COGT

Cogent Biosciences, Inc.

+0.67 (+2.06%)前一交易日收盤 2026-09-17

美股 · Nasdaq · 製藥生技 · 製藥SIC 2834

33.21USD360K成交股數5.8B市值–本益比(近四季)732.1股價營收比–營收年增(近四季)2026-11-03下次財報

內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報

買賣點與股價近一年

● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。

統計

近 90 天買進筆數 · 金額 · 人數	0 · 0.00 · 0
近 90 天賣出筆數 · 金額 · 人數	2 · 1.7M · 1
其中 10b5-1 計畫賣出	2 筆
近 180 天買進 · 賣出金額	0.00 · 244M
近 180 天淨額	−244M

公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。

10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。

交易日	申報日	申報人	職稱	代碼	股數	價格	金額	交易後持股	原件
2026-08-27	08-31	Morris Arlene	Director	M 選擇權執行	41.9K	5.64	236K	41.9K	SEC
2026-08-27	08-31	Morris Arlene	Director	M 選擇權執行	3.6K	2.52	9K	45.5K	SEC
2026-08-27	08-31	Morris Arlene	Director	S 公開市場賣出(10b5-1)	42.3K	37.09	1.6M	3.2K	SEC
2026-08-27	08-31	Morris Arlene	Director	S 公開市場賣出(10b5-1)	3.2K	37.54	119K	0	SEC
2026-05-19	05-21	Robbins Andrew R	President and CEO	G 贈與	160K	–	–	498K	SEC
2026-05-19	05-21	Robbins Andrew R	President and CEO	G 贈與	160K	–	–	160K	SEC
2026-03-31	03-31	Fairmount Funds Management LLC	Director	C 轉換	7.0M	–	–	12.5M	SEC
2026-03-31	03-31	Fairmount Funds Management LLC	Director	S 公開市場賣出	7.0M	34.66	243M	5.5M	SEC
2026-01-22	01-22	Fairmount Funds Management LLC	Director	S 公開市場賣出	3.5M	36.40	127M	5.5M	SEC
2025-12-26	12-30	Robinson John Edward	Chief Scientific Officer	S 公開市場賣出	90.0K	38.74	3.5M	140K	SEC
2025-12-26	12-30	Sachs Jessica	Chief Medical Officer	S 公開市場賣出	82.6K	38.70	3.2M	134K	SEC
2025-12-26	12-30	Green John L.	Chief Financial Officer	S 公開市場賣出	77.0K	38.68	3.0M	132K	SEC
2025-12-26	12-30	Kearns Evan	Chief Legal Officer	S 公開市場賣出	65.0K	38.70	2.5M	109K	SEC
2025-12-17	12-19	Green John L.	Chief Financial Officer	A 獲配股票	50.0K	–	–	53.8K	SEC
2025-12-17	12-19	Green John L.	Chief Financial Officer	A 獲配股票	300K	–	–	354K	SEC
2025-12-17	12-19	Green John L.	Chief Financial Officer	F 繳稅扣股	145K	39.45	5.7M	209K	SEC
2025-12-17	12-19	Kearns Evan	Chief Legal Officer	A 獲配股票	40.0K	–	–	40.0K	SEC
2025-12-17	12-19	Kearns Evan	Chief Legal Officer	A 獲配股票	260K	–	–	300K	SEC
2025-12-17	12-19	Kearns Evan	Chief Legal Officer	F 繳稅扣股	126K	39.45	5.0M	174K	SEC
2025-12-17	12-19	Sachs Jessica	Chief Medical Officer	A 獲配股票	50.0K	–	–	51.3K	SEC
2025-12-17	12-19	Sachs Jessica	Chief Medical Officer	A 獲配股票	320K	–	–	371K	SEC
2025-12-17	12-19	Sachs Jessica	Chief Medical Officer	F 繳稅扣股	155K	39.45	6.1M	217K	SEC
2025-12-17	12-19	Pinnow Cole	Chief Commercial Officer	A 獲配股票	50.0K	–	–	97.5K	SEC
2025-12-17	12-19	Pinnow Cole	Chief Commercial Officer	A 獲配股票	214K	–	–	311K	SEC
