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CGNX in the 13F filings

Cognex Corp · CUSIP 192422103

Sector · IndustrialsTheme · Industrials and automation· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Sep 2025
the date the book describes
Filed
9 Dec 2025
latest of these filings; the earliest 31 Oct 2025
Managers listing it
10
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 4 listed it in both
Shares listed
14,329,853
combined, among listed positions
Reported value
$649m
combined, at the quarter end

Among the 95 comparable managers: 9 buyers (opened or added shares) and 1 seller (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing CGNX in Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

10 of 10 holders

ActionFiling
T. Rowe Price Associates Inc4,056,267$184munder 0.1%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Point72 Asset Management LP2,742,085$124m0.21%Addedn.a.14 Nov 2025 (the filing on sec.gov)
AQR Capital Management LLC2,161,987$98m0.06%Added+367,33814 Nov 2025 (the filing on sec.gov)
Janus Henderson Group Ltd1,143,108$52munder 0.1%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Baillie Gifford & Co1,008,383$46munder 0.1%Trimmed-160,60931 Oct 2025 (the filing on sec.gov)
Tudor Investment Corp882,328$40m0.07%Added+201,4099 Dec 2025 (the filing on sec.gov)
Engaged Capital LLC855,000$39m9.50%Newnew14 Nov 2025 (the filing on sec.gov)
Artisan Partners LP648,671$29munder 0.1%Newnew12 Nov 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC497,436$23m0.13%Added+150,65514 Nov 2025 (the filing on sec.gov)
Freestone Grove Partners LP334,588$15m0.11%Addedn.a.14 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
7 in Q3 2024 to 11 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
CGNX by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20132$77mn.a.n.a.
Q3 20133$123mn.a.n.a.
Q4 20133$155mn.a.n.a.
Q1 20143$137mn.a.n.a.
Q2 20145$403mn.a.n.a.
Q3 20146$364mn.a.n.a.
Q4 20149$435mn.a.n.a.
Q1 20156$258mn.a.n.a.
Q2 201510$372mn.a.n.a.
Q3 20154$156mn.a.n.a.
Q4 20155$324mn.a.n.a.
Q1 20166$445mn.a.n.a.
Q2 20165$468mn.a.n.a.
Q3 20166$527mn.a.n.a.
Q4 20168$521mn.a.n.a.
Q1 201710$638mn.a.n.a.
Q2 201714$645mn.a.n.a.
Q3 201716$631mn.a.n.a.
Q4 201716$587mn.a.n.a.
Q1 20189$516mn.a.n.a.
Q2 20187$464mn.a.n.a.
Q3 20188$641mn.a.n.a.
Q4 201810$716mn.a.n.a.
Q1 20199$1.1bnn.a.n.a.
Q2 201910$931mn.a.n.a.
Q3 201910$1.1bnn.a.n.a.
Q4 201913$1.2bnn.a.n.a.
Q1 202012$974mn.a.n.a.
Q2 202012$1.4bnn.a.n.a.
Q3 202013$1.6bnn.a.n.a.
Q4 202012$1.6bnn.a.n.a.
Q1 20219$1.2bnn.a.n.a.
Q2 202113$1.3bnn.a.n.a.
Q3 202112$1.2bnn.a.n.a.
Q4 20217$1.2bnn.a.n.a.
Q1 20229$1.3bnn.a.n.a.
Q2 20228$566mn.a.n.a.
Q3 20228$306mn.a.n.a.
Q4 20223$417mn.a.n.a.
Q1 20235$476mn.a.n.a.
Q2 20236$560mn.a.n.a.
Q3 20237$372mn.a.n.a.
Q4 20239$363m81
Q1 20247$283m52
Q2 20248$370m63
Q3 20247$244m54
Q4 20247$201m43
Q1 20255$175m42
Q2 20258$253m72
Q3 202510$649m91
Q4 202511$535m2115
Q1 202611$749m1623
Q2 202611$1.9bn1916

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

CGNX and GE →CGNX and LRCX →CGNX and GEV →Choose a stock to compare with CGNX →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own CGNX, latest filings →Back to the 13F Explorer →