COGT
Cogent Biosciences, Inc. · Healthcare · Biotechnology
Señales de momentum (gestores comparables):
amplitud de titulares +20.0% ·
flujo de acciones +3.8% ·
nuevas posiciones netas +16.7%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 104 | +4 | 108.47M | $4.20B | +7 | −3 |
| Q1 2026 | 103 | +9 | 108.14M | $4.02B | +15 | −6 |
| Q4 2025 | 92 | +1 | 96.22M | $3.42B | +1 | — |
| Q3 2025 | 20 | +4 | 59.75M | $857.99M | +4 | — |
| Q2 2025 | 13 | -2 | 45.58M | $327.23M | — | −2 |
| Q1 2025 | 12 | -1 | 13.98M | $83.77M | — | −1 |
| Q4 2024 | 13 | 0 | 17.19M | $134.06M | +1 | −1 |
| Q3 2024 | 12 | +2 | 19.61M | $211.75M | +2 | — |
| Q2 2024 | 10 | — | 18.90M | $159.29M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Point72 Asset Management ✦ | 10.47M | 0.0% | $113.08M | 0.4% | Held | 2 | SEC ↗ |
| 2 | Adage Capital Partners ✦ | 4.07M | -4.3% | $43.91M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 2.28M | +15.2% | $24.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 2.28M | +15.2% | $24.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Millennium Management ✦ | 1.61M | +31.0% | $17.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | D. E. Shaw & Co. ✦ | 457.23K | +53.1% | $4.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 457.23K | +53.1% | $4.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wellington Management ✦ | 342.32K | +8.0% | $3.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wellington Management ✦ | 342.32K | +8.0% | $3.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wellington Management ✦ | 342.32K | +8.0% | $3.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wellington Management ✦ | 342.32K | +8.0% | $3.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Fisher Asset Management ✦ | 129.41K | -13.2% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 106.62K | -28.6% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Marshall Wace ✦ | 73.91K | Nuevo | $798,174 | 0.0% | New | 1 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 44.16K | +8.7% | $477,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 11.71K | Nuevo | $126,489 | 0.0% | New | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 11.71K | Nuevo | $126,489 | 0.0% | New | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 11.71K | Nuevo | $126,489 | 0.0% | New | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 9.65K | +6.7% | $104,188 | 0.0% | ▲ Add | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Marshall Wace | $798,174 | 0.0% |
| AQR Capital Management | $126,489 | 0.0% |
| AQR Capital Management | $126,489 | 0.0% |
| AQR Capital Management | $126,489 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 304 tenedores, 186.07M acciones, $6.90B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.