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Security record

COHU

Cohu, Inc. · Technology · Semiconductors

50.61 -1.3% mkt cap $2.39B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
111Tracked holders
+19Δ holders
38.37MShares held
$2.83BReported value
+23New positions
−3Exits
Strongly Rising Conviction score 74/100 8 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +20.7% · share flow +21.0% · net new positions +18.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Q3 2025 18 +2 17.88M $363.54M +2
Q2 2025 13 +1 15.32M $294.83M +2 −1
Q1 2025 9 0 3.90M $57.45M
Q4 2024 9 0 3.64M $97.19M
Q3 2024 8 +1 1.95M $50.05M +1
Q2 2024 7 1.92M $63.47M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 7.39M +1.0% $545.93M 0.0% ▲ Add 5 SEC ↗
2 BlackRock (passive) 7.39M +1.0% $545.93M 0.0% ▲ Add 5 SEC ↗
3 BlackRock (passive) 7.39M +1.0% $545.93M 0.0% ▲ Add 5 SEC ↗
4 BlackRock (passive) 7.39M +1.0% $545.93M 0.0% ▲ Add 5 SEC ↗
5 BlackRock (passive) 7.39M +1.0% $545.93M 0.0% ▲ Add 5 SEC ↗
6 BlackRock (passive) 7.39M +1.0% $545.93M 0.0% ▲ Add 5 SEC ↗
7 BlackRock (passive) 7.39M +1.0% $545.93M 0.0% ▲ Add 5 SEC ↗
8 BlackRock (passive) 7.39M +1.0% $545.93M 0.0% ▲ Add 5 SEC ↗
9 BlackRock (passive) 7.39M +1.0% $545.93M 0.0% ▲ Add 5 SEC ↗
10 BlackRock (passive) 7.39M +1.0% $545.93M 0.0% ▲ Add 5 SEC ↗
11 BlackRock (passive) 7.39M +1.0% $545.93M 0.0% ▲ Add 5 SEC ↗
12 BlackRock (passive) 7.39M +1.0% $545.93M 0.0% ▲ Add 5 SEC ↗
13 BlackRock (passive) 7.39M +1.0% $545.93M 0.0% ▲ Add 5 SEC ↗
14 BlackRock (passive) 7.39M +1.0% $545.93M 0.0% ▲ Add 5 SEC ↗
15 BlackRock (passive) 7.39M +1.0% $545.93M 0.0% ▲ Add 5 SEC ↗
16 BlackRock (passive) 7.39M +1.0% $545.93M 0.0% ▲ Add 5 SEC ↗
17 Capital World Investors 2.76M New $203.80M 0.0% New 1 SEC ↗
18 Invesco Ltd. 2.03M +713.5% $150.11M 0.0% ▲ Add 3 SEC ↗
19 Invesco Ltd. 2.03M +713.5% $150.11M 0.0% ▲ Add 3 SEC ↗
20 Invesco Ltd. 2.03M +713.5% $150.11M 0.0% ▲ Add 3 SEC ↗
21 Invesco Ltd. 2.03M +713.5% $150.11M 0.0% ▲ Add 3 SEC ↗
22 Invesco Ltd. 2.03M +713.5% $150.11M 0.0% ▲ Add 3 SEC ↗
23 Invesco Ltd. 2.03M +713.5% $150.11M 0.0% ▲ Add 3 SEC ↗
24 Invesco Ltd. 2.03M +713.5% $150.11M 0.0% ▲ Add 3 SEC ↗
25 Invesco Ltd. 2.03M +713.5% $150.11M 0.0% ▲ Add 3 SEC ↗
26 Invesco Ltd. 2.03M +713.5% $150.11M 0.0% ▲ Add 3 SEC ↗
27 Invesco Ltd. 2.03M +713.5% $150.11M 0.0% ▲ Add 3 SEC ↗
28 Vanguard Capital Management Llc 2.01M +2.0% $148.36M 0.0% ▲ Add 2 SEC ↗
29 State Street Global Advisors (passive) 1.89M +3.4% $139.61M 0.0% ▲ Add 7 SEC ↗
30 Geode Capital Management (passive) 1.30M +10.4% $96.05M 0.0% ▲ Add 9 SEC ↗
31 Geode Capital Management (passive) 1.30M +10.4% $96.05M 0.0% ▲ Add 9 SEC ↗
