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 ($22.6m this quarter). Holder counts are more reliable. Shares outstanding: 47.3m as of 2026-07-21, 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 ≈ $73.67. Options: 12 managers hold calls ($100.3m notional), 7 hold puts ($30.5m).
Trends to Q2 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 |
| Q2 2026 | 349 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2026 | 195 | 129 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.3m | $479.3k | 0.37 |
| Q4 2025 | $539.9k | $135.0k | 0.25 |
| Q1 2026 | $5.5m | $710.4k | 0.13 |
| Q2 2026 | $100.3m | $30.5m | 0.30 |
Biggest buyers
| Capital World Investors | New | +2.8m |
| Invesco Ltd. | Added | +1.8m |
| Capital International Investors | New | +1.1m |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Added | +1.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +904.3k |
| Thrivent Financial for Lutherans | Added | +867.9k |
| AMERIPRISE FINANCIAL INC | Added | +702.8k |
| First Eagle Investment Management, LLC | Added | +623.0k |
| Point72 Asset Management, L.P. | Added | +606.4k |
| JPMORGAN CHASE & CO | Added | +568.1k |
Biggest sellers
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Reduced | -1.8m |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -1.3m |
| FRONTIER CAPITAL MANAGEMENT CO LLC | Reduced | -1.1m |
| ROYCE & ASSOCIATES LP | Reduced | -1.1m |
| FRANKLIN RESOURCES INC | Reduced | -720.6k |
| Bank of New York Mellon Corp | Reduced | -578.6k |
| D. E. Shaw & Co., Inc. | Reduced | -446.5k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -445.4k |
| SEGALL BRYANT & HAMILL, LLC | Reduced | -380.2k |
| GOLDMAN SACHS GROUP INC | Reduced | -299.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $48.3m653.9k shares |
| TORONTO DOMINION BANK | New | $27.1m366.0k shares |
| JANE STREET GROUP, LLC | Added | $7.8m105.6k shares |
| CITADEL ADVISORS LLC | Added | $5.2m69.9k shares |
| GROUP ONE TRADING LLC | New | $2.6m35.8k shares |
| CenterStar Asset Management, LLC | New | $1.9m25.5k shares |
| IMC-Chicago, LLC | Added | $1.6m22.1k shares |
| SIMPLEX TRADING, LLC | Added | $1.6m21.1k shares |
| Walleye Trading LLC | Added | $1.3m17.1k shares |
| Walleye Capital LLC | New | $1.2m15.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $27.6m373.5k shares |
| CITADEL ADVISORS LLC | Added | $790.8k10.7k shares |
| JANE STREET GROUP, LLC | New | $650.4k8.8k shares |
| SIMPLEX TRADING, LLC | Added | $524.8k7.1k shares |
| Walleye Capital LLC | New | $524.8k7.1k shares |
| IMC-Chicago, LLC | New | $391.7k5.3k shares |
| Walleye Trading LLC | Reduced | $14.8k200 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2026 | 0 | — | 6 | $4.2m | $517.4k |
| Q3 2026 | 0 | — | 4 | $6.7m | $6.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-25 | Muller Luis A President & CEO | Sold plan | $1.8m27.2k shares |
| 2026-09-21 | Muller Luis A President & CEO | Sold plan | $3.3m55.8k shares |
| 2026-08-19 | BOHRSON CHRISTOPHER Sr VP & Chief Customer Officer | Sold | $558.2k10.0k shares |
| 2026-08-17 | BOHRSON CHRISTOPHER Sr VP & Chief Customer Officer | Sold plan | $61.9k1.0k shares |
| 2026-08-05 | CAGGIA ANDREW M Director | Sold plan | $789.1k15.3k shares |
| 2026-08-05 | Richardson Nina Director | Sold plan | $157.5k3.1k shares |
| 2026-07-15 | BOHRSON CHRISTOPHER Sr VP & Chief Customer Officer | Sold plan | $57.9k1.0k shares |
| 2026-06-15 | BOHRSON CHRISTOPHER Sr VP & Chief Customer Officer · Restricted Stock Units | Sold plan | $63.9k1.0k shares |
| 2026-05-22 | Muller Luis A President & CEO | Sold | $2.1m45.2k shares |
| 2026-05-22 | Jones Jeffrey D Sr. VP Finance & CFO | Sold | $608.9k13.0k shares |
| 2026-05-22 | DONAHUE JAMES A Director | Sold | $479.7k10.3k shares |
| 2026-05-20 | BILODEAU STEVEN J Director | Sold | $460.0k10.3k shares |
| 2026-05-15 | BOHRSON CHRISTOPHER Sr VP & Chief Customer Officer | Sold plan | $46.9k1.0k shares |
| 2026-05-13 | BENDUSH WILLIAM Director · By Bendush Living Trust | Sold plan | $368.6k7.5k shares |
| 2026-05-11 | BOHRSON CHRISTOPHER Sr VP & Chief Customer Officer · Restricted Stock Units | Sold | $76.9k1.5k shares |
