CGNXNasdaqIndustrial Instruments For Measurement, Display, and ControlFiscal year ends December 31
COGNEX CORP
Financials through Q2 FY2026, quarter ended Jul 5, 2026Last filing: 10-Q on Aug 6, 2026
$55.16+1.17 (+2.17%)
Close on Oct 19, 2026
- Market cap
- $9.38B
- P/E (TTM)
- 53.6
- Dividend yield
- 0.59%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
176M of 168M shares
Institutional holders
651
137 new, 55 sold out
Net institutional buying
20M
In Q2 2026
Insider trades, 12 months
0 buys · 42 sales
Net sold $34.77M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 8,705,689 | 5.21% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 14,840,415 | 8.60% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Portfolio Management | 10,390,950 | 6.22% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CGNX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,991,755 | 9.51% | $1.16B | −250,340 | 0.02% |
| Vanguard Portfolio Management LLC | 10,099,866 | 6.00% | $731.43M | −270,781 | 0.03% |
| Invesco Ltd. | 8,206,627 | 4.88% | $594.32M | +5,219,751 | 0.05% |
| Vanguard Capital Management LLC | 7,509,391 | 4.46% | $543.83M | +79,235 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 6,255,563 | 3.72% | $453.03K | +1,517,529 | 0.05% |
| Pictet Asset Management Holding SA | 5,829,878 | 3.47% | $422.01M | −843,153 | 0.40% |
| Nordea Investment Management Ab | 5,820,165 | 3.46% | $407.35M | −321,453 | 0.33% |
| State Street Corp | 5,419,280 | 3.22% | $392.46M | +157,780 | 0.01% |
| Geode Capital Management, LLC | 4,918,798 | 2.92% | $356.28M | +220,056 | 0.02% |
| Disciplined Growth Investors Inc /Mn | 4,139,715 | 2.46% | $299.80M | −182,360 | 5.08% |
| Arrowstreet Capital, Limited Partnership | 2,979,759 | 1.77% | $215.79M | +946,668 | 0.10% |
| Point72 Asset Management, L.P. | 2,532,073 | 1.51% | $183.37M | +398,660 | 0.20% |
| Dimensional Fund Advisors LP | 2,378,052 | 1.41% | $172.19M | −30,583 | 0.03% |
| Lazard Asset Management LLC | 2,297,887 | 1.37% | $166.41M | +826,860 | 0.25% |
| Jupiter Topco LLC | 2,228,089 | 1.32% | $161.43M | New | 0.07% |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,215,361 | 1.32% | $160.44M | +805,210 | 0.09% |
| Chevy Chase Trust Holdings, LLC | 2,046,839 | 1.22% | $148.23M | +202,410 | 0.38% |
| American Century Companies Inc | 2,039,619 | 1.21% | $147.71M | +566,650 | 0.07% |
| Morgan Stanley | 1,969,946 | 1.17% | $142.66M | +575,752 | 0.01% |
| Artisan Partners Limited Partnership | 1,931,590 | 1.15% | $139.89M | +202,229 | 0.22% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 651 | 176M | 100.0% | 137 / 261 | 179 / 55 | 32M | 12M |
| Q1 2026 | 574 | 158M | 94.0% | 118 / 209 | 186 / 66 | 38M | 21M |
| Q4 2025 | 528 | 160M | 94.9% | 93 / 171 | 195 / 58 | 20M | 15M |
| Q3 2025 | 504 | 156M | 92.7% | 107 / 183 | 151 / 61 | 23M | 21M |
| Q2 2025 | 460 | 154M | 91.6% | 90 / 180 | 142 / 60 | 27M | 26M |
| Q1 2025 | 434 | 153M | 90.8% | 57 / 161 | 153 / 67 | 17M | 20M |
| Q4 2024 | 449 | 158M | 94.0% | 74 / 151 | 154 / 62 | 20M | 15M |
| Q3 2024 | 447 | 156M | 92.5% | 61 / 154 | 149 / 51 | 25M | 12M |
| Q2 2024 | 443 | 158M | 93.6% | 70 / 146 | 143 / 45 | 16M | 13M |
| Q1 2024 | 423 | 155M | 91.9% | 43 / 165 | 133 / 69 | 24M | 26M |
| Q4 2023 | 453 | 156M | 92.9% | 74 / 153 | 161 / 82 | 18M | 17M |
