NZS Capital’s Cognex CGNX Stock Holding History

NZS 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 Q1	–	Sell	-692,849	Closed	-$24.9M	–	59
2025 Q4	$24.9M	Buy	692,849 +6,873	+1%	+$278K	0.76%	47
2025 Q3	$31.1M	Sell	685,976 -276,308	-29%	-$11.2M	0.95%	41
2025 Q2	$30.5M	Buy	962,284 +74,734	+8%	+$2.14M	1.04%	38
2025 Q1	$26.5M	Buy	887,550 +128,763	+17%	+$4.53M	1.19%	34
2024 Q4	$27.2M	Sell	758,787 -48,371	-6%	-$1.89M	1.16%	35
2024 Q3	$32.7M	Buy	807,158 +89,514	+12%	+$3.81M	1.27%	30
2024 Q2	$33.6M	Buy	717,644 +21,108	+3%	+$928K	1.38%	22
2024 Q1	$29.5M	Buy	696,536 +278,786	+67%	+$10.9M	1.23%	29
2023 Q4	$17.4M	Buy	417,750 +167,201	+67%	+$6.42M	0.92%	40
2023 Q3	$10.6M	Buy	250,549 +16,501	+7%	+$811K	0.57%	50
2023 Q2	$13.1M	Buy	234,048 +143,450	+158%	+$7.42M	0.66%	45
2023 Q1	$4.49M	Buy	90,598 +56,090	+163%	+$2.84M	0.24%	60
2022 Q4	$1.63M	Buy	+34,508	New	+$1.62M	0.14%	63

Other funds holding CGNX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management

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

Nordea Investment Management

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return