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Electron Capital Partners’s Cognex CGNX Stock Holding History

Electron Capital Partners’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 		$70.1M Buy
967,843
+79,229
+9% +$4.81M 2.8% 11
2026
Q1 		$43.5M Buy
888,614
+35,630
+4% +$1.66M 1.7% 22
2025
Q4 		$30.7M Sell
852,984
-532,958
-38% -$21.6M 1.43% 25
2025
Q3 		$62.8M Buy
1,385,942
+48,334
+4% +$1.96M 2.84% 16
2025
Q2 		$42.4M Buy
1,337,608
+991,567
+287% +$28.4M 2.27% 16
2025
Q1 		$10.3M Buy
+346,041
New +$12.2M 0.68% 23

Other funds holding CGNX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Electron Capital Partners's CGNX Position: Q2 2026 in Review

Electron Capital Partners increased its Cognex (CGNX) stake by 8.9% in Q2 2026, buying an estimated $4.81M and bringing the position to 967,843 shares worth $70.1M. The position accounts for 2.8% of the portfolio, ranked #11.

Electron Capital Partners first reported a position in CGNX in Q1 2025 and has held it in 6 quarters since. 651 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

  • Electron Capital Partners held 967,843 shares of Cognex worth $70.1M as of Q2 2026.
  • Electron Capital Partners bought 79,229 Cognex shares in Q2 2026, an estimated $4.81M.
  • Cognex made up 2.8% of Electron Capital Partners's portfolio in Q2 2026, its #11 holding.
  • Electron Capital Partners first reported a position in Cognex in Q1 2025 and has held it in 6 quarters since.
  • 651 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

Based on Electron Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.