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Cogent Biosciences, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 14 Jul 2025.
Cogent Biosciences, Inc.: what insiders have been doing
This page follows insider dealings at Cogent Biosciences, Inc. as filed with SEC (Form 4), a company from the Healthcare & Pharma sector. Between 18 October 2025 and 18 October 2026, 9 insiders published 20 filings.
There is no open-market purchase to report; the filings show 8 sales worth €330.5M by 6 insiders. Biggest ticket of the year: €209.6M, sold by Fairmount Funds Management LLC and made public on 31 March 2026.
The median gap between a trade and its publication by SEC (Form 4) is 2 days. Section 16 rules allow two business days to file each Form 4. Sales are harder to read than purchases, since they often meet personal needs such as tax or diversification.
Across the 5,814 companies tracked on its exchange, the median is 19 filings; at 20 filings, this issuer sits above that mark. Over the whole record (from 2022), the tally stands at 4 purchases and 8 sales.
Other companies in the same sector with recent insider buying flagged by our signals: Cooper Companies, Inc. and Anixa Biosciences Inc. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
29
Thresholds
n/a
Buy Volume
€40M
4 ops. · all time
Sell Volume
€331M
8 ops. · all time
Who traded when
BuySaleFairmount Funds Management LLC1 buy2 sales
Arlene Morris2 sales
Cole Pinnow1 buy
Evan Kearns1 sale
Jessica Sachs1 sale
John Edward Robinson1 sale
+1 other insider
Since the insiders bought
- +241.7%Entry US$11.50 · Close at T+365 US$39.30
- +379.0%Entry US$8.13 · Close at T+365 US$38.94
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Cogent Biosciences, Inc. Strong Buy (bullish), based on 11 analysts. Average price target: US$55.82.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Financial data
as of FY 2025FY ended December 2025 · cache
US$29.51
Analyst consensus
11 analystsStrong buy
US$45.00Target US$55.82(+89%)US$62.00
Income statement
RevenueUS$6.8M
EBITDA-US$321.3M-4741% margin
Net income-US$328.9M0.0% margin
Valuation
PER (forward)-25.1x
P/Book10.8x
Beta0.31
Balance sheet & cash
Market capUS$5.1B
Total debtUS$238.8M
Free Cash Flow-US$266M
Debt / Equity46%
Profitability & ownership
ROE-109.7%
ROA-43.8%
% insiders0.4%
% institutions115.2%
Last declaration on 31 August 2026
Declarations29 total
41,927 shares@ US$5.640.0042% mcap12.2% of flowCommon StockSEC:0001193125-26-377001:0
3,583 shares@ US$2.520.0002% mcap0.5% of flowCommon StockSEC:0001193125-26-377001:1
42,349 shares@ US$37.09250.028% mcap81.2% of flowCommon StockSEC:0001193125-26-377001:2
3,161 shares@ US$37.53960.0021% mcap6.1% of flowCommon StockSEC:0001193125-26-377001:3
45,510 shares@ US$36.720.030% mcap100.0% of flowCommonSEC144:0001950047-26-008754
160,000 shares0Common StockSEC:0001193125-26-234578:0
160,000 shares0Common StockSEC:0001193125-26-234578:1
7,000,000 shares@ US$34.6657.2% of flowCommon StockSEC:0001104659-26-038057:1
7,000,000 sharesCommon StockSEC:0001104659-26-038057:0
3,500,000 shares@ US$36.4029.8% of flowCommon StockSEC:0001104659-26-005924:0
65,000 shares@ US$38.70100.0% of flowCommon StockSEC:0001193125-25-337052:0
82,642 shares@ US$38.7099.7% of flowCommon StockSEC:0001193125-25-337050:0
90,000 shares@ US$38.74100.0% of flowCommon StockSEC:0001193125-25-337049:0
77,000 shares@ US$38.68100.0% of flowCommon StockSEC:0001193125-25-337051:0
185,000 shares0Common StockSEC:0001193125-25-326775:0
50,000 shares0Common StockSEC:0001193125-25-326773:0
40,000 shares0Common StockSEC:0001193125-25-326772:0
50,000 shares0Common StockSEC:0001193125-25-326776:0
50,000 shares0Common StockSEC:0001193125-25-326774:0
50,000 shares0Common StockSEC:0001193125-25-326771:0
2,777,777 shares@ US$9.005.8% of flowCommon StockSEC:0001104659-25-067758:0
Canonical exit: 8 Oct 2025 (T+90)
43,750 shares@ US$7.598100.0% of flowCommon StockSEC:0000950170-25-005630:0
Canonical exit: 14 Apr 2025 (T+90)
1,500,000 sharesCommon StockSEC:0000950170-24-072639:0
286,851 sharesCommon StockSEC:0000950170-24-039588:0
1,166,666 shares@ US$7.502.2% of flowCommon StockSEC:0000950170-24-016610:0
25 of 29 declarations
About Cogent Biosciences, Inc.
Cogent Biosciences, Inc. is a biotechnology company listed on the NASDAQ under the ticker COGT and headquartered in the United States, with corporate operations in Waltham, Massachusetts and a major research presence in Boulder, Colorado. From an equity-research perspective, Cogent is best viewed as a clinical-stage precision-medicine company rather than a mature commercial pharmaceutical business. Its strategy is centered on genetically defined diseases, where treatment is designed to target specific mutations or signaling pathways and, in theory, deliver greater selectivity and improved tolerability versus less targeted approaches. ([cogentbio.com](https://www.cogentbio.com/?utm_source=openai))
The company has built its identity around a discovery-led model in small-molecule therapeutics. Its Boulder-based research engine supports medicinal chemistry, structural biology, enzymology, and translational science, all aimed at creating differentiated therapies for high-unmet-need indications. Cogent does not yet have a broad marketed franchise; instead, its value proposition depends primarily on advancing proprietary clinical assets. The lead program is bezuclastinib, a selective inhibitor being developed across mastocytosis and gastrointestinal stromal tumors (GIST). In practical terms, this places Cogent in a niche but attractive segment of precision oncology and rare-disease medicine, where clinical differentiation can create meaningful value if trial data remain supportive. ([cogentbio.com](https://www.cogentbio.com/?utm_source=openai))
Read moreShow less
Competitively, Cogent operates in a crowded environment that includes large-cap oncology companies and specialist biotech peers pursuing mutation-driven therapies. Its key differentiators are its focus on genetically defined patient subsets and its emphasis on small molecules with potential best-in-class properties. Recent clinical readouts have been important for validating that strategy. In 2025 and 2026, the company reported positive Phase 3 PEAK results in GIST and positive APEX data in advanced systemic mastocytosis, supporting the view that bezuclastinib is the core near-term value driver. ([investors.cogentbio.com](https://investors.cogentbio.com/news-releases/news-release-details/cogent-biosciences-announces-positive-top-line-results-achieving?utm_source=openai))
Recent milestones have been especially significant. Cogent announced submission of a New Drug Application for bezuclastinib in GIST in April 2026, following positive late-stage clinical data. The company also highlighted commercial and clinical milestones for 2026 and previously raised capital through an equity offering and convertible senior notes in 2025, underscoring both the regulatory opportunity and the financing needs typical of a late-stage biotech. For investors, Cogent Biosciences remains a high-risk, catalyst-driven story tied to clinical execution, regulatory progress, and eventual commercialization of bezuclastinib. ([investors.cogentbio.com](https://investors.cogentbio.com/news-releases/news-release-details/cogent-biosciences-announces-submission-new-drug-application-0?utm_source=openai))
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