Balyasny Asset Management
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Balyasny Asset Management’s Cognex CGNX Stock Holding History

Balyasny Asset Management’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
Q1 		$454K Buy
+9,268
New +$433K ﹤0.01% 2404
2025
Q3 		– Sell
-175,969
Closed -$5.58M – 2968
2025
Q2 		$5.58M Buy
175,969
+27,761
+19% +$795K 0.01% 1236
2025
Q1 		$4.42M Buy
+148,208
New +$5.22M 0.01% 1304
2024
Q4 		– Sell
-22,866
Closed -$926K – 2798
2024
Q3 		$926K Sell
22,866
-154,099
-87% -$6.56M ﹤0.01% 2005
2024
Q2 		$8.27M Buy
+176,965
New +$7.78M 0.01% 963
2023
Q3 		– Sell
-25,087
Closed -$1.41M – 2301
2023
Q2 		$1.41M Sell
25,087
-86,411
-78% -$4.47M ﹤0.01% 1499
2023
Q1 		$5.52M Buy
+111,498
New +$5.64M 0.01% 1033
2022
Q4 		– Sell
-265,317
Closed -$11M – 2819
2022
Q3 		$11M Buy
+265,317
New +$12M 0.03% 648
2021
Q4 		– Sell
-189,694
Closed -$15.2M – 2278
2021
Q3 		$15.2M Sell
189,694
-211,545
-53% -$18.2M 0.06% 417
2021
Q2 		$33.7M Buy
401,239
+292,227
+268% +$23.6M 0.16% 155
2021
Q1 		$9.05M Buy
+109,012
New +$9.08M 0.04% 511
2020
Q4 		– Sell
-216,542
Closed -$14.1M – 1360
2020
Q3 		$14.1M Sell
216,542
-283,137
-57% -$18.3M 0.1% 285
2020
Q2 		$29.8M Buy
499,679
+477,584
+2,162% +$25.9M 0.26% 100
2020
Q1 		$933K Sell
22,095
-496,807
-96% -$24.9M 0.01% 774
2019
Q4 		$29.1M Buy
518,902
+130,379
+34% +$6.74M 0.17% 177
2019
Q3 		$19.1M Buy
388,523
+351,969
+963% +$15.9M 0.13% 248
2019
Q2 		$1.75M Buy
+36,554
New +$1.76M 0.01% 914
2019
Q1 		– Sell
-14,823
Closed -$573K – 1423
2018
Q4 		$573K Sell
14,823
-48,903
-77% -$2.12M ﹤0.01% 1058
2018
Q3 		$3.56M Buy
63,726
+11,990
+23% +$615K 0.02% 819
2018
Q2 		$2.31M Buy
51,736
+38,967
+305% +$1.84M 0.01% 882
2018
Q1 		$664K Sell
12,769
-54,498
-81% -$3.22M ﹤0.01% 1360
2017
Q4 		$4.11M Buy
67,267
+35,181
+110% +$2.24M 0.01% 922
2017
Q3 		$1.77M Buy
+32,086
New +$1.63M 0.01% 990

Other funds holding CGNX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Balyasny Asset Management's CGNX Position: Q1 2026 in Review

Balyasny Asset Management opened a new position in Cognex (CGNX) in Q1 2026: 9,268 shares worth $454K. The stake represents ﹤0.01% of the portfolio and ranks #2404 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in CGNX as recently as Q2 2025.

Balyasny Asset Management first reported a position in CGNX in Q3 2017 and has held it in 23 quarters since. The position peaked at $33.7M in Q2 2021. 569 funds tracked by Wall St. Rank hold CGNX as of Q1 2026.

  • Balyasny Asset Management held 9,268 shares of Cognex worth $454K as of Q1 2026.
  • Cognex was a new Balyasny Asset Management position in Q1 2026.
  • Cognex made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2404 holding.
  • Balyasny Asset Management first reported a position in Cognex in Q3 2017 and has held it in 23 quarters since.
  • Balyasny Asset Management's Cognex position peaked at $33.7M in Q2 2021.
  • 569 funds tracked by Wall St. Rank held Cognex as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.