COGT β€” Cogent Biosciences Inc.

Ownership history in Knott David M Jr  Β·  2 quarters on record

AI Ownership Summary

Knott David M Jr reported Cogent Biosciences Inc. (COGT) in 2 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.68% in 2025 Q4. The latest visible filing shows COGT at 1.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this COGT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Knott David M Jr's position in Cogent Biosciences Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

COGT was reported at 1.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.68% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Knott David M Jr held COGT β€” position size vs. price
% of Fund (quarterly)    COGT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 102,000 -111,302 -52.2% 1.68% $3.6M 2026-02-14 (Est.) $36.53
2025 Q1 INITIATED 213,302 β€” β€” 0.60% $1.3M 2025-05-12 $5.13

FAQ About Knott David M Jr and COGT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Knott David M Jr reported owning COGT?

Knott David M Jr reported COGT across 2 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported COGT position in Knott David M Jr's portfolio?

The largest reported portfolio weight for COGT was 1.68% in 2025 Q4.

What is the latest reported COGT position on this page?

The most recent filing on this page is 2025 Q4, when Knott David M Jr reported 102,000 shares, equal to 1.68% of portfolio, with an estimated market value of $3.6M.

What does the chart on this COGT ownership page compare?

The chart compares Knott David M Jr's quarterly COGT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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