COGNEX CORP

CGNX

Held by 1 specialist biotech fund

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Fund Holdings

Driehaus Capital

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Catalysts

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Position Details

Driehaus CapitalNEWFeb 17, 2026

Shares: 14,097Value: $507K

**Signal Note: Driehaus Initiates COGNEX Position** Driehaus Capital's $507K entry into COGNEX (machine vision/AI software for industrial automation) appears opportunistic rather than biotech-specific, suggesting the growth-oriented fund may be rotating into industrial AI exposure amid valuation shifts. This is a modest position size relative to typical biotech bets, indicating either a smaller exploratory allocation or a broader portfolio rebalancing rather than conviction-driven thesis.

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Insider Signals

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Also Held by These Funds

PTN1 fund WLDN1 fund LASR1 fund ONTO1 fund VALE1 fund TNDM1 fund TKO1 fund TNL1 fund

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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