COHU INC COHU
COM · Common Stock · CUSIP 192576106 · ISIN US1925761066
- SectorTechnology
- IndustryInstruments For Meas & Testing of Electricity & Elec Signals
- HeadquartersPoway, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($14.9m this quarter). Holder counts are more reliable. Shares outstanding: 47.2m as of 2026-04-21, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $30.63. Options: 7 managers hold calls ($5.5m notional), 4 hold puts ($710.4k).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 184 |
| Q4 2022 | 218 |
| Q1 2023 | 211 |
| Q2 2023 | 229 |
| Q3 2023 | 220 |
| Q4 2023 | 213 |
| Q1 2024 | 222 |
| Q2 2024 | 223 |
| Q3 2024 | 210 |
| Q4 2024 | 199 |
| Q1 2025 | 209 |
| Q2 2025 | 211 |
| Q3 2025 | 231 |
| Q4 2025 | 250 |
| Q1 2026 | 264 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 111 | 111 |
| Q3 2024 | 112 | 105 |
| Q4 2024 | 96 | 99 |
| Q1 2025 | 111 | 92 |
| Q2 2025 | 119 | 93 |
| Q3 2025 | 147 | 79 |
| Q4 2025 | 119 | 119 |
| Q1 2026 | 139 | 110 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $1.6m | $313.6k | 0.20 |
| Q3 2025 | $1.3m | $479.3k | 0.37 |
| Q4 2025 | $539.9k | $135.0k | 0.25 |
| Q1 2026 | $5.5m | $710.4k | 0.13 |
Biggest buyers
| FRANKLIN RESOURCES INC | Added | +836.4k |
| EMERALD ADVISERS, LLC | New | +780.1k |
| TWO SIGMA INVESTMENTS, LP | Added | +552.5k |
| GOLDMAN SACHS GROUP INC | Added | +542.7k |
| Driehaus Capital Management LLC | New | +538.5k |
| SEGALL BRYANT & HAMILL, LLC | Added | +531.7k |
| EMERALD MUTUAL FUND ADVISERS TRUST | New | +489.9k |
| MILLENNIUM MANAGEMENT LLC | Added | +455.9k |
| ALGERT GLOBAL LLC | New | +275.1k |
| DAVENPORT & Co LLC | New | +261.2k |
Biggest sellers
| SG Capital Management LLC | Reduced | -1.1m |
| Atom Investors LP | Reduced | -330.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -321.8k |
| PARADIGM CAPITAL MANAGEMENT INC/NY | Reduced | -291.0k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -281.5k |
| Divisar Capital Management LLC | Sold out | -217.2k |
| TWO SIGMA ADVISERS, LP | Sold out | -215.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -186.2k |
| Azarias Capital Management, L.P. | Reduced | -177.6k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -166.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $1.8m60.4k shares |
| CITADEL ADVISORS LLC | Added | $1.1m36.6k shares |
| JANE STREET GROUP, LLC | Added | $979.8k32.0k shares |
| IMC-Chicago, LLC | New | $569.5k18.6k shares |
| SIMPLEX TRADING, LLC | Added | $407.2k13.3k shares |
| Marex Group Ltd | New | $303.1k9.9k shares |
| Walleye Trading LLC | New | $284.8k9.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $284.8k9.3k shares |
| CITADEL ADVISORS LLC | New | $226.6k7.4k shares |
| SIMPLEX TRADING, LLC | Added | $156.2k5.1k shares |
| Walleye Trading LLC | New | $42.9k1.4k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-07-17 | 14.7% |
| Capital World Investors 13G · institution new · filed 2026-08-12 | 5.8% |
| THRIVENT FINANCIAL FOR LUTHERANS 13G · institution new · filed 2025-02-10 | 5.6% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.0% |
Fell to 5% or below in the last year: VICTORY CAPITAL MANAGEMENT INC (4.9%, 2026-05-12), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC), DIMENSIONAL FUND ADVISORS LP (4.0%, 2026-01-21)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 4 | $594.9k | $150.5k |
| Q3 2024 | 0 | — | 1 | $9.7k | $9.7k |
| Q4 2024 | 0 | — | 2 | $136.7k | $136.7k |
| Q1 2025 | 0 | — | 1 | $12.9k | $12.9k |
| Q2 2025 | 0 | — | 2 | $127.5k | $127.5k |
| Q3 2025 | 0 | — | 1 | $51.1k | $51.1k |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 2 | $405.9k | $58.8k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-16 | BOHRSON CHRISTOPHER Sr VP & Chief Customer Officer | Sold plan | $28.6k1.0k shares |
| 2026-02-20 | BILODEAU STEVEN J Director | Sold | $347.1k11.1k shares |
| 2026-02-20 | BOHRSON CHRISTOPHER Sr VP & Chief Customer Officer | Sold plan | $30.2k1.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 7.3m $223.9m | Added +189.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.05% of their portfolio | 2.3m $70.6m | Reduced -166.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 2.0m $62.4m | First filing |
