COGNEX CORP (CGNX) — Institutional Holders, Q2 2026
653 institutional investment managers reported a CGNX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $12.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CGNX in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Invesco Ltd.Added · +5,219,751 sh+$378.0M
- PRICE T ROWE ASSOCIATESAdded · +1,517,529 sh+$109.9M
- Hood River Capital ManagementNew · +1,172,170 sh+$84.9M
- MILLENNIUM MANAGEMENTAdded · +1,137,223 sh+$82.4M
- Munro PartnersNew · +1,046,750 sh+$75.8M
Biggest sellers
- FEDERATED HERMESTrimmed · -1,099,298 sh-$79.6M
- Pictet Asset Management Holding SATrimmed · -843,153 sh-$61.1M
- MACKENZIE FINANCIALSold out · -796,275 sh-$57.7M
- Alyeska Investment Group, L.P.Trimmed · -520,345 sh-$37.7M
- BAMCOTrimmed · -489,067 sh-$35.4M
CGNX 13F holders ranked 1–100 of 653
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 15,991,755 sh | 15,991,755 | $1.2B | 0.02% | -1.5% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT#2 · 10,099,866 sh | 10,099,866 | $731.4M | 0.03% | -2.6% |
| 3 | Invesco Ltd.#3 · 8,206,627 sh | 8,206,627 | $594.3M | 0.05% | +174.8% |
| 4 | VANGUARD CAPITAL MANAGEMENT#4 · 7,509,391 sh | 7,509,391 | $543.8M | 0.01% | +1.1% |
| 5 | PRICE T ROWE ASSOCIATES#5 · 6,255,563 sh | 6,255,563 | $453.0M | 0.05% | +32.0% |
| 6 | Pictet Asset Management Holding SA#6 · 5,829,878 sh | 5,829,878 | $422.0M | 0.40% | -12.6% |
| 7 | NORDEA INVESTMENT MANAGEMENT AB#7 · 5,820,165 sh | 5,820,165 | $407.4M | 0.33% | -5.2% |
| 8 | STATE STREET#8 · 5,419,280 sh | 5,419,280 | $392.5M | 0.01% | +3.0% |
| 9 | GEODE CAPITAL MANAGEMENT#9 · 4,918,798 sh | 4,918,798 | $356.3M | 0.02% | +4.7% |
| 10 | DISCIPLINED GROWTH INVESTORS#10 · 4,139,715 sh | 4,139,715 | $299.8M | 5.08% | -4.2% |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#11 · 2,979,759 sh | 2,979,759 | $215.8M | 0.10% | +46.6% |
| 12 | Point72 Asset Management, L.P.#12 · 2,532,073 sh | 2,532,073 | $183.4M | 0.20% | +18.7% |
| 13 | DIMENSIONAL FUND ADVISORS#13 · 2,378,052 sh | 2,378,052 | $172.2M | 0.03% | -1.3% |
| 14 | LAZARD ASSET MANAGEMENT#14 · 2,297,887 sh | 2,297,887 | $166.4M | 0.25% | +56.2% |
| 15 | Jupiter Topco#15 · 2,228,089 sh | 2,228,089 | $161.4M | 0.07% | — |
| 16 | Sumitomo Mitsui#16 · 2,215,361 sh | 2,215,361 | $160.4M | 0.09% | +57.1% |
| 17 | Chevy Chase#17 · 2,046,839 sh | 2,046,839 | $148.2M | 0.38% | +11.0% |
| 18 | AMERICAN CENTURY COMPANIES#18 · 2,039,619 sh | 2,039,619 | $147.7M | 0.07% | +38.5% |
| 19 | MORGAN STANLEY#19 · 1,969,946 sh | 1,969,946 | $142.7M | <0.01% | +41.3% |
| 20 | Artisan Partners Limited Partnership#20 · 1,931,590 sh | 1,931,590 | $139.9M | 0.22% | +11.7% |
| 21 | NORGES BANK#21 · 1,925,511 sh | 1,925,511 | $139.4M | 0.01% | — |
| 22 | Bank of New York Mellon#22 · 1,786,081 sh | 1,786,081 | $129.3M | 0.02% | -4.5% |
| 23 | FULLER & THALER ASSET MANAGEMENT#23 · 1,747,614 sh | 1,747,614 | $126.6M | 0.34% | +5.5% |
| 24 | Quantinno Capital Management#24 · 1,651,415 sh | 1,651,415 | $119.6M | 0.14% | +19.9% |
| 25 | NORTHERN#25 · 1,586,657 sh | 1,586,657 | $114.9M | 0.01% | -2.5% |
| 26 | RAYMOND JAMES FINANCIAL#26 · 1,574,110 sh | 1,574,110 | $114.0M | 0.03% | +11.2% |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT#27 · 1,431,504 sh | 1,431,504 | $103.7M | 0.01% | -5.0% |
