Guru Ownership Over Time
Guru Analysis for Cognex Corporation (CGNX)
Cognex Corporation (CGNX), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $295.63 M.
Top institutional holders include Steven Cohen and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $160.91 M net inflow during the quarter.
Recent activity highlights Mairs and Power who increased their stake by 372.6%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.21% | Add 343.6% | 2,742,085 | $124.22 M | Q3 2025 | |
| 0.06% | Add 20.5% | 2,161,987 | $97.94 M | Q3 2025 | |
| 0.47% | Add 1.8% | 1,047,369 | $47.45 M | Q3 2025 | |
| 0.07% | Add 29.6% | 882,328 | $39.97 M | Q3 2025 | |
| 0.26% | Add 372.6% | 613,294 | $27.78 M | Q3 2025 | |
| 0.04% | Add 147.5% | 593,956 | $26.91 M | Q3 2025 | |
| 0.09% | Add 0.9% | 453,996 | $20.57 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Cognex Corporation (CGNX)
Top Guru holders include Steven Cohen ($124.22 M), Cliff Asness ($97.94 M), Chuck Royce ($47.45 M). Collectively, tracked Gurus hold 8.5 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $160.91 M, with 7 Gurus buying and 0 Gurus selling.
No tracked Gurus reduced or sold out of their positions in CGNX during the most recent reported quarter.
Yes, 0 Gurus opened new positions in CGNX, and 7 added to their existing holdings. Total buy value was $160.91 M.