CG ONCOLOGY INC CGON
COM · Common Stock · CUSIP 156944100
- SectorHealth care
- IndustryBiological Products, (No Diagnostic Substances)
- HeadquartersDallas, TX
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.3m this quarter). Holder counts are more reliable. Shares outstanding: 84.4m as of 2026-02-25, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $67.27. Options: 12 managers hold calls ($213.1m notional), 6 hold puts ($87.2m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2024 | 97 |
| Q2 2024 | 112 |
| Q3 2024 | 122 |
| Q4 2024 | 142 |
| Q1 2025 | 144 |
| Q2 2025 | 165 |
| Q3 2025 | 177 |
| Q4 2025 | 196 |
| Q1 2026 | 235 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 74 | 35 |
| Q3 2024 | 84 | 34 |
| Q4 2024 | 88 | 44 |
| Q1 2025 | 87 | 55 |
| Q2 2025 | 114 | 48 |
| Q3 2025 | 87 | 75 |
| Q4 2025 | 107 | 70 |
| Q1 2026 | 136 | 83 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $21.7m | $7.9m | 0.36 |
| Q3 2025 | $7.8m | $1.2m | 0.15 |
| Q4 2025 | $74.0m | $29.5m | 0.40 |
| Q1 2026 | $213.1m | $87.2m | 0.41 |
Biggest buyers
| T. Rowe Price Investment Management, Inc. | Added | +6.3m |
| RTW INVESTMENTS, LP | Added | +5.0m |
| Driehaus Capital Management LLC | New | +999.6k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Added | +666.0k |
| Fisher Asset Management, LLC | New | +465.0k |
| STEMPOINT CAPITAL LP | New | +411.2k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | New | +399.9k |
| Logos Global Management LP | Added | +375.0k |
| EcoR1 Capital, LLC | Added | +330.0k |
| BANK OF AMERICA CORP /DE/ | Added | +259.3k |
Biggest sellers
| Pictet Asset Management Holding SA | Reduced | -951.5k |
| Kynam Capital Management, LP | Sold out | -945.8k |
| BRAIDWELL LP | Reduced | -885.8k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -628.6k |
| UBS Group AG | Reduced | -611.8k |
| ORBIMED ADVISORS LLC | Reduced | -568.3k |
| FMR LLC | Reduced | -533.3k |
| CITADEL ADVISORS LLC | Reduced | -508.4k |
| Polar Capital Holdings Plc | Reduced | -394.2k |
| STATE STREET CORP | Reduced | -349.6k |
Biggest calls
| Caption Management, LLC | Added | $82.6m1.2m shares |
| Caligan Partners LP | New | $60.9m900.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $25.5m376.7k shares |
| BOOTHBAY FUND MANAGEMENT, LLC | New | $15.5m228.9k shares |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Not comparable | $13.5m200.0k shares |
| Affinity Asset Advisors, LLC | New | $4.1m60.0k shares |
| CITADEL ADVISORS LLC | Reduced | $3.9m58.3k shares |
| JANE STREET GROUP, LLC | Reduced | $2.1m31.0k shares |
| Point72 Asset Management, L.P. | New | $1.8m25.9k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $1.4m20.0k shares |
Biggest puts
| Caption Management, LLC | Added | $78.5m1.2m shares |
| JANE STREET GROUP, LLC | Reduced | $3.9m57.1k shares |
| CITADEL ADVISORS LLC | Added | $2.5m36.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $2.0m30.2k shares |
| GROUP ONE TRADING LLC | Unchanged | $257.2k3.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $27.1k400 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| RTW INVESTMENTS, LP 13G · institution +1.4 pts · filed 2026-08-14 | 9.7% |
| Decheng Capital Global Life Sciences Fund IV, L.P. 13G · passive investor filed 2025-02-14 | 8.4% |
| T. Rowe Price Investment Management, Inc. 13G · institution new · filed 2026-05-15 | 8.0% |
| BlackRock, Inc. 13G · institution filed 2026-07-27 | 6.8% |
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution -1.2 pts · filed 2026-08-13 | 6.0% |
Longitude Capital Partners IV, LLC
13D · may seek influence
new · filed 2025-09-18
Stated purposeThe information set forth in Item 3 of this Statement is incorporated herein by reference. The Reporting Persons hold the securities of the Issuer for general investment purposes. The Reporting Persons may, from time to time, depending on prevailing market, economic and other conditions, acquire additional shares of Common Stock or other securities of the Issuer, dispose of any such securities, or engage in discussions with the Issuer concerning such acquisitions or dispositions or further investments in the Issuer. The Reporting Persons intend to review their investment in the Issuer on a continuing basis and, depending upon the price and availability of shares of Common Stock or other securities of the Issuer, subsequent developments affecting the Issuer, the Issuer's business and prospe… Full filing |
6.0% |
| Unique Diamond Investments Ltd 13G · exempt (held before listing) filed 2025-01-28 | 5.5% |
