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 Q2	$1.49M	Hold	20,540	–	–	﹤0.01%	389
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

First Manhattan's CGNX Position: Q2 2026 in Review

First Manhattan held its Cognex (CGNX) position steady in Q2 2026 at 20,540 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #389.

First Manhattan first reported a position in CGNX in Q1 2018 and has held it in 9 quarters since. 653 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

First Manhattan held 20,540 shares of Cognex worth $1.49M as of Q2 2026.
First Manhattan left its Cognex share count unchanged in Q2 2026.
Cognex made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #389 holding.
First Manhattan first reported a position in Cognex in Q1 2018 and has held it in 9 quarters since.
653 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.