point72 Asset Management, L.P. 1 744.2K 1.4M -666.6K -47.3% 0.0% Reduced 45
D. E. Shaw & Co., Inc. 1 922.5K 1.9M -945.9K -50.6% 0.0% Reduced 44
CITADEL ADVISORS LLC 1 849.7K 1.7M -865.2K -50.5% 0.0% Reduced 44
MARSHALL WACE, LLP 2 706.2K 1.6M -894.0K -55.9% 0.0% Reduced 44
RENAISSANCE TECHNOLOGIES LLC 1 996.2K 706.3K +289.9K +41.0% 0.1% Increased 42
Integral Health Asset Management 2 200.0K 350.0K -150.0K -42.9% 0.3% Reduced 41
Qube Research & Technologies Ltd 2 169.2K 394.0K -224.8K -57.1% 0.0% Reduced 40
Quantbot Technologies 4 1.4K 42 +1.3K +3185.7% 0.0% Increased 39
Engineers Gate 4 12.3K 42.0K -29.7K -70.8% 0.0% Reduced 37
MILLENNIUM MANAGEMENT LLC 2 907.7K 1.2M -284.7K -23.9% 0.0% Reduced 36
AQR Capital Management 3 294.9K 189.8K +105.1K +55.4% 0.0% Increased 35
Rock Springs Capital Management 3 515.9K 624.2K -108.2K -17.3% 1.0% Reduced 35
Schonfeld Strategic Advisors 3 169.1K 112.5K +56.7K +50.4% 0.0% Increased 35
J. Goldman & Co. 3 638.0K 779.6K -141.6K -18.2% 1.0% Reduced 33
TWO SIGMA INVESTMENTS, LP 2 37.6K 53.1K -15.5K -29.1% 0.0% Reduced 33
Balyasny Asset Management L.P. 2 954.8K 856.6K +98.2K +11.5% 0.1% Increased 31
Cinctive Capital Management 3 42.7K 68.8K -26.1K -37.9% 0.1% Reduced 31
Trexquant Investment 3 68.8K 107.4K -38.7K -36.0% 0.0% Reduced 31
Alyeska Investment Group, L.P. 2 274.8K 250.0K +24.8K +9.9% 0.0% Increased 28
Y-Intercept 4 48.2K 34.8K +13.5K +38.7% 0.0% Increased 27
Man Group 3 167.9K 194.8K -26.9K -13.8% 0.0% Reduced 26
LMR Partners 3 50.0K 55.4K -5.4K -9.7% 0.0% Reduced 24
Perceptive Advisors 1 121.1K 121.1K 0 +0.0% 0.1% Unchanged 25
Sona Asset Management 3 80.0K 80.0K 0 +0.0% 0.2% Unchanged 17
ADAGE CAPITAL PARTNERS GP, L.L.C. 2 50.0K 50.0K 0 +0.0% 0.0% Unchanged 20
Farallon Capital Management 1 17.0K 17.0K 0 +0.0% 0.0% Unchanged 24

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Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.