Sandler Capital Management’s Cognex CGNX Stock Holding History

Sandler 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	$1.26M	Buy	+17,340	New	+$1.05M	0.62%	66
2025 Q4	–	Sell	-12,053	Closed	-$546K	–	152
2025 Q3	$546K	Buy	+12,053	New	+$488K	0.16%	139
2021 Q3	–	Sell	-224,033	Closed	-$18.8M	–	111
2021 Q2	$18.8M	Buy	224,033 +144,033	+180%	+$11.7M	1.47%	23
2021 Q1	$6.64M	Buy	+80,000	New	+$6.66M	0.57%	69
2017 Q2	–	Sell	-133,420	Closed	-$5.6M	–	143
2017 Q1	$5.6M	Sell	133,420 -206,380	-61%	-$7.55M	0.38%	99
2016 Q4	$10.8M	Buy	+339,800	New	+$9.74M	0.97%	37
2015 Q3	–	Sell	-267,302	Closed	-$6.43M	–	140
2015 Q2	$6.43M	Sell	267,302 -43,378	-14%	-$1.07M	0.57%	72
2015 Q1	$7.7M	Buy	+310,680	New	+$6.61M	0.48%	80
2014 Q2	–	Sell	-1,125,000	Closed	-$19M	–	194
2014 Q1	$19M	Sell	1,125,000 -1,102,400	-49%	-$20.6M	0.67%	57
2013 Q4	$42.5M	Sell	2,227,400 -972,600	-30%	-$15.8M	1.38%	14
2013 Q3	$50.1M	Buy	3,200,000 +774,816	+32%	+$10.8M	1.59%	8
2013 Q2	$27.4M	Buy	+2,425,184	New	+$25.8M	1.03%	20

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 $3.37T AUM 44.26% 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

Sandler Capital Management's CGNX Position: Q2 2026 in Review

Sandler Capital Management opened a new position in Cognex (CGNX) in Q2 2026: 17,340 shares worth $1.26M. The stake represents 0.62% of the portfolio and ranks #66 among its holdings. This is a return to the name: Sandler Capital Management previously reported a position in CGNX as recently as Q3 2025.

Sandler Capital Management first reported a position in CGNX in Q2 2013 and has held it in 12 quarters since. The position peaked at $50.1M in Q3 2013. 653 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

Sandler Capital Management held 17,340 shares of Cognex worth $1.26M as of Q2 2026.
Cognex was a new Sandler Capital Management position in Q2 2026.
Cognex made up 0.62% of Sandler Capital Management's portfolio in Q2 2026, its #66 holding.
Sandler Capital Management first reported a position in Cognex in Q2 2013 and has held it in 12 quarters since.
Sandler Capital Management's Cognex position peaked at $50.1M in Q3 2013.
653 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

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