COGNEX CORP CGNX
COM · Common Stock · CUSIP 192422103 · ISIN US1924221039
American manufacturer of machine vision systems
- SectorTechnology
- IndustryIndustrial Instruments For Measurement, Display, and Control
- HeadquartersNatick, MA
- Founded1981
- Websitecognex.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($63.3m this quarter). Holder counts are more reliable. Shares outstanding: 168.2m as of 2026-08-02, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $71.98. Options: 15 managers hold calls ($48.1m notional), 16 hold puts ($25.3m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 474 |
| Q4 2022 | 485 |
| Q1 2023 | 487 |
| Q2 2023 | 487 |
| Q3 2023 | 468 |
| Q4 2023 | 454 |
| Q1 2024 | 424 |
| Q2 2024 | 444 |
| Q3 2024 | 447 |
| Q4 2024 | 449 |
| Q1 2025 | 436 |
| Q2 2025 | 462 |
| Q3 2025 | 506 |
| Q4 2025 | 528 |
| Q1 2026 | 574 |
| Q2 2026 | 651 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 209 | 201 |
| Q4 2024 | 209 | 215 |
| Q1 2025 | 208 | 219 |
| Q2 2025 | 267 | 202 |
| Q3 2025 | 288 | 210 |
| Q4 2025 | 241 | 255 |
| Q1 2026 | 316 | 250 |
| Q2 2026 | 389 | 233 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $66.3m | $11.1m | 0.17 |
| Q4 2025 | $22.7m | $6.8m | 0.30 |
| Q1 2026 | $77.5m | $15.8m | 0.20 |
| Q2 2026 | $48.1m | $25.3m | 0.53 |
Biggest buyers
| Invesco Ltd. | Added | +5.2m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.5m |
| Hood River Capital Management LLC | New | +1.2m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.1m |
| Munro Partners | New | +1.0m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +946.7k |
| LAZARD ASSET MANAGEMENT LLC | Added | +826.9k |
| Sumitomo Mitsui Trust Group, Inc. | Added | +805.2k |
| CI INVESTMENTS INC. | New | +605.4k |
| UBS Group AG | Added | +601.7k |
Biggest sellers
| FEDERATED HERMES, INC. | Reduced | -1.1m |
| Pictet Asset Management Holding SA | Reduced | -843.2k |
| MACKENZIE FINANCIAL CORP | Sold out | -796.3k |
| Pacer Advisors, Inc. | Reduced | -598.7k |
| Alyeska Investment Group, L.P. | Reduced | -520.3k |
| BAMCO INC /NY/ | Reduced | -489.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -371.1k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -350.5k |
| NORDEA INVESTMENT MANAGEMENT AB | Reduced | -321.5k |
| Handelsbanken Fonder AB | Reduced | -293.5k |
Biggest calls
| PEAK6 LLC | New | $10.3m142.9k shares |
| CITADEL ADVISORS LLC | Reduced | $9.3m127.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $6.6m91.2k shares |
| GROUP ONE TRADING LLC | Added | $5.1m69.8k shares |
| JANE STREET GROUP, LLC | Added | $3.8m51.9k shares |
| BNP PARIBAS FINANCIAL MARKETS | Unchanged | $3.6m500 shares |
| Walleye Capital LLC | Added | $2.0m27.4k shares |
| SIMPLEX TRADING, LLC | Added | $1.5m21.3k shares |
| Walleye Trading LLC | Added | $1.5m20.2k shares |
| Twin Tree Management, LP | Reduced | $1.5m20.1k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $9.7m134.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.6m63.7k shares |
| CITADEL ADVISORS LLC | Reduced | $3.6m49.4k shares |
| PEAK6 LLC | New | $2.5m34.6k shares |
| Twin Tree Management, LP | Reduced | $1.0m14.0k shares |
| Walleye Capital LLC | Reduced | $796.6k11.0k shares |
| IMC-Chicago, LLC | Reduced | $550.4k7.6k shares |
| GROUP ONE TRADING LLC | Added | $543.1k7.5k shares |
| CSS LLC/IL | New | $434.5k6.0k shares |
| MILLENNIUM MANAGEMENT LLC | New | $383.8k5.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 2 | $1.2m | — |
| Q1 2025 | 0 | — | 2 | $637.0k | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 2 | $300.1k | — |
| Q4 2025 | 0 | — | 1 | $331.9k | — |
| Q1 2026 | 0 | — | 6 | $18.2m | — |
| Q2 2026 | 0 | — | 3 | $15.0m | — |
| Q3 2026 | 0 | — | 1 | $1.6m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-11 | Moschner Matthew CEO & President, director | Sold | $1.6m25.0k shares |
| 2026-05-27 | Long Darren Marc Vice President | Sold | $1.3m20.3k shares |
| 2026-05-12 | MACDONALD LAURA ANN VP and PAO | Sold | $2.7m41.6k shares |
| 2026-05-11 | MACDONALD LAURA ANN VP and PAO | Sold | $6.6m98.1k shares |
| 2026-05-11 | Fennell Mark Chief Legal Officer &Secretary | Sold | $4.3m64.9k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 16.0m $1.2bn | Reduced -250.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 10.1m $731.4m | Reduced -270.8k |