2025-12-17	12-19	Pinnow Cole	Chief Commercial Officer	F 繳稅扣股	94.8K	39.45	3.7M	217K	SEC
2025-12-17	12-19	Robbins Andrew R	President and CEO	A 獲配股票	185K	–	–	185K	SEC
2025-12-17	12-19	Robbins Andrew R	President and CEO	A 獲配股票	840K	–	–	1.0M	SEC
2025-12-17	12-19	Robbins Andrew R	President and CEO	F 繳稅扣股	367K	39.45	14.5M	658K	SEC
2025-12-17	12-19	Robinson John Edward	Chief Scientific Officer	A 獲配股票	50.0K	–	–	50.0K	SEC
2025-12-17	12-19	Robinson John Edward	Chief Scientific Officer	A 獲配股票	320K	–	–	370K	SEC
2025-12-17	12-19	Robinson John Edward	Chief Scientific Officer	F 繳稅扣股	140K	39.45	5.5M	230K	SEC
2025-07-10	07-14	Fairmount Funds Management LLC	Director	P 公開市場買進	2.8M	9.00	25.0M	9.0M	SEC
2025-01-14	01-15	Pinnow Cole	Chief Commercial Officer	P 公開市場買進	43.8K	7.60	333K	45.8K	SEC
2024-06-10	06-12	Fairmount Funds Management LLC	Director	M 選擇權執行	1.5M	–	–	6.2M	SEC
2024-03-28	04-01	Fairmount Funds Management LLC	Director	J 其他	287K	–	–	0	SEC
2024-03-28	04-01	Fairmount Funds Management LLC	Director	J 其他	287K	–	–	4.7M	SEC
2024-02-16	02-16	Fairmount Funds Management LLC	TenPercentOwner	A 獲配股票	1.2M	7.50	8.7M	4.4M	SEC
2023-06-09	06-13	Fairmount Funds Management LLC	TenPercentOwner,Other	P 公開市場買進	800K	12.00	9.6M	3.3M	SEC
2022-06-30	07-01	Sachs Jessica	Chief Medical Officer	A 獲配股票	622	7.40	5K	622	SEC
2022-06-16	06-21	Fairmount Funds Management LLC	TenPercentOwnerOther	P 公開市場買進	1.2M	8.25	9.9M	2.5M	SEC
2021-12-31	01-04	Sachs Jessica	Chief Medical Officer	A 獲配股票	674	6.82	5K	674	SEC
2021-04-26	04-28	Green John L.	Chief Financial Officer	S 公開市場賣出	17.8K	8.86	158K	3.8K	SEC
2021-02-25	03-01	Green John L.	Chief Financial Officer	A 獲配股票	524	–	–	21.7K	SEC
2020-12-01	12-07	Green John L.	Chief Financial Officer	A 獲配股票	1.7K	–	–	1.7K	SEC
2020-08-18	08-18	Venrock Healthcare Capital Partners III, L.P.	TenPercentOwner	P 公開市場買進	101K	2.62	265K	4.4M	SEC
2020-08-18	08-18	VHCP Co-Investment Holdings III, LLC	TenPercentOwner	P 公開市場買進	101K	2.62	265K	4.4M	SEC
2020-08-18	08-18	VHCP Management III, LLC	TenPercentOwner	P 公開市場買進	101K	2.62	265K	4.4M	SEC
2020-08-18	08-18	Shah Nimish P	TenPercentOwner	P 公開市場買進	101K	2.62	265K	4.4M	SEC
2020-08-18	08-18	VHCP Co-Investment Holdings II, LLC	TenPercentOwner	P 公開市場買進	101K	2.62	265K	4.4M	SEC
2020-08-18	08-18	Koh Bong Y	TenPercentOwner	P 公開市場買進	101K	2.62	265K	4.4M	SEC
2020-08-18	08-18	Venrock Healthcare Capital Partners II, L.P.	TenPercentOwner	P 公開市場買進	101K	2.62	265K	4.4M	SEC
2020-08-18	08-18	VHCP Management II, LLC	TenPercentOwner	P 公開市場買進	101K	2.62	265K	4.4M	SEC
