Needham Investment Management’s Cognex CGNX Stock Holding History

Needham Investment 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	$8.48M	Hold	173,000	–	–	0.43%	64
2025 Q4	$6.22M	Buy	173,000 +10,000	+6%	+$405K	0.39%	65
2025 Q3	$7.38M	Buy	163,000 +7,500	+5%	+$303K	0.52%	57
2025 Q2	$4.93M	Hold	155,500	–	–	0.39%	66
2025 Q1	$4.64M	Sell	155,500 -42,000	-21%	-$1.48M	0.43%	67
2024 Q4	$7.08M	Sell	197,500 -50,000	-20%	-$1.96M	0.55%	62
2024 Q3	$10M	Buy	247,500 +18,000	+8%	+$767K	0.77%	45
2024 Q2	$10.7M	Buy	229,500 +20,500	+10%	+$901K	0.88%	37
2024 Q1	$8.87M	Buy	209,000 +108,000	+107%	+$4.21M	0.82%	38
2023 Q4	$4.22M	Buy	101,000 +91,000	+910%	+$3.5M	0.53%	56
2023 Q3	$424K	Buy	+10,000	New	+$492K	0.07%	108
2014 Q2	–	Sell	-20,000	Closed	-$338K	–	123
2014 Q1	$338K	Buy	+20,000	New	+$373K	0.07%	97

Other funds holding CGNX

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Needham Investment Management's CGNX Position: Q1 2026 in Review

Needham Investment Management held its Cognex (CGNX) position steady in Q1 2026 at 173,000 shares worth $8.48M. The position accounts for 0.43% of the portfolio, ranked #64.

Needham Investment Management first reported a position in CGNX in Q1 2014 and has held it in 12 quarters since. The position peaked at $10.7M in Q2 2024. 569 funds tracked by Wall St. Rank hold CGNX as of Q1 2026.

Needham Investment Management held 173,000 shares of Cognex worth $8.48M as of Q1 2026.
Needham Investment Management left its Cognex share count unchanged in Q1 2026.
Cognex made up 0.43% of Needham Investment Management's portfolio in Q1 2026, its #64 holding.
Needham Investment Management first reported a position in Cognex in Q1 2014 and has held it in 12 quarters since.
Needham Investment Management's Cognex position peaked at $10.7M in Q2 2024.
569 funds tracked by Wall St. Rank held Cognex as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.