Registro do valor mobiliário · trimestre arquivado

COHU

Cohu, Inc. · Technology · Semiconductors

47.96 +3.7% cap. de mercado $2.27B cotação com atraso (FMP) · em Oct 25 03:59 UTC · independente dos dados de arquivo abaixo

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024

94Detentores rastreados

+4Δ titulares

31.40MAções mantidas

$960.91MValor reportado

+8Novas posições

−4Saídas

Rising Pontuação de convicção 61/100 7 trimestres de alta nas ações rastreadas ●●●●●● Como estes valores são calculados → Explicar isso no Research Desk →

Dados de momentum (gestores comparáveis): amplitude de detentores +4.4% · fluxo de ações +8.8% · novas posições líquidas +4.3% · fórmula
Acumulação ampla: ações crescentes entre mais detentores

Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q1 2026

Participação ao longo do tempo

Trimestre	Detentores	Δ	Ações	Valor reportado	Novo	Saídas
Q3 2026	2	0	360.25K	$24.55M	n/a	n/a
Q2 2026	111	+19	38.37M	$2.83B	+23	−3
Q1 2026	94	+4	31.40M	$960.91M	+8	−4
Q4 2025	90	0	31.25M	$727.18M	n/a	n/a
Q3 2025	18	+2	17.88M	$363.54M	+2	n/a
Q2 2025	13	+1	15.32M	$294.83M	+2	−1
Q1 2025	9	0	3.90M	$57.45M	n/a	n/a
Q4 2024	9	0	3.64M	$97.19M	n/a	n/a
Q3 2024	8	+1	1.95M	$50.05M	+1	n/a
Q2 2024	7	n/a	1.92M	$63.47M	n/a	n/a

