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 Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $459.99 M.
Top institutional holders include Steven Cohen and Mairs and Power.
Institutional sentiment is currently Bullish. This is evidenced by a $28.29 M net inflow during the quarter.
Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Cliff Asness reduced exposure by 47.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Cognex Corporation (CGNX)
Major holders include Steven Cohen ($133.64 M), Mairs and Power ($42.15 M), Cliff Asness ($41.27 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 9.28 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $28.29 M, with 6 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited CGNX. The total reported sell value was $43.54 M.
Yes, 1 managers opened new positions in CGNX, and 5 increased their existing holdings. The total reported buy value was $71.84 M.
