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COHU in the 13F filings

Cohu Inc · CUSIP 192576106

Sector · IndustrialsTheme · Industrials and automation· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
2 Sep 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
28
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 3 listed it in both
Shares listed
10,352,988
combined, among listed positions
Reported value
$763m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 20 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +5,463,990.

Managers listing COHU in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

28 of 28 holders

ActionFiling
Capital World Investors2,757,413$204munder 0.1%Newnew12 Aug 2026 (the filing on sec.gov)
Invesco Ltd2,030,920$150munder 0.1%Added+1,781,26314 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP1,142,216$84m0.06%Added+47,78514 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc959,839$71munder 0.1%Added+904,34114 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP653,112$48m0.05%Added+606,39814 Aug 2026 (the filing on sec.gov)
Millennium Management LLC594,329$44munder 0.1%Trimmed-93,67414 Aug 2026 (the filing on sec.gov)
First Eagle Investment Management LLC548,533$41m0.07%Added+74,4655 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC339,335$25munder 0.1%Added+27,40414 Aug 2026 (the filing on sec.gov)
Acadian Asset Management LLC325,994$24munder 0.1%Added+106,08013 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC245,544$18munder 0.1%Added+37,9922 Sep 2026 (the filing on sec.gov)
Man Group PLC114,570$8.5munder 0.1%Trimmed-103,54214 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.98,504$7.3munder 0.1%Trimmed-446,48714 Aug 2026 (the filing on sec.gov)
Tudor Investment Corp76,802$5.7munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC72,500$5.4munder 0.1%Trimmed-12,00013 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC65,714$4.9munder 0.1%Added+20,69914 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd55,118$4.1munder 0.1%Added+34,28114 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)48,586$3.6munder 0.1%Added+1,02713 Aug 2026 (the filing on sec.gov)
Caxton Associates LLP36,095$2.7m0.05%Trimmed-14,47014 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP34,209$2.5munder 0.1%Trimmed-69,49213 Aug 2026 (the filing on sec.gov)
Quantbot Technologies LP27,406$2.0m0.08%Added+17,39012 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP55,707$1.7munder 0.1%Added+7,53214 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC22,526$1.7munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP16,279$1.2munder 0.1%Added+94714 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP14,280$1.1munder 0.1%Trimmed-28,16614 Aug 2026 (the filing on sec.gov)
Freestone Grove Partners LP11,214$829kunder 0.1%Added+7,03914 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (5)

Exited (2)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q1 2024 to 7 in Q2 2026

Tracked managers listing it, at least.

0246820162017201820212022202320242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
COHU by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20151$3.8mn.a.n.a.
Q3 20151$3.5mn.a.n.a.
Q4 20151$3.9mn.a.n.a.
Q1 20161$3.1mn.a.n.a.
Q2 20161$2.8mn.a.n.a.
Q1 20172$8.4mn.a.n.a.
Q2 20172$9.3mn.a.n.a.
Q3 20172$8.0mn.a.n.a.
Q4 20172$5.1mn.a.n.a.
Q1 20181$1.6mn.a.n.a.
Q2 20181$1.1mn.a.n.a.
Q3 20181$458kn.a.n.a.
Q4 20201$52mn.a.n.a.
Q1 20213$15mn.a.n.a.
Q2 20212$2.7mn.a.n.a.
Q3 20213$13mn.a.n.a.
Q4 20212$1.3mn.a.n.a.
Q1 20222$2.2mn.a.n.a.
Q2 20223$50mn.a.n.a.
Q3 20223$48mn.a.n.a.
Q4 20222$4.5mn.a.n.a.
Q1 20234$45mn.a.n.a.
Q2 20232$51mn.a.n.a.
Q3 20233$41mn.a.n.a.
Q4 20232$8.1m11
Q1 20241$7.4m10
Q2 20241$7.0m01
Q3 20241$5.6m10
Q2 20251$4.0m10
Q3 20251$5.0m10
Q4 20251$5.8m218
Q1 20263$20m1711
Q2 20267$406m2010

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

COHU and GE →COHU and LRCX →COHU and GEV →Choose a stock to compare with COHU →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own COHU, latest filings →Back to the 13F Explorer →