CGNX
COGNEX CORP
+0.60 (+1.00%)60.70USD246K成交股數10.2B市值58.4本益比(近四季)9.4股價營收比+16.9%營收年增(近四季)2026-10-28下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 10 · 3.2M · 1 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 18.2M |
| 近 180 天 淨額 | −18.2M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-11 | 08-12 | Moschner Matthew | CEO & President | S 公開市場賣出 | 8.4K | 63.62 | 532K | 10.9K | SEC |
| 2026-08-11 | 08-12 | Moschner Matthew | CEO & President | M 選擇權執行 | 4.0K | 40.71 | 163K | 23.2K | SEC |
| 2026-08-11 | 08-12 | Moschner Matthew | CEO & President | S 公開市場賣出 | 1.6K | 65.36 | 105K | 19.2K | SEC |
| 2026-08-11 | 08-12 | Moschner Matthew | CEO & President | M 選擇權執行 | 4.0K | 40.71 | 163K | 23.2K | SEC |
| 2026-08-11 | 08-12 | Moschner Matthew | CEO & President | S 公開市場賣出 | 1.6K | 65.36 | 105K | 19.2K | SEC |
| 2026-08-11 | 08-12 | Moschner Matthew | CEO & President | M 選擇權執行 | 4.0K | 51.49 | 206K | 23.2K | SEC |
| 2026-08-11 | 08-12 | Moschner Matthew | CEO & President | S 公開市場賣出 | 4.0K | 65.36 | 261K | 19.2K | SEC |
| 2026-08-11 | 08-12 | Moschner Matthew | CEO & President | M 選擇權執行 | 1.6K | 56.44 | 90K | 20.8K | SEC |
| 2026-08-11 | 08-12 | Moschner Matthew | CEO & President | S 公開市場賣出 | 4.0K | 63.62 | 254K | 19.2K | SEC |
| 2026-08-11 | 08-12 | Moschner Matthew | CEO & President | S 公開市場賣出 | 7.0K | 63.61 | 445K | 19.2K | SEC |
| 2026-08-11 | 08-12 | Moschner Matthew | CEO & President | M 選擇權執行 | 1.6K | 56.44 | 90K | 20.8K | SEC |
| 2026-08-11 | 08-12 | Moschner Matthew | CEO & President | M 選擇權執行 | 4.0K | 51.49 | 206K | 23.2K | SEC |
| 2026-08-11 | 08-12 | Moschner Matthew | CEO & President | S 公開市場賣出 | 4.0K | 65.36 | 261K | 19.2K | SEC |
| 2026-08-11 | 08-12 | Moschner Matthew | CEO & President | S 公開市場賣出 | 8.4K | 63.62 | 532K | 10.9K | SEC |
| 2026-08-11 | 08-12 | Moschner Matthew | CEO & President | M 選擇權執行 | 7.0K | 42.84 | 300K | 26.2K | SEC |
| 2026-08-11 | 08-12 | Moschner Matthew | CEO & President | S 公開市場賣出 | 7.0K | 63.61 | 445K | 19.2K | SEC |
| 2026-08-11 | 08-12 | Moschner Matthew | CEO & President | S 公開市場賣出 | 4.0K | 63.62 | 254K | 19.2K | SEC |
| 2026-08-11 | 08-12 | Moschner Matthew | CEO & President | M 選擇權執行 | 7.0K | 42.84 | 300K | 26.2K | SEC |
| 2026-08-07 | 08-11 | Moschner Matthew | CEO & President | F 繳稅扣股 | 2.2K | 66.89 | 148K | 19.2K | SEC |
| 2026-08-07 | 08-11 | Moschner Matthew | CEO & President | M 選擇權執行 | 5.0K | – | – | 21.5K | SEC |
