🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Cogent Biosciences, Inc.

COGT Healthcare
$35.21 $-0.03 (-0.09%)
Market Cap: $5.67 B
Gurus Holding
7
Popularity Rank
#1198
% of Shares Held
2.57%
Net Activity (Q4 2025)
+$49.2 M

Guru Ownership Trend

Guru Analysis for Cogent Biosciences, Inc. (COGT)

Cogent Biosciences, Inc. (COGT), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $145.62 M.

Top institutional holders include Stanley Druckenmiller and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $49.2 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 195.8%. Conversely, Ken Fisher reduced exposure by 53.7%.

Key Holders

Recent Activity Breakdown (Q4 2025)

+$65.75 M
Total Buy Value
New Buys 2
Additions 3
-$16.55 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
5

FAQs for Cogent Biosciences, Inc. (COGT)

Major holders include Stanley Druckenmiller ($78.66 M), Steven Cohen ($29.39 M), Renaissance Technologies (RenTech) ($24.48 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 4.14 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $49.2 M, with 5 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited COGT. The total reported sell value was $16.55 M.

Yes, 2 managers opened new positions in COGT, and 3 increased their existing holdings. The total reported buy value was $65.75 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.75% Add 109.0% 2,214,470 $78.66 M Q4 2025
0.03% Reduce -33.2% 827,525 $29.39 M Q4 2025
0.04% Add 195.8% 689,068 $24.48 M Q4 2025
0.01% New Buy 159,942 $5.68 M Q4 2025
0.00% Add 4.2% 121,800 $4.33 M Q4 2025
0.01% New Buy 75,112 $2.67 M Q4 2025
0.00% Reduce -53.7% 47,914 $1.7 M Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form