First Manhattan’s Cognex CGNX Stock Holding History

First Manhattan’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 Q1	$1.01M	Buy	20,540 +2,600	+14%	+$121K	﹤0.01%	436
2025 Q4	$645K	Buy	17,940 +1,800	+11%	+$72.9K	﹤0.01%	507
2025 Q3	$731K	Buy	+16,140	New	+$653K	﹤0.01%	473
2019 Q2	–	Sell	-2,000	Closed	-$101K	–	1371
2019 Q1	$101K	Hold	2,000	–	–	﹤0.01%	826
2018 Q4	$77K	Hold	2,000	–	–	﹤0.01%	842
2018 Q3	$111K	Hold	2,000	–	–	﹤0.01%	826
2018 Q2	$89K	Buy	2,000 +800	+67%	+$37.9K	﹤0.01%	839
2018 Q1	$62K	Buy	+1,200	New	+$70.9K	﹤0.01%	915

Other funds holding CGNX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Manhattan's CGNX Position: Q1 2026 in Review

First Manhattan increased its Cognex (CGNX) stake by 14% in Q1 2026, buying an estimated $121K and bringing the position to 20,540 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #436.

First Manhattan first reported a position in CGNX in Q1 2018 and has held it in 8 quarters since. 569 funds tracked by Wall St. Rank hold CGNX as of Q1 2026.

First Manhattan held 20,540 shares of Cognex worth $1.01M as of Q1 2026.
First Manhattan bought 2,600 Cognex shares in Q1 2026, an estimated $121K.
Cognex made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #436 holding.
First Manhattan first reported a position in Cognex in Q1 2018 and has held it in 8 quarters since.
569 funds tracked by Wall St. Rank held Cognex as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.