| FMR LLC 13G · institution new · filed 2025-08-06 | 5.1% |
Fell to 5% or below in the last year: Foresite Capital Fund V, L.P. (4.9%, 2026-08-14), VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 1 | $23.0m | — |
| Q4 2024 | 0 | — | 2 | $19.7m | $63.4k |
| Q1 2025 | 0 | — | 1 | $86.3k | $86.3k |
| Q2 2025 | 0 | — | 1 | $58.8k | $58.8k |
| Q3 2025 | 1 | $50.0m | 3 | $5.3m | $5.3m |
| Q4 2025 | 0 | — | 2 | $344.4k | $344.4k |
| Q1 2026 | 0 | — | 1 | $709.5k | $709.5k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-16 | Mulay James Director | Sold plan | $124.7k2.0k shares |
| 2026-01-09 | Mulay James Director | Sold plan | $584.8k11.1k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| RTW INVESTMENTS, LP 4.70% of their portfolio | 7.0m $472.7m | Added +5.0m |
| T. Rowe Price Investment Management, Inc. 0.31% of their portfolio | 6.7m $454.8m | Added +6.3m |
| Decheng Capital LLC 65.21% of their portfolio | 6.4m $431.2m | Unchanged |
| WELLINGTON MANAGEMENT GROUP LLP 0.07% of their portfolio | 5.4m $363.5m | Reduced -628.6k |
| BlackRock, Inc. 0.01% of their portfolio | 5.1m $342.7m | Added +220.9k |
| FMR LLC 0.01% of their portfolio | 3.8m $254.8m | Reduced -533.3k |
| TCG Crossover Management, LLC 7.11% of their portfolio | 3.7m $248.4m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 3.7m $247.2m | Added +209.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 3.1m $209.5m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 3.0m $205.3m | First filing |
| STATE STREET CORP 0.01% of their portfolio | 2.6m $179.2m | Reduced -349.6k |
| Foresite Capital Management VI LLC 32.67% of their portfolio | 2.2m $150.3m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.6m $108.1m | Added +85.3k |
| Seven Fleet Capital Management LP 32.22% of their portfolio | 1.5m $102.5m | Unchanged |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 1.5m $102.0m | Reduced -54.6k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.4m $98.1m | Added +259.3k |
| DV Trading LLC 8.85% of their portfolio | 1.4m $97.4m | Unchanged |
| UBS Group AG 0.02% of their portfolio | 1.3m $88.8m | Reduced -611.8k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 1.3m $53.6m | Reduced -323.3k |
| Avidity Partners Management LP 9.32% of their portfolio | 1.3m $87.2m | Reduced -183.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.2m $78.5m | Reduced -165.4k |
| ACORN CAPITAL ADVISORS, LLC 21.77% of their portfolio | 1.1m $76.6m | Reduced -1.0k |
| EcoR1 Capital, LLC 3.19% of their portfolio | 1.1m $74.6m | Added +330.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.1m $72.1m | Reduced -25.9k |
| Foresite Capital Management V, LLC 25.08% of their portfolio | 1.0m $68.0m | Unchanged |
| Driehaus Capital Management LLC 0.50% of their portfolio | 999.6k $67.7m | New |
| BRAIDWELL LP 2.22% of their portfolio | 984.8k $66.7m | Reduced -885.8k |
| ORBIMED ADVISORS LLC 1.40% of their portfolio | 948.3k $64.2m | Reduced -568.3k |
| Clearbridge Investments, LLC 0.04% of their portfolio | 730.3k $49.4m | Added +25.3k |
| Polar Capital Holdings Plc 0.21% of their portfolio | 704.5k $47.7m | Reduced -394.2k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 0.27% of their portfolio | 674.0k $45.6m | Added +666.0k |
| Logos Global Management LP 2.00% of their portfolio | 575.0k $38.9m | Added +375.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 559.6k $35.8m | Reduced -27.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 542.4k $36.7m | Reduced -317 |
| Candriam S.C.A. 0.19% of their portfolio | 542.0k $36.7m | Reduced -255.6k |
| MORGAN STANLEY 0.00% of their portfolio | 520.2k $35.2m | Reduced -24.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 519.7k $35.2m | Added +37.7k |
| Woodline Partners LP 0.13% of their portfolio | 492.9k $33.4m | Added +391 |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 476.1k $32.2m | Added +193.6k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 470.3k $31.8m | First filing |
| Fisher Asset Management, LLC 0.01% of their portfolio | 465.0k $31.5m | New |
| Ensign Peak Advisors, Inc 0.06% of their portfolio | 456.0k $30.9m | Reduced -74.7k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 438.7k $29.7m | Reduced -22.5k |
| STEMPOINT CAPITAL LP 2.70% of their portfolio | 411.2k $27.8m | New |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.04% of their portfolio | 399.9k $27.1m | New |
| Point72 Asset Management, L.P. 0.05% of their portfolio | 399.4k $27.0m | Added +248.0k |
