Front Street Capital 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
$90.6M Sell
1,255,029
-67,559
-5% -$4.1M 10.29% 2
2026
Q1
$64.8M Buy
1,322,588
+13,293
+1% +$621K 8.59% 2
2025
Q4
$47.1M Buy
1,309,295
+14,306
+1% +$579K 6.69% 3
2025
Q3
$58.7M Sell
1,294,989
-29,843
-2% -$1.21M 9.06% 3
2025
Q2
$42M Sell
1,324,832
-62,243
-4% -$1.78M 8.05% 3
2025
Q1
$41.3M Buy
1,387,075
+109,402
+9% +$3.85M 7.87% 4
2024
Q4
$45.8M Buy
1,277,673
+93,008
+8% +$3.64M 7.96% 2
2024
Q3
$48M Buy
1,184,665
+123,024
+12% +$5.24M 7.76% 3
2024
Q2
$49.6M Buy
1,061,641
+20,960
+2% +$922K 9.5% 1
2024
Q1
$44.2M Buy
1,040,681
+29,252
+3% +$1.14M 8.3% 2
2023
Q4
$42.2M Buy
1,011,429
+36,033
+4% +$1.38M 8.42% 2
2023
Q3
$40.5M Buy
975,396
+28,719
+3% +$1.41M 8.9% 1
2023
Q2
$53M Sell
946,677
-8,186
-0.9% -$423K 11.2% 1
2023
Q1
$47.3M Buy
954,863
+7,986
+0.8% +$404K 10.21% 1
2022
Q4
$44.6M Sell
946,877
-16,767
-2% -$786K 10.72% 1
2022
Q3
$39.9M Buy
963,644
+6,161
+0.6% +$279K 10.11% 1
2022
Q2
$40.7M Buy
957,483
+68,207
+8% +$3.82M 9.65% 1
2022
Q1
$68.6M Buy
889,276
+47,527
+6% +$3.25M 12.78% 1
2021
Q4
$66.9M Buy
841,749
+8,342
+1% +$673K 12.33% 1
2021
Q3
$66.9M Buy
833,407
+11,346
+1% +$976K 12.85% 1
2021
Q2
$69.1M Buy
822,061
+18,036
+2% +$1.46M 12.57% 1
2021
Q1
$66.7M Sell
804,025
-5,597
-0.7% -$466K 12.63% 1
2020
Q4
$65M Sell
809,622
-16,301
-2% -$1.19M 14.25% 1
2020
Q3
$53.2M Sell
825,923
-9,691
-1% -$626K 14.86% 1
2020
Q2
$49.9M Sell
835,614
-5,976
-0.7% -$324K 14.94% 1
2020
Q1
$35.5M Sell
841,590
-10,199
-1% -$511K 12.84% 1
2019
Q4
$47.7M Sell
851,789
-3,200
-0.4% -$165K 12.58% 1
2019
Q3
$42M Sell
854,989
-12,505
-1% -$564K 11.96% 1
2019
Q2
$41.6M Sell
867,494
-10,103
-1% -$486K 10.85% 2
2019
Q1
$44.6M Buy
877,597
+664
+0.1% +$31.8K 11.71% 1
2018
Q4
$33.9M Buy
876,933
+243,875
+39% +$10.6M 10.91% 1
2018
Q3
$35.3M Sell
633,058
-1,264
-0.2% -$64.8K 12.16% 1
2018
Q2
$28.3M Buy
634,322
+6,456
+1% +$306K 10.95% 1
2018
Q1
$32.6M Sell
627,866
-1,971
-0.3% -$117K 12.45% 1
2017
Q4
$38.5M Sell
629,837
-20,889
-3% -$1.33M 13.58% 1
2017
Q3
$35.9M Sell
650,726
-45,858
-7% -$2.33M 13.16% 1
2017
Q2
$29.6M Buy
696,584
+39,864
+6% +$1.77M 11.4% 1
2017
Q1
$27.6M Buy
656,720
+9,708
+2% +$355K 11% 1
2016
Q4
$17.1M Hold
647,012
8.18% 1
2016
Q3
$17.1M Sell
647,012
-6,130
-0.9% -$147K 8.17% 1
2016
Q2
$14.1M Buy
+653,142
New +$13.2M 6.97% 2

Other funds holding CGNX

Front Street Capital Management's CGNX Position: Q2 2026 in Review

Front Street Capital Management reduced its Cognex (CGNX) stake by 5.1% in Q2 2026, selling an estimated $4.1M and leaving 1,255,029 shares worth $90.6M. The position accounts for 10.29% of the portfolio, ranked #2.

Front Street Capital Management first reported a position in CGNX in Q2 2016 and has held it in 41 quarters since. 649 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

  • Front Street Capital Management held 1,255,029 shares of Cognex worth $90.6M as of Q2 2026.
  • Front Street Capital Management sold 67,559 Cognex shares in Q2 2026, an estimated $4.1M.
  • Cognex made up 10.29% of Front Street Capital Management's portfolio in Q2 2026, its #2 holding.
  • Front Street Capital Management first reported a position in Cognex in Q2 2016 and has held it in 41 quarters since.
  • 649 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

Based on Front Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.