Impax Asset Management Group
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Impax Asset Management Group’s Cognex CGNX Stock Holding History

Impax Asset Management Group’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
2025
Q2 		– Sell
-2,427,715
Closed -$72.1M – 287
2025
Q1 		$72.1M Sell
2,427,715
-2,654,599
-52% -$93.5M 0.43% 70
2024
Q4 		$182M Sell
5,082,314
-147,957
-3% -$5.8M 0.82% 41
2024
Q3 		$211M Buy
5,230,271
+131,560
+3% +$5.6M 0.83% 43
2024
Q2 		$238M Buy
5,098,711
+1,259,116
+33% +$55.4M 0.97% 38
2024
Q1 		$163M Buy
3,839,595
+996,617
+35% +$38.8M 0.62% 57
2023
Q4 		$119M Buy
2,842,978
+31,483
+1% +$1.21M 0.48% 66
2023
Q3 		$119M Buy
2,811,495
+387,860
+16% +$19.1M 0.53% 65
2023
Q2 		$136M Buy
2,423,635
+854,971
+55% +$44.2M 0.55% 62
2023
Q1 		$77.7M Buy
1,568,664
+1,557,780
+14,313% +$78.8M 0.32% 78
2022
Q4 		$513K Sell
10,884
-428
-4% -$20.1K ﹤0.01% 316
2022
Q3 		$469K Buy
11,312
+5,772
+104% +$261K ﹤0.01% 326
2022
Q2 		$236K Hold
5,540
– – ﹤0.01% 374
2022
Q1 		$427K Buy
5,540
+2,272
+70% +$156K ﹤0.01% 352
2021
Q4 		$254K Sell
3,268
-89
-3% -$7.18K ﹤0.01% 408
2021
Q3 		$269K Hold
3,357
– – ﹤0.01% 373
2021
Q2 		$282K Hold
3,357
– – ﹤0.01% 379
2021
Q1 		$279K Buy
+3,357
New +$280K ﹤0.01% 372

Other funds holding CGNX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Impax Asset Management Group's CGNX Position: Q2 2025 in Review

Impax Asset Management Group sold out of Cognex (CGNX) in Q2 2025, closing a stake of 2,427,715 shares — an estimated $72.1M sold.

Impax Asset Management Group first reported a position in CGNX in Q1 2021 and held it in 17 quarters. The position peaked at $238M in Q2 2024. 460 funds tracked by Wall St. Rank hold CGNX as of Q2 2025.

  • Impax Asset Management Group reported no remaining Cognex position as of Q2 2025 after selling out during the quarter.
  • Impax Asset Management Group sold 2,427,715 Cognex shares in Q2 2025, an estimated $72.1M.
  • Impax Asset Management Group first reported a position in Cognex in Q1 2021 and held it in 17 quarters.
  • Impax Asset Management Group's Cognex position peaked at $238M in Q2 2024.
  • 460 funds tracked by Wall St. Rank held Cognex as of Q2 2025.

Based on Impax Asset Management Group's 13F filing for Q2 2025, filed 8 Aug 2025.