CGNX β€” COGNEX CORP

Ownership history in Bayforest Capital Ltd  Β·  5 quarters on record

AI Ownership Summary

Bayforest Capital Ltd reported COGNEX CORP (CGNX) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.42% in 2025 Q3. The latest visible filing shows CGNX at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CGNX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bayforest Capital Ltd's position in COGNEX CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CGNX was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bayforest Capital Ltd held CGNX β€” position size vs. price
% of Fund (quarterly)    CGNX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,634 -1,322 -44.7% 0.09% $80K 2026-04-15 $54.64
2025 Q4 REDUCED 2,956 -16,389 -84.7% 0.08% $106K 2026-01-27 $39.40
2025 Q3 ADDED 19,345 +3,234 +20.1% 0.42% $876K 2025-10-24 $48.17
2025 Q2 ADDED 16,111 +8,510 +112.0% 0.22% $511K 2025-07-28 $34.44
2025 Q1 INITIATED 7,601 β€” β€” 0.13% $156K 2025-05-08 $29.18

FAQ About Bayforest Capital Ltd and CGNX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bayforest Capital Ltd reported owning CGNX?

Bayforest Capital Ltd reported CGNX across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported CGNX position in Bayforest Capital Ltd's portfolio?

The largest reported portfolio weight for CGNX was 0.42% in 2025 Q3.

What is the latest reported CGNX position on this page?

The most recent filing on this page is 2026 Q1, when Bayforest Capital Ltd reported 1,634 shares, equal to 0.09% of portfolio, with an estimated market value of $80K.

What does the chart on this CGNX ownership page compare?

The chart compares Bayforest Capital Ltd's quarterly CGNX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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