Cognex Corporation
MX ˙ BMV ˙ US1924221039
SecurityMX:CGNX / Cognex Corporation
InstitutionLinden Thomas Advisory Services, LLC
Latest Disclosed Ownership39,545 shares
Latest Disclosed Value $ 1,937,310
Linden Thomas Advisory Services, LLC reports 20.01% increase in ownership of CGNX / Cognex Corporation

On April 10, 2026 - Linden Thomas Advisory Services, LLC filed a 13F-HR form disclosing ownership of 39,545 shares of Cognex Corporation (MX:CGNX) valued at $1,937,310 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 32,952 shares of Cognex Corporation. This represents a change in shares of 20.01% 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)
2026-04-10 2026-03-31 13F COGNEX COM 192422103 39,545 6,593 20.01 1,937 63.46 0.1867
2026-01-16 2025-12-31 13F COGNEX COM 192422103 32,952 -1,628 -4.71 1,186 -24.33 0.1202
2025-11-06 2025-09-30 13F COGNEX COM 192422103 34,580 -129 -0.37 1,566 42.36 0.1585
2025-07-31 2025-06-30 13F COGNEX COM 192422103 34,709 -233 -0.67 1,101 5.57 0.1212
2025-04-30 2025-03-31 13F COGNEX COM 192422103 34,942 1,546 4.63 1,042 -12.95 0.1349
2025-01-21 2024-12-31 13F COGNEX COM 192422103 33,396 -659 -1.94 1,198 -13.20 0.1518
2024-10-17 2024-09-30 13F COGNEX COM 192422103 34,055 80 0.24 1,379 -13.16 0.1884
2024-07-10 2024-06-30 13F COGNEX COM 192422103 33,975 7,331 27.51 1,589 40.53 0.2455
2024-04-30 2024-03-31 13F COGNEX COM 192422103 26,644 1,207 4.75 1,130 6.50 0.1816
2024-02-01 2023-12-31 13F COGNEX COM 192422103 25,437 607 2.44 1,062 0.76 0.1983
2023-10-20 2023-09-30 13F COGNEX COM 192422103 24,830 6,840 38.02 1,054 4.57 0.2348
2023-07-27 2023-06-30 13F COGNEX COM 192422103 17,990 310 1.75 1,008 14.95 0.2238
2023-04-25 2023-03-31 13F COGNEX COM 192422103 17,680 907 5.41 876 10.89 0.2173
2023-02-17 2022-12-31 13F COGNEX COM 192422103 16,773 16,773 790 0.2225
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.