2020-08-17	08-18	VHCP Management II, LLC	TenPercentOwner	P 公開市場買進	250K	2.57	643K	4.3M	SEC
2020-08-17	08-18	VHCP Co-Investment Holdings II, LLC	TenPercentOwner	P 公開市場買進	250K	2.57	643K	4.3M	SEC
2020-08-17	08-18	Venrock Healthcare Capital Partners III, L.P.	TenPercentOwner	P 公開市場買進	250K	2.57	643K	4.3M	SEC
2020-08-17	08-18	Venrock Healthcare Capital Partners II, L.P.	TenPercentOwner	P 公開市場買進	250K	2.57	643K	4.3M	SEC
2020-08-17	08-18	Koh Bong Y	TenPercentOwner	P 公開市場買進	250K	2.57	643K	4.3M	SEC
2020-08-17	08-18	VHCP Co-Investment Holdings III, LLC	TenPercentOwner	P 公開市場買進	250K	2.57	643K	4.3M	SEC
2020-08-17	08-18	Shah Nimish P	TenPercentOwner	P 公開市場買進	250K	2.57	643K	4.3M	SEC
2020-08-17	08-18	VHCP Management III, LLC	TenPercentOwner	P 公開市場買進	250K	2.57	643K	4.3M	SEC
2020-08-14	08-18	Venrock Healthcare Capital Partners II, L.P.	TenPercentOwner	P 公開市場買進	100K	2.30	230K	4.0M	SEC
2020-08-14	08-18	VHCP Management III, LLC	TenPercentOwner	P 公開市場買進	100K	2.30	230K	4.0M	SEC
2020-08-14	08-18	Venrock Healthcare Capital Partners III, L.P.	TenPercentOwner	P 公開市場買進	100K	2.30	230K	4.0M	SEC
2020-08-14	08-18	VHCP Management II, LLC	TenPercentOwner	P 公開市場買進	100K	2.30	230K	4.0M	SEC
2020-08-14	08-18	Shah Nimish P	TenPercentOwner	P 公開市場買進	100K	2.30	230K	4.0M	SEC
2020-08-14	08-18	VHCP Co-Investment Holdings II, LLC	TenPercentOwner	P 公開市場買進	100K	2.30	230K	4.0M	SEC
2020-08-14	08-18	Koh Bong Y	TenPercentOwner	P 公開市場買進	100K	2.30	230K	4.0M	SEC
2020-08-14	08-18	VHCP Co-Investment Holdings III, LLC	TenPercentOwner	P 公開市場買進	100K	2.30	230K	4.0M	SEC
2020-07-06	07-08	Fairmount Funds Management LLC	TenPercentOwner	J 其他	5.1M	–	–	5.1M	SEC
2020-07-06	07-08	Fairmount Funds Management LLC	TenPercentOwner	J 其他	1.1M	–	–	1.1M	SEC
2020-07-06	07-08	Green John L.	Chief Financial Officer	F 繳稅扣股	31.9K	2.20	70K	77.6K	SEC
2020-07-06	07-08	Green John L.	Chief Financial Officer	M 選擇權執行	109K	–	–	109K	SEC
2020-05-12	10-08	CAMPANA DARIO	TenPercentOwner	S 公開市場賣出	98.2K	0.46	45K	3.1M	SEC
2020-05-11	10-08	CAMPANA DARIO	TenPercentOwner	S 公開市場賣出	77.7K	0.45	35K	3.2M	SEC
2020-05-11	10-08	CAMPANA DARIO	TenPercentOwner	S 公開市場賣出	22.3K	0.46	10K	3.3M	SEC
2020-05-08	10-08	CAMPANA DARIO	TenPercentOwner	S 公開市場賣出	100K	0.46	46K	3.3M	SEC
2020-05-07	10-08	CAMPANA DARIO	TenPercentOwner	S 公開市場賣出	100K	0.41	41K	3.4M	SEC
2020-05-06	10-08	CAMPANA DARIO	TenPercentOwner	S 公開市場賣出	1.8K	0.40	720.00	3.5M	SEC
2020-05-05	10-08	CAMPANA DARIO	TenPercentOwner	S 公開市場賣出	135K	0.40	54K	3.5M	SEC
2020-05-04	10-08	CAMPANA DARIO	TenPercentOwner	S 公開市場賣出	4.8K	0.40	2K	3.6M	SEC

