Cognex
CGNX
574 hedge funds and large institutions have $7.73B invested in Cognex in 2026 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 210 increasing their positions, 185 reducing their positions, and 66 closing their positions.
391% more call options, than puts
Call options by funds: $77.5M | Put options by funds: $15.8M
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
79% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 66
34% more capital invested
Capital invested by funds: $5.76B → $7.73B (+$1.97B)
14% more repeat investments, than reductions
Existing positions increased: 210 | Existing positions reduced: 185
9% more funds holding
Funds holding: 528 → 574 (+46)
0.46% less ownership
Funds ownership: 95.16% → 94.69% (-0.46%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$121M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$77.3M |
| 3 |
Janus Henderson Group
London,
|
+$55.6M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$50.9M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$34.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
-$91.5M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$84.8M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$73.8M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
-$37.3M |
| 5 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
-$34.8M |
CGNX Hedge Fund Activity: Q1 2026 in Review
574 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Cognex (CGNX) for Q1 2026, worth a combined $7.73B — up 34% from $5.76B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new CGNX positions and 66 closed out — a net gain of 52 holders — while 210 added to existing stakes and 185 trimmed.
The largest buyer was Invesco, adding an estimated $121M. The largest seller was Nordea Investment Management, cutting an estimated $91.5M.
- 574 institutional investors held Cognex (CGNX) as of Q1 2026, up from 528 in Q4 2025.
- Funds reported $7.73B of Cognex stock for Q1 2026, up 34% quarter-over-quarter.
- 118 funds opened new Cognex positions in Q1 2026 and 66 closed out, a net change of +52 holders.
- The largest Cognex buyer in Q1 2026 was Invesco, an estimated $121M added.
- The largest Cognex seller in Q1 2026 was Nordea Investment Management, an estimated $91.5M sold.
Based on aggregated 13F filings for Q1 2026.