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Disclosery

Engaged Capital LLC: CGNX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Engaged Capital LLC on CGNX, newest first. How the timeline and the estimate are built.

Engaged Capital LLC held 339,000 CGNX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 339,000 shares
    Change vs previous 13F -145,000 shares

    7.51% of the 13F portfolio, value $24,550,380.

    13F-HR 0000921895-26-002154 filed by Engaged Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 484,000 shares
    Change vs previous 13F -449,000 shares

    7.81% of the 13F portfolio, value $23,711,160.

    13F-HR 0000921895-26-001375 filed by Engaged Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 933,000 shares
    Change vs previous 13F +78,000 shares

    8.56% of the 13F portfolio, value $33,569,340.

    13F-HR 0000921895-26-000438 filed by Engaged Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 855,000 shares
    Change vs previous 13F not available

    9.5% of the 13F portfolio, value $38,731,500.

    13F-HR 0000921895-25-003080 filed by Engaged Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).