What is the 13F Pro Quality Score for CGNX?

13F Pro ranks COGNEX CORP (CGNX) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View CGNX's current score at https://13fpro.ai/company/CGNX (free sign-up required for the full ranking).

Which hedge funds own the most CGNX stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of CGNX include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, Invesco Ltd.. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/CGNX as soon as new 13F filings post.

Where does 13F Pro source CGNX data?

All COGNEX CORP fundamentals and ownership data come directly from SEC EDGAR. COGNEX CORP files with the SEC under CIK 851205. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is CGNX in?

COGNEX CORP (CGNX) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives CGNX's revenue?

Per COGNEX CORP's latest 10-Q filed with the SEC on 2026-08-06, the biggest revenue drivers are: Standard products and services ($247.1M, +14% YoY); Application-specific customer solutions ($44.2M, +34% YoY); Greater China ($66.1M, +47% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/CGNX.

What are CGNX's largest expenses?

COGNEX CORP's latest 10-Q reports these as the largest expense items: Cost of revenue ($85.5M, +5% YoY); Selling, general, and administrative ($87.9M, -4% YoY); Research, development, and engineering ($32.4M, -2% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended July 5, 2026).

How often is CGNX research updated on 13F Pro?

CGNX's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

COGNEX CORP(CGNX)Stock Analysis

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13F Pro Quality Score

66.9/100

Rank #390 of 2,961 stocksTOP 25%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

61.3/100

Profitability

78.0/100

Balance Sheet

81.7/100

Earnings Quality

60.2/100

Free Cash Flow

78.4/100

Institutional Flow

89.8/100

Revenue Scale

51.4/100

Dilution Risk

25.0/100

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Why CGNX Scores 67/100

exact factor attribution · 2026-09-11

CGNX's composite is driven by free cash flow and profitability, held back by shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Free cash flow

+4.3 pts

78th pct

Profitability

+4.2 pts

78th pct

Capital efficiency

+3.2 pts

82th pct

Revenue growth

+2.3 pts

61th pct

Institutional flow

+2.0 pts

90th pct

Earnings growth

+1.0 pts

71th pct

Earnings quality

+1.0 pts

60th pct

Scale

+0.2 pts

51th pct

Shareholder dilution

-1.3 pts

25th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

CGNX Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for COGNEX CORP (CGNX), a Technology sector company. 13F Pro's AI-powered ranking engine scores CGNX at 66.9/100 on a 32-signal composite quality model, placing it at rank #390 of 2,961 stocks — the top 25% of the AI-ranked universe. CGNX scores in the top quartile across institutional flow (89.8), balance sheet strength (81.7), free cash flow (78.4). Shareholder dilution risk is elevated at 25.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), COGNEX CORP reports quarterly revenue of $291.3M, net income of $72.8M, free cash flow of $67.6M. Top institutional holders of CGNX by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, Invesco Ltd., based on the most recent SEC filings. CGNX trades on the Nasdaq exchange and files with the SEC under CIK 851205. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CGNX daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for COGNEX CORP directly from SEC EDGAR. COGNEX CORP's 13F Pro composite quality score has ranged between 48 and 75 since 2021, currently 66.9 — a stable long-term trajectory across 67 quarterly and live scoring snapshots.

✦

Fun facts about COGNEX CORP

Quirks, history, and lore behind CGNX — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. technology company · mid-cap · listed on Nasdaq · headquartered in Massachusetts.
2
The Numbers
Annual revenue around $800 million, with gross margins above 70% — the kind of numbers that make hardware companies weep with envy.
3
The History
Founded in 1981 by engineers out of MIT, it pioneered an entire category of industrial technology before most factory floors had heard of it.
4
The Secret
Its customers are factory automation systems worldwide — this company's products let machines see, inspect, and make decisions faster than any human eye ever could.
5
The Lore
It is widely considered the global leader in machine vision, with technology embedded in everything from semiconductor fabs to EV battery lines to your favorite snack-food packaging.
6
The Giveaway
The ticker is four letters, the company name sounds almost made-up, but its machine vision cameras and barcode readers are the eyes of modern manufacturing — this is the machine vision pure-play of the Nasdaq.

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What's Driving CGNX's Business? Latest 10-Q Breakdown

✓ 28/28 datapoints verified

AI-extracted from COGNEX CORP's 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended July 5, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Q2 revenue surged 17% YoY to $291.3M driven by broad-based strength across end markets, with operating income more than doubling to 29% of revenue.

Biggest Revenue Drivers

Standard products and services$247.1M+14% YoY

Core machine vision products and services

Application-specific customer solutions$44.2M+34% YoY

Custom solutions for specialized applications

Biggest Revenue Drivers

Total revenue: $291.3M+17% YoY

Standard products and services$247.1M+14% YoY

Core machine vision products and services

Application-specific customer solutions$44.2M+34% YoY

Custom solutions for specialized applications

Greater China$66.1M+47% YoY

Strong demand from consumer electronics and semiconductor end markets

Americas$117.0M+27% YoY

Stronger performance across most major end markets and favorable customer procurement shifts

Largest Expense Items

Cost of revenue$85.5M+5% YoY

Cost of revenue as percentage of revenue decreased to 29% from 33% due to favorable end-market mix and higher sales volume improving fixed-cost absorption

Selling, general, and administrative$87.9M-4% YoY

Cost management activities and lower stock-based compensation expense, partially offset by unfavorable foreign exchange impact

Research, development, and engineering$32.4M-2% YoY

Savings from continued cost management activities, partially offset by unfavorable foreign exchange rates

Margins: Gross margin expanded 400 basis points to 71% for Q2 2026 versus Q2 2025, driven by more favorable end-market mix and improved fixed-cost absorption from higher sales volume. Operating income more than doubled as a percentage of revenue to 29% from 17%, reflecting significant operating leverage.

