The cluster is overwhelmingly one-sided (6:2 buyers/sellers) and dominated by a single large new position from Congress Asset Management. Monitor upcoming Q4 2026 13F filings to see if this conviction was maintained or reversed — the 45-day reporting lag means positions may have already changed.
Executive Summary
Six institutional buyers accumulated $25.1M in CGNX during Q3 2026, led by a new $23.6M position from Congress Asset Management, while two sellers trimmed $4.3M. The cluster is dominated by active asset managers, with no passive/index fund participation, suggesting a shared thesis on Cognex's industrial automation exposure.
Key Financial Metrics
Institutional Positions
Net institutional flow: $20.8M
▲ Buyers (6)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Congress Asset Management | NEW | +100% | $23.6M | $23.6M |
| Hb Wealth Management | DOUBLED | +342.2% | $974.0K | $711.0K |
| Wealth Enhancement Advisory Services | ADD | +27.1% | $5.3M | $619.0K |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Vontobel Holding | TRIM | -53.1% | $4.9M | -$3.0M |
| Assenagon Asset Management | TRIM | -40.8% | $2.6M | -$1.3M |
Key Facts
- 6 institutional buyers added $25.1M in net new value; 2 sellers trimmed $4.3M
- Congress Asset Management initiated a new $23.6M position (389.5K shares), representing 76% of total buying
- Hb Wealth Management more than quadrupled its position (+342.2%, $711K added)
- Two sellers (Assenagon, Vontobel) reduced holdings by a combined $4.3M
- All participants are active asset managers — no passive/index fund involvement
Financial Impact
6 institutions accumulated $25.1M in new CGNX positions while 2 reduced holdings by $4.3M, for net institutional buying of $20.8M
Risk Factors
- 13F data is 45+ days stale; the cluster may have been fully unwound by now
- Single fund (Congress Asset Management) accounts for 94% of net buying — cluster is not broadly diversified
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-CGNX-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | Institutional Cluster | $55.55 | awaiting T+5 | awaiting T+5 | No price |
Oct 15, 2026 12d ago | Press Release | $55.67 | awaiting T+5 | awaiting T+5 | No price |
Sep 22, 2026 5w ago | 8-K | $58.97 $59.67 | ▲ +1.19% | ▲ +2.37% | No price |
Sep 22, 2026 5w ago | Press Release | $58.97 $59.67 | ▲ +1.19% | ▲ +2.37% | No price |
Sep 2, 2026 7w ago | Press Release | $59.71 $61.69 | ▼ −3.32% | ▼ −4.28% | No price |
Aug 5, 2026 11w ago | Press Release | $67.38 $61.59 | ▼ −8.59% | ▼ −9.81% | No price |
Aug 5, 2026 11w ago | Institutional Cluster | $70.71 $60.67 | ▼ −14.20% | ▼ −14.55% | No price |
Jul 16, 2026 14w ago | Press Release | $63.89 $63.44 | ▼ −0.70% | ▲ +0.97% | No price |
May 11, 2026 24w ago | Insider Cluster | $66.90 $61.70 | ▼ −7.77% | ▼ −7.69% | No price |
May 6, 2026 24w ago | 8-K | $65.74 $63.64 | ▼ −3.19% | ▼ −4.69% | No price |
US Market Status
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