Cognyte Software Ltd. (CGNT) 13F Positioning & Ownership Changes (Q2 2026)

CGNT ranks #3932 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

CGNT is a top-conviction position for Value Base Ltd. — at 34.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CGNT belongs to Edenbrook Capital, LLC, but the position matters far more to Value Base Ltd., who has 34.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Ken Griffin has added to its CGNT position for two straight quarters, increasing it by $6.4M to reach $9.8M today.

Topline Capital Management, LLC has trimmed its CGNT position for two straight quarters, cutting it by $40.4M while still holding $27.6M.

CGNT reported a net loss of $638.0K in its latest fiscal year.

• Not yet profitable — net loss of $638.0K in the latest fiscal year
• Revenue grew 14.1% year over year
• Net income improved year over year, from -$12.1M to -$638.0K
• Generated $40.3M in positive operating cash flow
• Current ratio of 1.33x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.41x equity — within a conventional range