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Kopion Asset Management’s Cognex CGNX Stock Holding History

Kopion 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 		$6.61M Sell
91,319
-4,746
-5% -$288K 4.18% 11
2026
Q1 		$4.71M Sell
96,065
-67,073
-41% -$3.13M 3.66% 14
2025
Q4 		$5.87M Sell
163,138
-37,591
-19% -$1.52M 4.2% 13
2025
Q3 		$9.09M Sell
200,729
-83,464
-29% -$3.38M 5.89% 7
2025
Q2 		$9.01M Buy
284,193
+39,891
+16% +$1.14M 6.08% 9
2025
Q1 		$7.29M Buy
244,302
+53,684
+28% +$1.89M 5.67% 9
2024
Q4 		$6.84M Sell
190,618
-3,692
-2% -$145K 4.8% 12
2024
Q3 		$7.87M Sell
194,310
-26,182
-12% -$1.12M 5.67% 9
2024
Q2 		$10.3M Buy
220,492
+16,796
+8% +$738K 7.32% 6
2024
Q1 		$8.64M Buy
203,696
+30,033
+17% +$1.17M 6.14% 9
2023
Q4 		$7.25M Buy
173,663
+42,353
+32% +$1.63M 5.56% 10
2023
Q3 		$5.57M Buy
131,310
+37,978
+41% +$1.87M 4.97% 11
2023
Q2 		$5.23M Sell
93,332
-3,482
-4% -$180K 4.43% 12
2023
Q1 		$4.8M Sell
96,814
-12,556
-11% -$635K 4.17% 14
2022
Q4 		$5.15M Hold
109,370
– – 5.21% 9
2022
Q3 		$4.53M Buy
109,370
+10,037
+10% +$454K 4.97% 12
2022
Q2 		$4.22M Buy
99,333
+74,109
+294% +$4.15M 4.5% 15
2022
Q1 		$1.95M Sell
25,224
-267
-1% -$18.3K 1.65% 17
2021
Q4 		$1.98M Sell
25,491
-4,073
-14% -$329K 1.64% 16
2021
Q3 		$2.37M Sell
29,564
-7,556
-20% -$650K 1.9% 16
2021
Q2 		$3.12M Buy
37,120
+33
+0.1% +$2.67K 2.16% 17
2021
Q1 		$3.08M Sell
37,087
-2,464
-6% -$205K 2.29% 17
2020
Q4 		$3.17M Sell
39,551
-643
-2% -$46.8K 2.55% 17
2020
Q3 		$2.62M Sell
40,194
-14,202
-26% -$918K 3.01% 16
2020
Q2 		$3.25M Sell
54,396
-6,977
-11% -$379K 3.68% 12
2020
Q1 		$2.59M Sell
61,373
-15,217
-20% -$762K 3.76% 13
2019
Q4 		$4.29M Buy
+76,590
New +$3.96M 4.26% 12

Other funds holding CGNX

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Kopion Asset Management's CGNX Position: Q2 2026 in Review

Kopion Asset Management reduced its Cognex (CGNX) stake by 4.9% in Q2 2026, selling an estimated $288K and leaving 91,319 shares worth $6.61M. The position accounts for 4.18% of the portfolio, ranked #11.

Kopion Asset Management first reported a position in CGNX in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.3M in Q2 2024. 216 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

  • Kopion Asset Management held 91,319 shares of Cognex worth $6.61M as of Q2 2026.
  • Kopion Asset Management sold 4,746 Cognex shares in Q2 2026, an estimated $288K.
  • Cognex made up 4.18% of Kopion Asset Management's portfolio in Q2 2026, its #11 holding.
  • Kopion Asset Management first reported a position in Cognex in Q4 2019 and has held it in 27 quarters since.
  • Kopion Asset Management's Cognex position peaked at $10.3M in Q2 2024.
  • 216 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

Based on Kopion Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.