Cognex Corporation
MX ˙ BMV ˙ US1924221039
SecurityMX:CGNX / Cognex Corporation
InstitutionGotham Asset Management, LLC
ManagerJoel Greenblatt
Latest Disclosed Ownership525,818 shares
Latest Disclosed Value $ 25,759,824
Gotham Asset Management, LLC reports 6.18% increase in ownership of CGNX / Cognex Corporation

On May 15, 2026 - Gotham Asset Management, LLC filed a 13F-HR form disclosing ownership of 525,818 shares of Cognex Corporation (MX:CGNX) valued at $25,759,824 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 495,233 shares of Cognex Corporation. This represents a change in shares of 6.18% 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 525,818 30,585 6.18 25,760 44.57 0.0789
2026-02-17 2025-12-31 13F COGNEX COM 192422103 495,233 41,237 9.08 17,818 -13.36 0.0651
2025-11-14 2025-09-30 13F COGNEX COM 192422103 453,996 3,968 0.88 20,566 44.08 0.0895
2025-08-14 2025-06-30 13F COGNEX COM 192422103 450,028 364,620 426.92 14,275 460.42 0.0854
2025-05-15 2025-03-31 13F COGNEX COM 192422103 85,408 58,233 214.29 2,548 161.50 0.0213
2025-02-14 2024-12-31 13F COGNEX COM 192422103 27,175 4,606 20.41 974 6.56 0.0092
2024-11-14 2024-09-30 13F COGNEX COM 192422103 22,569 -113,604 -83.43 914 -85.64 0.0095
2024-08-14 2024-06-30 13F COGNEX COM 192422103 136,173 14,962 12.34 6,367 23.85 0.0824
2024-05-15 2024-03-31 13F COGNEX COM 192422103 121,211 34,183 39.28 5,142 41.55 0.0776
2024-02-14 2023-12-31 13F COGNEX COM 192422103 87,028 50,079 135.54 3,633 131.63 0.0674
2023-11-14 2023-09-30 13F COGNEX COM 192422103 36,949 -5,873 -13.71 1,568 -34.61 0.0324
2023-08-14 2023-06-30 13F COGNEX COM 192422103 42,822 -2,567 -5.66 2,399 6.63 0.0522
2023-05-15 2023-03-31 13F COGNEX COM 192422103 45,389 8,928 24.49 2,249 30.98 0.0545
2023-02-14 2022-12-31 13F COGNEX COM 192422103 36,461 9,285 34.17 1,718 52.49 0.0483
2022-11-14 2022-09-30 13F COGNEX COM 192422103 27,176 20,280 294.08 1,126 284.30 0.0337
2022-08-15 2022-06-30 13F COGNEX COM 192422103 6,896 -70 -1.00 293 -45.44 0.0094
2022-05-16 2022-03-31 13F COGNEX COM 192422103 6,966 3,700 113.29 537 111.42 0.0166
2022-02-14 2021-12-31 13F COGNEX COM 192422103 3,266 -1,763 -35.06 254 -36.97 0.0082
2021-11-15 2021-09-30 13F COGNEX COM 192422103 5,029 -4,321 -46.21 403 -48.73 0.0163
2021-08-16 2021-06-30 13F COGNEX COM 192422103 9,350 -4,281 -31.41 786 -30.50 0.0333
2021-05-17 2021-03-31 13F COGNEX COM 192422103 13,631 13,631 1,131 0.0504
2020-11-16 2020-09-30 13F COGNEX COM 192422103 0 -5,518 -100.00 0 -100.00
2020-08-13 2020-06-30 13F COGNEX COM 192422103 5,518 5,518 330 0.0099
2020-02-14 2019-12-31 13F COGNEX COM 192422103 0 -51,801 -100.00 0 -100.00
2019-11-14 2019-09-30 13F COGNEX COM 192422103 51,801 51,801 2,545 0.0450
2018-05-15 2018-03-31 13F COGNEX COM 192422103 0 -6,185 -100.00 0 -100.00
2018-02-14 2017-12-31 13F COGNEX COM 192422103 6,185 6,185 378 0.0055
2016-11-14 2016-09-30 13F COGNEX COM 192422103 0 -6,933 -100.00 0 -100.00
2016-08-15 2016-06-30 13F COGNEX COM 192422103 6,933 6,933 0.00 299 0.0036
2015-05-15 2015-03-31 13F COGNEX COM 192422103 0 -19,391 -100.00 0 -100.00
2015-02-17 2014-12-31 13F COGNEX COM 192422103 19,391 19,391 -43.39 801 -25.28 0.0065
2014-02-14 2013-12-31 13F COGNEX COM 192422103 0 -34,256 -100.00 0 -100.00
2013-11-14 2013-09-30 13F COGNEX COM 192422103 34,256 -4,634 -11.92 1,072 -39.06 0.0348
2013-08-15 2013-06-30 13F/A-1 COGNEX COM 192422103 38,890 38,890 1,759 0.0754
2013-08-14 2013-06-30 13F COGNEX COM 192422103 38,890 1,759 0.0750
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.