Cognex Corp: which funds bought and sold
Institutions that bought and sold Cognex shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 388 institutions that filed 13F reports for both quarters added to or opened positions in Cognex, and 233 cut or closed them. Together they added a net 16.2M shares, +10.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 5.5M shares (+13.7%); index fund managers were net sellers of 191K shares (−0.4%). 128 opened a new position and 54 sold out entirely.
Bought, Q2 2026 388 institutions, 128 of them new holders Sold, Q2 2026 233 institutions, 54 of them sold out
Net change, all compared +16.2M shares (+10.6%)
Net change, active managers +5.5M shares (+13.7%), 40 bought, 35 sold
Buyers versus sellers
388 bought 73 233 sold
Active managers and hedge funds 40 bought · 35 sold · +5.5M
Index fund managers 4 bought · 7 sold · −191K
Other institutions 344 bought · 191 sold · +10.9M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Invesco Ltd. | +5.2M +174.8% | 8.2M | $594M |
| Price T Rowe Associates Inc Active manager | +1.5M +32.0% | 6.3M | $453M |
| Hood River Capital Management LLC | +1.2M New position | 1.2M | $84.9M |
| Millennium Management LLC Hedge fund | +1.1M +520.6% | 1.4M | $98.2M |
| Munro Partners Active manager | +1.0M New position | 1.0M | $75.8M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +947K +46.6% | 3.0M | $216M |
| Lazard Asset Management LLC Active manager | +827K +56.2% | 2.3M | $166M |
| Sumitomo Mitsui Trust Group, Inc. | +805K +57.1% | 2.2M | $160M |
| CI Investments Inc. | +605K New position | 605K | $43.8M |
| UBS Group AG | +602K +114.3% | 1.1M | $81.7M |
| Morgan Stanley | +576K +41.3% | 2.0M | $143M |
| American Century Companies Inc Active manager | +567K +38.5% | 2.0M | $148M |
| Cookson Peirce & Co Inc | +463K New position | 463K | $33.5M |
| Panagora Asset Management Inc Active manager | +455K +1578.0% | 484K | $35M |
| Lord, Abbett & Co. LLC | +438K +92.1% | 913K | $66.1M |
| Oberweis Asset Management Inc/ Active manager | +428K New position | 428K | $31M |
| Los Angeles Capital Management LLC Active manager | +412K +63.7% | 1.1M | $76.7M |
| Robeco Institutional Asset Management B.V. | +401K New position | 401K | $29M |
| Point72 Asset Management, L.P. Hedge fund | +399K +18.7% | 2.5M | $183M |
| Freestone Grove Partners LP Hedge fund | +384K +7030.4% | 390K | $28.2M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Price T Rowe Associates Inc Active manager | +1.5M +32.0% | 6.3M | $453M |
| Millennium Management LLC Hedge fund | +1.1M +520.6% | 1.4M | $98.2M |
| Munro Partners Active manager | +1.0M New position | 1.0M | $75.8M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +947K +46.6% | 3.0M | $216M |
| Lazard Asset Management LLC Active manager | +827K +56.2% | 2.3M | $166M |
| American Century Companies Inc Active manager | +567K +38.5% | 2.0M | $148M |
| Panagora Asset Management Inc Active manager | +455K +1578.0% | 484K | $35M |
| Oberweis Asset Management Inc/ Active manager | +428K New position | 428K | $31M |
| Los Angeles Capital Management LLC Active manager | +412K +63.7% | 1.1M | $76.7M |
| Point72 Asset Management, L.P. Hedge fund | +399K +18.7% | 2.5M | $183M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Federated Hermes, Inc. Active manager | −1.1M −88.2% | 147K | $10.6M |
| Pictet Asset Management Holding SA | −843K −12.6% | 5.8M | $422M |
| Mackenzie Financial Corp | −796K Sold out | 0 | — |