| Q3 2023 | 466 | 155M | 92.0% | 58 / 131 | 191 / 74 | 6M | 8M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CGNX | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 5,695,237 | 3.39% | $412.45M | 0.33% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 5,281,144 | 3.14% | $382.46M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 3,815,246 | 2.27% | $276.30M | 0.15% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 2,751,970 | 1.64% | $181.22M | 0.11% | May 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 2,202,164 | 1.31% | $159.48M | 0.34% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,908,009 | 1.13% | $138.18M | 0.14% | Jun 30, 2026 |
| Invesco Discovery Fund | 1,718,515 | 1.02% | $113.16M | 1.45% | May 31, 2026 |
| Invesco Discovery Mid Cap Growth Fund | 1,514,246 | 0.90% | $98.79M | 1.46% | Jul 31, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 1,449,944 | 0.86% | $105.00M | 0.71% | Jun 30, 2026 |
| Baron Small Cap Fund | 1,250,000 | 0.74% | $90.53M | 3.18% | Jun 30, 2026 |
| Global X Robotics & Artificial Intelligence ETF | 1,249,621 | 0.74% | $82.29M | 2.20% | May 31, 2026 |
| SMALLCAP World Fund Inc | 1,236,941 | 0.74% | $89.58M | 0.09% | Jun 30, 2026 |
| Invesco S&P MidCap Quality ETF | 1,188,518 | 0.71% | $77.54M | 1.42% | Jul 31, 2026 |
| Fullerthaler Behavioral Small-Cap Growth | 1,131,000 | 0.67% | $81.91M | 1.33% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 941,590 | 0.56% | $61.43M | 0.05% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Matthew Moschner | CEO & President, Director | 19,246 | 0.01% | Aug 12, 2026 |
| Darren Marc Long | Vice President | 5,756 | 0.00% | Aug 11, 2026 |
| Laura Ann Macdonald | VP and PAO | 11,378 | 0.01% | May 12, 2026 |
| Mark Fennell | Chief Legal Officer &Secretary | 4,863 | 0.00% | May 12, 2026 |
| Dennis Fehr | SVP, Chief Financial Officer | 17,972 | 0.01% | May 8, 2026 |
| Michael Bowdoin | Vice President | 11,139 | 0.01% | May 1, 2026 |
| Joerg Kuechen | Head of Corporate M&A | 6,032 | 0.00% | Feb 24, 2026 |
| Sheila Marie DiPalma | EVP, Employee Services | 16,568 | 0.01% | Feb 24, 2026 |
| Carl Gerst | EVP, Global Sales and Products | 0 | – | Feb 24, 2026 |
| Sami Atiya | Director | – | – | Mar 16, 2026 |
| Christopher Donato | Director | – | – | Mar 16, 2026 |
| Dianne M. Parrotte | Director | 33,431 | 0.02% | Mar 3, 2026 |
| Marjorie Sennett | Director | 25,936 | 0.02% | Feb 24, 2026 |
| Anthony Sun | Director | 387,693 | 0.23% | Feb 24, 2026 |
| Angelos Papadimitriou | Director | 16,222 | 0.01% | Feb 24, 2026 |
| Sachin Lawande | Director | 28,431 | 0.02% | Feb 24, 2026 |
| John Tseng-Chung Lee | Director | 24,820 | 0.01% | Feb 24, 2026 |
| Robert Willett | Director | 23,120 | 0.01% | Feb 19, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Matthew Moschner CEO & President, Director | Aug 11, 2026 | Sale(10b5-1 plan) | −4,000 | $65.36 | $261.44K | 19,246 |
| Matthew Moschner CEO & President, Director | Aug 11, 2026 | Option exercise | +1,600 | $56.44 | $90.30K | 20,846 |
| Matthew Moschner CEO & President, Director | Aug 11, 2026 | Sale(10b5-1 plan) | −7,000 | $63.61 | $445.27K | 19,246 |
| Matthew Moschner CEO & President, Director | Aug 11, 2026 | Option exercise | +7,000 | $42.84 | $299.88K | 26,246 |
| Matthew Moschner CEO & President, Director | Aug 11, 2026 | Sale(10b5-1 plan) | −4,000 | $63.62 | $254.48K | 19,246 |
| Matthew Moschner CEO & President, Director | Aug 11, 2026 | Option exercise | +4,000 | $40.71 | $162.84K | 23,246 |
| Matthew Moschner CEO & President, Director | Aug 11, 2026 | Sale(10b5-1 plan) | −8,362 | $63.62 | $531.99K | 10,884 |
| Matthew Moschner CEO & President, Director | Aug 11, 2026 | Option exercise | +4,000 | $51.49 | $205.96K | 23,246 |