Número de detentores

Quem detém · Q1 2026

#	Gestor	Ações	Δ ações	Valor	Seu peso		Detido
1	BlackRock ✦ (passivo)	7.31M	+2.7%	$223.87M	0.0%	▲ Add	4	SEC ↗ ×15
2	Victory Capital Management Inc	2.31M	-6.7%	$70.62M	0.0%	▼ Trim	2	SEC ↗
3	Vanguard Capital Management Llc	1.97M	n/a	$60.25M	0.0%	n/c	1	SEC ↗
4	State Street Global Advisors ✦ (passivo)	1.83M	+0.4%	$55.92M	0.0%	▲ Add	6	SEC ↗
5	Dimensional Fund Advisors Lp	1.57M	-15.2%	$47.99M	0.0%	▼ Trim	2	SEC ↗ ×4
6	Geode Capital Management ✦ (passivo)	1.18M	+5.4%	$36.05M	0.0%	▲ Add	8	SEC ↗ ×2
7	Two Sigma Investments ✦	1.09M	+102.0%	$33.51M	0.0%	▲ Add	3	SEC ↗
8	Goldman Sachs Group ✦	1.05M	+106.2%	$32.27M	0.0%	▲ Add	3	SEC ↗ ×4
9	Franklin Resources Inc	1.02M	+455.3%	$31.24M	0.0%	▲ Add	2	SEC ↗ ×5
10	Morgan Stanley ✦	952.10K	+10.7%	$29.15M	0.0%	▲ Add	3	SEC ↗ ×8
11	Bank of New York Mellon Corp	865.62K	-1.4%	$26.51M	0.0%	▼ Trim	2	SEC ↗ ×11
12	Charles Schwab Investment…	802.41K	-0.5%	$24.57M	0.0%	▼ Trim	2	SEC ↗
13	Millennium Management ✦	688.00K	+196.4%	$21.07M	0.0%	▲ Add	8	SEC ↗
14	D. E. Shaw & Co. ✦	544.99K	0.0%	$16.69M	0.0%	▲ Add	8	SEC ↗ ×2
15	Bank Of America Corp /De/	517.20K	+2.2%	$15.84M	0.0%	▲ Add	2	SEC ↗ ×2
16	Northern Trust Corp	494.70K	+5.0%	$15.15M	0.0%	▲ Add	2	SEC ↗ ×6
17	First Eagle Investment Management…	474.07K	+91.4%	$14.52M	0.0%	▲ Add	2	SEC ↗ ×2
18	Citigroup Inc	360.95K	-19.2%	$11.05M	0.0%	▼ Trim	2	SEC ↗ ×2
19	Connor, Clark & Lunn Investment…	343.73K	+33.6%	$10.52M	0.0%	▲ Add	2	SEC ↗
20	UBS Group AG	337.52K	+135.2%	$10.33M	0.0%	▲ Add	2	SEC ↗ ×4
21	Focus Partners Wealth	322.64K	+1.2%	$9.88M	0.0%	▲ Add	2	SEC ↗
22	AQR Capital Management ✦	311.93K	+83.0%	$9.55M	0.0%	▲ Add	8	SEC ↗ ×7
23	Toronto Dominion Bank	307.59K	-16.3%	$9.42M	0.0%	▼ Trim	2	SEC ↗
24	Bnp Paribas Financial Markets	266.41K	+564.3%	$8.16M	0.0%	▲ Add	2	SEC ↗
25	Bank Of Nova Scotia	258.21K	-31.9%	$7.91M	0.0%	▼ Trim	2	SEC ↗
26	Sei Investments Co	251.12K	+93.0%	$7.69M	0.0%	▲ Add	2	SEC ↗ ×2
27	Invesco Ltd.	249.66K	+9.1%	$7.64M	0.0%	▲ Add	2	SEC ↗ ×5
28	Principal Financial Group Inc	226.92K	+2.0%	$6.95M	0.0%	▲ Add	2	SEC ↗ ×2
29	Man Group plc	218.11K	+81.2%	$6.68M	0.0%	▲ Add	2	SEC ↗
30	Citadel Advisors ✦	207.55K	-41.1%	$6.36M	0.0%	▼ Trim	8	SEC ↗
31	Envestnet Asset Management Inc	194.83K	+8.9%	$5.97M	0.0%	▲ Add	2	SEC ↗
32	Wells Fargo & Company/Mn	178.54K	+35.1%	$5.47M	0.0%	▲ Add	2	SEC ↗ ×3
33	Voya Investment Management Llc	174.34K	-25.7%	$5.34M	0.0%	▼ Trim	2	SEC ↗ ×2
34	Rhumbline Advisers	134.80K	+1.5%	$4.13M	0.0%	▲ Add	2	SEC ↗
35	Ameriprise Financial Inc	130.79K	-3.2%	$4.00M	0.0%	▼ Trim	2	SEC ↗
36	Legal & General Group Plc	114.27K	+0.8%	$3.50M	0.0%	▲ Add	2	SEC ↗ ×3
37	American Century Companies Inc	113.39K	+0.7%	$3.47M	0.0%	▲ Add	2	SEC ↗
38	Nuveen, LLC	109.48K	+4.4%	$3.35M	0.0%	▲ Add	2	SEC ↗ ×2
39	JPMorgan Chase ✦	115.13K	-21.1%	$3.29M	0.0%	▼ Trim	3	SEC ↗ ×4
40	Marshall Wace ✦	103.70K	+106.3%	$3.18M	0.0%	▲ Add	4	SEC ↗ ×4
41	UBS AM, a distinct business unit of…	92.25K	+6.6%	$2.82M	0.0%	▲ Add	2	SEC ↗ ×5
42	Swiss National Bank	92.05K	0.0%	$2.82M	0.0%	Held	2	SEC ↗
43	Creative Planning	85.71K	+9.5%	$2.62M	0.0%	▲ Add	2	SEC ↗
44	Renaissance Technologies ✦	84.50K	-44.6%	$2.59M	0.0%	▼ Trim	8	SEC ↗
45	State Of Wisconsin Investment Board	77.02K	-45.8%	$2.36M	0.0%	▼ Trim	2	SEC ↗
46	Barclays Plc	67.97K	-14.8%	$2.08M	0.0%	▼ Trim	2	SEC ↗ ×3
