SEC 13F Intelligence

Engaged Capital LLC / CGNX

Engaged Capital LLC’s Cognex Corp Position

Does Engaged Capital LLC own Cognex Corp (CGNX)? Yes484.0K shares worth $24M (+7.81% of its 13F portfolio) as of Q1 2026, down from 933.0K shares the prior filed quarter.

Position Value
$24M
Q1 2026
Shares
484.0K
% of Portfolio
+7.81%
Quarters Held
3
currently held

Position History CGNX

Reported value by quarter
Q3 ’25: $39MQ3 ’25Q4 ’25: $34MQ4 ’25Q1 ’26: $24MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026484.0K$24M+7.81%
Q4 2025933.0K$34M+8.56%
Q3 2025855.0K$39M+9.50%

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