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-Q2 13F filings (latest filed 2026-09-22). 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 2026-Q1 and 2026-Q2: 294 added or opened and 74 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 0.1pp 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 2026-Q1 and 2026-Q2, across 609 tracked filers holding CGNX, 383 increased or opened the position and 261 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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
- Jupiter Topco LLC$161M
- Hood River Capital Management LLC$85M
- Munro Partners$76M
- CI INVESTMENTS INC.$44M
- COOKSON PEIRCE & CO INC$34M
- OBERWEIS ASSET MANAGEMENT INC/$31M
Full exits 51
- JANUS HENDERSON GROUP PLC$130M
- DekaBank Deutsche Girozentrale$75M
- GW&K Investment Management, LLC$53M
- CANADA LIFE ASSURANCE Co$51M
- MACKENZIE FINANCIAL CORP$39M
- Pacer Advisors, Inc.$31M
Largest adds
- Invesco Ltd.$474M
- BlackRock, Inc.$458M
- VANGUARD PORTFOLIO MANAGEMENT LLC$223M
- PRICE T ROWE ASSOCIATES INC /MD/$221M
- VANGUARD CAPITAL MANAGEMENT LLC$180M
- STATE STREET CORP$135M
Largest trims
- FEDERATED HERMES, INC.$50M
- Alyeska Investment Group, L.P.$12M
- WCM INVESTMENT MANAGEMENT, LLC$8M
- Squarepoint Ops LLC$6M
- RENAISSANCE TECHNOLOGIES LLC$5M
- IEQ CAPITAL, LLC$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 15,991,755 | $1.2B | 10.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 10,099,866 | $731M | 6.5% | 2026-Q2 |
| Invesco Ltd. added | 8,206,627 | $594M | 5.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 7,509,391 | $544M | 4.8% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 6,255,563 | $453M | 4.0% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 5,829,878 | $422M | 3.8% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 5,820,165 | $407M | 3.6% | 2026-Q2 |
| STATE STREET CORP added | 5,419,280 | $392M | 3.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,918,798 | $356M | 3.2% | 2026-Q2 |
| DISCIPLINED GROWTH INVESTORS INC /MN trimmed | 4,139,715 | $300M | 2.7% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 2,979,759 | $216M | 1.9% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 2,532,073 | $183M | 1.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,378,052 | $172M | 1.5% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 2,297,887 | $166M | 1.5% | 2026-Q2 |
| Jupiter Topco LLC new | 2,228,089 | $161M | 1.4% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 2,215,361 | $160M | 1.4% | 2026-Q2 |
| Chevy Chase Trust Holdings, LLC added | 2,046,839 | $148M | 1.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 2,039,619 | $148M | 1.3% | 2026-Q2 |
| MORGAN STANLEY added | 1,969,946 | $143M | 1.3% | 2026-Q2 |
| Artisan Partners Limited Partnership added | 1,931,590 | $140M | 1.2% | 2026-Q2 |
| NORGES BANK added | 1,925,511 | $139M | 1.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,786,081 | $129M | 1.1% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 1,747,614 | $127M | 1.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 1,651,415 | $120M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,586,657 | $115M | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,574,110 | $114M | 1.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 1,458,087 | $102M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,431,504 | $104M | 0.9% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 1,390,872 | $101M | 0.9% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,355,678 | $98M | 0.9% | 2026-Q2 |
| Copeland Capital Management, LLC trimmed | 1,325,870 | $96M | 0.9% | 2026-Q2 |
| MAIRS & POWER INC added | 1,307,856 | $95M | 0.8% | 2026-Q2 |
| Mawer Investment Management Ltd. added | 1,305,175 | $95M | 0.8% | 2026-Q2 |
| Capital International Investors added | 1,270,950 | $92M | 0.8% | 2026-Q2 |
| Front Street Capital Management, Inc. trimmed | 1,255,029 | $91M | 0.8% | 2026-Q2 |
| BAMCO INC /NY/ trimmed | 1,251,099 | $91M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,235,309 | $89M | 0.8% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 1,226,714 | $89M | 0.8% | 2026-Q2 |
| Stephens Investment Management Group LLC added | 1,175,213 | $85M | 0.8% | 2026-Q2 |
| Hood River Capital Management LLC new | 1,172,170 | $85M | 0.8% | 2026-Q2 |
