Greenfield Seitz Capital Management’s Cognex CGNX Stock Holding History

Greenfield Seitz Capital 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	$2.54M	Sell	35,080 -1,781	-5%	-$108K	0.76%	40
2026 Q1	$1.81M	Sell	36,861 -4,387	-11%	-$205K	0.54%	45
2025 Q4	$1.48M	Buy	41,248 +1,115	+3%	+$45.1K	0.49%	53
2025 Q3	$1.82M	Sell	40,133 -8,658	-18%	-$350K	0.59%	48
2025 Q2	$1.55M	Buy	48,791 +756	+2%	+$21.7K	0.55%	47
2025 Q1	$1.43M	Sell	48,035 -7,635	-14%	-$269K	0.55%	49
2024 Q4	$2M	Sell	55,670 -387	-0.7%	-$15.2K	0.76%	36
2024 Q3	$2.27M	Sell	56,057 -2,592	-4%	-$110K	0.83%	39
2024 Q2	$2.74M	Sell	58,649 -3,006	-5%	-$132K	1.02%	33
2024 Q1	$2.62M	Sell	61,655 -3,155	-5%	-$123K	0.97%	35
2023 Q4	$2.71M	Buy	+64,810	New	+$2.49M	1.08%	31

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 $3.38T AUM 44.17% 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

Greenfield Seitz Capital Management's CGNX Position: Q2 2026 in Review

Greenfield Seitz Capital Management reduced its Cognex (CGNX) stake by 4.8% in Q2 2026, selling an estimated $108K and leaving 35,080 shares worth $2.54M. The position accounts for 0.76% of the portfolio, ranked #40.

Greenfield Seitz Capital Management first reported a position in CGNX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.74M in Q2 2024. 654 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

Greenfield Seitz Capital Management held 35,080 shares of Cognex worth $2.54M as of Q2 2026.
Greenfield Seitz Capital Management sold 1,781 Cognex shares in Q2 2026, an estimated $108K.
Cognex made up 0.76% of Greenfield Seitz Capital Management's portfolio in Q2 2026, its #40 holding.
Greenfield Seitz Capital Management first reported a position in Cognex in Q4 2023 and has held it in 11 quarters since.
Greenfield Seitz Capital Management's Cognex position peaked at $2.74M in Q2 2024.
654 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

Based on Greenfield Seitz Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.