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TwinBeech Capital’s Cognex CGNX Stock Holding History

TwinBeech 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
Q2 		– Sell
-96,032
Closed -$4.7M – 414
2026
Q1 		$4.7M Buy
96,032
+80,362
+513% +$3.75M 0.49% 53
2025
Q4 		$564K Sell
15,670
-48,942
-76% -$1.98M 0.04% 386
2025
Q3 		$2.93M Buy
64,612
+53,836
+500% +$2.18M 0.12% 190
2025
Q2 		$342K Sell
10,776
-43,310
-80% -$1.24M 0.01% 539
2025
Q1 		$1.61M Sell
54,086
-12,137
-18% -$427K 0.03% 420
2024
Q4 		$2.37M Buy
+66,223
New +$2.59M 0.04% 316
2024
Q1 		– Sell
-267,055
Closed -$11.1M – 583
2023
Q4 		$11.1M Buy
267,055
+165,649
+163% +$6.36M 0.18% 164
2023
Q3 		$4.3M Buy
+101,406
New +$4.99M 0.08% 287
2020
Q4 		– Sell
-19,237
Closed -$1.25M – 448
2020
Q3 		$1.25M Buy
+19,237
New +$1.24M 0.27% 112

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

TwinBeech Capital's CGNX Position: Q2 2026 in Review

TwinBeech Capital sold out of Cognex (CGNX) in Q2 2026, closing a stake of 96,032 shares — an estimated $4.7M sold.

TwinBeech Capital first reported a position in CGNX in Q3 2020 and held it in 9 quarters. The position peaked at $11.1M in Q4 2023. 651 funds tracked by Wall St. Rank hold CGNX as of Q2 2026.

  • TwinBeech Capital reported no remaining Cognex position as of Q2 2026 after selling out during the quarter.
  • TwinBeech Capital sold 96,032 Cognex shares in Q2 2026, an estimated $4.7M.
  • TwinBeech Capital first reported a position in Cognex in Q3 2020 and held it in 9 quarters.
  • TwinBeech Capital's Cognex position peaked at $11.1M in Q4 2023.
  • 651 funds tracked by Wall St. Rank held Cognex as of Q2 2026.

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