| Legal & General Group Plc added | 1,148,709 | $83M | 0.7% | 2026-Q2 |
| UBS Group AG added | 1,128,067 | $82M | 0.7% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 1,059,228 | $77M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,053,652 | $76M | 0.7% | 2026-Q2 |
| Munro Partners new | 1,046,750 | $76M | 0.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 976,599 | $71M | 0.6% | 2026-Q2 |
| Electron Capital Partners, LLC added | 967,843 | $70M | 0.6% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 910,938 | $66M | 0.6% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 878,490 | $64M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 852,988 | $62M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 785,009 | $57M | 0.5% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 669,588 | $48M | 0.4% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 642,706 | $47M | 0.4% | 2026-Q2 |
| CI INVESTMENTS INC. added | 605,425 | $44M | 0.4% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 582,221 | $42M | 0.4% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 580,846 | $42M | 0.4% | 2026-Q2 |
| TCW GROUP INC trimmed | 547,895 | $40M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 534,373 | $39M | 0.3% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 518,473 | $38M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 517,558 | $37M | 0.3% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 515,014 | $37M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 497,060 | $36M | 0.3% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 483,511 | $35M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 466,251 | $23M | 0.2% | 2026-Q2 |
| COOKSON PEIRCE & CO INC new | 462,885 | $34M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 449,587 | $33M | 0.3% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC trimmed | 444,577 | $32M | 0.3% | 2026-Q2 |
| OBERWEIS ASSET MANAGEMENT INC/ new | 427,820 | $31M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO added | 423,763 | $31M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 419,480 | $30M | 0.3% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD trimmed | 416,824 | $30M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 415,182 | $30M | 0.3% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 400,910 | $29M | 0.3% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. new | 400,635 | $29M | 0.3% | 2026-Q2 |
| Freestone Grove Partners LP added | 389,605 | $28M | 0.3% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT added | 382,162 | $28M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 377,843 | $27M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 372,410 | $27M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 371,420 | $26M | 0.2% | 2026-Q2 |
| BROWN CAPITAL MANAGEMENT LLC trimmed | 351,942 | $25M | 0.2% | 2026-Q2 |
| Erste Asset Management GmbH new | 350,000 | $24M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 341,940 | $25M | 0.2% | 2026-Q2 |
| Tidal Investments LLC trimmed | 339,889 | $25M | 0.2% | 2026-Q2 |
| Engaged Capital LLC trimmed | 339,000 | $25M | 0.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 336,043 | $24M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 335,100 | $24M | 0.2% | 2026-Q2 |
| Welch & Forbes LLC added | 330,660 | $24M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 322,046 | $23M | 0.2% | 2026-Q2 |
| Tema ETFs LLC added | 320,678 | $23M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC added | 318,417 | $23M | 0.2% | 2026-Q2 |
| FMR LLC added | 298,062 | $22M | 0.2% | 2026-Q2 |
| Woodline Partners LP added | 297,915 | $22M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 289,607 | $21M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 286,702 | $21M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 283,184 | $21M | 0.2% | 2026-Q2 |
| USS Investment Management Ltd added | 268,773 | $19M | 0.2% | 2026-Q2 |
| Daiwa Securities Group Inc. | 265,268 | $19M | 0.2% | 2026-Q2 |
| Trexquant Investment LP added | 257,940 | $19M | 0.2% | 2026-Q2 |
| AMERICAN CAPITAL MANAGEMENT INC trimmed | 251,103 | $18M | 0.2% | 2026-Q2 |
| BRADLEY FOSTER & SARGENT INC/CT added | 230,782 | $17M | 0.1% | 2026-Q2 |
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.