| 28 | AQR CAPITAL MANAGEMENT#28 · 1,458,087 sh | 1,458,087 | $101.9M | 0.04% | -4.8% |
| 29 | MIRAE ASSET GLOBAL ETFS Ltd.#29 · 1,390,872 sh | 1,390,872 | $100.5M | 0.12% | +3.9% |
| 30 | MILLENNIUM MANAGEMENT#30 · 1,355,678 sh | 1,355,678 | $98.2M | 0.04% | +520.6% |
| 31 | Copeland Capital Management#31 · 1,325,870 sh | 1,325,870 | $96.0M | — | -4.8% |
| 32 | MAIRS & POWER#32 · 1,307,856 sh | 1,307,856 | $94.7M | 0.87% | +6.9% |
| 33 | Mawer Investment Management Ltd.#33 · 1,305,175 sh | 1,305,175 | $94.5M | 0.64% | +10.0% |
| 34 | Capital International Investors#34 · 1,270,950 sh | 1,270,950 | $92.0M | 0.02% | +2.7% |
| 35 | BAMCO#35 · 1,251,099 sh | 1,251,099 | $90.6M | 0.14% | -28.1% |
| 36 | Front Street Capital Management#36 · 1,255,029 sh | 1,255,029 | $90.6M | 10.29% | -5.1% |
| 37 | GOLDMAN SACHS GROUP#37 · 1,235,309 sh | 1,235,309 | $89.5M | <0.01% | +17.4% |
| 38 | BNP Paribas Asset Management Holding S.A.#38 · 1,226,714 sh | 1,226,714 | $88.8M | 0.09% | +2.4% |
| 39 | Stephens Investment Management Group#39 · 1,175,213 sh | 1,175,213 | $85.1M | 0.91% | +7.0% |
| 40 | Hood River Capital Management#40 · 1,172,170 sh | 1,172,170 | $84.9M | 0.62% | New |
| 41 | Legal & General Group Plc#41 · 1,148,709 sh | 1,148,709 | $83.2M | 0.02% | +14.4% |
| 42 | UBS Group AG#42 · 1,128,067 sh | 1,128,067 | $81.7M | 0.01% | +114.3% |
| 43 | GREAT WEST LIFE ASSURANCE#43 · 1,088,689 sh | 1,088,689 | $78.7M | 0.13% | +5.4% |
| 44 | LOS ANGELES CAPITAL MANAGEMENT#44 · 1,059,228 sh | 1,059,228 | $76.7M | 0.28% | +63.7% |
| 45 | VANGUARD FIDUCIARY#45 · 1,053,652 sh | 1,053,652 | $76.3M | 0.02% | +2.1% |
| 46 | Munro Partners#46 · 1,046,750 sh | 1,046,750 | $75.8M | 1.67% | New |
| 47 | GW&K Investment Management#47 · 1,020,371 sh | 1,020,371 | $73.9M | 0.58% | -5.7% |
| 48 | DekaBank Deutsche Girozentrale#48 · 1,610,000 sh | 1,610,000 | $73.7M | 0.12% | 0.0% |
| 49 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#49 · 976,599 sh | 976,599 | $70.7M | 0.01% | -10.2% |
| 50 | Electron Capital Partners#50 · 967,843 sh | 967,843 | $70.1M | 2.80% | +8.9% |
| 51 | LORD, ABBETT#51 · 912,678 sh | 912,678 | $66.1M | 0.19% | +92.1% |
| 52 | WILLIAM BLAIR INVESTMENT MANAGEMENT#52 · 910,938 sh | 910,938 | $66.0M | 0.20% | -10.4% |
| 53 | ROYCE & ASSOCIATES#53 · 878,490 sh | 878,490 | $63.6M | 0.51% | -14.7% |
| 54 | BANK OF AMERICA#54 · 852,988 sh | 852,988 | $61.8M | <0.01% | +16.7% |
| 55 | AMERIPRISE FINANCIAL#55 · 785,009 sh | 785,009 | $57.1M | 0.01% | +89.7% |
| 56 | FRONTIER CAPITAL MANAGEMENT#56 · 669,588 sh | 669,588 | $48.5M | 0.45% | -3.5% |
| 57 | VOYA INVESTMENT MANAGEMENT#57 · 642,706 sh | 642,706 | $46.5M | 0.04% | -22.0% |
| 58 | CI INVESTMENTS#58 · 605,425 sh | 605,425 | $43.8M | 0.14% | New |
| 59 | NEW YORK STATE COMMON RETIREMENT FUND#59 · 582,221 sh | 582,221 | $42.2M | 0.05% | +5.7% |
| 60 | Alyeska Investment Group, L.P.#60 · 580,846 sh | 580,846 | $42.1M | 0.11% | -47.3% |
| 61 | TCW GROUP#61 · 547,895 sh | 547,895 | $39.7M | 0.27% | -0.3% |
| 62 | ENVESTNET ASSET MANAGEMENT#62 · 534,373 sh | 534,373 | $38.7M | <0.01% | -2.2% |
| 63 | EXCHANGE TRADED CONCEPTS#63 · 518,473 sh | 518,473 | $37.5M | 0.17% | +5.7% |
