This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CGNX/capital-change-brief"
Use Arkolith's capital_change_brief for CGNX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $795.7M | 16.2M | ▼−0.2% Reduced · −35K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $508.1M | 10.4M | ▲New +10.4M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $364.0M | 7.4M | ▲New +7.4M sh | Q1 2026 | |
| 4 | Pictet Asset Management Holding SA | $326.8M | 6.7M | ▼−4.8% Reduced · −340K sh | Q1 2026 | |
| 5 | NORDEA INVESTMENT MANAGEMENT AB | $292.2M | 6.1M | ▼−24% Reduced · −2.0M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $257.8M | 5.3M | ▲+0.9% Added · +48K sh | Q1 2026 | |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | $232.1M | 4.7M | ▼−11% Reduced · −577K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $230.2M | 4.7M | ▲+19% Added · +748K sh | Q1 2026 | |
| 9 | DISCIPLINED GROWTH INVESTORS INC /MN | $211.7M | 4.3M | ▼−7.2% Reduced · −333K sh | Q1 2026 | |
| 10 | JANUS HENDERSON GROUP PLC | $130.3M | 2.7M | ▲+81% Added · +1.2M sh | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $118.0M | 2.4M | ▼−0.3% Reduced · −6K sh | Q1 2026 | |
| 12 | Point72 Asset Management, L.P. | $104.5M | 2.1M | ▼−43% Reduced · −1.6M sh | Q1 2026 | |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $99.6M | 2.0M | ▲+116% Added · +1.1M sh | Q1 2026 | |
| 14 | NORGES BANK | $73.1M | 2.0M | ▲+66% Added · +806K sh | Q4 2025 | |
| 15 | Bank of New York Mellon Corp | $91.6M | 1.9M | ▼−8.3% Reduced · −168K sh | Q1 2026 | |
| 16 | Chevy Chase Trust Holdings, LLC | $90.4M | 1.8M | ▲+25% Added · +373K sh | Q1 2026 | |
| 17 | Artisan Partners Limited Partnership | $84.7M | 1.7M | ▲+61% Added · +652K sh | Q1 2026 | |
| 18 | FULLER & THALER ASSET MANAGEMENT, INC. | $81.2M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $79.7M | 1.6M | ▼−0.3% Reduced · −5K sh | Q1 2026 | |
| 20 | AQR CAPITAL MANAGEMENT LLC | $72.7M | 1.5M | ▲+33% Added · +384K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $73.8M | 1.5M | ▲+0.9% Added · +13K sh | Q1 2026 | |
| 22 | AMERICAN CENTURY COMPANIES INC | $72.2M | 1.5M | ▲+55% Added · +524K sh | Q1 2026 | |
| 23 | LAZARD ASSET MANAGEMENT LLC | $72.1M | 1.5M | ▼−1.0% Reduced · −15K sh | Q1 2026 | |
| 24 | RAYMOND JAMES FINANCIAL INC | $68.4M | 1.4M | ▲+38% Added · +388K sh | Q1 2026 | |
| 25 | Sumitomo Mitsui Trust Group, Inc. | $69.1M | 1.4M | ▲+2.0% Added · +27K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 27, 2026 | Long Darren Marc | Vice President | Option exercise (M) | 5K | $0 |
| May 27, 2026 | Long Darren Marc | Vice President | Option exercise (M) | 9K | $0 |
| May 27, 2026 | Long Darren Marc | Vice President | Option exercise (M) | 5K | $0 |
| May 27, 2026 | Long Darren Marc | Vice President | Sell (S) | 2K | $105K |
| May 27, 2026 | Long Darren Marc | Vice President | Sell (S) | 5K | $365K |
| May 27, 2026 | Long Darren Marc | Vice President | Option exercise (M) | 5K | $270K |
| May 27, 2026 | Long Darren Marc | Vice President | Sell (S) | 9K | $575K |
| May 27, 2026 | Long Darren Marc | Vice President | Option exercise (M) | 9K | $447K |
| May 27, 2026 | Long Darren Marc | Vice President | Sell (S) | 5K | $298K |
| May 27, 2026 | Long Darren Marc | Vice President | Option exercise (M) | 5K | $254K |
| May 12, 2026 | MACDONALD LAURA ANN | VP and PAO | Option exercise (M) | 6K | $288K |
| May 12, 2026 | MACDONALD LAURA ANN | VP and PAO | Sell (S) | 6K | $400K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 200 funds | $229.5B |
| MICROSOFT CORPMSFT | 198 funds | $215.0B |
| ALPHABET INC-CL AGOOGL | 198 funds | $128.0B |
| AMAZON.COM INCAMZN | 194 funds | $169.5B |
| NVIDIA CORPNVDA | 193 funds | $309.2B |
| ELI LILLY & COLLY | 193 funds | $60.2B |
| META PLATFORMS INC-CLASS AMETA | 192 funds | $90.9B |
| BROADCOM INCAVGO | 190 funds | $122.9B |
| JPMORGAN CHASE & COJPM | 190 funds | $49.5B |
| VISA INC-CLASS A SHARESV | 190 funds | $43.1B |
| INTUITIVE SURGICAL INCISRG | 190 funds | $21.6B |
| COSTCO WHOLESALE CORPCOST | 188 funds | $34.7B |
Ranked by how many of CGNX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CGNX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.