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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
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 23 Jan 2026
Managers listing it
35
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 10 listed it in both
Shares listed
20,910,170
combined, among listed positions
Reported value
$752m
combined, at the quarter end

Among the 92 comparable managers: 21 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +970,057.

Managers listing CGNX in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

35 of 35 holders

ActionFiling
T. Rowe Price Associates Inc5,314,896$191munder 0.1%Added+1,258,62917 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP3,714,380$134m0.15%Added+972,29517 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd1,469,977$53munder 0.1%Added+326,86917 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC1,146,993$41munder 0.1%Trimmed-1,014,99417 Feb 2026 (the filing on sec.gov)
Artisan Partners LP1,076,924$39m0.06%Added+428,25317 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP942,999$34munder 0.1%Added+160,22313 Feb 2026 (the filing on sec.gov)
Engaged Capital LLC933,000$34m8.56%Added+78,00017 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC868,705$31munder 0.1%Added+702,69517 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC835,058$30munder 0.1%Added+241,10212 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP808,862$29munder 0.1%Trimmed-632,78417 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp687,088$25munder 0.1%Trimmed-195,24017 Feb 2026 (the filing on sec.gov)
Invesco Ltd401,487$14munder 0.1%Added+35,23019 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC392,377$14m0.06%Trimmed-105,05917 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC279,639$10munder 0.1%Added+231,29317 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP279,595$10munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Millennium Management LLC255,041$9.2munder 0.1%Added+212,30217 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP237,281$8.5munder 0.1%Added+9,80617 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC182,574$6.6munder 0.1%Added+5,35412 Feb 2026 (the filing on sec.gov)
Baillie Gifford & Co173,538$6.2munder 0.1%Trimmed-834,84523 Jan 2026 (the filing on sec.gov)
Moore Capital Management LP173,405$6.2m0.09%Newnew17 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP157,400$5.7munder 0.1%Added+136,50017 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP126,551$4.6munder 0.1%Trimmed-195,89217 Feb 2026 (the filing on sec.gov)
Man Group PLC117,470$4.2munder 0.1%Added+7,09417 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP106,038$3.8munder 0.1%Trimmed-245,58813 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP86,543$3.1munder 0.1%Trimmed-248,04517 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 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 (6)

Exited (1)

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 →