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Picton Mahoney Asset Management’s Cognex CGNX Stock Holding History

Picton Mahoney 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 		$29.4M Buy
+600,000
New +$28M 0.22% 74

Other funds holding CGNX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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 $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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Picton Mahoney Asset Management's CGNX Position: Q1 2026 in Review

Picton Mahoney Asset Management increased its Cognex (CGNX) stake by 121% in Q1 2026, buying an estimated $8.39M and bringing the position to 328,655 shares worth $16.1M. The position accounts for 0.12% of the portfolio, ranked #164.

Picton Mahoney Asset Management first reported a position in CGNX in Q3 2018 and has held it in 13 quarters since. 571 funds tracked by Wall St. Rank hold CGNX as of Q1 2026.

  • Picton Mahoney Asset Management held 328,655 shares of Cognex worth $16.1M as of Q1 2026.
  • Picton Mahoney Asset Management bought 179,673 Cognex shares in Q1 2026, an estimated $8.39M.
  • Cognex made up 0.12% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #164 holding.
  • Picton Mahoney Asset Management first reported a position in Cognex in Q3 2018 and has held it in 13 quarters since.
  • 571 funds tracked by Wall St. Rank held Cognex as of Q1 2026.

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