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LECAP Asset Management’s Cognex CGNX Stock Holding History

LECAP 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
Q1 		$1.56M Buy
31,871
+3,951
+14% +$184K 0.59% 48
2025
Q4 		$1M Sell
27,920
-4,940
-15% -$200K 0.4% 98
2025
Q3 		$1.49M Buy
32,860
+2,187
+7% +$88.5K 0.52% 67
2025
Q2 		$973K Sell
30,673
-21,663
-41% -$621K 0.34% 116
2025
Q1 		$1.56M Buy
52,336
+27,992
+115% +$986K 0.36% 121
2024
Q4 		$873K Buy
+24,344
New +$954K 0.24% 160
2024
Q1 		– Sell
-16,851
Closed -$703K – 300
2023
Q4 		$703K Buy
+16,851
New +$647K 0.26% 152

Other funds holding CGNX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LECAP Asset Management's CGNX Position: Q1 2026 in Review

LECAP Asset Management increased its Cognex (CGNX) stake by 14% in Q1 2026, buying an estimated $184K and bringing the position to 31,871 shares worth $1.56M. The position accounts for 0.59% of the portfolio, ranked #48.

LECAP Asset Management first reported a position in CGNX in Q4 2023 and has held it in 7 quarters since. 569 funds tracked by Wall St. Rank hold CGNX as of Q1 2026.

  • LECAP Asset Management held 31,871 shares of Cognex worth $1.56M as of Q1 2026.
  • LECAP Asset Management bought 3,951 Cognex shares in Q1 2026, an estimated $184K.
  • Cognex made up 0.59% of LECAP Asset Management's portfolio in Q1 2026, its #48 holding.
  • LECAP Asset Management first reported a position in Cognex in Q4 2023 and has held it in 7 quarters since.
  • 569 funds tracked by Wall St. Rank held Cognex as of Q1 2026.

Based on LECAP Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.