Machina Capital’s Cognex CGNX Stock Holding History

Machina Capital’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	–	Sell	-5,999	Closed	-$294K	–	388
2026 Q1	$294K	Buy	+5,999	New	+$280K	0.06%	307
2023 Q4	–	Sell	-7,716	Closed	-$327K	–	261
2023 Q3	$327K	Buy	+7,716	New	+$379K	0.18%	193
2019 Q3	–	Sell	-2,392	Closed	-$115K	–	341
2019 Q2	$115K	Buy	+2,392	New	+$115K	0.04%	344

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

Machina Capital's CGNX Position: Q2 2026 in Review

Machina Capital sold out of Cognex (CGNX) in Q2 2026, closing a stake of 5,999 shares — an estimated $294K sold.

Machina Capital first reported a position in CGNX in Q2 2019 and held it in 3 quarters. The position peaked at $327K in Q3 2023. 654 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

Machina Capital reported no remaining Cognex position as of Q2 2026 after selling out during the quarter.
Machina Capital sold 5,999 Cognex shares in Q2 2026, an estimated $294K.
Machina Capital first reported a position in Cognex in Q2 2019 and held it in 3 quarters.
Machina Capital's Cognex position peaked at $327K in Q3 2023.
654 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.