Cognex Corporation
US ˙ NasdaqGS ˙ US1924221039

SecurityCGNX / Cognex Corporation
InstitutionCwm, Llc
Latest Disclosed Ownership165,494 shares
Latest Disclosed Value $ 8,107,558
Cwm, Llc reports 4.75% increase in ownership of CGNX / Cognex Corporation

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 165,494 shares of Cognex Corporation (US:CGNX) valued at $8,107,551 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 157,990 shares of Cognex Corporation. This represents a change in shares of 4.75% during the quarter. The current value of the position is $10,932,534 USD.

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)
2026-05-14 2026-03-31 13F COGNEX COM 192422103 165,494 7,504 4.75 8,108 162,040.00 0.0213
2026-01-26 2025-12-31 13F COGNEX COM 192422103 157,990 -16,174 -9.29 6 -28.57 0.0154
2025-10-15 2025-09-30 13F COGNEX COM 192422103 174,164 57,125 48.81 8 133.33 0.0237
2025-07-25 2025-06-30 13F COGNEX COM 192422103 117,039 69,307 145.20 4 200.00 0.0131
2025-05-01 2025-03-31 13F COGNEX COM 192422103 47,732 -46,158 -49.16 1 -66.67 0.0057
2025-02-04 2024-12-31 13F COGNEX COM 192422103 93,890 6,949 7.99 3 0.00 0.0140
2024-10-08 2024-09-30 13F COGNEX COM 192422103 86,941 1,389 1.62 4 -25.00 0.0151
2024-07-10 2024-06-30 13F COGNEX COM 192422103 85,552 28,653 50.36 4 100.00 0.0189
2024-04-05 2024-03-31 13F COGNEX COM 192422103 56,899 54,948 2,816.40 2 0.0117
2024-02-01 2023-12-31 13F COGNEX COM 192422103 1,951 -546 -21.87 0 0.0004
2023-10-11 2023-09-30 13F COGNEX COM 192422103 2,497 -11 -0.44 0 0.0006
2023-08-03 2023-06-30 13F COGNEX COM 192422103 2,508 147 6.23 0 0.0009
2023-05-01 2023-03-31 13F COGNEX COM 192422103 2,361 11 0.47 0 0.0008
2023-02-01 2022-12-31 13F COGNEX COM 192422103 2,350 58 2.53 0 -100.00 0.0008
2022-10-27 2022-09-30 13F COGNEX COM 192422103 2,292 -132 -5.45 95 -7.77 0.0008
2022-07-28 2022-06-30 13F COGNEX COM 192422103 2,424 408 20.24 103 -33.97 0.0008
2022-04-21 2022-03-31 13F COGNEX COM 192422103 2,016 335 19.93 156 19.08 0.0011
2022-01-31 2021-12-31 13F COGNEX COM 192422103 1,681 91 5.72 131 -2.24 0.0009
2021-09-15 2021-06-30 13F/A-1 COGNEX COM 192422103 1,590 0 0.00 134 0.00 0.0011
2021-07-29 2021-06-30 13F COGNEX COM 192422103 1,590 0 134 0.0011
2021-09-15 2021-03-31 13F/A-1 COGNEX COM 192422103 1,590 0 0.00 134 0.00 0.0011
2021-04-27 2021-03-31 13F COGNEX COM 192422103 1,310 -280 109 0.0010
2021-09-15 2020-12-31 13F/A-1 COGNEX COM 192422103 1,590 0 0.00 134 0.00 0.0011
2021-01-27 2020-12-31 13F COGNEX COM 192422103 983 -607 79 0.0007
2021-09-15 2020-09-30 13F/A-1 COGNEX COM 192422103 1,590 0 0.00 134 0.00 0.0011
2020-10-19 2020-09-30 13F COGNEX COM 192422103 983 -607 64 0.0007
2021-09-15 2020-06-30 13F/A-1 COGNEX COM 192422103 1,590 0 0.00 134 0.00 0.0011
2020-07-22 2020-06-30 13F COGNEX COM 192422103 868 -722 52 0.0006
2021-09-15 2020-03-31 13F/A-1 COGNEX COM 192422103 1,590 0 0.00 134 0.00 0.0011
2020-04-28 2020-03-31 13F COGNEX COM 192422103 792 -798 33 0.0005
2021-09-14 2019-12-31 13F/A-1 COGNEX COM 192422103 1,590 0 0.00 134 0.00 0.0011
2020-01-27 2019-12-31 13F COGNEX COM 192422103 780 -810 44 0.0006
2021-09-14 2019-09-30 13F/A-1 COGNEX COM 192422103 1,590 0 0.00 134 0.00 0.0011
2019-10-22 2019-09-30 13F COGNEX COM 192422103 920 -670 45 0.0007
2021-09-14 2019-06-30 13F/A-1 COGNEX COM 192422103 1,590 0 0.00 134 0.00 0.0011
2019-07-31 2019-06-30 13F COGNEX COM 192422103 780 -810 37 0.0006
2021-09-02 2019-03-31 13F/A-1 COGNEX COM 192422103 1,590 810 103.85 134 346.67 0.0011
2019-04-22 2019-03-31 13F COGNEX COM 192422103 780 0 40 0.0008
2019-01-25 2018-12-31 13F COGNEX COM 192422103 780 742 1,952.63 30 1,400.00 0.0007
2018-10-29 2018-09-30 13F COGNEX COM 192422103 38 0 0.00 2 0.00 0.0001
2018-07-31 2018-06-30 13F COGNEX COM 192422103 38 -38 -50.00 2 -50.00 0.0001
2018-04-26 2018-03-31 13F COGNEX COM 192422103 76 0 0.00 4 -20.00 0.0002
2018-01-16 2017-12-31 13F COGNEX COM 192422103 76 57 300.00 5 150.00 0.0002
2017-10-16 2017-09-30 13F COGNEX COM 192422103 19 0 0.00 2 0.00 0.0001
2017-07-17 2017-06-30 13F COGNEX COM 192422103 19 0 0.00 2 0.00 0.0001
2017-04-17 2017-03-31 13F COGNEX COM 192422103 19 19 2 0.0001
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.