CGNX position history
The shares of Cognex (CGNX) that Engaged Capital LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2025 Q3: 855,000 shares, $39M, 9.5% of portfolio, New
- 2025 Q4: 933,000 shares, $34M, 8.6% of portfolio, Add +9.1%
- 2026 Q1: 484,000 shares, $24M, 7.8% of portfolio, Reduce −48.1%
- 2026 Q2: 339,000 shares, $25M, 7.5% of portfolio, Reduce −30.0%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|