Cognex Corporation
MX ˙ BMV ˙ US1924221039
SecurityMX:CGNX / Cognex Corporation
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership4,698,742 shares
Latest Disclosed Value $ 230,228,408
Geode Capital Management, Llc reports 18.95% increase in ownership of CGNX / Cognex Corporation

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 4,698,742 shares of Cognex Corporation (MX:CGNX) valued at $230,228,408 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 3,950,299 shares of Cognex Corporation. This represents a change in shares of 18.95% 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)
2026-05-15 2026-03-31 13F COGNEX COM 192422103 4,698,742 748,443 18.95 230,228 61.96 0.0077
2026-02-09 2025-12-31 13F COGNEX COM 192422103 3,950,299 842,783 27.12 142,154 0.96 0.0088
2025-11-12 2025-09-30 13F COGNEX COM 192422103 3,107,516 71,833 2.37 140,796 46.20 0.0090
2025-08-08 2025-06-30 13F COGNEX COM 192422103 3,035,683 -81,353 -2.61 96,307 3.55 0.0068
2025-05-13 2025-03-31 13F COGNEX COM 192422103 3,117,036 114,492 3.81 93,009 -13.64 0.0073
2025-02-12 2024-12-31 13F COGNEX COM 192422103 3,002,544 -605,484 -16.78 107,705 -26.31 0.0083
2024-11-12 2024-09-30 13F COGNEX COM 192422103 3,608,028 175,423 5.11 146,157 -8.96 0.0118
2024-08-09 2024-06-30 13F COGNEX COM 192422103 3,432,605 159,180 4.86 160,545 15.60 0.0141
2024-05-13 2024-03-31 13F COGNEX COM 192422103 3,273,425 85,415 2.68 138,883 4.36 0.0128
2024-02-13 2023-12-31 13F COGNEX COM 192422103 3,188,010 36,367 1.15 133,085 -0.40 0.0139
2023-11-13 2023-09-30 13F COGNEX COM 192422103 3,151,643 -279,423 -8.14 133,622 -30.40 0.0159
2023-08-11 2023-06-30 13F COGNEX COM 192422103 3,431,066 127,485 3.86 191,975 17.41 0.0226
2023-05-15 2023-03-31 13F COGNEX COM 192422103 3,303,581 -38,793 -1.16 163,514 104,048.41 0.0212
2023-02-13 2022-12-31 13F COGNEX COM 192422103 3,342,374 418,441 14.31 157 -99.87 0.0221
2022-11-14 2022-09-30 13F COGNEX COM 192422103 2,923,933 59,540 2.08 121,247 -0.43 0.0184
2022-08-12 2022-06-30 13F COGNEX COM 192422103 2,864,393 392,393 15.87 121,775 -36.10 0.0178
2022-05-13 2022-03-31 13F COGNEX COM 192422103 2,472,000 -149,724 -5.71 190,586 -6.39 0.0238
2022-02-11 2021-12-31 13F COGNEX COM 192422103 2,621,724 369,689 16.42 203,596 12.86 0.0245
2021-11-12 2021-09-30 13F COGNEX COM 192422103 2,252,035 5,903 0.26 180,393 -4.31 0.0243
2021-08-13 2021-06-30 13F COGNEX COM 192422103 2,246,132 41,810 1.90 188,516 3.18 0.0260
2021-05-12 2021-03-31 13F COGNEX COM 192422103 2,204,322 1,052 0.05 182,708 3.41 0.0279
2021-02-12 2020-12-31 13F COGNEX COM 192422103 2,203,270 80,547 3.79 176,683 27.97 0.0297
2020-11-13 2020-09-30 13F COGNEX COM 192422103 2,122,723 -74,527 -3.39 138,068 5.30 0.0271
2020-08-13 2020-06-30 13F COGNEX COM 192422103 2,197,250 14,862 0.68 131,123 42.42 0.0281
2020-05-14 2020-03-31 13F COGNEX COM 192422103 2,182,388 67,584 3.20 92,070 -22.25 0.0240