| 2026-08-07 | 08-11 | Long Darren Marc | Vice President | F 繳稅扣股 | 734 | 66.89 | 49K | 5.8K | SEC |
| 2026-08-07 | 08-11 | Long Darren Marc | Vice President | M 選擇權執行 | 2.5K | – | – | 6.5K | SEC |
| 2026-05-27 | 05-28 | Long Darren Marc | Vice President | M 選擇權執行 | 4.5K | 56.44 | 254K | 10.1K | SEC |
| 2026-05-27 | 05-28 | Long Darren Marc | Vice President | M 選擇權執行 | 8.7K | 51.49 | 447K | 14.2K | SEC |
| 2026-05-27 | 05-28 | Long Darren Marc | Vice President | S 公開市場賣出 | 8.7K | 66.32 | 575K | 5.6K | SEC |
| 2026-05-27 | 05-28 | Long Darren Marc | Vice President | M 選擇權執行 | 5.5K | 49.12 | 270K | 11.1K | SEC |
| 2026-05-27 | 05-28 | Long Darren Marc | Vice President | S 公開市場賣出 | 1.6K | 66.52 | 105K | 4.0K | SEC |
| 2026-05-27 | 05-28 | Long Darren Marc | Vice President | S 公開市場賣出 | 5.5K | 66.32 | 365K | 5.6K | SEC |
| 2026-05-27 | 05-28 | Long Darren Marc | Vice President | S 公開市場賣出 | 4.5K | 66.32 | 298K | 5.6K | SEC |
| 2026-05-12 | 05-12 | MACDONALD LAURA ANN | VP and PAO | M 選擇權執行 | 25.5K | 50.94 | 1.3M | 30.8K | SEC |
| 2026-05-12 | 05-12 | MACDONALD LAURA ANN | VP and PAO | S 公開市場賣出 | 10.0K | 65.56 | 656K | 5.3K | SEC |
| 2026-05-12 | 05-12 | MACDONALD LAURA ANN | VP and PAO | M 選擇權執行 | 10.0K | 48.28 | 483K | 15.3K | SEC |
| 2026-05-12 | 05-12 | MACDONALD LAURA ANN | VP and PAO | S 公開市場賣出 | 6.1K | 65.56 | 400K | 5.3K | SEC |
| 2026-05-12 | 05-12 | MACDONALD LAURA ANN | VP and PAO | M 選擇權執行 | 6.1K | 47.21 | 288K | 11.4K | SEC |
| 2026-05-12 | 05-12 | MACDONALD LAURA ANN | VP and PAO | S 公開市場賣出 | 25.5K | 65.56 | 1.7M | 5.3K | SEC |
| 2026-05-11 | 05-12 | Fennell Mark | Chief Legal Officer &Secretary | S 公開市場賣出 | 6.6K | 67.08 | 445K | 4.9K | SEC |
| 2026-05-11 | 05-12 | Fennell Mark | Chief Legal Officer &Secretary | S 公開市場賣出 | 4.9K | 66.73 | 325K | 0 | SEC |
| 2026-05-11 | 05-12 | MACDONALD LAURA ANN | VP and PAO | S 公開市場賣出 | 6.6K | 66.80 | 443K | 7.5K | SEC |
| 2026-05-11 | 05-12 | Fennell Mark | Chief Legal Officer &Secretary | S 公開市場賣出 | 9.6K | 67.08 | 644K | 4.9K | SEC |
| 2026-05-11 | 05-12 | Fennell Mark | Chief Legal Officer &Secretary | M 選擇權執行 | 9.6K | 56.44 | 542K | 14.5K | SEC |
| 2026-05-11 | 05-12 | MACDONALD LAURA ANN | VP and PAO | M 選擇權執行 | 6.6K | 33.04 | 219K | 14.1K | SEC |
| 2026-05-11 | 05-12 | Fennell Mark | Chief Legal Officer &Secretary | S 公開市場賣出 | 15.1K | 67.08 | 1.0M | 4.9K | SEC |
