Shaker Investments’s Cognex CGNX Stock Holding History

Shaker Investments’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	$503K	Hold	6,945	–	–	0.18%	67
2026 Q1	$340K	Buy	6,945 +1,310	+23%	+$61.2K	0.15%	71
2025 Q4	$203K	Sell	5,635 -8,455	-60%	-$342K	0.08%	82
2025 Q3	$638K	Buy	+14,090	New	+$570K	0.26%	66
2023 Q4	–	Sell	-16,216	Closed	-$688K	–	85
2023 Q3	$688K	Sell	16,216 -136	-0.8%	-$6.69K	0.38%	61
2023 Q2	$916K	Buy	16,352 +71	+0.4%	+$3.67K	0.47%	62
2023 Q1	$807K	Buy	+16,281	New	+$824K	0.45%	63

Other funds holding CGNX

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DACS

Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return

Shaker Investments's CGNX Position: Q2 2026 in Review

Shaker Investments held its Cognex (CGNX) position steady in Q2 2026 at 6,945 shares worth $503K. The position accounts for 0.18% of the portfolio, ranked #67.

Shaker Investments first reported a position in CGNX in Q1 2023 and has held it in 7 quarters since. The position peaked at $916K in Q2 2023. 131 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

Shaker Investments held 6,945 shares of Cognex worth $503K as of Q2 2026.
Shaker Investments left its Cognex share count unchanged in Q2 2026.
Cognex made up 0.18% of Shaker Investments's portfolio in Q2 2026, its #67 holding.
Shaker Investments first reported a position in Cognex in Q1 2023 and has held it in 7 quarters since.
Shaker Investments's Cognex position peaked at $916K in Q2 2023.
131 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

Based on Shaker Investments's 13F filing for Q2 2026, filed 15 Jul 2026.