Cognex Corporation
MX ˙ BMV ˙ US1924221039
SecurityMX:CGNX / Cognex Corporation
InstitutionShelton Capital Management
Latest Disclosed Ownership5,525 shares
Latest Disclosed Value $ 270,670
Shelton Capital Management reports 9.20% decrease in ownership of CGNX / Cognex Corporation

On May 15, 2026 - Shelton Capital Management filed a 13F-HR form disclosing ownership of 5,525 shares of Cognex Corporation (MX:CGNX) valued at $270,670 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 6,085 shares of Cognex Corporation. This represents a change in shares of -9.20% 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 5,525 -560 -9.20 271 23.85 0.0059
2026-02-17 2025-12-31 13F COGNEX COM 192422103 6,085 0 0.00 219 -20.73 0.0043
2025-11-14 2025-09-30 13F COGNEX COM 192422103 6,085 6,085 276 0.0059
2025-05-15 2025-03-31 13F COGNEX COM 192422103 0 -6,765 -100.00 0 -100.00
2025-02-13 2024-12-31 13F COGNEX COM 192422103 6,765 0 0.00 243 -11.36 0.0060
2024-11-14 2024-09-30 13F COGNEX COM 192422103 6,765 0 0.00 274 -13.61 0.0070
2024-08-13 2024-06-30 13F COGNEX COM 192422103 6,765 -682 -9.16 316 0.32 0.0086
2024-05-15 2024-03-31 13F COGNEX COM 192422103 7,447 0 0.00 316 1.61 0.0090
2024-02-14 2023-12-31 13F COGNEX COM 192422103 7,447 -575 -7.17 311 -8.82 0.0098
2023-11-14 2023-09-30 13F COGNEX COM 192422103 8,022 -503 -5.90 340 -28.72 0.0125
2023-08-10 2023-06-30 13F COGNEX COM 192422103 8,525 -162 -1.86 478 10.93 0.0171
2023-05-11 2023-03-31 13F COGNEX COM 192422103 8,687 -192 -2.16 430 2.87 0.0179
2023-02-13 2022-12-31 13F COGNEX COM 192422103 8,879 -486 -5.19 418 7.73 0.0438
2022-11-14 2022-09-30 13F COGNEX COM 192422103 9,365 0 0.00 388 -2.51 0.0184
2022-08-11 2022-06-30 13F COGNEX COM 192422103 9,365 0 0.00 398 -44.95 0.0179
2022-05-12 2022-03-31 13F COGNEX COM 192422103 9,365 0 0.00 723 -0.69 0.0267
2022-02-11 2021-12-31 13F COGNEX COM 192422103 9,365 -300 -3.10 728 -6.06 0.0258
2021-11-15 2021-09-30 13F COGNEX COM 192422103 9,665 0 0.00 775 -4.56 0.0303
2021-08-12 2021-06-30 13F COGNEX COM 192422103 9,665 0 0.00 812 1.25 0.0306
2021-05-14 2021-03-31 13F COGNEX COM 192422103 9,665 0 0.00 802 3.35 0.0279
2021-02-16 2020-12-31 13F COGNEX COM 192422103 9,665 -292 -2.93 776 19.75 0.0349
2020-11-09 2020-09-30 13F COGNEX COM 192422103 9,957 0 0.00 648 8.91 0.0268
2020-08-12 2020-06-30 13F COGNEX COM 192422103 9,957 -516 -4.93 595 34.62 0.0328
2020-05-13 2020-03-31 13F COGNEX COM 192422103 10,473 -408 -3.75 442 -27.54 0.0320
2020-02-11 2019-12-31 13F COGNEX COM 192422103 10,881 -709 -6.12 610 7.21 0.0337
2019-11-13 2019-09-30 13F COGNEX COM 192422103 11,590 0 0.00 569 2.34 0.0336
2019-08-14 2019-06-30 13F COGNEX COM 192422103 11,590 10,967 1,760.35 556 -95.46 0.0320
2019-05-10 2019-03-31 13F COGNEX COM 192422103 623 -11,620 -94.91 12,243 2,488.37 0.0483
2019-01-31 2018-12-31 13F COGNEX COM 192422103 12,243 0 0.00 473 -30.75 0.0322
2018-11-14 2018-09-30 13F COGNEX COM 192422103 12,243 0 0.00 683 25.09 0.0390
2018-08-10 2018-06-30 13F COGNEX COM 192422103 12,243 0 0.00 546 -14.29 0.0340
2018-05-15 2018-03-31 13F COGNEX COM 192422103 12,243 -707 -5.46 637 -19.57 0.0418
2018-02-06 2017-12-31 13F COGNEX COM 192422103 12,950 6,475 100.00 792 10.92 0.0509
2017-11-28 2017-09-30 13F/A-1 COGNEX COM 192422103 6,475 0 0.00 714 29.82 0.0482
2017-08-14 2017-06-30 13F COGNEX COM 192422103 6,475 0 0.00 550 1.10 0.0389
2017-11-28 2017-03-31 13F/A-1 COGNEX COM 192422103 6,475 0 0.00 544 32.04 0.0377
2017-11-28 2016-12-31 13F/A-2 COGNEX COM 192422103 6,475 -2,467 -27.59 412 -12.90 0.0314
2017-12-06 2016-09-30 13F/A-2 COGNEX COM 192422103 8,942 0 0.00 473 22.86 0.0395
2017-12-04 2016-09-30 13F/A-1 COGNEX COM 192422103 6,475 -2,467 412 0.0263
2016-08-01 2016-06-30 13F COGNEX COM 192422103 8,942 0 0.00 385 10.63 0.0339
2016-05-13 2016-03-31 13F COGNEX COM 192422103 8,942 0 0.00 348 15.23 0.0315
2016-02-01 2015-12-31 13F COGNEX COM 192422103 8,942 0 0.00 302 -1.63 0.0292
2015-11-02 2015-09-30 13F COGNEX COM 192422103 8,942 0 0.00 307 -28.60 0.0338
2015-08-11 2015-06-30 13F COGNEX COM 192422103 8,942 -6,582 -42.40 430 -44.16 0.0445
2015-05-12 2015-03-31 13F COGNEX COM 192422103 15,524 0 0.00 770 19.94 0.0832
2015-02-10 2014-12-31 13F COGNEX COM 192422103 15,524 8,942 135.86 642 142.26 0.0748
2014-10-15 2014-09-30 13F COGNEX COM 192422103 6,582 0 0.00 265 4.74 0.0356
2014-07-25 2014-06-30 13F COGNEX COM 192422103 6,582 364 5.85 253 19.91 0.0353
2014-04-14 2014-03-31 13F COGNEX COM 192422103 6,218 0 0.00 211 -10.97 0.0309
2014-01-22 2013-12-31 13F COGNEX COM 192422103 6,218 6,218 237 0.0358
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.