Joel Isaacson & Co., LLC CGNX β€” COGNEX CORP

Ownership history in Joel Isaacson & Co., LLC  Β·  9 quarters on record

AI Ownership Summary

Joel Isaacson & Co., LLC reported COGNEX CORP (CGNX) in 9 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows CGNX at 0.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CGNX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Joel Isaacson & Co., LLC'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
2025 Q3

CGNX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2025 Q3

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 Joel Isaacson & Co., LLC 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 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 4,600 β€” 0% 0.01% $208K 2025-10-30 $41.16
2024 Q2 UNCHANGED β€” β€” β€” 4,600 β€” 0% 0.01% $215K 2024-07-24 $49.56
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Joel Isaacson & Co., LLC and CGNX

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

How long has Joel Isaacson & Co., LLC reported owning CGNX?

Joel Isaacson & Co., LLC reported CGNX across 2 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported CGNX position in Joel Isaacson & Co., LLC's portfolio?

The largest reported portfolio weight for CGNX was 0.01% in 2024 Q2.

What is the latest reported CGNX position on this page?

The most recent filing on this page is 2025 Q3, when Joel Isaacson & Co., LLC reported 4,600 shares, equal to 0.01% of portfolio, with an estimated market value of $208K.

What does the chart on this CGNX ownership page compare?

The chart compares Joel Isaacson & Co., LLC'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.

← Back to Joel Isaacson & Co., LLC Holdings