| 2026-04-15 | BOHRSON CHRISTOPHER Sr VP & Chief Customer Officer · Restricted Stock Units | Sold plan | $38.0k1.0k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 7.4m $545.9m | Added +75.2k |
| Capital World Investors 0.02% of their portfolio | 2.8m $203.8m | New |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 2.3m $170.2m | Added +264.8k |
| Invesco Ltd. 0.01% of their portfolio | 2.0m $150.1m | Added +1.8m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.0m $148.4m | Added +39.7k |
| STATE STREET CORP 0.00% of their portfolio | 1.9m $139.6m | Added +62.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.3m $96.1m | Added +122.2k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 1.73% of their portfolio | 1.2m $86.8m | Reduced -227.1k |
| TWO SIGMA INVESTMENTS, LP 0.06% of their portfolio | 1.1m $84.4m | Added +47.8k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.1m $82.9m | Reduced -445.4k |
| First Eagle Investment Management, LLC 0.07% of their portfolio | 1.1m $81.1m | Added +623.0k |
| Capital International Investors 0.02% of their portfolio | 1.1m $80.8m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.06% of their portfolio | 1.1m $77.8m | Added +1.0m |
| MORGAN STANLEY 0.00% of their portfolio | 996.5k $73.7m | Added +44.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 978.4k $72.3m | Reduced -1.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 959.8k $70.9m | Added +904.3k |
| Thrivent Financial for Lutherans 0.12% of their portfolio | 945.2k $69.9m | Added +867.9k |
| ROYCE & ASSOCIATES LP 0.56% of their portfolio | 938.0k $69.3m | Reduced -1.1m |
| EMERALD ADVISERS, LLC 1.47% of their portfolio | 843.6k $62.4m | Added +63.5k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 833.6k $61.6m | Added +702.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 754.0k $55.7m | Reduced -299.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 733.1k $54.2m | Reduced -69.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 683.3k $46.5m | Added +568.1k |
| Point72 Asset Management, L.P. 0.07% of their portfolio | 653.1k $48.3m | Added +606.4k |
| Driehaus Capital Management LLC 0.26% of their portfolio | 617.3k $45.6m | Added +78.8k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 594.3k $43.9m | Reduced -93.7k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 1.16% of their portfolio | 579.0k $42.8m | Reduced -44.9k |
| SEGALL BRYANT & HAMILL, LLC 0.50% of their portfolio | 575.2k $42.5m | Reduced -380.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 547.3k $40.5m | Added +52.6k |
| EMERALD MUTUAL FUND ADVISERS TRUST 1.39% of their portfolio | 533.6k $39.4m | Added +43.8k |
| Leeward Investments, LLC - MA 1.78% of their portfolio | 528.5k $39.1m | Reduced -117.6k |
| Connor, Clark & Lunn Investment Management Ltd. 0.07% of their portfolio | 521.2k $38.5m | Added +177.5k |
| Tributary Capital Management, LLC 3.13% of their portfolio | 514.8k $38.0m | Reduced -172.5k |
| HRT FINANCIAL LP 0.08% of their portfolio | 430.6k $31.8m | Added +375.0k |
| Aberdeen Group plc 0.04% of their portfolio | 426.1k $31.5m | New |
| NORGES BANK 0.00% of their portfolio | 398.6k $29.5m | Not comparable |
| Nuveen, LLC 0.01% of their portfolio | 372.4k $27.5m | Added +262.9k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 339.3k $25.1m | Added +27.4k |
| UBS Group AG 0.00% of their portfolio | 329.4k $24.3m | Reduced -8.1k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 326.8k $24.2m | Added +24.1k |
| ACADIAN ASSET MANAGEMENT LLC 0.03% of their portfolio | 326.0k $24.1m | Added +106.1k |
| JENNISON ASSOCIATES LLC 0.01% of their portfolio | 314.9k $23.3m | New |
| T. Rowe Price Investment Management, Inc. 0.02% of their portfolio | 311.3k $23.0m | New |
| DAVENPORT & Co LLC 0.11% of their portfolio | 301.3k $22.3m | Added +40.1k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 299.5k $22.1m | Reduced -720.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 287.1k $21.2m | Reduced -578.6k |
| Public Sector Pension Investment Board 0.05% of their portfolio | 280.6k $20.7m | Added +113.6k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 245.5k $18.1m | Added +38.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 240.1k $17.7m | Reduced -277.1k |
