CGNX
Cognex Corporation · Technology · Hardware, Equipment & Parts
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +8.2% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 125.25K | $7.03M | n/a | −2 |
| Q2 2026 | 136 | -1 | 119.61M | $8.63B | +9 | −11 |
| Q1 2026 | 141 | +1 | 110.03M | $5.37B | +7 | −7 |
| Q4 2025 | 141 | +1 | 121.67M | $4.38B | +2 | n/a |
| Q3 2025 | 20 | 0 | 59.54M | $2.70B | n/a | −1 |
| Q2 2025 | 18 | +3 | 55.00M | $1.74B | +3 | n/a |
| Q1 2025 | 12 | -3 | 15.86M | $473.06M | n/a | −3 |
| Q4 2024 | 15 | +4 | 18.05M | $647.24M | +4 | n/a |
| Q3 2024 | 10 | -2 | 11.27M | $456.21M | n/a | −2 |
| Q2 2024 | 12 | n/a | 9.93M | $464.28M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 5.41M | n/a | $194.02M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 3.00M | -16.8% | $107.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | T. Rowe Price ✦ | 1.89M | +35.7% | $67.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Point72 Asset Management ✦ | 1.43M | -49.6% | $51.20M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 5 | Norges Bank ✦ (passive) | 1.29M | -1.5% | $46.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Baillie Gifford ✦ | 1.27M | -1.9% | $45.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 7 | AQR Capital Management ✦ | 1.10M | +139.7% | $39.33M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 8 | Millennium Management ✦ | 782.58K | +464.6% | $28.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Marshall Wace ✦ | 731.23K | +903.9% | $26.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 10 | D. E. Shaw & Co. ✦ | 433.85K | New | $15.56M | 0.0% | New | 1 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 356.80K | New | $12.79M | 0.0% | New | 1 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 160.12K | New | $5.74M | 0.0% | New | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 136.61K | +1.6% | $4.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Two Sigma Investments ✦ | 31.69K | New | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 27.18K | +20.4% | $974,496 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $15.56M | 0.0% |
| Renaissance Technologies | $12.79M | 0.0% |
| Arrowstreet Capital | $5.74M | 0.0% |
| Two Sigma Investments | $1.14M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 565 holders, 157.13M shares, $7.08B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer, Director · 1.60K sh · $104,576
Officer, Director · 4.00K sh · $261,440
Officer, Director · 4.00K sh · $254,463
Officer, Director · 7.00K sh · $445,271
Officer, Director · 8.36K sh · $531,999
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology