Cognex CORP (CGNX) 13F Ownership Report (Q2 2026)

CGNX ranks #839 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CGNX is a top-conviction position for Front Street Capital Management, Inc. — at 10.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CGNX belongs to BlackRock, Inc., but the position matters far more to Front Street Capital Management, Inc., who has 10.3% 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.

Invesco Ltd. has added to its CGNX position for two straight quarters, increasing it by $579.9M to reach $594.3M today.

Alyeska Investment Group, L.P. has trimmed its CGNX position for two straight quarters, cutting it by $26.3M while still holding $42.1M.

CGNX is down 0.2% today, but institutions show net buying of $2.4B this quarter — a divergence between today's price move and the underlying institutional flow.

CGNX posted net income of $174.8M over the trailing twelve months, and currently trades at a P/E of 58.1.

• Profitable — net income of $174.8M over the trailing twelve months
• Revenue grew 17.1% year over year
• Net income improved year over year, from $122.1M to $174.8M
• Generated $245.5M in positive operating cash flow
• Current ratio of 3.80x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.35x equity — within a conventional range