FULLER & THALER ASSET MANAGEMENT, INC.

Position in CGNX — Cognex Corp

CIK 1082327 SAN MATEO, CA

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Position in CGNX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$126,562,205

+$45,394,839 QoQ

Shares Held

1,747,614

+5.5% QoQ

Ownership

1.04%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#23

of 653 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Common Shares in CGNX Over Time

Shares Held

Position Value (USD)

Position in Scientific & Technical Instruments

Technology · as of Jun 30, 2026

FULLER & THALER ASSET MANAGEMENT, INC. holds $548,119,500 across 5 Scientific & Technical Instruments names. CGNX ranks #2 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ST	Sensata Technologies Holding plc	5,724,546	$273,289,826
2	CGNX	Cognex Corp This page	1,747,614	$126,562,205
3	VNT	Vontier Corp	4,313,572	$125,093,588
4	ESE	Esco Technologies Inc	60,087	$21,032,853
5	KEYS	Keysight Technologies, Inc.	6,116	$2,141,028

All Filings in CGNX

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2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$126,562,205	1,747,614	+5.5%	Shares	Sole	2026-08-12
2026-03-31	$81,167,366	1,656,815	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.