Follow-The-Filings

Security

CGNX

Cognex Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

18 owners 2 new max 7.8% (Glenn Welling - Engaged C...)

grid → activity →
owners 18
max % 7.8%
tracked value $1.2B
qoq N 2 A 6 R 8

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Glenn Welling - Engaged Capital LLC 2026 Q1 7.8% Reduce -0.75 pp 484,000 $24M hist
Mairs & Power Inc. 2026 Q1 0.6% Add +0.21 pp 1,223,875 $60M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.3% Reduce +0.07 pp 1,740,166 $85M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Reduce -0.02 pp 2,133,413 $105M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +0.01 pp 525,818 $26M hist
Renaissance Technologies LLC 2026 Q1 0.1% Add +0.02 pp 868,058 $43M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +0.01 pp 1,531,144 $73M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% New 0.0% 83,570 $4M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 18,576,640 $668M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 2,031,768 $73M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 279,595 $10M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 218,455 $11M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 136,609 $7M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce 0.00 pp 78,691 $4M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 48,231 $2M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 9,495 $465 hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% New 0.0% 9,268 $454 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 967 $47 hist

18 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $837.55M $914.52M $994.36M
Gross profit $601.24M $625.79M $665.39M
Gross margin * 71.8% 68.4% 66.9%
Net income $113.23M $106.17M $114.44M
Net margin * 13.5% 11.6% 11.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $679M $613.37M $697.25M
Total non-current assets * $1.34B $1.38B $1.32B
Total assets $2.02B $1.99B $2.02B
Total current liabilities $151.88M $169.38M $183.55M
Total non-current liabilities * $361.18M $305.96M $341.1M
Total equity $1.5B $1.52B $1.49B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $112.92M $149.08M $245.51M
Cash from investing $32.27M -$38.97M $28.02M
Cash from financing -$125.6M -$118.42M -$206.69M
Net change in cash $21.28M -$16.56M $76.83M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders