Neo Ivy Capital Management’s Cognex CGNX Stock Holding History

Neo Ivy Capital 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 Q2	–	Sell	-11,144	Closed	-$546K	–	377
2026 Q1	$546K	Sell	11,144 -92,734	-89%	-$4.33M	0.14%	200
2025 Q4	$3.74M	Buy	+103,878	New	+$4.2M	0.59%	60
2025 Q3	–	Sell	-21,992	Closed	-$698K	–	407
2025 Q2	$698K	Buy	+21,992	New	+$630K	0.22%	163
2025 Q1	–	Sell	-53,376	Closed	-$1.91M	–	302
2024 Q4	$1.91M	Buy	+53,376	New	+$2.09M	0.39%	105
2023 Q4	–	Sell	-708	Closed	-$30K	–	308
2023 Q3	$30K	Buy	+708	New	+$34.8K	0.01%	286
2022 Q4	–	Sell	-1,652	Closed	-$68K	–	361
2022 Q3	$68K	Buy	+1,652	New	+$74.8K	0.18%	190
2021 Q2	–	Sell	-24	Closed	-$2K	–	470
2021 Q1	$2K	Sell	24 -3,311	-99%	-$276K	﹤0.01%	453
2020 Q4	$268K	Buy	3,335 +765	+30%	+$55.6K	0.3%	115
2020 Q3	$167K	Buy	+2,570	New	+$166K	0.17%	219
2019 Q2	–	Sell	-12	Closed	–	–	283
2019 Q1	$0	Buy	+12	New	+$575	﹤0.01%	293

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

Neo Ivy Capital Management's CGNX Position: Q2 2026 in Review

Neo Ivy Capital Management sold out of Cognex (CGNX) in Q2 2026, closing a stake of 11,144 shares — an estimated $546K sold.

Neo Ivy Capital Management first reported a position in CGNX in Q1 2019 and held it in 10 quarters. The position peaked at $3.74M in Q4 2025. 654 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

Neo Ivy Capital Management reported no remaining Cognex position as of Q2 2026 after selling out during the quarter.
Neo Ivy Capital Management sold 11,144 Cognex shares in Q2 2026, an estimated $546K.
Neo Ivy Capital Management first reported a position in Cognex in Q1 2019 and held it in 10 quarters.
Neo Ivy Capital Management's Cognex position peaked at $3.74M in Q4 2025.
654 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

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