CGNX
Cognex Corp
3 super-investors hold CGNX worth a combined $90M. The largest position: Glenn Welling at 7.8% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 23 — ranked #597 of 724 scored stocks.
Why super-investors own CGNX
Interest in CGNX within this cohort is narrow and appears to be cooling at the margin. Only three of roughly 80 tracked super-investors hold the stock, with combined exposure of $90M — the bulk of it concentrated in Glenn Welling's portfolio at 7.8%, or $24M, making it his highest-conviction name in the group. Mairs & Power Funds holds the largest absolute position at $60M but at a minimal 0.6% weight, while Joel Greenblatt's $7M stake is effectively a rounding error. The sole move in 2026Q1 was Welling trimming his position. Cohort ownership has been flat at one or a small handful of holders for at least eight consecutive quarters, suggesting neither broadening enthusiasm nor a wave of exits.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Mairs & Power Funds | 0.6% | 5q | $60M | 1,223,875 |
| 2 | Glenn Welling | 7.8% | 3q | $24M | 484,000 |
| 3 | Joel Greenblatt | <0.1% | 35q | $7M | 136,609 |
Owners of CGNX also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Glenn Welling | TRIM | 7.8% | -48% | $24M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 192422103. Not investment advice.