Cognyte Software
CGNT
134 hedge funds and large institutions have $446M invested in Cognyte Software in 2026 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 18 closing their positions.
50% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 18
45% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 33
12% more capital inflows, than outflows
Capital inflows: $47.5M | Capital outflows: $42.5M
6% more funds holding
Funds holding: 126 → 134 (+8)
0.59% more ownership
Funds ownership: 69.02% → 69.61% (+0.59%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
35% less call options, than puts
Call options by funds: $4.76M | Put options by funds: $7.37M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$4.74M |
| 2 |
ACM
Archon Capital Management
Seattle,
Washington
|
+$4.65M |
| 3 |
SM
Samjo Management
New York
|
+$3.84M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$3.13M |
| 5 |
HRT Financial
New York
|
+$2.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Topline Capital Management
Santa Monica,
California
|
-$16.8M |
| 2 |
WCM
Westerly Capital Management
San Francisco,
California
|
-$4.55M |
| 3 |
SGM
Scalar Gauge Management
Dallas,
Texas
|
-$2.99M |
| 4 |
ACM
American Capital Management
New York
|
-$2.96M |
| 5 |
D.E. Shaw & Co
New York
|
-$2.78M |
CGNT Hedge Fund Activity: Q2 2026 in Review
134 of the 8,352 institutional investors tracked by Wall St. Rank reported a position in Cognyte Software (CGNT) for Q2 2026, worth a combined $446M — up 9.3% from $408M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new CGNT positions and 18 closed out — a net gain of 9 holders — while 48 added to existing stakes and 33 trimmed.
The largest buyer was Portolan Capital Management, opening a new position worth an estimated $4.74M. The largest seller was Topline Capital Management, cutting an estimated $16.8M.
- 134 institutional investors held Cognyte Software (CGNT) as of Q2 2026, up from 126 in Q1 2026.
- Funds reported $446M of Cognyte Software stock for Q2 2026, up 9.3% quarter-over-quarter.
- 27 funds opened new Cognyte Software positions in Q2 2026 and 18 closed out, a net change of +9 holders.
- The largest Cognyte Software buyer in Q2 2026 was Portolan Capital Management, an estimated $4.74M added.
- The largest Cognyte Software seller in Q2 2026 was Topline Capital Management, an estimated $16.8M sold.
Based on aggregated 13F filings for Q2 2026.