| 2026-05-11 | 05-12 | Fennell Mark | Chief Legal Officer &Secretary | M 選擇權執行 | 15.1K | 39.44 | 595K | 19.9K | SEC |
| 2026-05-11 | 05-12 | Fennell Mark | Chief Legal Officer &Secretary | S 公開市場賣出 | 18.3K | 67.08 | 1.2M | 4.9K | SEC |
| 2026-05-11 | 05-12 | Fennell Mark | Chief Legal Officer &Secretary | M 選擇權執行 | 18.3K | 47.21 | 864K | 23.2K | SEC |
| 2026-05-11 | 05-12 | Fennell Mark | Chief Legal Officer &Secretary | S 公開市場賣出 | 6.4K | 67.08 | 429K | 4.9K | SEC |
| 2026-05-11 | 05-12 | Fennell Mark | Chief Legal Officer &Secretary | M 選擇權執行 | 6.4K | 51.49 | 330K | 11.3K | SEC |
| 2026-05-11 | 05-12 | Fennell Mark | Chief Legal Officer &Secretary | S 公開市場賣出 | 4.0K | 67.08 | 268K | 4.9K | SEC |
| 2026-05-11 | 05-12 | MACDONALD LAURA ANN | VP and PAO | S 公開市場賣出 | 2.2K | 66.80 | 148K | 5.3K | SEC |
| 2026-05-11 | 05-12 | MACDONALD LAURA ANN | VP and PAO | S 公開市場賣出 | 15.0K | 66.80 | 1.0M | 7.5K | SEC |
| 2026-05-11 | 05-12 | MACDONALD LAURA ANN | VP and PAO | M 選擇權執行 | 15.0K | 56.44 | 847K | 22.5K | SEC |
| 2026-05-11 | 05-12 | MACDONALD LAURA ANN | VP and PAO | S 公開市場賣出 | 30.0K | 66.80 | 2.0M | 7.5K | SEC |
| 2026-05-11 | 05-12 | MACDONALD LAURA ANN | VP and PAO | M 選擇權執行 | 30.0K | 51.49 | 1.5M | 37.5K | SEC |
| 2026-05-11 | 05-12 | Fennell Mark | Chief Legal Officer &Secretary | M 選擇權執行 | 6.6K | 33.04 | 219K | 11.5K | SEC |
| 2026-05-11 | 05-12 | MACDONALD LAURA ANN | VP and PAO | S 公開市場賣出 | 17.0K | 66.80 | 1.1M | 7.5K | SEC |
| 2026-05-11 | 05-12 | MACDONALD LAURA ANN | VP and PAO | M 選擇權執行 | 17.0K | 50.94 | 866K | 24.5K | SEC |
| 2026-05-11 | 05-12 | MACDONALD LAURA ANN | VP and PAO | S 公開市場賣出 | 12.2K | 66.80 | 815K | 7.5K | SEC |
| 2026-05-11 | 05-12 | Fennell Mark | Chief Legal Officer &Secretary | M 選擇權執行 | 4.0K | 42.84 | 171K | 8.9K | SEC |
| 2026-05-11 | 05-12 | MACDONALD LAURA ANN | VP and PAO | M 選擇權執行 | 15.1K | 39.44 | 595K | 22.6K | SEC |
| 2026-05-11 | 05-12 | MACDONALD LAURA ANN | VP and PAO | M 選擇權執行 | 12.2K | 47.21 | 576K | 19.7K | SEC |
| 2026-05-11 | 05-12 | MACDONALD LAURA ANN | VP and PAO | S 公開市場賣出 | 15.1K | 66.80 | 1.0M | 7.5K | SEC |
| 2026-05-06 | 05-08 | Fehr Dennis | SVP, Chief Financial Officer | F 繳稅扣股 | 2.0K | 62.26 | 124K | 16.0K | SEC |
| 2026-05-06 | 05-08 | Fehr Dennis | SVP, Chief Financial Officer | M 選擇權執行 | 5.4K | – | – | 18.0K | SEC |
| 2026-03-15 | 03-16 | MACDONALD LAURA ANN | VP and PAO | M 選擇權執行 | 368 | – | – | 7.6K | SEC |
