Guru Ownership Trend
Guru Analysis for Cognex Corporation (CGNX)
Cognex Corporation (CGNX), a key player in the Technology sector, continues to attract institutional attention.
As of Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $478.81 M.
Top institutional holders include Steven Cohen and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $84.44 M net outflow during the quarter.
Recent activity highlights Ray Dalio who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 86.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Cognex Corporation (CGNX)
Major holders include Steven Cohen ($104.52 M), Cliff Asness ($72.65 M), Mairs and Power ($59.96 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 7.52 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $84.44 M, with 7 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited CGNX. The total reported sell value was $114.04 M.
Yes, 3 managers opened new positions in CGNX, and 4 increased their existing holdings. The total reported buy value was $29.59 M.