| ROYCE & ASSOCIATES LP 0.61% of their portfolio | 2.0m $62.1m | Added +109.3k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.0m $60.3m | First filing |
| STATE STREET CORP 0.00% of their portfolio | 1.8m $55.9m | Added +6.8k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.18% of their portfolio | 1.8m $54.5m | Reduced -112.6k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.6m $48.0m | Reduced -281.5k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.98% of their portfolio | 1.4m $42.9m | Reduced -139.8k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.41% of their portfolio | 1.3m $39.6m | Reduced -104.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.2m $36.0m | Added +60.4k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 1.1m $33.5m | Added +552.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.1m $32.3m | Added +542.7k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 1.0m $31.2m | Added +836.4k |
| SEGALL BRYANT & HAMILL, LLC 0.42% of their portfolio | 955.3k $29.3m | Added +531.7k |
| MORGAN STANLEY 0.00% of their portfolio | 952.1k $29.2m | Added +91.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 865.6k $26.5m | Reduced -12.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 802.4k $24.6m | Reduced -3.8k |
| EMERALD ADVISERS, LLC 0.76% of their portfolio | 780.1k $23.9m | New |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 688.0k $21.1m | Added +455.9k |
| Tributary Capital Management, LLC 2.04% of their portfolio | 687.2k $21.0m | Reduced -16.2k |
| Leeward Investments, LLC - MA 0.98% of their portfolio | 646.1k $19.8m | Added +24.8k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 0.73% of their portfolio | 623.9k $19.1m | Reduced -291.0k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 545.0k $16.7m | Added +185 |
| Driehaus Capital Management LLC 0.12% of their portfolio | 538.5k $16.5m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 517.2k $15.8m | Added +11.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 494.7k $15.1m | Added +23.5k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.73% of their portfolio | 489.9k $15.0m | New |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 474.1k $14.5m | Added +226.4k |
| CITIGROUP INC 0.01% of their portfolio | 360.9k $11.1m | Reduced -85.6k |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 343.7k $10.5m | Added +86.4k |
| UBS Group AG 0.00% of their portfolio | 337.5k $10.3m | Added +194.0k |
| Focus Partners Wealth 0.01% of their portfolio | 322.6k $9.9m | Added +4.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 311.9k $9.6m | Added +141.5k |
| TORONTO DOMINION BANK 0.02% of their portfolio | 307.6k $9.4m | Reduced -60.1k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 302.7k $9.3m | First filing |
| SG Capital Management LLC 0.73% of their portfolio | 290.9k $8.9m | Reduced -1.1m |
| Meros Investment Management, LP 3.66% of their portfolio | 276.0k $8.4m | Reduced -79.8k |
| ALGERT GLOBAL LLC 0.13% of their portfolio | 275.1k $8.4m | New |
| CSM Advisors, LLC 0.21% of their portfolio | 274.1k $8.4m | Reduced -23.4k |
| MIZUHO MARKETS AMERICAS LLC 0.23% of their portfolio | 272.1k $8.3m | Reduced -30.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 266.4k $8.2m | Added +226.3k |
| DAVENPORT & Co LLC 0.04% of their portfolio | 261.2k $8.0m | New |
| BANK OF NOVA SCOTIA 0.01% of their portfolio | 258.2k $7.9m | Reduced -121.0k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 251.1k $7.7m | Added +121.0k |
| Invesco Ltd. 0.00% of their portfolio | 249.7k $7.6m | Added +20.7k |
| Trexquant Investment LP 0.05% of their portfolio | 230.1k $7.0m | Added +161.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 226.9k $6.9m | Added +4.4k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 219.9k $6.7m | Added +145.0k |
| Man Group plc 0.01% of their portfolio | 218.1k $6.7m | Added +97.8k |
