Bayforest Capital’s Cognex CGNX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$166K Buy
2,290
+656
+40% +$39.8K 0.15% 231
2026
Q1
$80K Sell
1,634
-1,322
-45% -$61.7K 0.09% 428
2025
Q4
$106K Sell
2,956
-16,389
-85% -$663K 0.08% 452
2025
Q3
$876K Buy
19,345
+3,234
+20% +$131K 0.42% 31
2025
Q2
$511K Buy
16,111
+8,510
+112% +$244K 0.22% 174
2025
Q1
$227K Buy
+7,601
New +$268K 0.1% 359

Other funds holding CGNX

Bayforest Capital's CGNX Position: Q2 2026 in Review

Bayforest Capital increased its Cognex (CGNX) stake by 40% in Q2 2026, buying an estimated $39.8K and bringing the position to 2,290 shares worth $166K. The position accounts for 0.15% of the portfolio, ranked #231.

Bayforest Capital first reported a position in CGNX in Q1 2025 and has held it in 6 quarters since. The position peaked at $876K in Q3 2025. 653 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

  • Bayforest Capital held 2,290 shares of Cognex worth $166K as of Q2 2026.
  • Bayforest Capital bought 656 Cognex shares in Q2 2026, an estimated $39.8K.
  • Cognex made up 0.15% of Bayforest Capital's portfolio in Q2 2026, its #231 holding.
  • Bayforest Capital first reported a position in Cognex in Q1 2025 and has held it in 6 quarters since.
  • Bayforest Capital's Cognex position peaked at $876K in Q3 2025.
  • 653 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.