| ALGERT GLOBAL LLC 0.21% of their portfolio | 237.0k $17.5m | Reduced -38.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 229.6k $17.0m | Added +2.7k |
| TORONTO DOMINION BANK 0.03% of their portfolio | 216.3k $16.0m | Reduced -91.3k |
| BARCLAYS PLC 0.00% of their portfolio | 212.8k $15.7m | Added +144.9k |
| Stanley-Laman Group, Ltd. 1.55% of their portfolio | 206.6k $15.3m | Reduced -2.4k |
| Portolan Capital Management, LLC 0.57% of their portfolio | 206.1k $15.2m | New |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.14% of their portfolio | 200.8k $14.8m | Reduced -1.1m |
| Meros Investment Management, LP 4.47% of their portfolio | 190.7k $14.1m | Reduced -85.3k |
| CITIGROUP INC 0.01% of their portfolio | 182.7k $13.5m | Reduced -178.2k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 167.2k $12.4m | Added +108.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 163.4k $12.1m | Reduced -31.5k |
| Kultura Capital Management LP 5.34% of their portfolio | 157.4k $11.6m | New |
| Lightrock Netherlands B.V. 1.24% of their portfolio | 155.1k $6.3m | Added +3.0k |
| SG Capital Management LLC 0.94% of their portfolio | 141.0k $10.4m | Reduced -149.9k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 138.6k $10.2m | Reduced -112.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 132.9k $9.8m | Reduced -133.5k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 1.27% of their portfolio | 131.2k $9.7m | Reduced -60.7k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 126.8k $9.4m | Added +13.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 125.2k $9.3m | Reduced -53.3k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 118.7k $8.8m | Reduced -16.1k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 1.06% of their portfolio | 116.0k $8.6m | New |
| Informed Momentum Co LLC 0.76% of their portfolio | 115.7k $8.6m | New |
| 4D Advisors, LLC 3.27% of their portfolio | 115.0k $8.5m | Reduced -70.0k |
| Man Group plc 0.02% of their portfolio | 114.6k $8.5m | Reduced -103.5k |
| Trexquant Investment LP 0.05% of their portfolio | 112.3k $8.3m | Reduced -117.8k |
| Nicholas Investment Partners, LP 0.45% of their portfolio | 108.4k $8.0m | New |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 107.2k $7.9m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 105.8k $7.8m | Added +28.7k |
| Legal & General Group Plc 0.00% of their portfolio | 105.5k $7.8m | Reduced -8.7k |
| Jump Financial, LLC 0.07% of their portfolio | 103.7k $7.7m | Reduced -12.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 99.1k $7.3m | Added +6.9k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 98.5k $7.3m | Reduced -446.5k |
| MIZUHO MARKETS AMERICAS LLC 0.13% of their portfolio | 97.6k $7.2m | Reduced -174.6k |
| CRAMER ROSENTHAL MCGLYNN LLC 0.35% of their portfolio | 92.4k $6.8m | Reduced -96.0k |
| Swiss National Bank 0.00% of their portfolio | 92.0k $6.8m | Unchanged |
| Legato Capital Management LLC 0.56% of their portfolio | 91.4k $6.8m | Reduced -14.1k |
| Creative Planning 0.00% of their portfolio | 91.3k $6.7m | Added +5.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 88.2k $6.5m | Reduced -86.2k |
| Voleon Capital Management LP 0.12% of their portfolio | 87.8k $6.5m | New |
| Pier Capital, LLC 0.86% of their portfolio | 87.5k $6.5m | Reduced -25.4k |
| BANK OF NOVA SCOTIA 0.01% of their portfolio | 82.4k $6.1m | Reduced -175.9k |
| Polymer Capital Management (US) LLC 0.87% of their portfolio | 79.8k $5.9m | New |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 76.8k $5.7m | New |
| OAK ASSOCIATES LTD /OH/ 0.30% of their portfolio | 73.1k $5.4m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 72.5k $5.4m | Reduced -12.0k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 65.7k $4.9m | Added +20.7k |
| Focus Partners Wealth 0.00% of their portfolio | 61.8k $4.3m | Reduced -260.8k |
| Quantinno Capital Management LP 0.01% of their portfolio | 61.7k $4.6m | Reduced -1.8k |
| XTX Topco Ltd 0.06% of their portfolio | 61.5k $4.5m | Added +27.7k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 60.2k $4.4m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 57.4k $4.2m | Reduced -1.4k |