Which hedge funds own CGNX? COGNEX CORP, Q2 2026 13F holders
48 tracked hedge funds disclosed a position in CGNX (COGNEX CORP) in their Q2 2026 13F filings, worth $1.0bn in total. The largest holder by portfolio weight is Alpine Peaks Capital, LP at 7.6% of its book. 12 opened a new position this quarter: Alight Capital Management LP, Sandler Capital Management, J. Goldman & Co LP, KR Capital LP. 24 exited: Lecap Asset Management Ltd, Twinbeech Capital LP, Aquatic Capital Management LLC.
- 48
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 12
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 24
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $50.3m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $86.6m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.0bn
- Combined value Sum of the holders' reported positions in the security.
- 3.9%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Lecap Asset Management Ltd | 0.6% | $1.6m |
| Twinbeech Capital LP | 0.5% | $4.7m |
| Aquatic Capital Management LLC | 0.3% | $10.1m |
| Occudo Quantitative Strategies LP | 0.2% | $4.0m |
| Fox Run Management, L.L.C. | 0.2% | $1.1m |
| Catalyst Funds Management Pty Ltd | 0.09% | $519k |
| Voloridge Investment Management, LLC | 0.07% | $18.2m |
| AlphaGrep UK Ltd | 0.07% | $236k |
| Aristides Capital LLC | 0.07% | $207k |
| Weiss Asset Management LP | 0.07% | $3.6m |
| Machina Capital S.A.S. | 0.06% | $294k |
| Dark Forest Capital Management LP | 0.05% | $553k |
| Magnetar Financial LLC | 0.03% | $3.4m |
| Mirabella Financial Services LLP | 0.03% | $307k |
| Brevan Howard Capital Management LP | 0.03% | $2.7m |
| Tudor Investment Corp ET AL | 0.03% | $4.7m |
| Edgestream Partners, L.P. | 0.02% | $669k |
| Y-Intercept (Hong Kong) Ltd | 0.02% | $913k |
| Engineers Gate Manager LP | 0.01% | $1.1m |
| Qube Research & Technologies Ltd | 0.01% | $6.3m |
| Two Sigma Investments, LP | 0.01% | $8.2m |
| Baillie Gifford | 0.01% | $6.3m |
| Citadel Advisors LLC | 0.0% | $6.7m |
| Capstone Investment Advisors, LLC | 0.0% | $290k |
Ownership over time
Who discovered CGNX first? Beta
The run: Q1 2016 → Q2 2021, +332%
| Telemark Asset Management, LLC high conviction | Q1 2015 | 2.4% | +1.3 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.