Cohu Inc: which funds bought and sold
Institutions that bought and sold Cohu shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 194 institutions that filed 13F reports for both quarters added to or opened positions in Cohu, and 129 cut or closed them. Together they added a net 3.7M shares, +7.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 322K shares (−2.1%); index fund managers were net buyers of 554K shares (+3.5%). 106 opened a new position and 21 sold out entirely.
Bought, Q2 2026 194 institutions, 106 of them new holders Sold, Q2 2026 129 institutions, 21 of them sold out
Net change, all compared +3.7M shares (+7.3%)
Net change, active managers −322K shares (−2.1%), 31 bought, 22 sold
Buyers versus sellers
194 bought 39 129 sold
Active managers and hedge funds 31 bought · 22 sold · −322K
Index fund managers 7 bought · 4 sold · +554K
Other institutions 156 bought · 103 sold · +3.5M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Capital World Investors Active manager | +2.8M New position | 2.8M | $204M |
| Invesco Ltd. | +1.8M +713.5% | 2.0M | $150M |
| Capital International Investors Active manager | +1.1M New position | 1.1M | $80.8M |
| Manufacturers Life Insurance Company, The | +1.0M +5235.0% | 1.1M | $77.8M |
| Price T Rowe Associates Inc Active manager | +904K +1629.5% | 960K | $70.9M |
| Thrivent Financial For Lutherans | +868K +1123.5% | 945K | $69.9M |
| Ameriprise Financial Inc | +703K +537.3% | 834K | $61.6M |
| First Eagle Investment Management, LLC Active manager | +623K +131.4% | 1.1M | $81.1M |
| Point72 Asset Management, L.P. Hedge fund | +606K +1298.1% | 653K | $48.3M |
| Jpmorgan Chase & Co | +568K +493.5% | 683K | $46.5M |
| Aberdeen Group PLC | +426K New position | 426K | $31.5M |
| HRT Financial LP | +375K +674.3% | 431K | $31.8M |
| Jennison Associates LLC Active manager | +315K New position | 315K | $23.3M |
| T. Rowe Price Investment Management, Inc. Active manager | +311K New position | 311K | $23M |
| Vanguard Portfolio Management LLC Index funds | +265K +13.0% | 2.3M | $170M |
| Nuveen, LLC | +263K +240.2% | 372K | $27.5M |
| Portolan Capital Management, LLC | +206K New position | 206K | $15.2M |
| Connor, Clark & Lunn Investment Management Ltd. | +177K +51.6% | 521K | $38.5M |
| Kultura Capital Management LP | +157K New position | 157K | $11.6M |
| Barclays PLC | +145K +213.2% | 213K | $15.7M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Capital World Investors Active manager | +2.8M New position | 2.8M | $204M |
| Capital International Investors Active manager | +1.1M New position | 1.1M | $80.8M |
| Price T Rowe Associates Inc Active manager | +904K +1629.5% | 960K | $70.9M |
| First Eagle Investment Management, LLC Active manager | +623K +131.4% | 1.1M | $81.1M |
| Point72 Asset Management, L.P. Hedge fund | +606K +1298.1% | 653K | $48.3M |
| Jennison Associates LLC Active manager | +315K New position | 315K | $23.3M |
| T. Rowe Price Investment Management, Inc. Active manager | +311K New position | 311K | $23M |
| Lazard Asset Management LLC Active manager | +107K New position | 107K | $7.9M |
| Acadian Asset Management LLC Active manager | +106K +48.2% | 326K | $24.1M |
| Voleon Capital Management LP Hedge fund | +88K New position | 88K | $6.5M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Barrow Hanley Mewhinney & Strauss LLC Active manager | −1.8M −100.0% | 133 | $9,830 |
| Victory Capital Management Inc Active manager | −1.3M −57.6% | 978K | $72.3M |