機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30

前 25 大持有機構季末市值 · 與前一季股數比較

機構	持股	季末市值	股數季變化	動作
FMR LLC	25.7M	994M	新進	新進
BlackRock, Inc.	17.4M	672M	新進	新進
VANGUARD PORTFOLIO MANAGEMENT LLC	8.1M	312M	新進	新進
VANGUARD CAPITAL MANAGEMENT LLC	7.4M	287M	新進	新進
STATE STREET CORP	7.0M	270M	新進	新進
Jupiter Topco LLC	6.6M	256M	新進	新進
Fairmount Funds Management LLC	5.5M	213M	新進	新進
DEERFIELD MANAGEMENT COMPANY, L.P.	5.0M	194M	新進	新進
TCG Crossover Management, LLC	4.9M	188M	新進	新進
GEODE CAPITAL MANAGEMENT, LLC	4.5M	175M	新進	新進
WELLINGTON MANAGEMENT GROUP LLP	4.3M	168M	新進	新進
Kynam Capital Management, LP	3.7M	142M	新進	新進
Polar Capital Holdings Plc	3.2M	125M	新進	新進
Commodore Capital LP	3.0M	118M	新進	新進
Assenagon Asset Management S.A.	2.9M	112M	新進	新進
Invesco Ltd.	2.6M	101M	新進	新進
Woodline Partners LP	2.6M	101M	新進	新進
Pictet Asset Management Holding SA	2.4M	92.6M	新進	新進
Octagon Capital Advisors LP	2.4M	90.9M	新進	新進
RTW INVESTMENTS, LP	2.3M	89.4M	新進	新進
GOLDMAN SACHS GROUP INC	2.3M	88.6M	新進	新進
Candriam S.C.A.	2.1M	80.7M	新進	新進
Deep Track Capital, LP	2.0M	77.4M	新進	新進
Siren, L.L.C.	1.9M	72.0M	新進	新進
ORBIMED ADVISORS LLC	1.7M	65.1M	新進	新進

持有機構數近 12 季

每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。

持有機構 · 季變化	324 +18
新進 / 出清 / 加碼 / 減碼	324 / 0 / 0 / 0
機構合計持股 · 佔流通股	195M · 100.0%
合計季末市值	7.2B

13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。

放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31

空單佔流通股近 13 個月

FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。

空單股數	18.7M
與上期比	+1.8%
佔流通股數	10.80%
日均成交量	1.6M
回補天數	12.1 天

結算日	空單股數	與上期比	佔流通股	日均量	回補天數
2026-08-31	18.7M	+1.8%	10.80%	1.6M	12.1
2026-08-14	18.4M	+2.9%	10.61%	2.1M	9.0
2026-07-31	17.9M	+8.1%	10.31%	1.7M	10.5
2026-07-15	16.6M	+1.3%	9.54%	2.5M	6.7
2026-06-30	16.4M	+21.5%	9.42%	4.2M	3.9
2026-06-15	13.5M	+16.8%	7.75%	2.3M	5.8
2026-05-29	11.5M	+3.2%	6.64%	2.4M	4.9
2026-05-15	11.2M	-5.0%	6.43%	1.5M	7.5
2026-04-30	11.8M	-2.4%	6.77%	1.6M	7.5
2026-04-15	12.0M	-30.9%	6.94%	2.6M	4.6
2026-03-31	17.4M	+11.7%	10.04%	2.5M	7.1
2026-03-13	15.6M	-3.2%	8.99%	1.8M	8.5
2026-02-27	16.1M	-1.0%	9.29%	1.8M	9.0
2026-02-13	16.3M	-3.8%	9.38%	1.3M	12.8
2026-01-30	16.9M	+3.0%	9.75%	2.4M	7.1
2026-01-15	16.4M	+8.6%	9.47%	2.4M	6.8
2025-12-31	15.1M	+2.8%	8.72%	2.3M	6.5
2025-12-15	14.7M	+3.8%	8.48%	2.7M	5.4
2025-11-28	14.2M	-8.4%	8.17%	3.2M	4.5
2025-11-14	15.5M	+2.8%	8.92%	6.5M	2.4
2025-10-31	15.1M	-7.5%	8.67%	2.5M	6.0
2025-10-15	16.3M	-4.3%	9.38%	2.0M	8.0
2025-09-30	17.0M	+13.1%	9.80%	2.0M	8.6
2025-09-15	15.0M	+15.1%	8.67%	2.0M	7.4
2025-08-29	13.1M	+0.4%	7.53%	978K	13.4
2025-08-15	13.0M	+3.1%	7.50%	1.4M	9.2