Cognex Corporation
MX ˙ BMV ˙ US1924221039
SecurityMX:CGNX / Cognex Corporation
InstitutionFront Street Capital Management, Inc.
Latest Disclosed Ownership1,309,295 shares
Latest Disclosed Value $ 47,108
Front Street Capital Management, Inc. reports 1.10% increase in ownership of CGNX / Cognex Corporation

On February 18, 2026 - Front Street Capital Management, Inc. filed a 13F-HR form disclosing ownership of 1,309,295 shares of Cognex Corporation (MX:CGNX) valued at $47,108 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 1,294,989 shares of Cognex Corporation. This represents a change in shares of 1.10% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-18 2025-12-31 13F COGNEX COM 192422103 1,309,295 14,306 1.10 47 -18.97 6.6890
2025-11-14 2025-09-30 13F COGNEX COM 192422103 1,294,989 -29,843 -2.25 59 38.10 9.0578
2025-08-15 2025-06-30 13F COGNEX COM 192422103 1,324,832 -62,243 -4.49 42 2.44 8.0514
2025-05-16 2025-03-31 13F COGNEX COM 192422103 1,387,075 109,402 8.56 41 -8.89 7.8722
2025-02-13 2024-12-31 13F COGNEX COM 192422103 1,277,673 93,008 7.85 46 -4.26 7.9603
2024-11-13 2024-09-30 13F COGNEX COM 192422103 1,184,665 123,024 11.59 48 -4.08 7.7625
2024-08-14 2024-06-30 13F COGNEX COM 192422103 1,061,641 20,960 2.01 50 11.36 9.4987
2024-05-14 2024-03-31 13F COGNEX COM 192422103 1,040,681 29,252 2.89 44 4.76 8.2972
2024-02-15 2023-12-31 13F COGNEX COM 192422103 1,011,429 36,033 3.69 42 5.00 8.4245
2023-11-15 2023-09-30 13F COGNEX COM 192422103 975,396 28,719 3.03 41 -24.53 8.9029
2023-08-15 2023-06-30 13F COGNEX COM 192422103 946,677 -8,186 -0.86 53 12.77 11.2045
2023-05-16 2023-03-31 13F COGNEX COM 192422103 954,863 7,986 0.84 47 6.82 10.2110
2023-02-22 2022-12-31 13F/A-1 COGNEX COM 192422103 946,877 -16,767 -1.74 45 -99.89 10.7215
2023-02-14 2022-12-31 13F COGNEX COM 192422103 946,877 -16,767 45 11.1245
2022-11-09 2022-09-30 13F COGNEX COM 192422103 963,644 6,161 0.64 39,943 -1.89 10.1137
2022-07-25 2022-06-30 13F COGNEX COM 192422103 957,483 68,207 7.67 40,712 -40.66 9.6512
2022-05-13 2022-03-31 13F COGNEX COM 192422103 889,276 47,527 5.65 68,608 2.62 12.7786
2022-02-08 2021-12-31 13F COGNEX COM 192422103 841,749 8,342 1.00 66,856 0.00 12.3289
2021-11-12 2021-09-30 13F COGNEX COM 192422103 833,407 11,346 1.38 66,856 -3.24 12.8466
2021-08-13 2021-06-30 13F COGNEX COM 192422103 822,061 18,036 2.24 69,094 3.55 12.5678
2021-05-12 2021-03-31 13F COGNEX COM 192422103 804,025 -5,597 -0.69 66,726 2.66 12.6262
2021-02-11 2020-12-31 13F COGNEX COM 192422103 809,622 -16,301 -1.97 65,000 22.25 14.2490
2020-11-17 2020-09-30 13F COGNEX COM 192422103 825,923 -9,691 -1.16 53,168 6.54 14.8586
2020-08-13 2020-06-30 13F COGNEX COM 192422103 835,614 -5,976 -0.71 49,902 40.44 14.9352
2020-05-14 2020-03-31 13F COGNEX COM 192422103 841,590 -10,199 -1.20 35,532 -25.56 12.8413
2020-02-10 2019-12-31 13F COGNEX COM 192422103 851,789 -3,200 -0.37 47,734 13.64 12.5763
2019-11-14 2019-09-30 13F COGNEX COM 192422103 854,989 -12,505 -1.44 42,006 0.92 11.9645
2019-08-14 2019-06-30 13F COGNEX COM 192422103 867,494 -10,103 -1.15 41,622 -6.75 10.8495
2019-08-15 2019-03-31 13F/A-1 COGNEX COM 192422103 877,597 664 0.08 44,635 31.62 11.7091
2019-05-01 2019-03-31 13F COGNEX COM 192422103 646,522 664 32,882
2019-08-23 2018-12-31 13F/A-1 COGNEX COM 192422103 876,933 243,875 38.52 33,911 -4.04 10.9128
2019-02-13 2018-12-31 13F COGNEX COM 192422103 645,858 12,800 24,975
2018-11-13 2018-09-30 13F COGNEX COM 192422103 633,058 -1,264 -0.20 35,337 24.88 12.1559
2018-08-14 2018-06-30 13F COGNEX COM 192422103 634,322 6,456 1.03 28,297 -13.31 10.9463
2018-05-14 2018-03-31 13F COGNEX COM 192422103 627,866 -1,971 -0.31 32,643 -15.26 12.4504
2018-02-14 2017-12-31 13F COGNEX COM 192422103 629,837 304,474 93.58 38,520 7.35 13.5796
2017-11-13 2017-09-30 13F COGNEX COM 192422103 325,363 -22,929 -6.58 35,881 21.34 13.1633
2017-08-08 2017-06-30 13F COGNEX COM 192422103 348,292 19,932 6.07 29,570 7.27 11.3952
2017-05-11 2017-03-31 13F COGNEX COM 192422103 328,360 4,854 1.50 27,566 61.20 10.9954
2017-02-15 2016-12-31 13F COGNEX COM 192422103 323,506 0 0.00 17,101 0.00 8.1786
2016-11-14 2016-09-30 13F COGNEX COM 192422103 323,506 -3,065 -0.94 17,101 21.50 8.1662
2016-08-29 2016-06-30 13F COGNEX COM 192422103 326,571 326,571 14,075 6.9663
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.