Chuck Royce's CGNX Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 1.06 M shares of Cognex Corporation (CGNX) worth $38.05 M, representing 0.39% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in CGNX, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2023, adding 382,281 shares. Largest reduction occurred in Q4 2013, reducing 2.61 M shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Cognex Corporation (CGNX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cognex Corporation (CGNX) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +10,290 | Add 0.98% | 1.06 M | $35.98 |
| Q3 2025 | +18,044 | Add 1.75% | 1.05 M | $45.30 |
| Q2 2025 | -174,922 | Reduce 14.53% | 1.03 M | $31.72 |
| Q1 2025 | -175,495 | Reduce 12.72% | 1.2 M | $29.83 |
| Q4 2024 | -4,599 | Reduce 0.33% | 1.38 M | $35.86 |
| Q3 2024 | +19,774 | Add 1.45% | 1.38 M | $40.50 |
| Q2 2024 | +40,684 | Add 3.07% | 1.36 M | $46.76 |
| Q1 2024 | +242,289 | Add 22.40% | 1.32 M | $42.42 |
| Q4 2023 | +382,281 | Add 54.67% | 1.08 M | $41.74 |
| Q3 2023 | +9,711 | Add 1.41% | 699,313 | $42.44 |
| Q2 2023 | +9,531 | Add 1.40% | 689,602 | $56.02 |
| Q1 2023 | +38,843 | Add 6.06% | 680,071 | $49.55 |
| Q4 2022 | -144,337 | Reduce 18.37% | 641,228 | $47.11 |
| Q3 2022 | +92,531 | Add 13.35% | 785,565 | $41.45 |
| Q2 2022 | +19,846 | Add 2.95% | 693,034 | $42.52 |
| Q1 2022 | +7,345 | Add 1.10% | 673,188 | $77.15 |
| Q4 2021 | +18,943 | Add 2.93% | 665,843 | $77.76 |
| Q3 2021 | +29,003 | Add 4.69% | 646,900 | $80.22 |
| Q2 2021 | -75,449 | Reduce 10.88% | 617,897 | $84.05 |
| Q1 2021 | -133,324 | Reduce 16.13% | 693,346 | $82.99 |
| Q4 2020 | -67,136 | Reduce 7.51% | 826,670 | $80.28 |
| Q3 2020 | -21,251 | Reduce 2.32% | 893,806 | $65.10 |
| Q2 2020 | -96,141 | Reduce 9.51% | 915,057 | $59.72 |
| Q4 2019 | -69,672 | Reduce 6.45% | 1.01 M | $56.04 |
| Q3 2019 | +6 | Add 0.00% | 1.08 M | $49.13 |
| Q2 2019 | -46,600 | Reduce 4.13% | 1.08 M | $47.98 |
| Q1 2019 | +5 | Add 0.00% | 1.13 M | $50.86 |
| Q4 2018 | -31,195 | Reduce 2.69% | 1.13 M | $38.67 |
| Q3 2018 | -33,500 | Reduce 2.81% | 1.16 M | $55.82 |
| Q2 2018 | -27,405 | Reduce 2.25% | 1.19 M | $44.61 |
| Q1 2018 | -143,030 | Reduce 10.50% | 1.22 M | $51.99 |
| Q4 2017 | -1.01 M | Reduce 42.58% | 1.36 M | $61.16 |
| Q3 2017 | -440,800 | Reduce 15.67% | 2.37 M | $55.14 |
| Q2 2017 | -341,600 | Reduce 10.83% | 2.81 M | $42.45 |
| Q1 2017 | -1.17 M | Reduce 26.98% | 3.16 M | $41.98 |
| Q4 2016 | -993,750 | Reduce 18.70% | 4.32 M | $31.81 |
| Q3 2016 | -24,200 | Reduce 0.45% | 5.31 M | $26.43 |
| Q2 2016 | +42,200 | Add 0.80% | 5.34 M | $21.55 |
| Q1 2016 | -134,990 | Reduce 2.49% | 5.3 M | $19.48 |
| Q4 2015 | +105,000 | Add 1.97% | 5.43 M | $16.88 |
| Q3 2015 | -125,400 | Reduce 2.30% | 5.33 M | $17.18 |
| Q2 2015 | -1.57 M | Reduce 22.39% | 5.45 M | $24.05 |
| Q1 2015 | -496,200 | Reduce 6.60% | 7.03 M | $24.79 |
| Q4 2014 | -1.5 M | Reduce 16.66% | 7.52 M | $20.67 |
| Q3 2014 | -1.38 M | Reduce 13.24% | 9.03 M | $20.14 |
| Q2 2014 | -100,000 | Reduce 0.95% | 10.4 M | $19.20 |
| Q1 2014 | -284,800 | Reduce 2.64% | 10.5 M | $16.93 |
| Q4 2013 | -2.61 M | Reduce 19.49% | 10.79 M | $19.09 |
| Q3 2013 | -1.32 M | Reduce 8.95% | 13.4 M | $15.68 |
| Q2 2013 | +14.72 M | Add 0.00% | 14.72 M | $11.31 |
Chuck Royce's Cognex Corporation Investment FAQs
Chuck Royce first purchased Cognex Corporation (CGNX) in Q2 2013, acquiring 14,717,008 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Cognex Corporation (CGNX) for 51 quarters since Q2 2013.
Chuck Royce's largest addition to Cognex Corporation (CGNX) was in Q2 2013, adding 14,717,008 shares worth $166.38 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 1,057,659 shares of Cognex Corporation (CGNX), valued at approximately $38.05 M.
As of the Q4 2025 filing, Cognex Corporation (CGNX) represents approximately 0.39% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Cognex Corporation (CGNX) was 14,717,008 shares, as reported at the end of Q2 2013.