| 2026-03-15 | 03-16 | MACDONALD LAURA ANN | VP and PAO | F 繳稅扣股 | 109 | 47.98 | 5K | 7.5K | SEC |
| 2026-03-02 | 03-03 | PARROTTE DIANNE M | Director | M 選擇權執行 | 2.5K | 51.49 | 129K | 35.9K | SEC |
| 2026-03-02 | 03-03 | PARROTTE DIANNE M | Director | S 公開市場賣出 | 2.5K | 54.00 | 135K | 33.4K | SEC |
| 2026-03-02 | 03-03 | PARROTTE DIANNE M | Director | S 公開市場賣出 | 18.4K | 54.00 | 994K | 33.4K | SEC |
| 2026-03-02 | 03-03 | PARROTTE DIANNE M | Director | M 選擇權執行 | 18.4K | 50.94 | 937K | 51.8K | SEC |
| 2026-03-02 | 03-03 | PARROTTE DIANNE M | Director | M 選擇權執行 | 15.6K | 51.49 | 803K | 49.0K | SEC |
| 2026-03-02 | 03-03 | PARROTTE DIANNE M | Director | S 公開市場賣出 | 7.5K | 54.00 | 405K | 33.4K | SEC |
| 2026-03-02 | 03-03 | PARROTTE DIANNE M | Director | M 選擇權執行 | 7.5K | 45.06 | 338K | 40.9K | SEC |
| 2026-03-02 | 03-03 | PARROTTE DIANNE M | Director | S 公開市場賣出 | 15.6K | 54.00 | 842K | 33.4K | SEC |
| 2026-02-23 | 02-24 | Gerst Carl | EVP, Global Sales and Products | S 公開市場賣出 | 10.5K | 55.93 | 589K | 0 | SEC |
| 2026-02-23 | 02-24 | Papadimitriou Angelos | Director | S 公開市場賣出 | 4.2K | 55.58 | 231K | 16.2K | SEC |
| 2026-02-21 | 02-24 | DiPalma Sheila Marie | EVP, Employee Services | M 選擇權執行 | 5.3K | – | – | 16.6K | SEC |
| 2026-02-21 | 02-24 | Sennett Marjorie | Director | M 選擇權執行 | 2.9K | – | – | 25.9K | SEC |
| 2026-02-21 | 02-24 | Lawande Sachin | Director | M 選擇權執行 | 2.9K | – | – | 28.4K | SEC |
| 2026-02-21 | 02-24 | Lee John Tseng-Chung | Director | M 選擇權執行 | 2.9K | – | – | 24.8K | SEC |
| 2026-02-21 | 02-24 | SUN ANTHONY | Director | M 選擇權執行 | 2.9K | – | – | 335K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 16.0M | 1.2B | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10.1M | 731M | 新進 | 新進 |
| Invesco Ltd. | 8.2M | 594M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 7.5M | 544M | 新進 | 新進 |
| Pictet Asset Management Holding SA | 5.8M | 422M | 新進 | 新進 |
| NORDEA INVESTMENT MANAGEMENT AB | 5.8M | 407M | 新進 | 新進 |
| STATE STREET CORP | 5.4M | 392M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 4.9M | 356M | 新進 | 新進 |
| DISCIPLINED GROWTH INVESTORS INC /MN | 4.1M | 300M | 新進 | 新進 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3.0M | 216M | 新進 | 新進 |
| Point72(柯恩) Point72 Asset Management, L.P. | 2.5M | 183M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 2.4M | 172M | 新進 | 新進 |
| LAZARD ASSET MANAGEMENT LLC | 2.3M | 166M | 新進 | 新進 |
