Joel Greenblatt's CGNX Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 453,996 shares of Cognex Corporation (CGNX) worth $20.57 M, representing 0.09% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in CGNX, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2025, adding 364,620 shares. Largest reduction occurred in Q3 2024, reducing 113,604 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Cognex Corporation (CGNX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cognex Corporation (CGNX) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +155,564 | Add 0.00% | 155,560 | $11.31 |
| Q3 2013 | -87,048 | Reduce 55.96% | 68,512 | $15.65 |
| Q4 2013 | -68,512 | Sold Out | 68,512 | $0.00 |
| Q4 2014 | +38,782 | New Buy | 38,782 | $20.65 |
| Q1 2015 | -38,782 | Sold Out | 38,782 | $0.00 |
| Q2 2016 | +13,866 | New Buy | 13,866 | $21.56 |
| Q3 2016 | -13,866 | Sold Out | 13,866 | $0.00 |
| Q4 2017 | +6,185 | New Buy | 6,185 | $61.12 |
| Q1 2018 | -6,185 | Sold Out | 6,185 | $0.00 |
| Q3 2019 | +51,801 | New Buy | 51,801 | $49.13 |
| Q4 2019 | -51,801 | Sold Out | 51,801 | $0.00 |
| Q2 2020 | +5,518 | New Buy | 5,518 | $59.80 |
| Q3 2020 | -5,518 | Sold Out | 5,518 | $0.00 |
| Q1 2021 | +13,631 | New Buy | 13,631 | $82.97 |
| Q2 2021 | -4,281 | Reduce 31.41% | 9,350 | $84.06 |
| Q3 2021 | -4,321 | Reduce 46.21% | 5,029 | $80.14 |
| Q4 2021 | -1,763 | Reduce 35.06% | 3,266 | $77.77 |
| Q1 2022 | +3,700 | Add 113.29% | 6,966 | $77.09 |
| Q2 2022 | -70 | Reduce 1.00% | 6,896 | $42.49 |
| Q3 2022 | +20,280 | Add 294.08% | 27,176 | $41.43 |
| Q4 2022 | +9,285 | Add 34.17% | 36,461 | $47.11 |
| Q1 2023 | +8,928 | Add 24.49% | 45,389 | $49.55 |
| Q2 2023 | -2,567 | Reduce 5.66% | 42,822 | $56.02 |
| Q3 2023 | -5,873 | Reduce 13.71% | 36,949 | $42.44 |
| Q4 2023 | +50,079 | Add 135.54% | 87,028 | $41.74 |
| Q1 2024 | +34,183 | Add 39.28% | 121,211 | $42.42 |
| Q2 2024 | +14,962 | Add 12.34% | 136,173 | $46.76 |
| Q3 2024 | -113,604 | Reduce 83.43% | 22,569 | $40.50 |
| Q4 2024 | +4,606 | Add 20.41% | 27,175 | $35.86 |
| Q1 2025 | +58,233 | Add 214.29% | 85,408 | $29.83 |
| Q2 2025 | +364,620 | Add 426.92% | 450,028 | $31.72 |
| Q3 2025 | +3,968 | Add 0.88% | 453,996 | $45.30 |
Joel Greenblatt's Cognex Corporation Investment FAQs
Joel Greenblatt first purchased Cognex Corporation (CGNX) in Q2 2013, acquiring 155,560 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Cognex Corporation (CGNX) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Cognex Corporation (CGNX) was in Q2 2025, adding 450,028 shares worth $14.27 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 453,996 shares of Cognex Corporation (CGNX), valued at approximately $20.57 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Cognex Corporation (CGNX) represents approximately 0.09% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Cognex Corporation (CGNX) was 453,996 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.