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.
| # | 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 | ▲New +7.3M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $265.4M | 6.9M | ▲New +6.9M sh | Q1 2026 | |
| 6 | JANUS HENDERSON GROUP PLC | $229.6M | 6.0M | ▲+31% Added · +1.4M sh | Q1 2026 | |
| 7 | STATE STREET CORP | $218.0M | 5.7M | ▲+15% Added · +723K sh | Q1 2026 | |
| 8 | Fairmount Funds Management LLC | $211.8M | 5.5M | ▼−39% Reduced · −3.5M sh | Q1 2026 | |
| 9 | RTW INVESTMENTS, LP | $210.1M | 5.5M | ▼−28% Reduced · −2.1M sh | Q1 2026 | |
| 10 | TCG Crossover Management, LLC | $190.4M | 4.9M | ▼−16% Reduced · −921K sh | Q1 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 | GEODE CAPITAL MANAGEMENT, LLC | $142.4M | 3.7M | ▲+5.3% Added · +185K sh | Q1 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 | Holocene Advisors, LP | $86.6M | 2.3M | ▲+91% Added · +1.1M sh | Q1 2026 | |
| 18 | Sofinnova Investments, Inc. | $81.4M | 2.1M | ▲+7.1% Added · +140K sh | Q1 2026 | |
| 19 | Venrock Adviser, LLC | $77.0M | 2.0M | —Held | Q1 2026 | |
| 20 | D. E. Shaw & Co., Inc. | $71.9M | 1.9M | ▼−17% Reduced · −379K sh | Q1 2026 | |
| 21 | Pictet Asset Management Holding SA | $68.8M | 1.8M | ▲16× Added · +1.7M sh | Q1 2026 | |
| 22 | CITADEL ADVISORS LLC | $66.0M | 1.7M | ▲+19% Added · +276K sh | Q1 2026 | |
| 23 | Siren, L.L.C. | $65.8M | 1.7M | ▲+4.9% Added · +80K sh | Q1 2026 | |
| 24 | MARSHALL WACE, LLP | $61.6M | 1.6M | ▼−3.6% Reduced · −61K sh | Q1 2026 | |
| 25 | EMERALD ADVISERS, LLC | $61.1M | 1.6M | ▲+0.3% Added · +5K sh | Q1 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Ferrante Karen Jean | Director | Grant (A) | 627 | $0 |
| Jun 9, 2026 | Morris Arlene | Director | Grant (A) | 18K | $0 |
| Jun 9, 2026 | Shegog Todd | Director | Grant (A) | 18K | $0 |
| Jun 9, 2026 | CAIN CHRISTOPHER W. | Director | Grant (A) | 18K | $0 |
| Jun 9, 2026 | Ferrante Karen Jean | Director | Grant (A) | 18K | $0 |
| Jun 9, 2026 | Harwin Peter Evan | Director | Grant (A) | 18K | $0 |
| Jun 9, 2026 | Ros Matthew | Director | Grant (A) | 18K | $0 |
| May 19, 2026 | Robbins Andrew R | President and CEO, Director | Gift (G) | 160K | $0 |
| May 19, 2026 | Robbins Andrew R | President and CEO, Director | Gift (G) | 160K | $0 |
| Apr 1, 2026 | Ferrante Karen Jean | Director | Grant (A) | 686 | $0 |
| Mar 31, 2026 | Fairmount Funds Management LLC | Director | Conversion (C) | 7.0M | — |
| Mar 31, 2026 | Fairmount Funds Management LLC | Director | Sell (S) | 7.0M | $242.6M |
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 88 funds | $10.4B |
| INTUITIVE SURGICAL INCISRG | 88 funds | $4.4B |
| BOSTON SCIENTIFIC CORPBSX | 88 funds | $3.0B |
| ALPHABET INC-CL AGOOGL | 87 funds | $29.2B |
| AMAZON.COM INCAMZN | 86 funds | $33.3B |
| NVIDIA CORPNVDA | 85 funds | $64.0B |
| MICROSOFT CORPMSFT | 84 funds | $41.2B |
| BROADCOM INCAVGO | 84 funds | $22.5B |
| META PLATFORMS INC-CLASS AMETA | 84 funds | $19.3B |
| SERVICENOW INCNOW | 83 funds | $2.9B |
| APPLE INCAAPL | 82 funds | $46.6B |
| MICRON TECHNOLOGY INCMU | 82 funds | $10.4B |
Ranked by how many of COGT's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.