Vanguard
· Added
Change
+4.0M
Date
Q1 2026
CO
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Vanguard
· Added
Change
+4.0M
Date
Q1 2026
|
Vanguard | Added· Q1 2026 | – | +4.0M | – | Q1 2026 | |||||
|
Fairmount Funds Management LLC
· Reduced
Change
−3.5M
Date
Q1 2026
|
Fairmount Funds Management LLC | Reduced· Q1 2026 | – | −3.5M | – | Q1 2026 | |||||
|
BlackRock
· Added
Change
+3.1M
Date
Q1 2026
|
BlackRock | Added· Q1 2026 | – | +3.1M | – | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Added
Change
+2.7M
Date
Q1 2026
|
Goldman Sachs Group Inc | Added· Q1 2026 | – | +2.7M | – | Q1 2026 | |||||
|
Duquesne Family Office LLC
· Exited
Change
−2.2M
Δ Own
−100.0%
Date
Q1 2026
|
Duquesne Family Office LLC | Exited· Q1 2026 | – | −2.2M | −100.0% | Q1 2026 | |||||
|
Rtw Investments, LP
· Reduced
Change
−2.1M
Date
Q1 2026
|
Rtw Investments, LP | Reduced· Q1 2026 | – | −2.1M | – | Q1 2026 | |||||
|
Kynam Capital Management, LP
· Reduced
Change
−2.1M
Date
Q1 2026
|
Kynam Capital Management, LP | Reduced· Q1 2026 | – | −2.1M | – | Q1 2026 | |||||
|
Vivo Capital, LLC
· Reduced
Change
−2.0M
Date
Q1 2026
|
Vivo Capital, LLC | Reduced· Q1 2026 | – | −2.0M | – | Q1 2026 | |||||
|
Invesco Ltd.
· Added
Change
+1.8M
Δ Own
+314.8%
Date
Q1 2026
|
Invesco Ltd. | Added· Q1 2026 | – | +1.8M | +314.8% | Q1 2026 | |||||
|
Pictet Asset Management Holding SA
· Added
Change
+1.7M
Date
Q1 2026
|
Pictet Asset Management Holding SA | Added· Q1 2026 | – | +1.7M | – | Q1 2026 | |||||
|
Janus Henderson Group PLC
· Added
Change
+1.4M
Date
Q1 2026
|
Janus Henderson Group PLC | Added· Q1 2026 | – | +1.4M | – | Q1 2026 | |||||
|
Lord, Abbett & Co. LLC
· Added
Change
+1.3M
Date
Q1 2026
|
Lord, Abbett & Co. LLC | Added· Q1 2026 | – | +1.3M | – | Q1 2026 | |||||
|
Vestal Point Capital, LP
· New
Change
+1.2M
Date
Q1 2026
|
Vestal Point Capital, LP | New· Q1 2026 | – | +1.2M | – | Q1 2026 | |||||
|
Holocene Advisors, LP
· Added
Change
+1.1M
Date
Q1 2026
|
Holocene Advisors, LP | Added· Q1 2026 | – | +1.1M | – | Q1 2026 | |||||
|
Tcg Crossover Management, LLC
· Reduced
Change
−921K
Date
Q1 2026
|
Tcg Crossover Management, LLC | Reduced· Q1 2026 | – | −921K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Ferrante Karen Jean
· Director
Grant (A)
627
|
Ferrante Karen Jean | Director | Grant (A) | – | 627 | – | 627 | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Harwin Peter Evan
· Director
Grant (A)
18K
|
Harwin Peter Evan | Director | Grant (A) | – | 18K | – | 18K | – | Jun 9, 2026 | Jun 11, 2026 | |||||||||
|
Ferrante Karen Jean
· Director
Grant (A)
18K
|
Ferrante Karen Jean | Director | Grant (A) | – | 18K | – | 18K | – | Jun 9, 2026 | Jun 11, 2026 | |||||||||
|
Cain Christopher W.
· Director
Grant (A)
18K
|
Cain Christopher W. | Director | Grant (A) | – | 18K | – | 18K | – | Jun 9, 2026 | Jun 11, 2026 | |||||||||
|
Shegog Todd
· Director
Grant (A)
18K
|
Shegog Todd | Director | Grant (A) | – | 18K | – | 18K | – | Jun 9, 2026 | Jun 11, 2026 | |||||||||
|
Morris Arlene
· Director
Grant (A)
18K
|
Morris Arlene | Director | Grant (A) | – | 18K | – | 18K | – | Jun 9, 2026 | Jun 11, 2026 | |||||||||
|
Ros Matthew
· Director
Grant (A)
18K
|
Ros Matthew | Director | Grant (A) | – | 18K | – | 18K | – | Jun 9, 2026 | Jun 11, 2026 | |||||||||
|
Robbins Andrew R.
· Director
2 operations
0
|
Robbins Andrew R. | Director | 2 operations | – | 0 | – | 160K | – | May 19, 2026 | May 21, 2026 | |||||||||
|
Ferrante Karen Jean
· Director
Grant (A)
686
|
Ferrante Karen Jean | Director | Grant (A) | – | 686 | – | 686 | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
|
Fairmount Funds Management LLC
· Director
Sell
−$243M
|
Fairmount Funds Management LLC | Director | Sell | $34.66 | −7.0M | −$243M | 5.5M | – | Mar 31, 2026 | Mar 31, 2026 | |||||||||
|
Fairmount Funds Management LLC
· Director
2 operations
7.0M
|
Fairmount Funds Management LLC | Director | 2 operations | – | 7.0M | – | 39K | – | Mar 31, 2026 | Mar 31, 2026 | |||||||||
|
Fairmount Funds Management LLC
· Director
Sell
−$127M
|
Fairmount Funds Management LLC | Director | Sell | $36.40 | −3.5M | −$127M | 5.5M | – | Jan 22, 2026 | Jan 22, 2026 | |||||||||
|
Ferrante Karen Jean
· Director
Grant (A)
643
|
Ferrante Karen Jean | Director | Grant (A) | – | 643 | – | 643 | – | Jan 1, 2026 | Jan 5, 2026 | |||||||||
|
Kearns Evan
· Officer
Sell
−$2.5M
|
Kearns Evan | Officer | Sell | $38.70 | −65K | −$2.5M | 109K | – | Dec 26, 2025 | Dec 30, 2025 | |||||||||
|
Green John L.
· Officer
Sell
−$3.0M
|
Green John L. | Officer | Sell | $38.68 | −77K | −$3.0M | 132K | – | Dec 26, 2025 | Dec 30, 2025 | |||||||||
N
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303 reporting institutions disclosed COGT position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.