Watch Items from the Filing

Greater China revenue surged 47% YoY to $66.1M, now representing 23% of total quarterly revenue, concentrated in consumer electronics and semiconductor end markets.
Europe revenue declined 12% for Q2 2026 vs Q2 2025 (down 15% ex-FX), driven by consumer electronics customer procurement shift to Americas and ongoing automotive softness.
Company divested Japan-focused trading business on April 1, 2026, recording $1.5M pre-tax loss; business represented ~2% of 2025 revenue but no impact on segment reporting.
Stock repurchase authorization nearly exhausted: $9.8M remaining on original $500M program as of July 5, 2026; new $500M program authorized February 11, 2026.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$291.3M

Net Income

Q2 2026

$72.8M

Free Cash Flow

Q2 2026

$67.6M

ROIC

Q2 2026

21.0%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+8.7% YoY

$994.4MFY 2025

FY22 $1.01BFY23 $837.5MFY24 $914.5MFY25 $994.4M

Net Income

+7.8% YoY

$114.4MFY 2025

FY22 $215.5MFY23 $113.2MFY24 $106.2MFY25 $114.4M

Operating Income

+41.3% YoY

$162.6MFY 2025

FY22 $246.2MFY23 $130.7MFY24 $115.1MFY25 $162.6M

EPS (Diluted)

+9.7% YoY

$0.68FY 2025

FY22 $1.23FY23 $0.65FY24 $0.62FY25 $0.68

Total Assets

+1.2% YoY

$2.02BFY 2025

FY22 $1.96BFY23 $2.02BFY24 $1.99BFY25 $2.02B

Op. Cash Flow

+64.7% YoY

$245.5MFY 2025

FY22 $243.4MFY23 $112.9MFY24 $149.1MFY25 $245.5M

Free Cash Flow

+76.6% YoY

$236.8MFY 2025

FY22 $223.7MFY23 $89.8MFY24 $134.0MFY25 $236.8M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$994.4M +8.7%	$914.5M +9.2%	$837.5M -16.8%	$1.01B -3.0%	$1.04B +27.9%	$811.0M
Net Income	$114.4M +7.8%	$106.2M -6.2%	$113.2M -47.5%	$215.5M -23.0%	$279.9M +58.9%	$176.2M
Operating Income	$162.6M +41.3%	$115.1M -12.0%	$130.7M -46.9%	$246.2M -21.9%	$315.1M +84.8%	$170.5M
EPS (Diluted)	$0.68 +9.7%	$0.62 -4.6%	$0.65 -47.2%	$1.23 -21.2%	$1.56 +56.0%	$1.00
Total Assets	$2.02B +1.2%	$1.99B -1.2%	$2.02B +3.0%	$1.96B -2.3%	$2.00B +11.3%	$1.80B
Operating Cash Flow	$245.5M +64.7%	$149.1M +32.0%	$112.9M -53.6%	$243.4M -22.5%	$314.1M +29.6%	$242.4M
Free Cash Flow	$236.8M +76.6%	$134.0M +49.2%	$89.8M -59.8%	$223.7M -25.1%	$298.6M +30.3%	$229.1M

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Available Research

13F Pro tracks comprehensive data for COGNEX CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of CGNX

BlackRock, Inc.
$1.2B15,991,755 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$731.4M10,099,866 sh
Invesco Ltd.
$594.3M8,206,627 sh
VANGUARD CAPITAL MANAGEMENT LLC
$543.8M7,509,391 sh
PRICE T ROWE ASSOCIATES INC /MD/
$453.0M6,255,563 sh
Pictet Asset Management Holding SA
$422.0M5,829,878 sh
NORDEA INVESTMENT MANAGEMENT AB
$407.4M5,820,165 sh
STATE STREET CORP
$392.5M5,419,280 sh
GEODE CAPITAL MANAGEMENT, LLC
$356.3M4,918,798 sh
DISCIPLINED GROWTH INVESTORS INC /MN
$299.8M4,139,715 sh

Fund	Value	Shares
BlackRock, Inc.	$1.2B	15,991,755
VANGUARD PORTFOLIO MANAGEMENT LLC	$731.4M	10,099,866
Invesco Ltd.	$594.3M	8,206,627
VANGUARD CAPITAL MANAGEMENT LLC	$543.8M	7,509,391
PRICE T ROWE ASSOCIATES INC /MD/	$453.0M	6,255,563
Pictet Asset Management Holding SA	$422.0M	5,829,878
NORDEA INVESTMENT MANAGEMENT AB	$407.4M	5,820,165
STATE STREET CORP	$392.5M	5,419,280
GEODE CAPITAL MANAGEMENT, LLC	$356.3M	4,918,798
DISCIPLINED GROWTH INVESTORS INC /MN	$299.8M	4,139,715

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Is CGNX a good stock to buy?

13F Pro's AI-powered analysis of COGNEX CORP (CGNX) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CGNX are available on the CGNX stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CGNX is classified as a large company.

Which hedge funds own CGNX?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CGNX. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of COGNEX CORP's investment landscape.