Erste Asset Management’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
$23.9M Buy
+350,000
New +$21.2M 0.19% 130
2023
Q3
Sell
-3,000
Closed -$148K 553
2023
Q2
$168K Hold
3,000
﹤0.01% 500
2023
Q1
$149K Sell
3,000
-2,400
-44% -$121K ﹤0.01% 518
2022
Q4
$254K Sell
5,400
-915
-14% -$42.9K 0.01% 476
2022
Q3
$262K Sell
6,315
-34,186
-84% -$1.55M 0.01% 479
2022
Q2
$1.73M Buy
40,501
+6,644
+20% +$372K 0.04% 296
2022
Q1
$2.62M Sell
33,857
-37,772
-53% -$2.59M 0.05% 268
2021
Q4
$5.58M Sell
71,629
-20,210
-22% -$1.63M 0.1% 199
2021
Q3
$7.37M Sell
91,839
-5,161
-5% -$444K 0.15% 166
2021
Q2
$8.15M Sell
97,000
-15,000
-13% -$1.21M 0.16% 151
2021
Q1
$9.29M Buy
112,000
+5,000
+5% +$416K 0.23% 126
2020
Q4
$8.66M Buy
107,000
+20,000
+23% +$1.45M 0.24% 125
2020
Q3
$5.66M Sell
87,000
-39,000
-31% -$2.52M 0.19% 131
2020
Q2
$7.52M Buy
126,000
+9,000
+8% +$489K 0.3% 104
2020
Q1
$4.94M Buy
+117,000
New +$5.86M 0.29% 106

Other funds holding CGNX

Erste Asset Management's CGNX Position: Q2 2026 in Review

Erste Asset Management opened a new position in Cognex (CGNX) in Q2 2026: 350,000 shares worth $23.9M. The stake represents 0.19% of the portfolio and ranks #130 among its holdings. This is a return to the name: Erste Asset Management previously reported a position in CGNX as recently as Q2 2023.

Erste Asset Management first reported a position in CGNX in Q1 2020 and has held it in 15 quarters since. 653 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

  • Erste Asset Management held 350,000 shares of Cognex worth $23.9M as of Q2 2026.
  • Cognex was a new Erste Asset Management position in Q2 2026.
  • Cognex made up 0.19% of Erste Asset Management's portfolio in Q2 2026, its #130 holding.
  • Erste Asset Management first reported a position in Cognex in Q1 2020 and has held it in 15 quarters since.
  • 653 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.