| 64 | RENAISSANCE TECHNOLOGIES#64 · 517,558 sh | 517,558 | $37.5M | 0.05% | -40.4% |
| 65 | Gotham Asset Management#65 · 515,014 sh | 515,014 | $37.3M | 0.09% | -2.1% |
| 66 | JANE STREET GROUP#66 · 497,060 sh | 497,060 | $36.0M | <0.01% | +5.6% |
| 67 | PANAGORA ASSET MANAGEMENT#67 · 483,511 sh | 483,511 | $35.0M | 0.11% | +1578.0% |
| 68 | COOKSON PEIRCE#68 · 462,885 sh | 462,885 | $33.5M | 1.10% | New |
| 69 | RHUMBLINE ADVISERS#69 · 449,587 sh | 449,587 | $32.6M | 0.02% | -0.6% |
| 70 | RIVERBRIDGE PARTNERS#70 · 444,577 sh | 444,577 | $32.2M | 0.90% | -37.9% |
| 71 | OBERWEIS ASSET MANAGEMENT#71 · 427,820 sh | 427,820 | $31.0M | 0.64% | New |
| 72 | SEI INVESTMENTS#72 · 423,763 sh | 423,763 | $30.7M | 0.03% | +54.8% |
| 73 | BNP PARIBAS FINANCIAL MARKETS#73 · 419,480 sh | 419,480 | $30.4M | 0.01% | +106.8% |
| 74 | PINNACLE ASSOCIATES LTD#74 · 416,824 sh | 416,824 | $30.2M | — | -7.3% |
| 75 | Nuveen#75 · 415,182 sh | 415,182 | $30.1M | <0.01% | +26.0% |
| 76 | OPPENHEIMER ASSET MANAGEMENT#76 · 400,910 sh | 400,910 | $29.0M | 0.30% | +37.3% |
| 77 | Robeco Institutional Asset Management B.V.#77 · 400,635 sh | 400,635 | $29.0M | — | New |
| 78 | Freestone Grove Partners#78 · 389,605 sh | 389,605 | $28.2M | 0.18% | +7030.4% |
| 79 | PICTON MAHONEY ASSET MANAGEMENT#79 · 382,162 sh | 382,162 | $27.7M | 0.20% | +16.3% |
| 80 | PRINCIPAL FINANCIAL GROUP#80 · 377,843 sh | 377,843 | $27.4M | 0.01% | +2.1% |
| 81 | PRUDENTIAL FINANCIAL#81 · 372,410 sh | 372,410 | $27.0M | 0.03% | -4.6% |
| 82 | JPMORGAN CHASE#82 · 371,420 sh | 371,420 | $25.9M | <0.01% | +5.4% |
| 83 | BROWN CAPITAL MANAGEMENT#83 · 351,942 sh | 351,942 | $25.5M | 5.10% | -15.1% |
| 84 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#84 · 341,940 sh | 341,940 | $24.8M | 0.01% | +4.6% |
| 85 | Toroso Investments#85 · 339,889 sh | 339,889 | $24.6M | 0.04% | -1.0% |
| 86 | Engaged Capital#86 · 339,000 sh | 339,000 | $24.6M | 7.51% | -30.0% |
| 87 | WELLINGTON MANAGEMENT GROUP LLP#87 · 336,043 sh | 336,043 | $24.3M | <0.01% | +0.8% |
| 88 | Swiss National Bank#88 · 335,100 sh | 335,100 | $24.3M | 0.01% | +1.1% |
| 89 | WELCH & FORBES#89 · 330,660 sh | 330,660 | $23.9M | 0.29% | +2.4% |
| 90 | Erste Asset Management GmbH#90 · 350,000 sh | 350,000 | $23.9M | 0.19% | New |
| 91 | CAPITAL FUND MANAGEMENT S.A.#91 · 322,046 sh | 322,046 | $23.3M | 0.10% | -1.0% |
| 92 | TEMA ETFS#92 · 320,678 sh | 320,678 | $23.2M | — | +3.9% |
| 93 | DAVENPORT#93 · 318,417 sh | 318,417 | $23.1M | — | 0.0% |
| 94 | ALLIANCEBERNSTEIN L.P.#94 · 466,251 sh | 466,251 | $22.8M | <0.01% | +116.7% |
| 95 | FMR#95 · 298,062 sh | 298,062 | $21.6M | <0.01% | +210.8% |
| 96 | Woodline Partners#96 · 297,915 sh | 297,915 | $21.6M | 0.07% | +106.1% |
| 97 | FIRST ADVISORS#97 · 286,702 sh | 286,702 | $20.8M | 0.01% | +172.4% |
| 98 | Corient Private Wealth#98 · 286,579 sh | 286,579 | $20.8M | 0.03% | +10.2% |
| 99 | BALYASNY ASSET MANAGEMENT L.P.#99 · 283,184 sh | 283,184 | $20.5M | 0.03% | +2955.5% |
| 100 | THRIVENT FINANCIAL FOR LUTHERANS#100 · 278,630 sh | 278,630 | $20.2M | 0.03% | -5.8% |
Funds that sold out of CGNX in Q2 2026 (54)
Held CGNX at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.