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 Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $454.7 M.
Top institutional holders include Steven Cohen and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $8.52 M net outflow during the quarter.
Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Ray Dalio reduced exposure by 94.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Cognex Corporation (CGNX)
Major holders include Steven Cohen ($183.37 M), Cliff Asness ($101.95 M), Mairs and Power ($94.71 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 7.37 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $8.52 M, with 3 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 2 fully exited CGNX. The total reported sell value was $53.44 M.
Yes, 1 managers opened new positions in CGNX, and 2 increased their existing holdings. The total reported buy value was $44.93 M.
