Cognex Corporation
MX ˙ BMV ˙ US1924221039
SecurityMX:CGNX / Cognex Corporation
InstitutionMorgan Stanley
Latest Disclosed Ownership1,394,194 shares
Latest Disclosed Value $ 68,301,663
Morgan Stanley reports 8.10% decrease in ownership of CGNX / Cognex Corporation

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 1,394,194 shares of Cognex Corporation (MX:CGNX) valued at $68,301,663 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 1,517,130 shares of Cognex Corporation. This represents a change in shares of -8.10% 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)
2026-05-15 2026-03-31 13F COGNEX COM 192422103 1,394,194 -122,936 -8.10 68,302 25.13 0.0041
2026-05-27 2025-12-31 13F/A-1 COGNEX COM 192422103 1,517,130 86,413 6.04 54,586 -15.78 0.0033
2026-02-13 2025-12-31 13F COGNEX COM 192422103 1,517,130 86,413 54,586
2026-05-27 2025-09-30 13F/A-1 COGNEX COM 192422103 1,430,717 -490,466 -25.53 64,812 6.35 0.0039
2025-11-14 2025-09-30 13F COGNEX COM 192422103 1,430,717 -490,466 64,812 0.0039
2025-08-15 2025-06-30 13F COGNEX COM 192422103 1,921,183 890,848 86.46 60,940 98.28 0.0040
2025-05-15 2025-03-31 13F COGNEX COM 192422103 1,030,335 86,775 9.20 30,735 -9.17 0.0022
2025-05-15 2024-12-31 13F/A-1 COGNEX COM 192422103 943,560 -129,193 -12.04 33,836 -22.12 0.0024
2025-02-14 2024-12-31 13F COGNEX COM 192422103 943,560 -129,193 33,836 0.0024
2025-05-14 2024-09-30 13F/A-2 COGNEX COM 192422103 1,072,753 -300,842 -21.90 43,447 -32.36 0.0032
2025-02-14 2024-09-30 13F/A-1 COGNEX COM 192422103 1,072,753 -300,842 43,447 0.0032
2024-11-14 2024-09-30 13F COGNEX COM 192422103 1,072,753 -300,842 43,447 0.0031
2025-05-14 2024-06-30 13F/A-2 COGNEX COM 192422103 1,373,595 343,245 33.31 64,229 46.95 0.0050
2024-10-17 2024-06-30 13F/A-1 COGNEX COM 192422103 1,373,595 343,245 64,229 0.0050
2024-08-14 2024-06-30 13F COGNEX COM 192422103 1,373,595 343,245 64,229 0.0050
2024-10-17 2024-03-31 13F/A-2 COGNEX COM 192422103 1,030,350 -114,089 -9.97 43,707 -8.50 0.0035
2024-08-16 2024-03-31 13F/A-1 COGNEX COM 192422103 1,030,350 -114,089 43,707 0.0035
2024-05-15 2024-03-31 13F COGNEX COM 192422103 1,030,350 -114,089 43,707 0.0035
2024-08-16 2023-12-31 13F/A-1 COGNEX COM 192422103 1,144,439 238,037 26.26 47,769 24.18 0.0042
2024-02-13 2023-12-31 13F COGNEX COM 192422103 1,144,439 238,037 47,769 0.0042
2023-11-15 2023-09-30 13F COGNEX COM 192422103 906,402 -18,996 -2.05 38,468 -25.80 0.0039
2023-08-14 2023-06-30 13F COGNEX COM 192422103 925,398 -18,515 -1.96 51,841 10.84 0.0051
2023-05-15 2023-03-31 13F COGNEX COM 192422103 943,913 4,827 0.51 46,771 5.72 0.0050
2023-02-14 2022-12-31 13F COGNEX COM 192422103 939,086 112,054 13.55 44,240 29.05 0.0050
2022-11-14 2022-09-30 13F COGNEX COM 192422103 827,032 -34,882 -4.05 34,280 -6.46 0.0047
2022-10-27 2022-06-30 13F/A-1 COGNEX COM 192422103 861,914 676,760 365.51 36,648 156.57 0.0048
2022-08-15 2022-06-30 13F COGNEX COM 192422103 861,914 676,760 36,648 0.0010
2022-10-27 2022-03-31 13F/A-1 COGNEX COM 192422103 185,154 -51,830 -21.87 14,284 -22.49 0.0019
2022-05-13 2022-03-31 13F COGNEX COM 192422103 185,154 -51,830 14,284 0.0019
2022-02-14 2021-12-31 13F COGNEX COM 192422103 236,984 -77,050 -24.54 18,429 -26.84 0.0023
2021-11-15 2021-09-30 13F COGNEX COM 192422103 314,034 -224,117 -41.65 25,191 -44.31 0.0034
2021-08-23 2021-06-30 13F/A-1 COGNEX COM 192422103 538,151 130,319 31.95 45,231 33.64 0.0060
2021-08-16 2021-06-30 13F COGNEX COM 192422103 538,151 130,319 45,231 0.0012
2021-05-17 2021-03-31 13F COGNEX COM 192422103 407,832 -131,613 -24.40 33,845 -21.85 0.0050
