Alpine Peaks Capital’s Cognex CGNX Stock Holding History

Alpine Peaks Capital’s Portfolio CGNX Stock Details CGNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.49M	Sell	89,599 -32,320	-27%	-$1.96M	7.6%	3
2026 Q1	$5.97M	Sell	121,919 -16,100	-12%	-$752K	6.02%	5
2025 Q4	$4.97M	Sell	138,019 -8,200	-6%	-$332K	4.73%	11
2025 Q3	$6.62M	Sell	146,219 -71,000	-33%	-$2.87M	5.75%	5
2025 Q2	$6.89M	Buy	217,219 +10,000	+5%	+$286K	6.08%	3
2025 Q1	$6.18M	Buy	207,219 +9,000	+5%	+$317K	5.57%	5
2024 Q4	$7.11M	Sell	198,219 -49,335	-20%	-$1.93M	5.84%	5
2024 Q3	$10M	Buy	247,554 +7,500	+3%	+$319K	5.99%	3
2024 Q2	$11.2M	Buy	240,054 +4,000	+2%	+$176K	6.89%	3
2024 Q1	$10M	Buy	236,054 +14,859	+7%	+$579K	5.77%	4
2023 Q4	$9.23M	Buy	221,195 +36,500	+20%	+$1.4M	5.61%	6
2023 Q3	$7.84M	Buy	184,695 +35,100	+23%	+$1.73M	5.47%	5
2023 Q2	$8.38M	Sell	149,595 -8,800	-6%	-$455K	5.88%	5
2023 Q1	$7.85M	Sell	158,395 -5,500	-3%	-$278K	5.93%	4
2022 Q4	$7.72M	Buy	163,895 +18,030	+12%	+$845K	6.25%	2
2022 Q3	$6.05M	Buy	145,865 +49,265	+51%	+$2.23M	5.43%	5
2022 Q2	$4.11M	Buy	96,600 +22,500	+30%	+$1.26M	4.79%	8
2022 Q1	$5.72M	Buy	74,100 +13,000	+21%	+$890K	5.88%	2
2021 Q4	$4.75M	Buy	+61,100	New	+$4.93M	4.65%	10

Other funds holding CGNX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Alpine Peaks Capital's CGNX Position: Q2 2026 in Review

Alpine Peaks Capital reduced its Cognex (CGNX) stake by 27% in Q2 2026, selling an estimated $1.96M and leaving 89,599 shares worth $6.49M. The position accounts for 7.6% of the portfolio, ranked #3.

Alpine Peaks Capital first reported a position in CGNX in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.2M in Q2 2024. 648 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

Alpine Peaks Capital held 89,599 shares of Cognex worth $6.49M as of Q2 2026.
Alpine Peaks Capital sold 32,320 Cognex shares in Q2 2026, an estimated $1.96M.
Cognex made up 7.6% of Alpine Peaks Capital's portfolio in Q2 2026, its #3 holding.
Alpine Peaks Capital first reported a position in Cognex in Q4 2021 and has held it in 19 quarters since.
Alpine Peaks Capital's Cognex position peaked at $11.2M in Q2 2024.
648 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

Based on Alpine Peaks Capital's 13F filing for Q2 2026, filed 14 Aug 2026.