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CGNX · GEV in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

CGNXGEV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CGNX
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterCGNXGEV
Q3 202013 holders, $1.6bnnone listed holders, n.a.
Q4 202012 holders, $1.6bnnone listed holders, n.a.
Q1 20219 holders, $1.2bnnone listed holders, n.a.
Q2 202113 holders, $1.3bnnone listed holders, n.a.
Q3 202112 holders, $1.2bnnone listed holders, n.a.
Q4 20217 holders, $1.2bnnone listed holders, n.a.
Q1 20229 holders, $1.3bnnone listed holders, n.a.
Q2 20228 holders, $566mnone listed holders, n.a.
Q3 20228 holders, $306mnone listed holders, n.a.
Q4 20223 holders, $417mnone listed holders, n.a.
Q1 20235 holders, $476mnone listed holders, n.a.
Q2 20236 holders, $560mnone listed holders, n.a.
Q3 20237 holders, $372mnone listed holders, n.a.
Q4 20239 holders, $363mnone listed holders, n.a.
Q1 20247 holders, $283m3 holders, $544m
Q2 20248 holders, $370m26 holders, $9.8bn
Q3 20247 holders, $244m31 holders, $11.9bn
Q4 20247 holders, $201m37 holders, $15.3bn
Q1 20255 holders, $175m36 holders, $14.8bn
Q2 20258 holders, $253m36 holders, $26.3bn
Q3 202510 holders, $649m35 holders, $29.5bn
Q4 202511 holders, $535m34 holders, $28.7bn
Q1 202611 holders, $749m31 holders, $36.7bn
Q2 202611 holders, $1.9bn28 holders, $45.0bn
CGNX

Cognex Corp

Holders
8
Reported value
$370m
Buyers
6
Sellers
3

Breadth +3 among 94 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
GEV

Ge Vernova Inc

Holders
26
Reported value
$9.8bn
Buyers
26
Sellers
0

Not ranked this quarter: its new positions are allocations in a new listing.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q2 2024

Among the 30 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CGNX (4)

Baillie Gifford & Co, Brevan Howard Capital Management LP, Janus Henderson Group Ltd, Voloridge Investment Management LLC

Only GEV (22)

AllianceBernstein LP, Artisan Partners LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), GAMCO Investors Inc, Lone Pine Capital LLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Viking Global Investors LP, Wellington Management Group LLP, Winton Group Ltd

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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