32 Two Sigma Investments 1.14M +4.4% $84.42M 0.1% ▲ Add 4 SEC ↗
33 Dimensional Fund Advisors Lp 1.12M -28.4% $82.91M 0.0% ▼ Trim 3 SEC ↗
34 Dimensional Fund Advisors Lp 1.12M -28.4% $82.91M 0.0% ▼ Trim 3 SEC ↗
35 Dimensional Fund Advisors Lp 1.12M -28.4% $82.91M 0.0% ▼ Trim 3 SEC ↗
36 Dimensional Fund Advisors Lp 1.12M -28.4% $82.91M 0.0% ▼ Trim 3 SEC ↗
37 Dimensional Fund Advisors Lp 1.12M -28.4% $82.91M 0.0% ▼ Trim 3 SEC ↗
38 Capital International Investors 1.09M New $80.81M 0.0% New 1 SEC ↗
39 Manufacturers Life Insurance… 1.05M +5235.0% $77.81M 0.1% ▲ Add 3 SEC ↗
40 Morgan Stanley 996.49K +4.7% $73.65M 0.0% ▲ Add 4 SEC ↗
41 Morgan Stanley 996.49K +4.7% $73.65M 0.0% ▲ Add 4 SEC ↗
42 Morgan Stanley 996.49K +4.7% $73.65M 0.0% ▲ Add 4 SEC ↗
43 Morgan Stanley 996.49K +4.7% $73.65M 0.0% ▲ Add 4 SEC ↗
44 Morgan Stanley 996.49K +4.7% $73.65M 0.0% ▲ Add 4 SEC ↗
45 Morgan Stanley 996.49K +4.7% $73.65M 0.0% ▲ Add 4 SEC ↗
46 Morgan Stanley 996.49K +4.7% $73.65M 0.0% ▲ Add 4 SEC ↗
47 Morgan Stanley 996.49K +4.7% $73.65M 0.0% ▲ Add 4 SEC ↗
48 Victory Capital Management Inc 978.37K -57.6% $72.31M 0.0% ▼ Trim 3 SEC ↗
49 T. Rowe Price 959.84K +1629.5% $70.94M 0.0% ▲ Add 9 SEC ↗
50 T. Rowe Price 959.84K +1629.5% $70.94M 0.0% ▲ Add 9 SEC ↗
51 Ameriprise Financial Inc 833.56K +537.3% $61.61M 0.0% ▲ Add 3 SEC ↗
52 Ameriprise Financial Inc 833.56K +537.3% $61.61M 0.0% ▲ Add 3 SEC ↗
53 Ameriprise Financial Inc 833.56K +537.3% $61.61M 0.0% ▲ Add 3 SEC ↗
54 Ameriprise Financial Inc 833.56K +537.3% $61.61M 0.0% ▲ Add 3 SEC ↗
55 Goldman Sachs Group 754.00K -28.4% $55.73M 0.0% ▼ Trim 4 SEC ↗
56 Goldman Sachs Group 754.00K -28.4% $55.73M 0.0% ▼ Trim 4 SEC ↗
57 Goldman Sachs Group 754.00K -28.4% $55.73M 0.0% ▼ Trim 4 SEC ↗
58 Goldman Sachs Group 754.00K -28.4% $55.73M 0.0% ▼ Trim 4 SEC ↗
59 Goldman Sachs Group 754.00K -28.4% $55.73M 0.0% ▼ Trim 4 SEC ↗
60 Charles Schwab Investment… 733.11K -8.6% $54.18M 0.0% ▼ Trim 3 SEC ↗
61 Point72 Asset Management 653.11K +1298.1% $48.27M 0.1% ▲ Add 5 SEC ↗
62 JPMorgan Chase 683.25K +493.5% $46.54M 0.0% ▲ Add 4 SEC ↗
63 JPMorgan Chase 683.25K +493.5% $46.54M 0.0% ▲ Add 4 SEC ↗
64 JPMorgan Chase 683.25K +493.5% $46.54M 0.0% ▲ Add 4 SEC ↗
65 JPMorgan Chase 683.25K +493.5% $46.54M 0.0% ▲ Add 4 SEC ↗
66 JPMorgan Chase 683.25K +493.5% $46.54M 0.0% ▲ Add 4 SEC ↗
67 JPMorgan Chase 683.25K +493.5% $46.54M 0.0% ▲ Add 4 SEC ↗
68 JPMorgan Chase 683.25K +493.5% $46.54M 0.0% ▲ Add 4 SEC ↗
69 Millennium Management 594.33K -13.6% $43.93M 0.0% ▼ Trim 9 SEC ↗
70 First Eagle Investment Management… 548.53K +15.7% $40.54M 0.1% ▲ Add 3 SEC ↗
71 First Eagle Investment Management… 548.53K +15.7% $40.54M 0.1% ▲ Add 3 SEC ↗
72 Northern Trust Corp 547.34K +10.6% $40.45M 0.0% ▲ Add 3 SEC ↗
