MAIRS & POWER INC CGNX — COGNEX CORP

Ownership history in MAIRS & POWER INC  ·  5 quarters on record

AI Ownership Summary

MAIRS & POWER INC reported COGNEX CORP (CGNX) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.61% in 2026 Q1. The latest visible filing shows CGNX at 0.61% 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 MAIRS & POWER INC'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 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2026 Q1

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.

CGNX stock page MAIRS & POWER INC fund profile MAIRS & POWER INC full holdings
How MAIRS & POWER INC held CGNX — position size vs. price
% of Fund (quarterly)    CGNX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,223,875 +52,279 +4.5% 0.61% $60.0M 2026-05-14 $66.09
2025 Q4 ADDED — — — 1,171,596 +558,302 +91.0% 0.41% $42.2M 2026-02-17 $57.01
2025 Q3 ADDED — — — 613,294 +483,517 +372.6% 0.26% $27.8M 2025-11-14 $36.72
2025 Q2 ADDED — — — 129,777 +66,418 +104.8% 0.04% $4.1M 2025-08-14 $43.36
2025 Q1 INITIATED — — — 63,359 — — 0.02% $1.9M 2025-05-15 $31.44

🏢 Other funds also holding CGNX

As of 2026 Q1 — sorted by position size

Engaged Capital LLC 3Y 7Y 7.81% Alpine Peaks Capital, LP 3Y 6.02% DISCIPLINED GROWTH INVESTORS INC /MN 3Y 7Y 4.33% Kopion Asset Management, LLC 3Y 3.66% BROWN CAPITAL MANAGEMENT LLC 3Y 7Y 2.89% Electron Capital Partners, LLC 3Y 7Y 1.7% WESTERLY CAPITAL MANAGEMENT, LLC 3Y 7Y 1.67% Copeland Capital Management, LLC 3Y 7Y 1.52% Values First Advisors, Inc. 3Y 1.5% Pier Capital, LLC 3Y 7Y 1.32%

FAQ About MAIRS & POWER INC and CGNX

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

How long has MAIRS & POWER INC reported owning CGNX?

MAIRS & POWER INC reported CGNX across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported CGNX position in MAIRS & POWER INC's portfolio?

The largest reported portfolio weight for CGNX was 0.61% in 2026 Q1.

What is the latest reported CGNX position on this page?

The most recent filing on this page is 2026 Q1, when MAIRS & POWER INC reported 1,223,875 shares, equal to 0.61% of portfolio, with an estimated market value of $60.0M.

What does the chart on this CGNX ownership page compare?

The chart compares MAIRS & POWER INC'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.

How well did MAIRS & POWER INC time their CGNX position?

Based on 13F filing dates vs. subsequent CGNX price moves, MAIRS & POWER INC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on CGNX relative to SPY over the holding period was +87.5%.

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