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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
31 Dec 2025
the date the book describes
Filed
19 Feb 2026
latest of these filings; the earliest 4 Feb 2026
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 1 listed it in both
Shares listed
4,257,599
combined, among listed positions
Reported value
$99m
combined, at the quarter end

Among the 92 comparable managers: 21 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +967,717.

Managers listing COHU in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
D. E. Shaw & Co.544,806$13munder 0.1%Added+281,36717 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP541,922$13munder 0.1%Added+481,08317 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC352,274$8.2munder 0.1%Added+43,85917 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC334,429$7.8munder 0.1%Added+91,09417 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP321,838$7.5munder 0.1%Added+175,80113 Feb 2026 (the filing on sec.gov)
First Eagle Investment Management LLC247,646$5.8munder 0.1%Trimmed-5004 Feb 2026 (the filing on sec.gov)
Millennium Management LLC232,130$5.4munder 0.1%Trimmed-122,55417 Feb 2026 (the filing on sec.gov)
Invesco Ltd228,939$5.3munder 0.1%Added+29,74619 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP215,356$5.0munder 0.1%Added+199,01417 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC170,429$4.0munder 0.1%Added+33,92417 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC152,654$3.6munder 0.1%Added+5,74712 Feb 2026 (the filing on sec.gov)
Man Group PLC120,350$2.8munder 0.1%Trimmed-57,42717 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP119,209$2.8munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC118,127$2.7munder 0.1%Added+63312 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP77,803$1.8munder 0.1%Added+14,11317 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC74,952$1.7munder 0.1%Added+50,59010 Feb 2026 (the filing on sec.gov)
Woodline Partners LP56,148$1.3munder 0.1%Added+20,61517 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc50,490$1.2munder 0.1%Added+1,83117 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP50,273$1.2munder 0.1%Trimmed-144,08113 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP47,644$1.1munder 0.1%Added+2417 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)46,512$1.1munder 0.1%Added+14317 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC34,200$796kunder 0.1%Trimmed-7,98513 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC30,192$703kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP22,827$531kunder 0.1%Trimmed-246,60217 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd20,837$485kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, 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 (1)

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 →