73 Northern Trust Corp 547.34K +10.6% $40.45M 0.0% ▲ Add 3 SEC ↗
74 Northern Trust Corp 547.34K +10.6% $40.45M 0.0% ▲ Add 3 SEC ↗
75 Northern Trust Corp 547.34K +10.6% $40.45M 0.0% ▲ Add 3 SEC ↗
76 Northern Trust Corp 547.34K +10.6% $40.45M 0.0% ▲ Add 3 SEC ↗
77 Northern Trust Corp 547.34K +10.6% $40.45M 0.0% ▲ Add 3 SEC ↗
78 Connor, Clark & Lunn Investment… 521.22K +51.6% $38.52M 0.1% ▲ Add 3 SEC ↗
79 Hrt Financial Lp 430.62K +674.2% $31.83M 0.1% ▲ Add 3 SEC ↗
80 Aberdeen Group plc 426.15K New $31.50M 0.0% New 1 SEC ↗
81 Aberdeen Group plc 426.15K New $31.50M 0.0% New 1 SEC ↗
82 Norges Bank (passive) 398.60K New $29.46M 0.0% New 1 SEC ↗
83 Nuveen, LLC 372.42K +240.2% $27.53M 0.0% ▲ Add 3 SEC ↗
84 Nuveen, LLC 372.42K +240.2% $27.53M 0.0% ▲ Add 3 SEC ↗
85 Nuveen, LLC 372.42K +240.2% $27.53M 0.0% ▲ Add 3 SEC ↗
86 Nuveen, LLC 372.42K +240.2% $27.53M 0.0% ▲ Add 3 SEC ↗
87 AQR Capital Management 339.33K +8.8% $25.08M 0.0% ▲ Add 9 SEC ↗
88 AQR Capital Management 339.33K +8.8% $25.08M 0.0% ▲ Add 9 SEC ↗
89 AQR Capital Management 339.33K +8.8% $25.08M 0.0% ▲ Add 9 SEC ↗
90 AQR Capital Management 339.33K +8.8% $25.08M 0.0% ▲ Add 9 SEC ↗
91 AQR Capital Management 339.33K +8.8% $25.08M 0.0% ▲ Add 9 SEC ↗
92 AQR Capital Management 339.33K +8.8% $25.08M 0.0% ▲ Add 9 SEC ↗
93 AQR Capital Management 339.33K +8.8% $25.08M 0.0% ▲ Add 9 SEC ↗
94 UBS Group AG 329.43K -2.4% $24.35M 0.0% ▼ Trim 3 SEC ↗
95 UBS Group AG 329.43K -2.4% $24.35M 0.0% ▼ Trim 3 SEC ↗
96 UBS Group AG 329.43K -2.4% $24.35M 0.0% ▼ Trim 3 SEC ↗
97 Jennison Associates Llc 314.87K New $23.27M 0.0% New 1 SEC ↗
98 Jennison Associates Llc 314.87K New $23.27M 0.0% New 1 SEC ↗
99 Franklin Resources Inc 299.51K -70.6% $22.14M 0.0% ▼ Trim 3 SEC ↗
100 Franklin Resources Inc 299.51K -70.6% $22.14M 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Capital World Investors $203.80M 0.0%
Capital International… $80.81M 0.0%
Aberdeen Group plc $31.50M 0.0%
Aberdeen Group plc $31.50M 0.0%
Norges Bank $29.46M 0.0%
Jennison Associates Llc $23.27M 0.0%
Jennison Associates Llc $23.27M 0.0%

Exited

Qube Research & Technologies… $1.36M was 0.0%
Group One Trading Llc $13,258 was 0.0%
Northwestern Mutual Wealth… $1,837 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 261 holders, 49.61M shares, $1.48B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 19 BOHRSON CHRISTOPHER

Officer · 10.00K sh · $558,200

Aug 17 BOHRSON CHRISTOPHER

Officer · 1.00K sh · $61,900

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 12 SC 13G — Capital World Investors

View original SEC filing ↗

Jul 31 SC 13G — VANGUARD CAPITAL MANAGEMENT LLC

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API