Michael Gelband’s Cognex CGNX Stock Holding History

Michael Gelband’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	$2.41M	Buy	33,229 +28,138	+553%	+$1.71M	0.02%	756
2026 Q1	$249K	Buy	+5,091	New	+$238K	﹤0.01%	1348
2025 Q2	–	Sell	-91,814	Closed	-$2.74M	–	1514
2025 Q1	$2.74M	Buy	+91,814	New	+$3.23M	0.03%	590
2024 Q1	–	Sell	-13,791	Closed	-$576K	–	1532
2023 Q4	$576K	Sell	13,791 -46,905	-77%	-$1.8M	﹤0.01%	995
2023 Q3	$2.58M	Buy	60,696 +30,771	+103%	+$1.51M	0.02%	597
2023 Q2	$1.68M	Buy	+29,925	New	+$1.55M	0.01%	881
2022 Q3	–	Sell	-70,891	Closed	-$3.01M	–	1925
2022 Q2	$3.01M	Buy	+70,891	New	+$3.97M	0.04%	607
2022 Q1	–	Sell	-34,618	Closed	-$2.69M	–	2236
2021 Q4	$2.69M	Buy	34,618 +11,609	+50%	+$937K	0.03%	639
2021 Q3	$1.85M	Sell	23,009 -24,078	-51%	-$2.07M	0.02%	753
2021 Q2	$3.96M	Buy	47,087 +28,476	+153%	+$2.3M	0.04%	438
2021 Q1	$1.54M	Buy	18,611 +5,775	+45%	+$481K	0.02%	685
2020 Q4	$1.03M	Sell	12,836 -13,769	-52%	-$1M	0.01%	845
2020 Q3	$1.73M	Buy	+26,605	New	+$1.72M	0.03%	455
2020 Q1	–	Sell	-4,770	Closed	-$267K	–	1133
2019 Q4	$267K	Buy	+4,770	New	+$247K	0.01%	1207

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 $3.37T AUM 44.26% 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

Michael Gelband's CGNX Position: Q2 2026 in Review

Michael Gelband increased its Cognex (CGNX) stake by 553% in Q2 2026, buying an estimated $1.71M and bringing the position to 33,229 shares worth $2.41M. The position accounts for 0.02% of the portfolio, ranked #756.

Michael Gelband first reported a position in CGNX in Q4 2019 and has held it in 14 quarters since. The position peaked at $3.96M in Q2 2021. 648 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

Michael Gelband held 33,229 shares of Cognex worth $2.41M as of Q2 2026.
Michael Gelband bought 28,138 Cognex shares in Q2 2026, an estimated $1.71M.
Cognex made up 0.02% of Michael Gelband's portfolio in Q2 2026, its #756 holding.
Michael Gelband first reported a position in Cognex in Q4 2019 and has held it in 14 quarters since.
Michael Gelband's Cognex position peaked at $3.96M in Q2 2021.
648 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.