| Matthew Moschner CEO & President, Director | Aug 11, 2026 | Sale(10b5-1 plan) | −1,600 | $65.36 | $104.58K | 19,246 |
| Darren Marc Long Vice President | Aug 7, 2026 | Tax withholding | −734 | $66.89 | $49.10K | 5,756 |
| Darren Marc Long Vice President | Aug 7, 2026 | Option exercise | +2,500 | – | – | 6,490 |
| Matthew Moschner CEO & President, Director | Aug 7, 2026 | Tax withholding | −2,218 | $66.89 | $148.36K | 19,246 |
| Matthew Moschner CEO & President, Director | Aug 7, 2026 | Option exercise | +4,999 | – | – | 21,464 |
| Darren Marc Long Vice President | May 27, 2026 | Sale | −8,675 | $66.32 | $575.33K | 5,569 |
| Darren Marc Long Vice President | May 27, 2026 | Sale | −5,498 | $66.32 | $364.63K | 5,569 |
| Darren Marc Long Vice President | May 27, 2026 | Option exercise | +5,498 | $49.12 | $270.06K | 11,067 |
| Darren Marc Long Vice President | May 27, 2026 | Sale | −1,579 | $66.52 | $105.04K | 3,990 |
| Darren Marc Long Vice President | May 27, 2026 | Option exercise | +8,675 | $51.49 | $446.68K | 14,244 |
| Darren Marc Long Vice President | May 27, 2026 | Sale | −4,500 | $66.32 | $298.44K | 5,569 |
| Darren Marc Long Vice President | May 27, 2026 | Option exercise | +4,500 | $56.44 | $253.98K | 10,069 |
| Laura Ann Macdonald VP and PAO | May 12, 2026 | Option exercise | +6,100 | $47.21 | $287.98K | 11,358 |
| Laura Ann Macdonald VP and PAO | May 12, 2026 | Sale | −25,500 | $65.56 | $1.67M | 5,258 |
| Laura Ann Macdonald VP and PAO | May 12, 2026 | Sale | −6,100 | $65.56 | $399.92K | 5,258 |
| Laura Ann Macdonald VP and PAO | May 12, 2026 | Option exercise | +10,000 | $48.28 | $482.80K | 15,258 |
| Laura Ann Macdonald VP and PAO | May 12, 2026 | Sale | −10,000 | $65.56 | $655.60K | 5,258 |
| Laura Ann Macdonald VP and PAO | May 12, 2026 | Option exercise | +25,500 | $50.94 | $1.30M | 30,758 |
| Laura Ann Macdonald VP and PAO | May 11, 2026 | Sale | −2,212 | $66.80 | $147.76K | 5,258 |
| Laura Ann Macdonald VP and PAO | May 11, 2026 | Sale | −15,000 | $66.80 | $1.00M | 7,470 |
| Laura Ann Macdonald VP and PAO | May 11, 2026 | Option exercise | +15,000 | $56.44 | $846.60K | 22,470 |
| Laura Ann Macdonald VP and PAO | May 11, 2026 | Sale | −30,000 | $66.80 | $2.00M | 7,470 |
| Laura Ann Macdonald VP and PAO | May 11, 2026 | Option exercise | +30,000 | $51.49 | $1.54M | 37,470 |
| Laura Ann Macdonald VP and PAO | May 11, 2026 | Option exercise | +17,000 | $50.94 | $865.98K | 24,470 |
| Laura Ann Macdonald VP and PAO | May 11, 2026 | Sale | −12,196 | $66.80 | $814.69K | 7,470 |
| Laura Ann Macdonald VP and PAO | May 11, 2026 | Option exercise | +12,196 | $47.21 | $575.77K | 19,666 |
| Laura Ann Macdonald VP and PAO | May 11, 2026 | Sale | −15,080 | $66.80 | $1.01M | 7,470 |
| Laura Ann Macdonald VP and PAO | May 11, 2026 | Option exercise | +15,080 | $39.44 | $594.76K | 22,550 |
| Laura Ann Macdonald VP and PAO | May 11, 2026 | Sale | −6,634 | $66.80 | $443.15K | 7,470 |
| Laura Ann Macdonald VP and PAO | May 11, 2026 | Option exercise | +6,634 | $33.04 | $219.19K | 14,104 |
| Laura Ann Macdonald VP and PAO | May 11, 2026 | Sale | −17,000 | $66.80 | $1.14M | 7,470 |
| Mark Fennell Chief Legal Officer &Secretary | May 11, 2026 | Sale | −9,600 | $67.08 | $643.97K | 4,863 |
| Mark Fennell Chief Legal Officer &Secretary | May 11, 2026 | Option exercise | +6,400 | $51.49 | $329.54K | 11,263 |
| Mark Fennell Chief Legal Officer &Secretary | May 11, 2026 | Sale | −6,400 | $67.08 | $429.31K | 4,863 |