2020-02-20 2019-12-31 13F/A-1 COGNEX COM 192422103 2,114,804 79,924 3.93 118,414 18.52 0.0247
2020-02-13 2019-12-31 13F COGNEX COM 192422103 2,114,804 79,924 118,414 15,090.8260
2019-11-12 2019-09-30 13F COGNEX COM 192422103 2,034,880 17,698 0.88 99,910 3.29 0.0233
2019-08-14 2019-06-30 13F COGNEX COM 192422103 2,017,182 48,901 2.48 96,723 -3.31 0.0234
2019-05-14 2019-03-31 13F COGNEX COM 192422103 1,968,281 -13,836 -0.70 100,039 30.59 0.0259
2019-03-06 2018-12-31 13F/A-1 COGNEX COM 192422103 1,982,117 102,876 5.47 76,607 -26.93 0.0237
2019-02-13 2018-12-31 13F COGNEX COM 192422103 1,982,117 102,876 76,607
2018-11-13 2018-09-30 13F COGNEX COM 192422103 1,879,241 64,122 3.53 104,838 29.56 0.0295
2018-08-14 2018-06-30 13F COGNEX COM 192422103 1,815,119 82,354 4.75 80,919 -10.11 0.0249
2018-05-15 2018-03-31 13F COGNEX COM 192422103 1,732,765 25,308 1.48 90,020 -13.75 0.0293
2018-02-13 2017-12-31 13F COGNEX COM 192422103 1,707,457 971,346 131.96 104,372 28.57 0.0354
2017-11-14 2017-09-30 13F COGNEX COM 192422103 736,111 30,029 4.25 81,177 35.42 0.0300
2017-08-14 2017-06-30 13F COGNEX COM 192422103 706,082 34,875 5.20 59,946 6.39 0.0236
2017-06-21 2017-03-31 13F/A-1 COGNEX CORP COM COM 192422103 671,207 64,003 10.54 56,347 45.86 0.0231
2017-05-12 2017-03-31 13F COGNEX CORP COM COM 192422103 671,207 56,347
2017-02-14 2016-12-31 13F COGNEX CORP COM COM 192422103 607,204 30,857 5.35 38,630 26.80 0.0180
2016-11-10 2016-09-30 13F COGNEX CORP COM COM 192422103 576,347 13,131 2.33 30,465 25.50 0.0153
2016-08-12 2016-06-30 13F COGNEX CORP COM COM 192422103 563,216 25,155 4.68 24,274 15.83 0.0132
2016-05-13 2016-03-31 13F COGNEX CORP COM COM 192422103 538,061 21,929 4.25 20,957 20.24 0.0111
2016-02-12 2015-12-31 13F COGNEX CORP COM COM 192422103 516,132 -280 -0.05 17,429 -1.80 0.0099
2015-11-13 2015-09-30 13F COGNEX CORP COM COM 192422103 516,412 18,436 3.70 17,749 -25.90 0.0108
2015-08-14 2015-06-30 13F COGNEX CORP COM COM 192422103 497,976 -21,760 -4.19 23,952 -7.07 0.0137
2015-05-14 2015-03-31 13F COGNEX CORP COM COM 192422103 519,736 30,357 6.20 25,773 27.43 0.0147
2015-02-12 2014-12-31 13F COGNEX CORP COM COM 192422103 489,379 7,193 1.49 20,226 4.17 0.0120
2014-11-14 2014-09-30 13F COGNEX CORP COM COM 192422103 482,186 4,462 0.93 19,417 5.85 0.0126
2014-08-13 2014-06-30 13F COGNEX CORP COM COM 192422103 477,724 15,722 3.40 18,344 17.27 0.0119
2014-05-14 2014-03-31 13F COGNEX CORP COM COM 192422103 462,002 29,730 6.88 15,643 -5.22 0.0105
2014-02-14 2013-12-31 13F COGNEX CORP COM COM 192422103 432,272 28,476 7.05 16,504 30.33 0.0114
2013-11-14 2013-09-30 13F COGNEX CORP COM COM 192422103 403,796 215,507 114.46 12,663 48.73 0.0102
2013-08-14 2013-06-30 13F COGNEX CORP COM COM 192422103 188,289 188,289 8,514 0.0075
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.