| Stanley-Laman Group, Ltd. 0.79% of their portfolio | 209.0k $6.4m | Added +13.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 207.6k $6.4m | Reduced -144.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 194.8k $6.0m | Added +15.9k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.93% of their portfolio | 191.9k $5.9m | Added +3.4k |
| CRAMER ROSENTHAL MCGLYNN LLC 0.42% of their portfolio | 188.3k $5.8m | New |
| 4D Advisors, LLC 3.59% of their portfolio | 185.0k $5.7m | Reduced -15.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 178.5k $5.5m | Added +46.4k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 174.3k $5.3m | Reduced -60.3k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 167.1k $5.1m | Added +5.4k |
| Lightrock Netherlands B.V. 1.19% of their portfolio | 152.1k $5.6m | Reduced -20.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 148.3k $4.5m | Reduced -186.2k |
| ExodusPoint Capital Management, LP 0.04% of their portfolio | 142.2k $4.4m | Added +23.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 134.8k $4.1m | Added +2.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 130.8k $4.0m | Reduced -4.3k |
| NEEDHAM INVESTMENT MANAGEMENT LLC 0.20% of their portfolio | 130.0k $4.0m | Reduced -15.0k |
| DEAN INVESTMENT ASSOCIATES, LLC 0.54% of their portfolio | 126.0k $3.9m | Reduced -2.2k |
| Jump Financial, LLC 0.05% of their portfolio | 116.3k $3.6m | Added +47.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 115.1k $3.3m | Reduced -30.9k |
| Legal & General Group Plc 0.00% of their portfolio | 114.3k $3.5m | Added +966 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 113.4k $3.5m | Added +762 |
| Pier Capital, LLC 0.57% of their portfolio | 112.9k $3.5m | New |
| Nuveen, LLC 0.00% of their portfolio | 109.5k $3.4m | Added +4.6k |
| Legato Capital Management LLC 0.29% of their portfolio | 105.6k $3.2m | Reduced -839 |
| MARSHALL WACE, LLP 0.00% of their portfolio | 103.7k $3.2m | Added +53.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 92.2k $2.8m | Added +5.7k |
| Swiss National Bank 0.00% of their portfolio | 92.0k $2.8m | Unchanged |
| Dean Capital Management 1.12% of their portfolio | 88.2k $2.7m | Added +1.0k |
| Creative Planning 0.00% of their portfolio | 85.7k $2.6m | Added +7.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 84.5k $2.6m | Reduced -68.2k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 77.3k $2.4m | Added +45.2k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 77.0k $2.4m | Reduced -65.1k |
| OAK ASSOCIATES LTD /OH/ 0.15% of their portfolio | 73.1k $2.2m | Reduced -20.7k |
| Atom Investors LP 0.15% of their portfolio | 69.5k $2.1m | Reduced -330.9k |
| BARCLAYS PLC 0.00% of their portfolio | 68.0k $2.1m | Reduced -11.8k |
| Quantinno Capital Management LP 0.00% of their portfolio | 63.4k $1.9m | Added +9.4k |
| Azarias Capital Management, L.P. 0.82% of their portfolio | 59.6k $1.8m | Reduced -177.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 58.8k $1.8m | Added +15.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 58.6k $1.8m | Reduced -685 |
| HRT FINANCIAL LP 0.01% of their portfolio | 55.6k $1.7m | Reduced -47.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 55.5k $1.7m | Added +5.0k |
| INTECH INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 52.9k $1.6m | Added +34.6k |
| CAXTON ASSOCIATES LLP 0.04% of their portfolio | 50.6k $1.5m | Added +32.7k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 50.3k $1.5m | Reduced -1.5k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 48.8k $1.5m | Added +4.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 48.2k $1.1m | Added +531 |
| Kovack Advisors, Inc. 0.08% of their portfolio | 48.1k $1.5m | Reduced -26.4k |
| FMR LLC 0.00% of their portfolio | 47.6k $1.5m | Added +1.0k |
| Orion Porfolio Solutions, LLC 0.01% of their portfolio | 47.0k $1.4m | Reduced -11.5k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 46.7k $1.4m | Reduced -31.1k |
| Pacific Ridge Capital Partners, LLC 0.30% of their portfolio | 46.0k $1.4m | Added +9 |