| Jupiter Topco LLC | 2.2M | 161M | 新進 | 新進 |
| Sumitomo Mitsui Trust Group, Inc. | 2.2M | 160M | 新進 | 新進 |
| Chevy Chase Trust Holdings, LLC | 2.0M | 148M | 新進 | 新進 |
| AMERICAN CENTURY COMPANIES INC | 2.0M | 148M | 新進 | 新進 |
| MORGAN STANLEY | 2.0M | 143M | 新進 | 新進 |
| Artisan Partners Limited Partnership | 1.9M | 140M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 1.9M | 139M | 新進 | 新進 |
| Bank of New York Mellon Corp | 1.8M | 129M | 新進 | 新進 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.7M | 127M | 新進 | 新進 |
| Quantinno Capital Management LP | 1.7M | 120M | 新進 | 新進 |
| NORTHERN TRUST CORP | 1.6M | 115M | 新進 | 新進 |
| RAYMOND JAMES FINANCIAL INC | 1.6M | 114M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 651 +77 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 651 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 176M · 100.0% |
| 合計季末市值 | 11.8B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 7.7M |
|---|---|
| 與上期比 | +2.5% |
| 佔流通股數 | 4.57% |
| 日均成交量 | 1.7M |
| 回補天數 | 4.6 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 7.7M | +2.5% | 4.57% | 1.7M | 4.6 |
| 2026-08-14 | 7.5M | -13.8% | 4.46% | 2.9M | 2.6 |
| 2026-07-31 | 8.7M | +4.8% | 5.18% | 1.7M | 5.1 |
| 2026-07-15 | 8.3M | +2.8% | 4.94% | 2.3M | 3.6 |
| 2026-06-30 | 8.1M | +22.1% | 4.81% | 2.7M | 3.0 |
| 2026-06-15 | 6.6M | +18.5% | 3.94% | 2.0M | 3.4 |
| 2026-05-29 | 5.6M | +4.8% | 3.32% | 2.1M | 2.7 |
| 2026-05-15 | 5.3M | -2.8% | 3.17% | 3.5M | 1.5 |
| 2026-04-30 | 5.5M | +11.9% | 3.26% | 1.6M | 3.5 |
| 2026-04-15 | 4.9M | +6.4% | 2.91% | 1.6M | 3.0 |
| 2026-03-31 | 4.6M | +16.1% | 2.74% | 1.8M | 2.5 |
| 2026-03-13 | 4.0M | -22.5% | 2.36% | 2.1M | 1.9 |
| 2026-02-27 | 5.1M | +2.5% | 3.04% | 2.5M | 2.1 |
| 2026-02-13 | 5.0M | -27.3% | 2.97% | 3.5M | 1.4 |
| 2026-01-30 | 6.9M | +6.4% | 4.08% | 1.7M | 4.1 |
| 2026-01-15 | 6.5M | -0.8% | 3.84% | 1.5M | 4.5 |
| 2025-12-31 | 6.5M | +16.1% | 3.87% | 1.7M | 3.8 |
| 2025-12-15 | 5.6M | +3.5% | 3.33% | 1.9M | 2.9 |
| 2025-11-28 | 5.4M | -23.5% | 3.22% | 1.6M | 3.4 |
| 2025-11-14 | 7.1M | +69.3% | 4.21% | 1.9M | 3.8 |
| 2025-10-31 | 4.2M | -6.9% | 2.48% | 2.0M | 2.1 |
| 2025-10-15 | 4.5M | +1.7% | 2.67% | 1.7M | 2.6 |
| 2025-09-30 | 4.4M | -20.6% | 2.63% | 2.1M | 2.1 |
| 2025-09-15 | 5.6M | -8.8% | 3.31% | 1.9M | 3.0 |
| 2025-08-29 | 6.1M | -0.3% | 3.63% | 1.8M | 3.3 |
| 2025-08-15 | 6.1M | +14.7% | 3.64% | 2.4M | 2.6 |