Campbell & Co Investment Adviser’s Cognex CGNX Stock Holding History

Campbell & Co Investment Adviser’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	$354K	Sell	4,887 -30,120	-86%	-$1.83M	0.02%	865
2026 Q1	$1.71M	Sell	35,007 -115,991	-77%	-$5.42M	0.1%	326
2025 Q4	$5.43M	Buy	+150,998	New	+$6.11M	0.26%	81
2025 Q3	–	Sell	-58,081	Closed	-$1.84M	–	1131
2025 Q2	$1.84M	Buy	+58,081	New	+$1.66M	0.12%	270
2025 Q1	–	Sell	-6,985	Closed	-$250K	–	1062
2024 Q4	$250K	Buy	6,985 +1,213	+21%	+$47.5K	0.02%	901
2024 Q3	$234K	Buy	+5,772	New	+$246K	0.02%	984
2023 Q4	–	Sell	-34,852	Closed	-$1.48M	–	1117
2023 Q3	$1.48M	Buy	+34,852	New	+$1.71M	0.18%	160
2014 Q2	–	Sell	-163,908	Closed	-$2.77M	–	168
2014 Q1	$2.77M	Buy	+163,908	New	+$3.06M	1.12%	32

Other funds holding CGNX

BlackRock New York $6.73T AUM 46.02% 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Campbell & Co Investment Adviser's CGNX Position: Q2 2026 in Review

Campbell & Co Investment Adviser reduced its Cognex (CGNX) stake by 86% in Q2 2026, selling an estimated $1.83M and leaving 4,887 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #865.

Campbell & Co Investment Adviser first reported a position in CGNX in Q1 2014 and has held it in 8 quarters since. The position peaked at $5.43M in Q4 2025. 326 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

Campbell & Co Investment Adviser held 4,887 shares of Cognex worth $354K as of Q2 2026.
Campbell & Co Investment Adviser sold 30,120 Cognex shares in Q2 2026, an estimated $1.83M.
Cognex made up 0.02% of Campbell & Co Investment Adviser's portfolio in Q2 2026, its #865 holding.
Campbell & Co Investment Adviser first reported a position in Cognex in Q1 2014 and has held it in 8 quarters since.
Campbell & Co Investment Adviser's Cognex position peaked at $5.43M in Q4 2025.
326 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.