Stock Analysis

COGNEX CORP COM (CGNX)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
3Q ▲
Buyers last Q
49%

Smart Money Signals — CGNX

Based on 422 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added this stock than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term trade.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
422 hedge funds hold this stock right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a 'crowded trade' — high ownership doesn't mean safe.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+50 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

217 buying224 selling
Last quarter: 224 funds reduced or exited vs 217 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-25 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 41 → 80 → 95 → 70. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

64% conviction (2yr+) 18% medium 18% new
272 out of 422 hedge funds have held this stock for over 2 years without selling. Long-term holders are harder to shake out during market dips — they represent a stable ownership base that reduces the risk of sudden mass selling.
💎

Buying through price weakness — shares +7%, value -10%

Value
-9%
Shares
+7%
Last quarter: funds added +7% more shares while total portfolio value only changed -10%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

58 → 41 → 80 → 95 → 70 new funds/Q
New funds entering each quarter: 41 → 80 → 95 → 70. A growing number of institutions are discovering this stock each quarter. The idea is still spreading — there is room for more buyers to enter.
🏛️

Deep conviction — 73% of holders stayed 2+ years

73% veterans 8% 1-2yr 19% new
Of 435 current holders: 318 (73%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 9% top-100 AUM

9% from top-100 AUM funds
Only 39 of 422 current holders rank in the top 100 by AUM. The stock is held mostly by smaller and mid-sized funds — the largest institutional players haven't yet built significant positions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Hedge Fund Ownership: CGNX

How many hedge funds hold CGNX — quarterly history vs. share price
Quarterly hedge fund ownership of CGNX vs. share price

Market Analysis: CGNX

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGNX

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Hedge Fund Positioning: CGNX
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: CGNX

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Financial Highlights

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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed