InvestorLens

COGT — COGENT BIOSCIENCES INC

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying COGT?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
80
Institutional Conviction
Net accumulation · 4 buying vs 1 selling last quarter
68
Macro Tailwind
Macro conditions are mixed for this sector
52
Why? — Evidence & Confidence ▾

Of 5 tracked investors who changed their COGT position last quarter, 4 bought and 1 sold (80% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime).

Supporting evidence
  • +4 tracked investors added or increased positions last quarter (Howard Marks, Howard Marks, Paul Tudor Jones, …)
  • +6 tracked investors reported holding COGT at their latest filing
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (0 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About COGENT BIOSCIENCES INC (COGT)

COGENT BIOSCIENCES INC (COGT) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Stanley Druckenmiller (Duquesne Family Office), valued at $79M. Across recent filings, tracked investors recorded 8 new positions, 1 increased, 0 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in COGT

90
/100
Strong Institutional Accumulation
Added / Increased9
Reduced0
Exited1
BearishBullish
Crowded Trade Score™

How many top investors track COGT

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

COGT Ownership Composition

How COGENT BIOSCIENCES INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
75% of tracked value
Institutions
6
tracked investors
Total Reported
$265.9M
combined 13F value
Sectors2
  • Other74.9%
  • Hedge Funds25.1%
Other(4)
74.9%
Hedge Funds(2)
25.1%

Tracked investors reporting COGT

  • Stanley DruckenmillerDec 31, 2025
    Duquesne Family Office
    Shares
    2.2M
    Value
    $78.7M
    % Portfolio
    1.75%
  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    1.9M
    Value
    $73.4M
    % Portfolio
    0.01%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    1.4M
    Value
    $54.3M
    % Portfolio
    0.07%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    1.2M
    Value
    $45.9M
    % Portfolio
    0.02%
  • Howard MarksMar 31, 2026
    Oaktree Capital Management
    Shares
    10.2M
    Value
    $12.5M
    % Portfolio
    0.19%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    27.2K
    Value
    $1M
    % Portfolio
    0.00%

Recent activity

Frequently asked questions

How many institutional investors hold COGT?
6 tracked institutional investors disclosed a position in COGT (COGENT BIOSCIENCES INC) in their most recent 13F filing.
Who is the largest institutional holder of COGT?
Stanley Druckenmiller, Duquesne Family Office, holds the largest disclosed position in COGT, valued at $79M.
Did institutional ownership of COGT increase or decrease?
Across recent 13F filings, tracked investors recorded 8 new positions, 1 increased, 0 reduced, and 1 fully exited COGT.
Where does this COGT ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.