Follow-The-Filings

Security

COGT

Cogent Biosciences Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

13 owners 1 new 1 exit max 0.1% (Steve Cohen - Point72 Ass...)

grid → activity →
owners 13
max % 0.1%
tracked value $784M
qoq N 1 A 6 R 4 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Add +0.04 pp 1,410,826 $54M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Reduce +0.01 pp 1,600,168 $62M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 1,868,389 $72M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.02 pp 856,598 $33M hist
Renaissance Technologies LLC 2026 Q1 0.0% Add 0.00 pp 706,268 $27M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 1,192,406 $46M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 11,514,326 $409M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 1,714,927 $66M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 189,796 $7M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 167,412 $6M hist
Farallon Capital Management LLC 2026 Q1 0.0% — 17,000 $654 hist
Natixis Advisors, LLC 2026 Q1 0.0% New 0.0% 14,947 $575 hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 12,600 $448 hist
Stanley Druckenmiller - Duquesne Family Office LLC exited 2026 Q1 last 2025 Q4 1.8% Exit -1.75 pp 2,214,470 $79M hist

13 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue — — —
Gross profit — — —
Gross margin — — —
Net income -$192.41M -$255.86M -$328.94M
Net margin — — —

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $270.77M $296.47M $910.36M
Total non-current assets * $42.67M $31.43M $27.25M
Total assets $313.44M $327.9M $937.61M
Total current liabilities $38.17M $55.71M $63.95M
Total non-current liabilities * $17.47M $15.9M $237.28M
Total equity $257.8M $256.29M $636.37M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$153.62M -$207.79M -$264.44M
Cash from investing -$97.82M $38.28M -$399.53M
Cash from financing $163.54M $214.45M $878.23M
Net change in cash -$87.91M $44.94M $214.26M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders