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CGNX Cognex Corporation

Information Technology, filed as COGNEX CORP (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 2

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

In 2026 Q2 Mairs & Power added to Cognex, while Glenn Welling and Ron Baron trimmed.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns CGNX

Sorted by value, long equity only, as of 2026 Q2.

History
Mairs & Power 0.87%, was 0.61% Add +6.9% 1,307,856 $95M History
Ron Baron, Bamco Inc. (Baron Capital) 0.14%, was 0.26% Reduce −28.1% 1,251,099 $91M History
Glenn Welling, Engaged Capital 7.5%, was 7.8% Reduce −30.0% 339,000 $25M History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by CGNX's executives, directors and 10% owners in the last 12 months, from their Form 4s

All CGNX insider trades
  • None no insider bought on the open market
  • $21.1M sold by 6 insiders outside a trading plan
  • $13.7M sold by 4 insiders under 10b5-1 plans
  1. Matthew Moschner CEO
    Planned sale
    $1.6M 24,962 shares at $64.01 70% of stake
    Traded Aug 11 Filed Aug 12
    ↗
  2. Darren Marc Long Vice President
    Sale
    $1.3M 20,252 shares at $66.34 84% of stake
    Traded May 27 Filed May 28
    ↗
  3. Mark Fennell Chief Legal Officer &Secretary
    Sale
    $4.3M 64,873 shares at $67.05 100% of stake
    Traded May 11 Filed May 12
    ↗
  4. Laura Ann Macdonald VP and PAO
    Sale
    $9.3M 139,722 shares at $66.43 96% of stake
    Traded May 11–12 Filed May 12
    ↗
  5. Dianne M Parrotte Director
    Sale
    $2.4M 44,000 shares at $54.00 57% of stake
    Traded Mar 2 Filed Mar 3
    ↗
  6. Angelos Papadimitriou Director
    Sale
    $231K 4,150 shares at $55.58 20% of stake
    Traded Feb 23 Filed Feb 24
    ↗
  7. Joerg Kuechen Head of Corporate M&A
    Sale
    $3.5M 61,900 shares at $56.03 100% of stake
    Traded Feb 20 Filed Feb 24
    ↗
  8. Carl Gerst EVP, Global Sales and Products
    Planned sale
    $802K 14,336 shares at $55.94 100% of stake
    Traded Feb 20–23 Filed Feb 24
    ↗
  9. Robert Willett Director
    Planned sale
    $128K 2,148 shares at $59.50 100% of stake
    Traded Feb 13 Filed Feb 17
    ↗
  10. Laura Ann Macdonald VP and PAO
    Planned sale
    $851K 14,881 shares at $57.16 87% of stake
    Traded Feb 12 Filed Feb 13
    ↗
  11. Robert Willett Director
    Planned sale
    $10.3M 177,052 shares at $58.39 100% of stake
    Traded Feb 12 Filed Feb 13
    ↗
  12. Robert Willett Director
    Planned sale
    $332K 6,704 shares at $49.51 100% of stake
    Traded Oct 21, 2025 Filed Oct 22, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 67 option exercises and 21 share withholdings for taxes.

SEC filings

Recent issuer filings from EDGAR, 11 shown.

Filed Form Detail Links
8-K 7.01,8.01,9.01 Filing Doc
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
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc

Source: SEC EDGAR submissions, updated 15 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.

Further reading

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