# Cognex (CGNX): value investors who own it | moatshark

2 value investors held Cognex in their Q3 2026 13F, led by Engaged Capital, Mairs & Power. See who bought, sold and how ownership has changed by quarter.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Engaged Capital | 7.5% | $24.6m | Trimmed -30% | 4 |
| Mairs & Power | 0.9% | $94.7m | Added +6.9% | 6 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-11 | Moschner Matthew | CEO & President | Sold | 8362 | $532k |
| 2026-08-11 | Moschner Matthew | CEO & President | Sold | 7000 | $445k |
| 2026-08-11 | Moschner Matthew | CEO & President | Sold | 4000 | $261k |
| 2026-08-11 | Moschner Matthew | CEO & President | Sold | 4000 | $254k |
| 2026-08-11 | Moschner Matthew | CEO & President | Sold | 1600 | $105k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Mairs & Power Small Cap Fund | Mairs & Power | 4.0% | $10.7m | 2026-06-30 |
| Mairs & Power Growth Fund | Mairs & Power | 0.9% | $51.0m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/cgnx). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.