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

Cogent Biosciences, Inc.

COGT Healthcare
$32.74 $-0.67 (-2.01%)
Market Cap: $5.68 B
Gurus Holding
5
Popularity Rank
#1938
% of Shares Held
1.39%
Net Activity (Q2 2026)
-$4.7 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 Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $78.85 M.

Top institutional holders include Renaissance Technologies (RenTech) and Steven Cohen.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $4.7 M net outflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 238.6%. Conversely, Steven Cohen reduced exposure by 47.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$21.09 M
Total Buy Value
New Buys 0
Additions 4
-$25.8 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
1
Net Buyers
4

FAQs for Cogent Biosciences, Inc. (COGT)

Major holders include Renaissance Technologies (RenTech) ($38.55 M), Steven Cohen ($28.8 M), Cliff Asness ($11.41 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 2.41 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $4.7 M, with 4 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited COGT. The total reported sell value was $25.8 M.

Yes, 0 managers opened new positions in COGT, and 4 increased their existing holdings. The total reported buy value was $21.09 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% Add 41.1% 996,168 $38.55 M Q2 2026
0.03% Reduce -47.3% 744,195 $28.8 M Q2 2026
0.00% Add 55.4% 294,913 $11.41 M Q2 2026
0.05% Add 238.6% 188,159 $7.28 M Q2 2026
0.00% Add 10.4% 184,875 $7.15 M Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form