Cogent Biosciences Inc (COGT) Institutional Buying & Selling Tracker (Q2 2026)

COGT ranks #1929 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

COGT is a top-conviction position for Fairmount Funds Management LLC — at 14.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in COGT belongs to FMR LLC, but the position matters far more to Fairmount Funds Management LLC, who has 14.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its COGT position for two straight quarters, increasing it by $210.7M to reach $671.5M today.

Rtw Investments, LP has trimmed its COGT position for two straight quarters, cutting it by $180.3M while still holding $89.4M.

COGT is down 0.3% today, but institutions show net buying of $714.9M this quarter — a divergence between today's price move and the underlying institutional flow.

COGT reported a net loss of $328.9M in its latest fiscal year.

• Not yet profitable — net loss of $328.9M in the latest fiscal year
• Net income declined year over year, from -$255.9M to -$328.9M
• Operating cash flow was negative, using $264.4M in cash
• Current ratio of 14.23x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.47x equity — within a conventional range