Gagnon Securities’s Cognex CGNX Stock Holding History

Gagnon Securities’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	$710K	Buy	9,798 +18	+0.2%	+$1.09K	0.14%	53
2026 Q1	$479K	Buy	9,780 +8	+0.1%	+$373	0.11%	60
2025 Q4	$352K	Hold	9,772	–	–	0.07%	72
2025 Q3	$443K	Buy	9,772 +48	+0.5%	+$1.94K	0.09%	67
2025 Q2	$308K	Sell	9,724 -167	-2%	-$4.78K	0.06%	71
2025 Q1	$295K	Buy	9,891 +2,504	+34%	+$88.2K	0.06%	75
2024 Q4	$265K	Buy	7,387 +2,171	+42%	+$85K	0.05%	78
2024 Q3	$211K	Buy	5,216 +62	+1%	+$2.64K	0.04%	84
2024 Q2	$241K	Buy	5,154 +29	+0.6%	+$1.27K	0.05%	78
2024 Q1	$217K	Buy	+5,125	New	+$200K	0.05%	86

Other funds holding CGNX

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Gagnon Securities's CGNX Position: Q2 2026 in Review

Gagnon Securities increased its Cognex (CGNX) stake by 0.18% in Q2 2026, buying an estimated $1.09K and bringing the position to 9,798 shares worth $710K. The position accounts for 0.14% of the portfolio, ranked #53.

Gagnon Securities first reported a position in CGNX in Q1 2024 and has held it in 10 quarters since. 272 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

Gagnon Securities held 9,798 shares of Cognex worth $710K as of Q2 2026.
Gagnon Securities bought 18 Cognex shares in Q2 2026, an estimated $1.09K.
Cognex made up 0.14% of Gagnon Securities's portfolio in Q2 2026, its #53 holding.
Gagnon Securities first reported a position in Cognex in Q1 2024 and has held it in 10 quarters since.
272 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

Based on Gagnon Securities's 13F filing for Q2 2026, filed 5 Aug 2026.