Joel Greenblatt's CGNX Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 525,818 shares of Cognex Corporation (CGNX) worth $25.76 M, representing 0.08% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in CGNX, demonstrating sustained confidence in this investment. 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +30,585 | Add 6.18% | 525,818 | $48.99 |
| Q4 2025 | +41,237 | Add 9.08% | 495,233 | $35.98 |
| Q3 2025 | +3,968 | Add 0.88% | 453,996 | $45.30 |
| Q2 2025 | +364,620 | Add 426.92% | 450,028 | $31.72 |
| Q1 2025 | +58,233 | Add 214.29% | 85,408 | $29.83 |
| Q4 2024 | +4,606 | Add 20.41% | 27,175 | $35.86 |
| Q3 2024 | -113,604 | Reduce 83.43% | 22,569 | $40.50 |
| Q2 2024 | +14,962 | Add 12.34% | 136,173 | $46.76 |
| Q1 2024 | +34,183 | Add 39.28% | 121,211 | $42.42 |
| Q4 2023 | +50,079 | Add 135.54% | 87,028 | $41.74 |
| Q3 2023 | -5,873 | Reduce 13.71% | 36,949 | $42.44 |
| Q2 2023 | -2,567 | Reduce 5.66% | 42,822 | $56.02 |
| Q1 2023 | +8,928 | Add 24.49% | 45,389 | $49.55 |
| Q4 2022 | +9,285 | Add 34.17% | 36,461 | $47.11 |
| Q3 2022 | +20,280 | Add 294.08% | 27,176 | $41.43 |
| Q2 2022 | -70 | Reduce 1.00% | 6,896 | $42.49 |
| Q1 2022 | +3,700 | Add 113.29% | 6,966 | $77.09 |
| Q4 2021 | -1,763 | Reduce 35.06% | 3,266 | $77.77 |
| Q3 2021 | -4,321 | Reduce 46.21% | 5,029 | $80.14 |
| Q2 2021 | -4,281 | Reduce 31.41% | 9,350 | $84.06 |
| Q1 2021 | +13,631 | New Buy | 13,631 | $82.97 |
| Q3 2020 | -5,518 | Sold Out | 0 | $0.00 |
| Q2 2020 | +5,518 | New Buy | 5,518 | $59.80 |
| Q4 2019 | -51,801 | Sold Out | 0 | $0.00 |
| Q3 2019 | +51,801 | New Buy | 51,801 | $49.13 |
| Q1 2018 | -6,185 | Sold Out | 0 | $0.00 |
| Q4 2017 | +6,185 | New Buy | 6,185 | $61.12 |
| Q3 2016 | -13,866 | Sold Out | 0 | $0.00 |
| Q2 2016 | +13,866 | New Buy | 13,866 | $21.56 |
| Q1 2015 | -38,782 | Sold Out | 0 | $0.00 |
| Q4 2014 | +38,782 | New Buy | 38,782 | $20.65 |
| Q4 2013 | -68,512 | Sold Out | 0 | $0.00 |
| Q3 2013 | -87,048 | Reduce 55.96% | 68,512 | $15.65 |
| Q2 2013 | +155,560 | Add 0.00% | 155,560 | $11.31 |
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 34 quarters since Q2 2013.
Joel Greenblatt's largest addition to Cognex Corporation (CGNX) was in Q2 2025, adding 450,028 shares worth $14.27 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 525,818 shares of Cognex Corporation (CGNX), valued at approximately $25.76 M.
As of the Q1 2026 filing, Cognex Corporation (CGNX) represents approximately 0.08% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Cognex Corporation (CGNX) was 525,818 shares, as reported at the end of Q1 2026.