Cognex (CGNX) Held by Superinvestors
COGNEX CORP (CGNX) is currently held by 5 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $457.48M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Disciplined Growth Investors is currently the largest disclosed institutional shareholder of CGNX tracked by InsiderSet, reporting ownership valued at approximately $299.80M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $233.52M, representing an estimated loss of -22.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed CGNX value among the investors covered in this analysis. Major shareholders include Disciplined Growth Investors, Mairs & Power Growth Fund, Renaissance Technologies LLC, and several other long-term asset managers with concentrated positions in COGNEX CORP (CGNX).
This page ranks the largest institutional CGNX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Disciplined Growth Investors | Fred Martin | 5.08% | 4,139,715 | $299,798,160 | $233,521,323 | -$66,276,837 | -22.11% |
| Mairs & Power Growth Fund | Andrew R. Adams | 0.87% | 1,307,856 | $94,714,932 | $73,776,157 | -$20,938,775 | -22.11% |
| Renaissance Technologies LLC | Jim Simons | 0.05% | 517,558 | $37,481,550 | $29,195,447 | -$8,286,103 | -22.11% |
| Engaged Capital | Glenn W. Welling | 7.51% | 339,000 | $24,550,380 | $19,122,990 | -$5,427,390 | -22.11% |
| Sequoia Financial Advisors | 0.00% | 12,958 | $938,419 | $730,961 | -$207,458 | -22.11% |
Frequently asked questions about CGNX
Who are the largest superinvestors holding CGNX?
The largest superinvestors holding CGNX in the latest SEC Form 13F filings include Disciplined Growth Investors, Mairs & Power Growth Fund, Renaissance Technologies LLC, Engaged Capital, and Sequoia Financial Advisors. InsiderSet ranks these superinvestors by their latest reported CGNX position.
What does the CGNX superinvestors page include?
This page tracks CGNX positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. COGNEX CORP (CGNX) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold CGNX?
InsiderSet currently tracks 5 superinvestors reporting CGNX holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own CGNX.
How much CGNX stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $457.48M in CGNX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were CGNX superinvestor holdings last updated?
The latest CGNX superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor CGNX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its CGNX position after the reporting date.
Are superinvestors buying or selling CGNX?
Buying and selling can be analyzed by comparing CGNX positions across consecutive 13F reporting periods. InsiderSet's CGNX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CGNX ownership changes.
How have superinvestor CGNX holdings changed over time?
InsiderSet tracks CGNX holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.