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All holdings

Cognex

CGNX

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
2
In their latest 13F (Q3 2026)
See who
Value held
$119m
Combined value at quarter end
Last quarter
1 bought
1 sold or trimmed
Fund portfolios
2
Funds holding it
See which
Price at Q2 ’26 end
$72.42
+47.8% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+10.2%Q2 ’24
-13.4%Q3 ’24
+6.3%Q2 ’25
+42.8%Q3 ’25
-20.6%Q4 ’25
+36.2%Q1 ’26
+47.8%Q2 ’26
Q2 ’24: +10.2%; Q3 ’24: -13.4%; Q2 ’25: +6.3%; Q3 ’25: +42.8%; Q4 ’25: -20.6%; Q1 ’26: +36.2%; Q2 ’26: +47.8%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

1Q4 ’23
1Q1 ’24
1Q2 ’24
1Q3 ’24
0Q4 ’24
1Q1 ’25
1Q2 ’25
2Q3 ’25
2Q4 ’25
2Q1 ’26
2Q2 ’26
0Q3 ’26
Q4 ’23: 1; Q1 ’24: 1; Q2 ’24: 1; Q3 ’24: 1; Q4 ’24: 0; Q1 ’25: 1; Q2 ’25: 1; Q3 ’25: 2; Q4 ’25: 2; Q1 ’26: 2; Q2 ’26: 2; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Cognex.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Cognex
Engaged Capital7.5%$24.6m$24.6mTrimmed -30%4 qtrs
Mairs & Power0.9%$94.7m$94.7mAdded +6.9%6 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Cognex
Bought or soldFiling
11 Aug 2026Moschner MatthewCEO & President▼ Sold8,362$63.62$532kForm 4
11 Aug 2026Moschner MatthewCEO & President▼ Sold7,000$63.61$445kForm 4
11 Aug 2026Moschner MatthewCEO & President▼ Sold4,000$65.36$261kForm 4
11 Aug 2026Moschner MatthewCEO & President▼ Sold4,000$63.62$254kForm 4
11 Aug 2026Moschner MatthewCEO & President▼ Sold1,600$65.36$105kForm 4

About the company

Sector
Industrials · Industrial Instruments For Measurement, Display, And Control
Incorporated in
Massachusetts
Financial year ends
31 December
Shares outstanding
168m at 2 Aug 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$308m2013
$451m2015
$766m2017
$726m2019
$1.0bn2021
$838m2023
$994m2025
2013: $308m; 2014: $426m; 2015: $451m; 2016: $530m; 2017: $766m; 2018: $806m; 2019: $726m; 2020: $811m; 2021: $1.0bn; 2022: $1.0bn; 2023: $838m; 2024: $915m; 2025: $994m
Cognex revenue and net income by year
YearRevenueNet income
2025$994m$114m
2024$915m$106m
2023$838m$113m
2022$1.0bn$216m
2021$1.0bn$280m
2020$811m$176m
2019$726m$204m
2018$806m$219m
2017$766m$177m
2016$530m$144m
2015$451m$187m
2014$426m$121m
2013$308m$73.6m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

In fund portfolios

US-registered funds run by these managers that hold Cognex, from their latest N-PORT filings.

Funds holding Cognex
Mairs & Power Small Cap FundMairs & Power4.0%$10.7m30 Jun 2026
Mairs & Power Growth FundMairs & Power0.9%$51.0m30 Jun 2026