| Pacer Advisors, Inc. | −599K −96.8% | 20K | $1.4M |
| Alyeska Investment Group, L.P. Hedge fund | −520K −47.3% | 581K | $42.1M |
| BAMCO Inc Active manager | −489K −28.1% | 1.3M | $90.6M |
| Voloridge Investment Management, LLC Hedge fund | −371K Sold out | 0 | — |
| Renaissance Technologies LLC Hedge fund | −351K −40.4% | 518K | $37.5M |
| Nordea Investment Management AB | −321K −5.2% | 5.8M | $407M |
| Handelsbanken Fonder AB | −293K −61.4% | 184K | $13.3M |
| Vanguard Portfolio Management LLC Index funds | −271K −2.6% | 10.1M | $731M |
| Riverbridge Partners LLC Active manager | −271K −37.9% | 445K | $32.2M |
| Blackrock, Inc. Index funds | −250K −1.5% | 16.0M | $1.2B |
| Aquatic Capital Management LLC | −206K Sold out | 0 | — |
| WCM Investment Management, LLC Active manager | −204K −81.5% | 46K | $3.2M |
| SG Americas Securities, LLC | −191K −79.2% | 50K | $3.6M |
| Disciplined Growth Investors Inc Active manager | −182K −4.2% | 4.1M | $300M |
| Voya Investment Management LLC | −182K −22.0% | 643K | $46.5M |
| Two Sigma Investments, LP Hedge fund | −168K Sold out | 0 | — |
| Susquehanna Portfolio Strategies, LLC | −165K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Federated Hermes, Inc. Active manager | −1.1M −88.2% | 147K | $10.6M |
| Alyeska Investment Group, L.P. Hedge fund | −520K −47.3% | 581K | $42.1M |
| BAMCO Inc Active manager | −489K −28.1% | 1.3M | $90.6M |
| Voloridge Investment Management, LLC Hedge fund | −371K Sold out | 0 | — |
| Renaissance Technologies LLC Hedge fund | −351K −40.4% | 518K | $37.5M |
| Riverbridge Partners LLC Active manager | −271K −37.9% | 445K | $32.2M |
| WCM Investment Management, LLC Active manager | −204K −81.5% | 46K | $3.2M |
| Disciplined Growth Investors Inc Active manager | −182K −4.2% | 4.1M | $300M |
| Two Sigma Investments, LP Hedge fund | −168K Sold out | 0 | — |
| Royce & Associates LP Active manager | −151K −14.7% | 878K | $63.6M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Hood River Capital Management LLC | 1.2M | $84.9M |
| Munro PartnersActive manager | 1.0M | $75.8M |
| CI Investments Inc. | 605K | $43.8M |
| Cookson Peirce & Co Inc | 463K | $33.5M |
| Oberweis Asset Management Inc/Active manager | 428K | $31M |
| Robeco Institutional Asset Management B.V. | 401K | $29M |
| Erste Asset Management Gmbh | 350K | $23.9M |
| USS Investment Management Ltd | 269K | $19.5M |
| J. Goldman & Co LPHedge fund | 229K | $16.5M |
| Imc-Chicago, LLC | 180K | $13.1M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Mackenzie Financial Corp | 796K | $39M |
| Voloridge Investment Management, LLCHedge fund | 371K | $18.2M |
| Aquatic Capital Management LLC | 206K | $10.1M |
| Two Sigma Investments, LPHedge fund | 168K | $8.2M |
| Susquehanna Portfolio Strategies, LLC | 165K | $8.1M |
| Citadel Advisors LLCHedge fund | 137K | $6.7M |
| Qube Research & Technologies LtdHedge fund | 129K | $6.3M |
| Baillie Gifford & CoActive manager | 128K | $6.3M |
| Twinbeech Capital LP | 96K | $4.7M |
| Tudor Investment Corp Et AlHedge fund | 96K | $4.7M |
Who holds the shares
- Institutions reporting
- 649
- Ten largest holders
- 42.6% of 13F-reported shares
- Index fund managers
- 27.9% of 13F-reported shares
- Active managers and hedge funds
- 26.1% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 40 | 35 | 9 | 11 | +5.5M | +13.7% |
| Index fund managers | 4 | 7 | 0 | 0 | −191K | −0.4% |
| Other institutions | 344 | 191 | 119 | 43 | +10.9M | +16.9% |