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Bayesian Capital Management’s Cognex CGNX Stock Holding History

Bayesian Capital 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
2025
Q4 		– Sell
-8,571
Closed -$388K – 192
2025
Q3 		$388K Buy
+8,571
New +$347K 0.08% 334
2025
Q1 		– Sell
-14,400
Closed -$516K – 650
2024
Q4 		$516K Buy
+14,400
New +$564K 0.06% 360
2023
Q3 		– Sell
-6,127
Closed -$343K – 725
2023
Q2 		$343K Buy
+6,127
New +$317K 0.04% 503
2023
Q1 		– Sell
-13,829
Closed -$651K – 819
2022
Q4 		$651K Buy
+13,829
New +$648K 0.1% 283
2022
Q2 		– Sell
-4,383
Closed -$338K – 814
2022
Q1 		$338K Buy
+4,383
New +$300K 0.05% 486
2021
Q4 		– Sell
-3,985
Closed -$320K – 397
2021
Q3 		$320K Sell
3,985
-3,800
-49% -$327K 0.09% 256
2021
Q2 		$654K Buy
7,785
+2,185
+39% +$177K 0.17% 152
2021
Q1 		$465K Buy
+5,600
New +$466K 0.11% 244
2020
Q4 		– Sell
-4,200
Closed -$273K – 476
2020
Q3 		$273K Buy
+4,200
New +$271K 0.07% 367
2019
Q1 		– Sell
-17,324
Closed -$670K – 574
2018
Q4 		$670K Buy
+17,324
New +$751K 0.14% 223
2017
Q4 		– Sell
-22,842
Closed -$1.26M – 570
2017
Q3 		$1.26M Buy
+22,842
New +$1.16M 0.3% 98
2017
Q2 		– Sell
-16,578
Closed -$696K – 447
2017
Q1 		$696K Sell
16,578
-1,286
-7% -$47K 0.33% 94
2016
Q4 		$568K Buy
17,864
+6,064
+51% +$174K 0.14% 273
2016
Q3 		$312K Sell
11,800
-11,234
-49% -$269K 0.2% 188
2016
Q2 		$496K Buy
+23,034
New +$464K 0.3% 118

Other funds holding CGNX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bayesian Capital Management's CGNX Position: Q4 2025 in Review

Bayesian Capital Management sold out of Cognex (CGNX) in Q4 2025, closing a stake of 8,571 shares — an estimated $388K sold.

Bayesian Capital Management first reported a position in CGNX in Q2 2016 and held it in 15 quarters. The position peaked at $1.26M in Q3 2017. 526 funds tracked by Wall St. Rank hold CGNX as of Q4 2025.

  • Bayesian Capital Management reported no remaining Cognex position as of Q4 2025 after selling out during the quarter.
  • Bayesian Capital Management sold 8,571 Cognex shares in Q4 2025, an estimated $388K.
  • Bayesian Capital Management first reported a position in Cognex in Q2 2016 and held it in 15 quarters.
  • Bayesian Capital Management's Cognex position peaked at $1.26M in Q3 2017.
  • 526 funds tracked by Wall St. Rank held Cognex as of Q4 2025.

Based on Bayesian Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.