2021-02-16 2020-12-31 13F COGNEX COM 192422103 539,445 -510,222 -48.61 43,310 -36.62 0.0067
2020-11-13 2020-09-30 13F COGNEX COM 192422103 1,049,667 142,113 15.66 68,332 26.08 0.0132
2020-08-14 2020-06-30 13F COGNEX COM 192422103 907,554 714,725 370.65 54,199 565.75 0.0120
2020-05-26 2020-03-31 13F/A-1 COGNEX COM 192422103 192,829 -283,055 -59.48 8,141 -69.47 0.0022
2020-05-15 2020-03-31 13F COGNEX COM 192422103 192,829 -283,055 8,141 625.3985
2020-02-14 2019-12-31 13F COGNEX COM 192422103 475,884 42,844 9.89 26,668 25.34 0.0062
2019-11-14 2019-09-30 13F COGNEX COM 192422103 433,040 278,346 179.93 21,276 186.62 0.0056
2019-08-14 2019-06-30 13F COGNEX COM 192422103 154,694 6,972 4.72 7,423 -1.21 0.0020
2019-05-15 2019-03-31 13F COGNEX COM 192422103 147,722 -19,739 -11.79 7,514 16.01 0.0021
2019-02-14 2018-12-31 13F COGNEX COM 192422103 167,461 -192,199 -53.44 6,477 -67.74 0.0019
2019-04-23 2018-09-30 13F/A-2 COGNEX COM 192422103 359,660 -13,774 -3.69 20,076 20.52 0.0050
2018-11-20 2018-09-30 13F/A-1 COGNEX COM 192422103 359,660 0 20,076 0.0050
2018-11-14 2018-09-30 13F COGNEX COM 192422103 359,660 -13,774 20,076
2019-04-23 2018-06-30 13F/A-1 COGNEX COM 192422103 373,434 -827,521 -68.91 16,658 -73.32 0.0045
2018-08-14 2018-06-30 13F COGNEX COM 192422103 373,434 -827,521 16,658
2019-04-23 2018-03-31 13F/A-1 COGNEX COM 192422103 1,200,955 328,366 37.63 62,438 17.00 0.0173
2018-05-14 2018-03-31 13F COGNEX COM 192422103 1,200,955 328,366 62,438
2019-04-23 2017-12-31 13F/A-1 COGNEX COM 192422103 872,589 449,421 106.20 53,366 14.35 0.0146
2018-02-14 2017-12-31 13F COGNEX COM 192422103 872,589 449,421 53,366
2017-11-14 2017-09-30 13F COGNEX COM 192422103 423,168 -224,308 -34.64 46,667 -15.10 0.0140
2017-08-11 2017-06-30 13F COGNEX COM 192422103 647,476 278,421 75.44 54,970 77.43 0.0166
2017-05-22 2017-03-31 13F/A-1 COGNEX COM 192422103 369,055 47,952 14.93 30,981 51.66 0.0095
2017-05-12 2017-03-31 13F COGNEX COM 192422103 369,055 30,981
2017-02-22 2016-12-31 13F/A-1 COGNEX COM 192422103 321,103 703 0.22 20,428 20.63 0.0067
2017-02-13 2016-12-31 13F COGNEX COM 192422103 321,103 20,428
2016-11-10 2016-09-30 13F COGNEX COM 192422103 320,400 -6,643 -2.03 16,935 20.15 0.0058
2016-08-12 2016-06-30 13F COGNEX COM 192422103 327,043 597 0.18 14,095 10.86 0.0051
2016-05-12 2016-03-31 13F COGNEX COM 192422103 326,446 -24,413 -6.96 12,714 7.30 0.0049
2016-02-09 2015-12-31 13F COGNEX COM 192422103 350,859 78,372 28.76 11,849 26.52 0.0043
2016-02-08 2015-09-30 13F/A-1 COGNEX COM 192422103 272,487 -139,776 -33.90 9,365 -52.77 0.0035
2015-11-09 2015-09-30 13F COGNEX COM 192422103 272,487 9,365
2015-08-12 2015-06-30 13F COGNEX COM 192422103 412,263 60,173 17.09 19,830 13.57 0.0069
2015-05-14 2015-03-31 13F COGNEX COM 192422103 352,090 -47,037 -11.78 17,460 5.84 0.0064
2015-02-13 2014-12-31 13F COGNEX COM 192422103 399,127 12,026 3.11 16,497 5.82 0.0060
2014-12-16 2014-09-30 13F/A-1 COGNEX COM 192422103 387,101 355,486 1,124.42 15,589 1,183.05 0.0060
2014-11-14 2014-09-30 13F COGNEX COM 192422103 387,101 15,589
2014-08-12 2014-06-30 13F COGNEX COM 192422103 31,615 -39,310 -55.42 1,215 -49.42 0.0021
2014-05-13 2014-03-31 13F COGNEX COM 192422103 70,925 52,531 285.59 2,402 241.68 0.0010
2014-02-13 2013-12-31 13F COGNEX COM 192422103 18,394 -29,759 -61.80 703 -53.35 0.0003
2013-11-13 2013-09-30 13F COGNEX CORP COM ST COM 192422103 48,153 37,080 334.87 1,507 201.40 0.0007
2013-08-08 2013-06-30 13F COGNEX CORP COM ST COM 192422103 11,073 11,073 500 0.0003
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.