| Invesco Ltd. 0.05% of their portfolio | 8.2m $594.3m | Added +5.2m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 7.5m $543.8m | Added +79.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.05% of their portfolio | 6.3m $453.0m | Added +1.5m |
| Pictet Asset Management Holding SA 0.40% of their portfolio | 5.8m $422.0m | Reduced -843.2k |
| NORDEA INVESTMENT MANAGEMENT AB 0.33% of their portfolio | 5.8m $407.4m | Reduced -321.5k |
| STATE STREET CORP 0.01% of their portfolio | 5.4m $392.5m | Added +157.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 4.9m $356.3m | Added +220.1k |
| DISCIPLINED GROWTH INVESTORS INC /MN 5.08% of their portfolio | 4.1m $299.8m | Reduced -182.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.10% of their portfolio | 3.0m $215.8m | Added +946.7k |
| Point72 Asset Management, L.P. 0.28% of their portfolio | 2.5m $183.4m | Added +398.7k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 2.4m $172.2m | Reduced -30.6k |
| LAZARD ASSET MANAGEMENT LLC 0.25% of their portfolio | 2.3m $166.4m | Added +826.9k |
| Jupiter Topco LLC 0.07% of their portfolio | 2.2m $161.4m | First filing |
| Sumitomo Mitsui Trust Group, Inc. 0.09% of their portfolio | 2.2m $160.4m | Added +805.2k |
| Chevy Chase Trust Holdings, LLC 0.38% of their portfolio | 2.0m $148.2m | Added +202.4k |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 2.0m $147.7m | Added +566.6k |
| MORGAN STANLEY 0.01% of their portfolio | 2.0m $142.7m | Added +575.8k |
| Artisan Partners Limited Partnership 0.23% of their portfolio | 1.9m $139.9m | Added +202.2k |
| NORGES BANK 0.01% of their portfolio | 1.9m $139.4m | Not comparable |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.8m $129.3m | Reduced -83.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.34% of their portfolio | 1.7m $126.6m | Added +90.8k |
| Quantinno Capital Management LP 0.14% of their portfolio | 1.7m $119.6m | Added +273.7k |
| DekaBank Deutsche Girozentrale 0.12% of their portfolio | 1.6m $73.7m | Unchanged |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.6m $114.9m | Reduced -41.0k |
| RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio | 1.6m $114.0m | Added +158.2k |
| AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 1.5m $101.9m | Reduced -73.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.4m $103.7m | Reduced -75.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.12% of their portfolio | 1.4m $100.5m | Added +52.1k |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 1.4m $98.2m | Added +1.1m |
| Copeland Capital Management, LLC 1.97% of their portfolio | 1.3m $96.0m | Reduced -67.6k |
| MAIRS & POWER INC 0.87% of their portfolio | 1.3m $94.7m | Added +84.0k |
| Mawer Investment Management Ltd. 0.64% of their portfolio | 1.3m $94.5m | Added +118.4k |
| Capital International Investors 0.02% of their portfolio | 1.3m $92.0m | Added +34.0k |
| Front Street Capital Management, Inc. 10.29% of their portfolio | 1.3m $90.6m | Reduced -67.6k |
| BAMCO INC /NY/ 0.14% of their portfolio | 1.3m $90.6m | Reduced -489.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.2m $89.5m | Added +183.4k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% of their portfolio | 1.2m $88.8m | Added +29.0k |
| Stephens Investment Management Group LLC 0.91% of their portfolio | 1.2m $85.1m | Added +76.8k |
| Hood River Capital Management LLC 0.62% of their portfolio | 1.2m $84.9m | New |
| Legal & General Group Plc 0.02% of their portfolio | 1.1m $83.2m | Added +144.7k |
| UBS Group AG 0.01% of their portfolio | 1.1m $81.7m | Added +601.7k |
| CANADA LIFE ASSURANCE Co 0.13% of their portfolio | 1.1m $78.7m | Added +56.1k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.28% of their portfolio | 1.1m $76.7m | Added +412.0k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 1.1m $76.3m | Added +21.7k |
| Munro Partners 1.72% of their portfolio | 1.0m $75.8m | New |
| GW&K Investment Management, LLC 0.58% of their portfolio | 1.0m $73.9m | Reduced -61.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 976.6k $70.7m | Reduced -110.4k |
| Electron Capital Partners, LLC 2.80% of their portfolio | 967.8k $70.1m | Added +79.2k |
