Fuller & Thaler Asset Management’s Cognex CGNX Stock Holding History

Fuller & Thaler Asset Management’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	$127M	Buy	1,747,614 +90,799	+5%	+$5.51M	0.34%	96
2026 Q1	$81.2M	Buy	+1,656,815	New	+$77.3M	0.27%	134
2015 Q3	–	Sell	-157,600	Closed	-$3.79M	–	675
2015 Q2	$3.79M	Sell	157,600 -27,200	-15%	-$668K	0.11%	153
2015 Q1	$4.58M	Sell	184,800 -1,800	-1%	-$38.3K	0.15%	146
2014 Q4	$3.86M	Sell	186,600 -207,340	-53%	-$4.13M	0.14%	157
2014 Q3	$7.93M	Buy	+393,940	New	+$8.14M	0.34%	82

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

Fuller & Thaler Asset Management's CGNX Position: Q2 2026 in Review

Fuller & Thaler Asset Management increased its Cognex (CGNX) stake by 5.5% in Q2 2026, buying an estimated $5.51M and bringing the position to 1,747,614 shares worth $127M. The position accounts for 0.34% of the portfolio, ranked #96.

Fuller & Thaler Asset Management first reported a position in CGNX in Q3 2014 and has held it in 6 quarters since. 651 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

Fuller & Thaler Asset Management held 1,747,614 shares of Cognex worth $127M as of Q2 2026.
Fuller & Thaler Asset Management bought 90,799 Cognex shares in Q2 2026, an estimated $5.51M.
Cognex made up 0.34% of Fuller & Thaler Asset Management's portfolio in Q2 2026, its #96 holding.
Fuller & Thaler Asset Management first reported a position in Cognex in Q3 2014 and has held it in 6 quarters since.
651 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.