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Montanaro Asset Management’s Cognex CGNX Stock Holding History

Montanaro 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 		– Sell
-42,012
Closed -$1.51M – 44
2025
Q4 		$1.51M Sell
42,012
-24,300
-37% -$984K 0.42% 38
2025
Q3 		$3M Sell
66,312
-43,900
-40% -$1.78M 0.75% 36
2025
Q2 		$3.5M Sell
110,212
-29,990
-21% -$859K 0.9% 35
2025
Q1 		$4.18M Sell
140,202
-92,548
-40% -$3.26M 1.23% 29
2024
Q4 		$8.35M Sell
232,750
-49,650
-18% -$1.94M 1.72% 26
2024
Q3 		$11.4M Sell
282,400
-92,800
-25% -$3.95M 2.04% 25
2024
Q2 		$17.5M Buy
375,200
+10,350
+3% +$455K 3.27% 11
2024
Q1 		$15.5M Buy
364,850
+48,350
+15% +$1.88M 2.8% 18
2023
Q4 		$13.2M Buy
316,500
+18,000
+6% +$692K 2.49% 18
2023
Q3 		$12.7M Sell
298,500
-58,000
-16% -$2.85M 2.23% 23
2023
Q2 		$20M Sell
356,500
-95,500
-21% -$4.94M 3.16% 13
2023
Q1 		$22.4M Buy
452,000
+8,300
+2% +$420K 3.48% 14
2022
Q4 		$20.9M Sell
443,700
-150,500
-25% -$7.05M 3.4% 10
2022
Q3 		$24.6M Buy
594,200
+10,000
+2% +$453K 3.77% 9
2022
Q2 		$24.8M Buy
584,200
+5,000
+0.9% +$280K 3.73% 10
2022
Q1 		$44.7M Buy
579,200
+115,000
+25% +$7.87M 5.51% 3
2021
Q4 		$36.1M Buy
464,200
+92,500
+25% +$7.46M 3.64% 11
2021
Q3 		$29.8M Sell
371,700
-49,500
-12% -$4.26M 3.59% 12
2021
Q2 		$35.4M Buy
421,200
+7,500
+2% +$607K 4.45% 7
2021
Q1 		$34.3M Buy
413,700
+36,500
+10% +$3.04M 5.05% 6
2020
Q4 		$30.3M Buy
+377,200
New +$27.4M 5.11% 7

Other funds holding CGNX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Montanaro Asset Management sold out of Cognex (CGNX) in Q1 2026, closing a stake of 42,012 shares — an estimated $1.51M sold.

Montanaro Asset Management first reported a position in CGNX in Q4 2020 and held it in 21 quarters. The position peaked at $44.7M in Q1 2022. 573 funds tracked by Wall St. Rank hold CGNX as of Q1 2026.

  • Montanaro Asset Management reported no remaining Cognex position as of Q1 2026 after selling out during the quarter.
  • Montanaro Asset Management sold 42,012 Cognex shares in Q1 2026, an estimated $1.51M.
  • Montanaro Asset Management first reported a position in Cognex in Q4 2020 and held it in 21 quarters.
  • Montanaro Asset Management's Cognex position peaked at $44.7M in Q1 2022.
  • 573 funds tracked by Wall St. Rank held Cognex as of Q1 2026.

Based on Montanaro Asset Management's 13F filing for Q1 2026, filed 11 May 2026.