SEC 13F Intelligence

Westerly Capital Management, LLC / CGNX

Westerly Capital Management, LLC’s Cognex Corp Position

Does Westerly Capital Management, LLC own Cognex Corp (CGNX)? Yes — 125.0K shares worth $6M (+1.67% of its 13F portfolio) as of Q1 2026, up from 100.0K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
125.0K
% of Portfolio
+1.67%
Quarters Held
4
currently held

Position History CGNX

Reported value by quarter
Q2 ’25: $2MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026125.0K$6M+1.67%
Q4 2025100.0K$4M+0.79%
Q3 202585.0K$4M+1.21%
Q2 202560.0K$2M+0.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Westerly Capital Management, LLC’s full portfolio or all institutional holders of CGNX.