| LORD, ABBETT & CO. LLC 0.19% of their portfolio | 912.7k $66.1m | Added +437.7k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.20% of their portfolio | 910.9k $66.0m | Reduced -105.5k |
| ROYCE & ASSOCIATES LP 0.51% of their portfolio | 878.5k $63.6m | Reduced -151.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 853.0k $61.8m | Added +121.8k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 785.0k $57.1m | Added +371.1k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.45% of their portfolio | 669.6k $48.5m | Reduced -24.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.04% of their portfolio | 642.7k $46.5m | Reduced -181.7k |
| CI INVESTMENTS INC. 0.14% of their portfolio | 605.4k $43.8m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.05% of their portfolio | 582.2k $42.2m | Added +31.4k |
| Alyeska Investment Group, L.P. 0.11% of their portfolio | 580.8k $42.1m | Reduced -520.3k |
| TCW GROUP INC 0.27% of their portfolio | 547.9k $39.7m | Reduced -1.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 534.4k $38.7m | Reduced -11.8k |
| EXCHANGE TRADED CONCEPTS, LLC 0.19% of their portfolio | 518.5k $37.5m | Added +27.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 517.6k $37.5m | Reduced -350.5k |
| Gotham Asset Management, LLC 0.09% of their portfolio | 515.0k $37.3m | Reduced -10.8k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 497.1k $36.0m | Added +26.2k |
| PANAGORA ASSET MANAGEMENT INC 0.11% of their portfolio | 483.5k $35.0m | Added +454.7k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 466.3k $22.8m | Added +251.1k |
| COOKSON PEIRCE & CO INC 1.10% of their portfolio | 462.9k $33.5m | New |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 449.6k $32.6m | Reduced -2.8k |
| RIVERBRIDGE PARTNERS LLC 0.90% of their portfolio | 444.6k $32.2m | Reduced -270.8k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.64% of their portfolio | 427.8k $31.0m | New |
| SEI INVESTMENTS CO 0.03% of their portfolio | 423.8k $30.7m | Added +150.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 419.5k $30.4m | Added +216.6k |
| PINNACLE ASSOCIATES LTD 0.33% of their portfolio | 416.8k $30.2m | Reduced -32.9k |
| Nuveen, LLC 0.01% of their portfolio | 415.2k $30.1m | Added +85.6k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.30% of their portfolio | 400.9k $29.0m | Added +109.0k |
| Robeco Institutional Asset Management B.V. 0.04% of their portfolio | 400.6k $29.0m | New |
| Freestone Grove Partners LP 0.19% of their portfolio | 389.6k $28.2m | Added +384.1k |
| PICTON MAHONEY ASSET MANAGEMENT 0.26% of their portfolio | 382.2k $27.7m | Added +53.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 377.8k $27.4m | Added +7.8k |
| PRUDENTIAL FINANCIAL INC 0.03% of their portfolio | 372.4k $27.0m | Reduced -17.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 371.4k $25.9m | Added +19.2k |
| BROWN CAPITAL MANAGEMENT LLC 5.10% of their portfolio | 351.9k $25.5m | Reduced -62.7k |
| Erste Asset Management GmbH 0.19% of their portfolio | 350.0k $23.9m | New |
| California Public Employees Retirement System 0.01% of their portfolio | 341.9k $24.8m | Added +15.0k |
| Tidal Investments LLC 0.06% of their portfolio | 339.9k $24.6m | Reduced -3.6k |
| Engaged Capital LLC 7.51% of their portfolio | 339.0k $24.6m | Reduced -145.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 336.0k $24.3m | Added +2.8k |
| Swiss National Bank 0.01% of their portfolio | 335.1k $24.3m | Added +3.5k |
| Welch & Forbes LLC 0.29% of their portfolio | 330.7k $23.9m | Added +7.8k |
| CAPITAL FUND MANAGEMENT S.A. 0.17% of their portfolio | 322.0k $23.3m | Reduced -3.2k |
| Tema ETFs LLC 0.75% of their portfolio | 320.7k $23.2m | First filing |
| DAVENPORT & Co LLC 0.12% of their portfolio | 318.4k $23.1m | Added +101 |
| FMR LLC 0.00% of their portfolio | 298.1k $21.6m | Added +202.2k |
| Woodline Partners LP 0.07% of their portfolio | 297.9k $21.6m | Added +153.4k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 286.7k $20.8m | Added +181.5k |
| Corient Private Wealth LP 0.03% of their portfolio | 286.6k $20.8m | Added +26.6k |
| Balyasny Asset Management L.P. 0.04% of their portfolio | 283.2k $20.5m | Added +273.9k |
| Thrivent Financial for Lutherans 0.03% of their portfolio | 278.6k $20.2m | Reduced -17.3k |