277 tracked 13F filers disclose a position in COGT as of the latest SEC 13F filings, a combined $6.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $890.0M | 23.1M | ▲+0.1% Added · +36K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $617.6M | 16.0M | ▲+24% Added · +3.1M sh | Q1 2026 | |
| 3 | DEERFIELD MANAGEMENT COMPANY, L.P. | $348.1M | 9.0M | —Held | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $282.3M | 7.3M | →First observed position No prior filed position | Q1 2026 | |
| 5 | STATE STREET CORP | $269.5M | 7.0M | ▲+23% Added · +1.3M sh | Q2 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $265.4M | 6.9M | →First observed position No prior filed position | Q1 2026 | |
| 7 | JANUS HENDERSON GROUP PLC | $229.6M | 6.0M | ▲+31% Added · +1.4M sh | Q1 2026 | |
| 8 | Fairmount Funds Management LLC | $213.0M | 5.5M | —Held | Q2 2026 | |
| 9 | TCG Crossover Management, LLC | $190.4M | 4.9M | ▼−16% Reduced · −921K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $174.5M | 4.5M | ▲+22% Added · +809K sh | Q2 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $170.7M | 4.4M | ▲+160% Added · +2.7M sh | Q1 2026 | |
| 12 | Kynam Capital Management, LP | $155.4M | 4.0M | ▼−35% Reduced · −2.1M sh | Q1 2026 | |
| 13 | Polar Capital Holdings Plc | $125.1M | 3.2M | ▲New +3.2M sh | Q2 2026 | |
| 14 | PRICE T ROWE ASSOCIATES INC /MD/ | $123.7M | 3.2M | ▲+25% Added · +649K sh | Q1 2026 | |
| 15 | Commodore Capital LP | $111.2M | 2.9M | ▲+31% Added · +691K sh | Q1 2026 | |
| 16 | Octagon Capital Advisors LP | $90.5M | 2.4M | —Held | Q1 2026 | |
| 17 | RTW INVESTMENTS, LP | $89.4M | 2.3M | ▼−58% Reduced · −3.1M sh | Q2 2026 | |
| 18 | Holocene Advisors, LP | $86.6M | 2.3M | ▲+91% Added · +1.1M sh | Q1 2026 | |
| 19 | Candriam S.C.A. | $80.7M | 2.1M | ▲+38% Added · +572K sh | Q2 2026 | |
| 20 | Venrock Adviser, LLC | $77.0M | 2.0M | —Held | Q1 2026 | |
| 21 | D. E. Shaw & Co., Inc. | $71.9M | 1.9M | ▼−17% Reduced · −379K sh | Q1 2026 | |
| 22 | Siren, L.L.C. | $72.0M | 1.9M | ▲+8.8% Added · +150K sh | Q2 2026 | |
| 23 | Pictet Asset Management Holding SA | $68.8M | 1.8M | ▲16× Added · +1.7M sh | Q1 2026 | |
| 24 | CITADEL ADVISORS LLC | $66.0M | 1.7M | ▲+19% Added · +276K sh | Q1 2026 | |
| 25 | EMERALD ADVISERS, LLC | $62.0M | 1.6M | ▲+0.9% Added · +15K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 9 funds opened a new position in COGT and 33 added to an existing one, while 28 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 154 funds | $73.1B |
| AMAZON.COM INCAMZN | 153 funds | $183.8B |
| META PLATFORMS INC-CLASS AMETA | 146 funds | $104.1B |
| NVIDIA CORPNVDA | 144 funds | $367.2B |
| INTUITIVE SURGICAL INCISRG | 144 funds | $25.4B |
| MICROSOFT CORPMSFT | 143 funds | $246.7B |
| ALPHABET INC-CL AGOOGL | 142 funds | $158.1B |
| BROADCOM INCAVGO | 142 funds | $142.0B |
| MICRON TECHNOLOGY INCMU | 138 funds | $37.4B |
| APPLE INCAAPL | 137 funds | $274.4B |
| BOSTON SCIENTIFIC CORPBSX | 137 funds | $14.8B |
| UNITEDHEALTH GROUP INCUNH | 136 funds | $26.5B |
Ranked by how many of COGT's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 27, 2026 | Morris Arlene | Director | Sell (S) | 3K | $119K |
| Aug 27, 2026 | Morris Arlene | Director | Sell (S) | 42K | $1.6M |
| Mar 31, 2026 | Fairmount Funds Management LLC | Director | Sell (S) | 7.0M | $242.6M |
| Jan 22, 2026 | Fairmount Funds Management LLC | Director | Sell (S) | 3.5M | $127.4M |
| Dec 26, 2025 | Robinson John Edward | Chief Scientific Officer | Sell (S) | 90K | $3.5M |
| Dec 26, 2025 | Sachs Jessica | Chief Medical Officer | Sell (S) | 83K | $3.2M |
| Dec 26, 2025 | Green John L. | Chief Financial Officer | Sell (S) | 77K | $3.0M |
| Dec 26, 2025 | Kearns Evan | Chief Legal Officer | Sell (S) | 65K | $2.5M |
| Jul 10, 2025 | Fairmount Funds Management LLC | Director | Buy (P) | 2.8M | $25.0M |
| Jan 14, 2025 | Pinnow Cole | Chief Commercial Officer | Buy (P) | 44K | $333K |
| Jun 9, 2023 | Fairmount Funds Management LLC | 10% Owner | Buy (P) | 800K | $9.6M |
| Jun 16, 2022 | Fairmount Funds Management LLC | 10% Owner | Buy (P) | 1.2M | $9.9M |
| Class | 13F holders | Value held |
|---|---|---|
| COGTthis pagecs | 277 funds | $6.7B |
| COGT 1.625 11/15/31SDBCV | 21 funds | $217.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for COGT
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/COGT/capital-change-brief"
Use Arkolith's capital_change_brief for COGT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for COGT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.