| Frontier Capital Management Co LLC Active manager | −1.1M −84.5% | 201K | $14.8M |
| Royce & Associates LP Active manager | −1.1M −53.7% | 938K | $69.3M |
| Franklin Resources Inc Active manager | −721K −70.6% | 300K | $22.1M |
| Bank Of New York Mellon Corp | −579K −66.8% | 287K | $21.2M |
| D. E. Shaw & Co., Inc. Hedge fund | −446K −81.9% | 99K | $7.3M |
| Dimensional Fund Advisors LP | −445K −28.4% | 1.1M | $82.9M |
| Segall Bryant & Hamill, LLC Active manager | −380K −39.8% | 575K | $42.5M |
| Goldman Sachs Group Inc | −300K −28.5% | 754K | $55.7M |
| Bank Of America Corp | −277K −53.6% | 240K | $17.7M |
| Csm Advisors, LLC | −274K Sold out | 0 | — |
| Focus Partners Wealth | −261K −80.8% | 62K | $4.3M |
| Systematic Financial Management LP | −227K −16.2% | 1.2M | $86.8M |
| Citigroup Inc | −178K −49.4% | 183K | $13.5M |
| Bank Of Nova Scotia | −176K −68.1% | 82K | $6.1M |
| Mizuho Markets Americas LLC | −175K −64.2% | 98K | $7.2M |
| Tributary Capital Management, LLC | −172K −25.1% | 515K | $38M |
| SG Capital Management LLC | −150K −51.5% | 141K | $10.4M |
| Voloridge Investment Management, LLC Hedge fund | −148K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Barrow Hanley Mewhinney & Strauss LLC Active manager | −1.8M −100.0% | 133 | $9,830 |
| Victory Capital Management Inc Active manager | −1.3M −57.6% | 978K | $72.3M |
| Frontier Capital Management Co LLC Active manager | −1.1M −84.5% | 201K | $14.8M |
| Royce & Associates LP Active manager | −1.1M −53.7% | 938K | $69.3M |
| Franklin Resources Inc Active manager | −721K −70.6% | 300K | $22.1M |
| D. E. Shaw & Co., Inc. Hedge fund | −446K −81.9% | 99K | $7.3M |
| Segall Bryant & Hamill, LLC Active manager | −380K −39.8% | 575K | $42.5M |
| Voloridge Investment Management, LLC Hedge fund | −148K Sold out | 0 | — |
| Exoduspoint Capital Management, LP Hedge fund | −139K −97.9% | 2,937 | $217,074 |
| Trexquant Investment LP Hedge fund | −118K −51.2% | 112K | $8.3M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Capital World InvestorsActive manager | 2.8M | $204M |
| Capital International InvestorsActive manager | 1.1M | $80.8M |
| Aberdeen Group PLC | 426K | $31.5M |
| Jennison Associates LLCActive manager | 315K | $23.3M |
| T. Rowe Price Investment Management, Inc.Active manager | 311K | $23M |
| Portolan Capital Management, LLC | 206K | $15.2M |
| Kultura Capital Management LP | 157K | $11.6M |
| Intrinsic Edge Capital Management LLC | 116K | $8.6M |
| Informed Momentum Co LLC | 116K | $8.6M |
| Nicholas Investment Partners, LP | 108K | $8M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Csm Advisors, LLC | 274K | $8.4M |
| Voloridge Investment Management, LLCHedge fund | 148K | $4.5M |
| Azarias Capital Management, L.P. | 60K | $1.8M |
| Pacific Ridge Capital Partners, LLC | 46K | $1.4M |
| Qube Research & Technologies LtdHedge fund | 44K | $1.4M |
| Woodline Partners LPHedge fund | 15K | $470,078 |
| Sheets Smith Wealth Management | 15K | $448,399 |
| Central Pacific Bank - Trust Division | 14K | $439,458 |
| Numerai Gp LLC | 13K | $412,604 |
| Graham Capital Management, L.P.Hedge fund | 13K | $391,691 |
Who holds the shares
- Institutions reporting
- 347
- Ten largest holders
- 42.2% of 13F-reported shares
- Index fund managers
- 30.4% of 13F-reported shares
- Active managers and hedge funds
- 27.3% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 31 | 22 | 16 | 4 | −322K | −2.1% |
| Index fund managers | 7 | 4 | 0 | 0 | +554K | +3.5% |
| Other institutions | 156 | 103 | 90 | 17 | +3.5M | +17.9% |