| Mark Fennell Chief Legal Officer &Secretary | May 11, 2026 | Option exercise | +18,296 | $47.21 | $863.75K | 23,159 |
| Mark Fennell Chief Legal Officer &Secretary | May 11, 2026 | Sale | −18,296 | $67.08 | $1.23M | 4,863 |
| Mark Fennell Chief Legal Officer &Secretary | May 11, 2026 | Option exercise | +15,080 | $39.44 | $594.76K | 19,943 |
| Mark Fennell Chief Legal Officer &Secretary | May 11, 2026 | Sale | −15,080 | $67.08 | $1.01M | 4,863 |
| Mark Fennell Chief Legal Officer &Secretary | May 11, 2026 | Option exercise | +6,634 | $33.04 | $219.19K | 11,497 |
| Mark Fennell Chief Legal Officer &Secretary | May 11, 2026 | Sale | −4,863 | $66.73 | $324.51K | 0 |
| Mark Fennell Chief Legal Officer &Secretary | May 11, 2026 | Sale | −4,000 | $67.08 | $268.32K | 4,863 |
| Mark Fennell Chief Legal Officer &Secretary | May 11, 2026 | Option exercise | +4,000 | $42.84 | $171.36K | 8,863 |
| Mark Fennell Chief Legal Officer &Secretary | May 11, 2026 | Sale | −6,634 | $67.08 | $445.01K | 4,863 |
| Mark Fennell Chief Legal Officer &Secretary | May 11, 2026 | Option exercise | +9,600 | $56.44 | $541.82K | 14,463 |
| Dennis Fehr SVP, Chief Financial Officer | May 6, 2026 | Option exercise | +5,394 | – | – | 17,972 |
| Dennis Fehr SVP, Chief Financial Officer | May 6, 2026 | Tax withholding | −1,984 | $62.26 | $123.52K | 15,988 |
| Laura Ann Macdonald VP and PAO | Mar 15, 2026 | Tax withholding | −109 | $47.98 | $5.23K | 7,470 |
| Laura Ann Macdonald VP and PAO | Mar 15, 2026 | Option exercise | +368 | – | – | 7,579 |
| Dianne M. Parrotte Director | Mar 2, 2026 | Sale | −2,500 | $54.00 | $135.00K | 33,431 |
| Dianne M. Parrotte Director | Mar 2, 2026 | Option exercise | +15,600 | $51.49 | $803.24K | 49,031 |
| Dianne M. Parrotte Director | Mar 2, 2026 | Sale | −15,600 | $54.00 | $842.40K | 33,431 |
| Dianne M. Parrotte Director | Mar 2, 2026 | Option exercise | +7,500 | $45.06 | $337.95K | 40,931 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Moschner Matthew Director, Officer | Aug 11, 2026 | 24,962 | $1.61M | Aug 11, 2026 | Exercise of Stock Options |
| Robert Willett Former Director | Jun 30, 2026 | 172,667 | $12.32M | Jun 30, 2026 | Stock Option Exercise |
| Robert Willett Former Director | Jun 29, 2026 | 8,576 | $596.10K | Jun 29, 2026 | Stock Option Exercise |
| Long Darren Officer | May 27, 2026 | 20,252 | $1.34M | May 27, 2026 | Stock Option Exercise |
| Laura Ann Macdonald Officer | May 13, 2026 | 98,122 | $6.55M | May 11, 2026 | RSU Release |
| Laura Ann Macdonald Officer | May 12, 2026 | 41,600 | $2.73M | May 12, 2026 | Option Granted 2/21/2023 |
| Fennell Mark Officer | May 11, 2026 | 64,873 | $4.35M | May 11, 2026 | Stock Option Exercise |
| Laura Ann Macdonald Officer | May 11, 2026 | 98,122 | $6.55M | May 11, 2026 | RSU Release |
| Robert Willett Former Director | May 7, 2026 | 423,478 | $28.83M | May 7, 2026 | Option Granted - 02/21/2023 |
| Robert Willett Former Director | May 6, 2026 | 53,726 | $3.31M | May 6, 2026 | Option Granted - 02/20/2024 |
| Parrotte Dianne Director | Mar 2, 2026 | 44,000 | $2.38M | Mar 2, 2026 | Stock Option Exercise |
| Papadimitriou Angelos Director | Feb 23, 2026 | 4,150 | $230.66K | Feb 23, 2026 | Restricted Stock |
| W. Gerst Carl Iii Officer | Feb 23, 2026 | 10,532 | $590.11K | Feb 23, 2026 | Restricted Stock Units |
| W. Gerst Carl Iii Officer | Feb 20, 2026 | 3,804 | $212.80K | Feb 20, 2026 | Restricted Stock Units |
| Kuechen Joerg Officer | Feb 20, 2026 | 61,900 | $3.47M | Feb 20, 2026 | Restricted Stock |