| Pictet Asset Management Holding SA 0.03% of their portfolio | 398.0k $26.9m | Reduced -951.5k |
| Caption Management, LLC 1.22% of their portfolio | 378.5k $25.6m | Added +71.6k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.41% of their portfolio | 370.0k $25.0m | Added +57.5k |
| LORD, ABBETT & CO. LLC 0.08% of their portfolio | 340.2k $23.0m | Added +214.6k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 333.2k $22.6m | Added +151.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 311.5k $21.1m | Added +71.0k |
| Elmind Capital, LP 5.61% of their portfolio | 291.8k $19.7m | Reduced -200.7k |
| TD Asset Management Inc 0.02% of their portfolio | 288.8k $19.5m | Added +102.3k |
| TimesSquare Capital Management, LLC 0.29% of their portfolio | 253.7k $17.2m | Reduced -172.3k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 187.8k $12.7m | New |
| ArrowMark Colorado Holdings LLC 0.34% of their portfolio | 186.3k $12.6m | Reduced -59.5k |
| ADAR1 Capital Management, LLC 0.76% of their portfolio | 185.7k $12.6m | Reduced -72.4k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 172.8k $11.7m | Reduced -508.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 167.0k $11.3m | Added +11.9k |
| SILVERARC CAPITAL MANAGEMENT, LLC 1.33% of their portfolio | 166.3k $11.3m | Reduced -194.8k |
| PFM Health Sciences, LP 1.18% of their portfolio | 165.9k $11.2m | Added +2.0k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 163.2k $11.0m | Added +19.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 156.5k $10.6m | Added +6.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 156.3k $10.0m | Reduced -124.7k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 148.8k $10.1m | Added +145.2k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 144.1k $9.8m | Added +106.3k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 136.8k $9.3m | Reduced -65.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 136.5k $9.2m | Added +8.1k |
| Nuveen, LLC 0.00% of their portfolio | 128.4k $8.7m | Reduced -6.3k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 114.3k $7.7m | Added +2.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 108.0k $7.3m | Added +11.9k |
| Rosalind Advisors, Inc. 2.77% of their portfolio | 100.0k $6.8m | Reduced -200.0k |
| Opaleye Management Inc. 0.85% of their portfolio | 94.8k $6.4m | Reduced -315.2k |
| Invesco Ltd. 0.00% of their portfolio | 92.0k $6.2m | Added +53.9k |
| Swiss National Bank 0.00% of their portfolio | 84.4k $5.7m | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 71.1k $4.8m | Added +481 |
| ALPS ADVISORS INC 0.02% of their portfolio | 68.7k $4.7m | Added +2.7k |
| Rafferty Asset Management, LLC 0.02% of their portfolio | 68.0k $4.6m | Reduced -38.1k |
| PICTON MAHONEY ASSET MANAGEMENT 0.05% of their portfolio | 67.4k $4.6m | Added +64.6k |
| Blackstone Inc. 0.02% of their portfolio | 64.1k $4.3m | Not comparable |
| Tidal Investments LLC 0.01% of their portfolio | 63.2k $4.3m | New |
| Tema ETFs LLC 0.29% of their portfolio | 63.2k $4.3m | Added +27.1k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio | 57.7k $3.9m | Reduced -386 |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 57.3k $3.9m | Added +13.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 51.5k $3.5m | Added +9.8k |
| Aquatic Capital Management LLC 0.10% of their portfolio | 49.6k $3.4m | New |
| Nantahala Capital Management, LLC 0.21% of their portfolio | 49.4k $3.3m | Reduced -60.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 46.6k $3.2m | Added +23.6k |
| Informed Momentum Co LLC 0.36% of their portfolio | 46.1k $3.1m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 45.6k $3.1m | Added +2.5k |
| SummitTX Capital, L.P. 0.09% of their portfolio | 40.6k $2.7m | Reduced -9.4k |
| Legal & General Group Plc 0.00% of their portfolio | 38.0k $2.6m | Reduced -7.1k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 32.6k $2.2m | Added +256 |
| Lynx1 Capital Management LP 0.34% of their portfolio | 31.6k $2.1m | Unchanged |
| PROFUND ADVISORS LLC 0.08% of their portfolio | 30.7k $2.1m | Reduced -8.6k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 30.3k $2.0m | First filing |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 28.9k $2.0m | First filing |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.01% of their portfolio | 27.8k $1.9m | Unchanged |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 26.8k $1.8m | Reduced -486 |