Follow-The-Filings

Security · featured owners

CGNX Cognex Corp.

Information Technology COM Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 7.5%
  • $210M
  • 1 add 2 reduce

CGNX (Cognex Corp.) is held in 3 featured 13F books as of 2026 Q2. Glenn Welling - Engaged Capital is the largest tracked holder by portfolio weight (7.5%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 7.5% (Glenn Welling - Engaged Capital) · not free-float ownership

  1. Glenn Welling reduce 7.5%
  2. Mairs & Power add 0.87%
  3. Ron Baron reduce 0.14%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Mairs & Power 2026 Q2 0.87% Add +6.9% 1,307,856 $95M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.14% Reduce −28.1% 1,251,099 $91M history
Glenn Welling - Engaged Capital 2026 Q2 7.5% Reduce −30.0% 339,000 $25M history

3 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 7 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
8-K 5.02,5.07,9.01 Filing Doc
DEFA14A Filing Doc
8-K/A 4.01,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 13 rows shown

Filed Form Detail Links
4 Period Aug 11, 2026 Filing Doc
4 Period Aug 7, 2026 · 2 forms Filing Doc
4 Period Feb 20, 2018 Filing Doc
4 Period May 11, 2026 Filing Doc
4 Period Feb 16, 2021 Filing Doc
4 Period May 6, 2026 Filing Doc
4 Period Mar 15, 2026 Filing Doc
4 Period Mar 2, 2026 Filing Doc
4 Period Feb 20, 2026 · 5 forms Filing Doc
4 Period Feb 21, 2026 · 6 forms Filing Doc
4 Period Feb 17, 2026 Filing Doc
4 Period Feb 18, 2026 Filing Doc
4 Period Feb 17, 2026 · 3 forms Filing Doc

Updated 4 days ago Source: SEC EDGAR submissions All on EDGAR

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