Who owns Cognex (CGNX)
Which tracked institutional funds hold CGNX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CGNX company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-21). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CGNX is one-sided between 2025-Q4 and 2026-Q1: 243 added or opened and 77 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CGNX’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes CGNX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CGNX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 569 tracked filers holding CGNX, 323 increased or opened the position and 260 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CGNX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 42
- VANGUARD PORTFOLIO MANAGEMENT LLC$508M
- VANGUARD CAPITAL MANAGEMENT LLC$364M
- FULLER & THALER ASSET MANAGEMENT, INC.$81M
- VANGUARD FIDUCIARY TRUST CO$51M
- LORD, ABBETT & CO. LLC$23M
- KINGDON CAPITAL MANAGEMENT, L.L.C.$9M
Full exits 32
- VANGUARD GROUP INC$668M
- NZS Capital, LLC$25M
- NEOS Investment Management LLC$9M
- MOORE CAPITAL MANAGEMENT, LP$6M
- TWO SIGMA ADVISERS, LP$6M
- J. Goldman & Co LP$6M
Largest adds
- BlackRock, Inc.$115M
- Invesco Ltd.$106M
- GEODE CAPITAL MANAGEMENT, LLC$88M
- JANUS HENDERSON GROUP PLC$77M
- Pictet Asset Management Holding SA$74M
- STATE STREET CORP$70M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$509M
- MACKENZIE FINANCIAL CORP$56M
- M&T Bank Corp$38M
- NORGES BANK$33M
- Point72 Asset Management, L.P.$29M
- CITADEL ADVISORS LLC$25M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 15,991,755 | $1.2B | 12.2% | 2026-Q2 |
| Invesco Ltd. added | 8,206,627 | $594M | 6.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 10,370,647 | $508M | 5.4% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 6,255,563 | $453M | 4.8% | 2026-Q2 |
| STATE STREET CORP added | 5,419,280 | $392M | 4.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 7,430,156 | $364M | 3.8% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 6,673,031 | $327M | 3.4% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 6,141,618 | $292M | 3.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,698,742 | $230M | 2.4% | 2026-Q1 |
| DISCIPLINED GROWTH INVESTORS INC /MN trimmed | 4,322,075 | $212M | 2.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 2,532,073 | $183M | 1.9% | 2026-Q2 |
| NORGES BANK added | 1,925,511 | $139M | 1.5% | 2026-Q2 |
| JANUS HENDERSON GROUP PLC added | 2,660,411 | $130M | 1.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,408,635 | $118M | 1.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 1,458,087 | $102M | 1.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 2,033,091 | $100M | 1.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,355,678 | $98M | 1.0% | 2026-Q2 |
| Capital International Investors added | 1,270,950 | $92M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,869,979 | $92M | 1.0% | 2026-Q1 |
| Chevy Chase Trust Holdings, LLC added | 1,844,429 | $90M | 1.0% | 2026-Q1 |
| BAMCO INC /NY/ trimmed | 1,740,166 | $85M | 0.9% | 2026-Q1 |
| Artisan Partners Limited Partnership added | 1,729,361 | $85M | 0.9% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. new | 1,656,815 | $81M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,627,637 | $80M | 0.8% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 1,610,000 | $75M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,506,731 | $74M | 0.8% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,472,969 | $72M | 0.8% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 1,471,027 | $72M | 0.8% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 1,410,151 | $69M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,415,874 | $68M | 0.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,394,194 | $68M | 0.7% | 2026-Q1 |
| Copeland Capital Management, LLC trimmed | 1,393,446 | $68M | 0.7% | 2026-Q1 |
| Quantinno Capital Management LP added | 1,377,730 | $67M | 0.7% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 1,338,729 | $65M | 0.7% | 2026-Q1 |
| Front Street Capital Management, Inc. added | 1,322,588 | $65M | 0.7% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 1,245,953 | $61M | 0.6% | 2026-Q1 |
| MAIRS & POWER INC added | 1,223,875 | $60M | 0.6% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 1,197,730 | $59M | 0.6% | 2026-Q1 |
| Mawer Investment Management Ltd. trimmed | 1,186,812 | $58M | 0.6% | 2026-Q1 |
