Dmitry Balyasny’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 | $20.5M | Buy |
283,184
+273,916
| +2,956% | +$16.6M | 0.03% | 704 |
|
|
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
DGI
Dmitry Balyasny's CGNX Position: Q2 2026 in Review
Dmitry Balyasny increased its Cognex (CGNX) stake by 2,956% in Q2 2026, buying an estimated $16.6M and bringing the position to 283,184 shares worth $20.5M. The position accounts for 0.03% of the portfolio, ranked #704.
Dmitry Balyasny first reported a position in CGNX in Q3 2017 and has held it in 24 quarters since. The position peaked at $33.7M in Q2 2021. 648 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.
- Dmitry Balyasny held 283,184 shares of Cognex worth $20.5M as of Q2 2026.
- Dmitry Balyasny bought 273,916 Cognex shares in Q2 2026, an estimated $16.6M.
- Cognex made up 0.03% of Dmitry Balyasny's portfolio in Q2 2026, its #704 holding.
- Dmitry Balyasny first reported a position in Cognex in Q3 2017 and has held it in 24 quarters since.
- Dmitry Balyasny's Cognex position peaked at $33.7M in Q2 2021.
- 648 funds tracked by Wall St. Rank held Cognex as of Q2 2026.
Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.