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Tema ETFs’s Cognex CGNX Stock Holding History

Tema ETFs’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 		$23.2M Buy
320,678
+11,988
+4% +$727K 0.75% 37
2026
Q1 		$15.1M Buy
308,690
+65,554
+27% +$3.06M 1.02% 24
2025
Q4 		$8.75M Sell
243,136
-11,152
-4% -$451K 0.68% 39
2025
Q3 		$11.5M Buy
254,288
+10,880
+4% +$440K 0.96% 14
2025
Q2 		$7.72M Buy
+243,408
New +$6.97M 2.05% 4

Other funds holding CGNX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Geode Capital Management
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

Tema ETFs's CGNX Position: Q2 2026 in Review

Tema ETFs increased its Cognex (CGNX) stake by 3.9% in Q2 2026, buying an estimated $727K and bringing the position to 320,678 shares worth $23.2M. The position accounts for 0.75% of the portfolio, ranked #37.

Tema ETFs first reported a position in CGNX in Q2 2025 and has held it in 5 quarters since. 652 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

  • Tema ETFs held 320,678 shares of Cognex worth $23.2M as of Q2 2026.
  • Tema ETFs bought 11,988 Cognex shares in Q2 2026, an estimated $727K.
  • Cognex made up 0.75% of Tema ETFs's portfolio in Q2 2026, its #37 holding.
  • Tema ETFs first reported a position in Cognex in Q2 2025 and has held it in 5 quarters since.
  • 652 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

Based on Tema ETFs's 13F filing for Q2 2026, filed 10 Jul 2026.