| Alyeska Investment Group, L.P. trimmed | 1,101,191 | $54M | 0.6% | 2026-Q1 |
| Stephens Investment Management Group LLC trimmed | 1,098,461 | $54M | 0.6% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,086,964 | $53M | 0.6% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 1,081,714 | $53M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,051,879 | $52M | 0.5% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 1,032,605 | $51M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,031,997 | $51M | 0.5% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 1,029,763 | $50M | 0.5% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 1,016,463 | $50M | 0.5% | 2026-Q1 |
| Legal & General Group Plc trimmed | 1,003,999 | $49M | 0.5% | 2026-Q1 |
| Electron Capital Partners, LLC added | 888,614 | $44M | 0.5% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 824,366 | $40M | 0.4% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP trimmed | 796,275 | $39M | 0.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 517,558 | $37M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 731,149 | $36M | 0.4% | 2026-Q1 |
| RIVERBRIDGE PARTNERS LLC trimmed | 715,343 | $35M | 0.4% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 693,899 | $34M | 0.4% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 647,209 | $32M | 0.3% | 2026-Q1 |
| Pacer Advisors, Inc. added | 1,285,999 | $31M | 0.3% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 550,853 | $27M | 0.3% | 2026-Q1 |
| TCW GROUP INC trimmed | 549,744 | $27M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 546,131 | $27M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 526,396 | $26M | 0.3% | 2026-Q1 |
| Gotham Asset Management, LLC added | 525,818 | $26M | 0.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 336,043 | $24M | 0.3% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 490,695 | $24M | 0.3% | 2026-Q1 |
| Engaged Capital LLC trimmed | 484,000 | $24M | 0.2% | 2026-Q1 |
| Handelsbanken Fonder AB trimmed | 477,583 | $23M | 0.2% | 2026-Q1 |
| LORD, ABBETT & CO. LLC new | 475,000 | $23M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 470,858 | $23M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 452,345 | $22M | 0.2% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD trimmed | 449,680 | $22M | 0.2% | 2026-Q1 |
| FMR LLC added | 298,062 | $22M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 283,184 | $21M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 413,867 | $20M | 0.2% | 2026-Q1 |
| BROWN CAPITAL MANAGEMENT LLC trimmed | 414,638 | $20M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 390,195 | $19M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 371,062 | $18M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 370,071 | $18M | 0.2% | 2026-Q1 |
| Tidal Investments LLC added | 343,452 | $17M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 331,600 | $16M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 352,261 | $16M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 329,593 | $16M | 0.2% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT added | 328,655 | $16M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 326,961 | $16M | 0.2% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 325,228 | $16M | 0.2% | 2026-Q1 |
| Welch & Forbes LLC trimmed | 322,893 | $16M | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 318,316 | $16M | 0.2% | 2026-Q1 |
| Tema ETFs LLC added | 308,690 | $15M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 295,940 | $14M | 0.2% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 291,947 | $14M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 273,808 | $13M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 18,576,640 | $668M | 7.0% | 2025-Q4 stale |
| Impax Asset Management Group plc trimmed | 2,427,715 | $72M | 0.8% | 2025-Q1 stale |
| Swedbank AB trimmed | 1,400,000 | $63M | 0.7% | 2025-Q3 stale |
| Hudson Bay Capital Management LP new | 1,500,000 | $45M | 0.5% | 2025-Q1 stale |
| AXA Investment Managers S.A. new | 949,895 | $43M | 0.5% | 2025-Q3 stale |
| AXA S.A. trimmed | 797,486 | $25M | 0.3% | 2025-Q2 stale |
| NZS Capital, LLC added | 692,849 | $25M | 0.3% | 2025-Q4 stale |
| Railway Pension Investments Ltd | 581,600 | $18M | 0.2% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC added | 464,554 | $15M | 0.2% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.