47	Quantinno Capital Management LP	63.42K	+17.4%	$1.94M	0.0%	▲ Add	2	SEC ↗
48	California State Teachers…	58.79K	+35.8%	$1.80M	0.0%	▲ Add	2	SEC ↗
49	Raymond James Financial Inc	58.57K	-1.2%	$1.79M	0.0%	▼ Trim	2	SEC ↗ ×2
50	Hrt Financial Lp	55.62K	-46.0%	$1.70M	0.0%	▼ Trim	2	SEC ↗
51	T. Rowe Price ✦	55.50K	+9.9%	$1.70M	0.0%	▲ Add	8	SEC ↗
52	Prudential Financial Inc	48.76K	+10.0%	$1.49M	0.0%	▲ Add	2	SEC ↗
53	Fidelity (FMR) ✦	47.56K	+2.2%	$1.46M	0.0%	▲ Add	4	SEC ↗ ×2
54	Point72 Asset Management ✦	46.71K	-40.0%	$1.43M	0.0%	▼ Trim	4	SEC ↗
55	Jane Street Group, Llc	45.02K	-61.9%	$1.38M	0.0%	▼ Trim	2	SEC ↗ ×3
56	Qube Research & Technologies Ltd	44.34K	Novo	$1.36M	0.0%	New	1	SEC ↗
57	Fifth Third Bancorp	39.16K	+8267.3%	$1.20M	0.0%	▲ Add	2	SEC ↗
58	Royal Bank Of Canada	38.89K	-47.3%	$1.19M	0.0%	▼ Trim	2	SEC ↗ ×3
59	Deutsche Bank Ag\	38.37K	-23.0%	$1.17M	0.0%	▼ Trim	2	SEC ↗ ×2
60	LPL Financial LLC	37.81K	+1.6%	$1.16M	0.0%	▲ Add	2	SEC ↗
61	Amundi	36.84K	+89.0%	$1.13M	0.0%	▲ Add	2	SEC ↗ ×2
62	Alliancebernstein L.P.	48.17K	+1.1%	$1.12M	0.0%	▲ Add	2	SEC ↗
63	Hsbc Holdings Plc	35.92K	Novo	$1.09M	0.0%	New	1	SEC ↗
64	Healthcare Of Ontario Pension Plan…	35.39K	-72.5%	$1.08M	0.0%	▼ Trim	2	SEC ↗
65	Tidal Investments LLC	34.81K	+9.3%	$1.07M	0.0%	▲ Add	2	SEC ↗ ×2
66	Jones Financial Companies Lllp	32.80K	+37168.2%	$983,224	0.0%	▲ Add	2	SEC ↗
67	Assenagon Asset Management S.A.	23.02K	Novo	$704,781	0.0%	New	1	SEC ↗
68	MIRAE ASSET GLOBAL ETFS HOLDINGS…	21.45K	+0.9%	$656,799	0.0%	▲ Add	2	SEC ↗
69	Janus Henderson Group Plc	20.84K	0.0%	$638,237	0.0%	Held	2	SEC ↗
70	Wealth Enhancement Advisory…	19.71K	+4.1%	$633,360	0.0%	▲ Add	2	SEC ↗
71	Zurcher Kantonalbank (Zurich…	20.15K	+33.1%	$617,054	0.0%	▲ Add	2	SEC ↗
72	Manufacturers Life Insurance…	19.73K	+44.2%	$604,255	0.0%	▲ Add	2	SEC ↗
73	New York State Common Retirement…	17.34K	0.0%	$530,981	0.0%	Held	2	SEC ↗
74	Pnc Financial Services Group, Inc.	15.57K	-4.9%	$476,844	0.0%	▼ Trim	2	SEC ↗ ×5
75	Susquehanna International Group, Llp	15.33K	-32.8%	$469,466	0.0%	▼ Trim	2	SEC ↗
76	Federated Hermes, Inc.	14.77K	+59.3%	$452,380	0.0%	▲ Add	2	SEC ↗ ×2
77	State Board Of Administration Of…	13.35K	0.0%	$408,685	0.0%	Held	2	SEC ↗
78	Cwm, Llc	12.59K	+7.4%	$385,598	0.0%	▲ Add	2	SEC ↗
79	Stifel Financial Corp	12.51K	Novo	$383,119	0.0%	New	1	SEC ↗ ×2
80	Russell Investments Group, Ltd.	12.05K	+140.3%	$368,969	0.0%	▲ Add	2	SEC ↗ ×4
81	HighTower Advisors, LLC	11.29K	Novo	$345,639	0.0%	New	1	SEC ↗
82	Mercer Global Advisors Inc /Adv	9.72K	Novo	$297,723	0.0%	New	1	SEC ↗
83	Canada Pension Plan Investment Board	9.00K	-55.5%	$275,580	0.0%	▼ Trim	2	SEC ↗
84	Cerity Partners LLC	7.90K	Novo	$241,928	0.0%	New	1	SEC ↗ ×2
85	ProShare Advisors LLC	7.13K	-20.0%	$218,229	0.0%	▼ Trim	2	SEC ↗
86	Us Bancorp \De\	7.01K	-5.3%	$214,616	0.0%	▼ Trim	2	SEC ↗ ×2
87	Rockefeller Capital Management L.P.	4.48K	+3343.8%	$137,085	0.0%	▲ Add	2	SEC ↗ ×3
88	Ensign Peak Advisors, Inc	3.75K	0.0%	$114,856	0.0%	Held	2	SEC ↗
89	Osaic Holdings, Inc.	3.33K	-5.0%	$101,841	0.0%	▼ Trim	2	SEC ↗
90	Mitsubishi UFJ Asset Management…	652	-53.2%	$19,964	0.0%	▼ Trim	2	SEC ↗
91	Group One Trading Llc	433	-14.8%	$13,258	0.0%	▼ Trim	2	SEC ↗
92	BNP Paribas Asset Management…	399	+10.5%	$12,217	0.0%	▲ Add	2	SEC ↗
93	Optiver Holding B.V.	142	+14.5%	$4,348	0.0%	▲ Add	2	SEC ↗
94	Northwestern Mutual Wealth…	60	Novo	$1,837	0.0%	New	1	SEC ↗

