SEC 13F Intelligence

Front Street Capital Management, Inc. / CGNX

Front Street Capital Management, Inc.’s Cognex Corp Position

Does Front Street Capital Management, Inc. own Cognex Corp (CGNX)? Yes — 1.32M shares worth $64,794 (+8.59% of its 13F portfolio) as of Q1 2026, up from 1.31M shares the prior filed quarter.

Position Value
$64,794
Q1 2026
Shares
1.32M
% of Portfolio
+8.59%
Quarters Held
30
currently held

Position History CGNX

Reported value by quarter
Q4 ’18: $25MQ4 ’18Q1 ’19: $33MQ2 ’19: $120MQ3 ’19: $42MQ4 ’19: $48MQ4 ’19Q1 ’20: $36MQ2 ’20: $50MQ3 ’20: $53MQ4 ’20: $65MQ4 ’20Q1 ’21: $67MQ2 ’21: $69MQ3 ’21: $67MQ4 ’21: $67MQ4 ’21Q1 ’22: $69MQ2 ’22: $41MQ3 ’22: $40MQ4 ’22: $44,607Q4 ’22Q1 ’23: $47,313Q2 ’23: $53,033Q3 ’23: $40,545Q4 ’23: $42,217Q4 ’23Q1 ’24: $44,168Q2 ’24: $49,555Q3 ’24: $47,979Q4 ’24: $45,825Q4 ’24Q1 ’25: $41,275Q2 ’25: $42,024Q3 ’25: $58,698Q4 ’25: $47,108Q4 ’25Q1 ’26: $64,794filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.32M$64,794+8.59%
Q4 20251.31M$47,108+6.69%
Q3 20251.29M$58,698+9.06%
Q2 20251.32M$42,024+8.05%
Q1 20251.39M$41,275+7.87%
Q4 20241.28M$45,825+7.96%
Q3 20241.18M$47,979+7.76%
Q2 20241.06M$49,555+9.50%
Q1 20241.04M$44,168+8.30%
Q4 20231.01M$42,217+8.42%
Q3 2023975.4K$40,545+8.90%
Q2 2023946.7K$53,033+11.20%
Q1 2023954.9K$47,313+10.21%
Q4 2022946.9K$44,607+10.72%
Q3 2022963.6K$40M+10.11%
Q2 2022957.5K$41M+9.65%
Q1 2022889.3K$69M+12.78%
Q4 2021841.7K$67M+12.33%
Q3 2021833.4K$67M+12.85%
Q2 2021822.1K$69M+12.57%
Q1 2021804.0K$67M+12.63%
Q4 2020809.6K$65M+14.25%
Q3 2020825.9K$53M+14.86%
Q2 2020835.6K$50M+14.94%
Q1 2020841.6K$36M+12.84%
Q4 2019851.8K$48M+12.58%
Q3 2019855.0K$42M+11.96%
Q2 20192.62M$120M+11.17%
Q1 2019646.5K$33M+12.12%
Q4 2018645.9K$25M+11.15%

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