SEC 13F Intelligence

Impax Asset Management Group PLC / CGNX

Impax Asset Management Group PLC’s Cognex Corp Position

Does Impax Asset Management Group PLC own Cognex Corp (CGNX)? Not currently — the last reported position was 2.43M shares worth $72M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$72M
Q1 2025
Shares
2.43M
% of Portfolio
+0.43%
Quarters Held
17
position exited

Position History CGNX

Reported value by quarter
Q1 ’21: $279,000Q1 ’21Q2 ’21: $282,000Q3 ’21: $269,000Q4 ’21: $254,000Q4 ’21Q1 ’22: $427,000Q2 ’22: $236,000Q3 ’22: $469,000Q3 ’22Q4 ’22: $512,745Q1 ’23: $78MQ2 ’23: $136MQ2 ’23Q3 ’23: $119MQ4 ’23: $119MQ1 ’24: $163MQ1 ’24Q2 ’24: $238MQ3 ’24: $238MQ4 ’24: $182MQ4 ’24Q1 ’25: $72Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20252.43M$72M+0.43%
Q4 20245.08M$182M+0.82%
Q3 20245.10M$238M+0.97%
Q2 20245.10M$238M+0.97%
Q1 20243.84M$163M+0.62%
Q4 20232.84M$119M+0.48%
Q3 20232.81M$119M+0.53%
Q2 20232.42M$136M+0.55%
Q1 20231.57M$78M+0.32%
Q4 202210.9K$512,7450.00%
Q3 202211.3K$469,0000.00%
Q2 20225.5K$236,0000.00%
Q1 20225.5K$427,0000.00%
Q4 20213.3K$254,0000.00%
Q3 20213.4K$269,0000.00%
Q2 20213.4K$282,0000.00%
Q1 20213.4K$279,0000.00%

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