"Peso no portfolio" = a participação da posição no valor de renda variável 13F reportado pelo gestor: a medida de convicção. ✦ = gestor curado.

Novos compradores

Qube Research & Technologies…	$1.36M	0.0%
Hsbc Holdings Plc	$1.09M	0.0%
Assenagon Asset Management…	$704,781	0.0%
Stifel Financial Corp	$383,119	0.0%
HighTower Advisors, LLC	$345,639	0.0%
Mercer Global Advisors Inc…	$297,723	0.0%
Cerity Partners LLC	$241,928	0.0%
Northwestern Mutual Wealth…	$1,837	0.0%

Encerrado

Arrowstreet Capital	$7.49M	era 0.0%
Balyasny Asset Management L.P.	$702,568	era 0.0%
Simplex Trading, Llc	$53,078	era 0.0%
Danske Bank A/S	$9,308	era 0.0%

Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 261 detentores, 49.61M ações, $1.48B reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.

Frequentemente detidos em conjunto

O que os detentores rastreados deste título mais frequentemente também detêm: contagens de propriedade compartilhada, não relações fundamentais.

ADI94titulares compartilhados MSFT94titulares compartilhados BSX93titulares compartilhados AXP93titulares compartilhados BRK-B93titulares compartilhados

Transações de insiders

Compras no mercado aberto (P)

Nenhuma compra direta no mercado por insiders em nossa janela de cobertura.

Vendas no mercado aberto (S)

Oct 15 BOHRSON CHRISTOPHER

Officer · 1.00K ações · $55,310

Oct 02 Muller Luis A

Officer · 21.66K ações · $1.58M

Sep 25 Muller Luis A

Officer · 27.24K ações · $1.77M

Sep 21 Muller Luis A

Officer · 55.79K ações · $3.35M

Aug 19 BOHRSON CHRISTOPHER

Officer · 10.00K ações · $558,200

Aug 17 BOHRSON CHRISTOPHER

Officer · 1.00K ações · $61,900

Sep 15 BOHRSON CHRISTOPHER

Officer · 1.00K ações · $51,070

Prêmios, exercícios e retenção fiscal nunca são contabilizados como compras ou vendas aqui. Metodologia

Participação beneficiária

Aug 12 SC 13G: Capital World Investors

Ver filing original na SEC ↗

Jul 31 SC 13G: VANGUARD CAPITAL MANAGEMENT LLC