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Cohu, Inc.

COHU Technology
$28.88 +$0.3 (1.05%)
Market Cap: $1.35 B
Gurus Holding
5
Popularity Rank
#1763
% of Shares Held
5.47%
Net Activity (Q4 2025)
-$13.15 M

Guru Ownership Trend

Guru Analysis for Cohu, Inc. (COHU)

Cohu, Inc. (COHU), a key player in the Technology sector, continues to attract institutional attention.

As of Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $74.13 M.

Top institutional holders include Chuck Royce and First Eagle Investment.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $13.15 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 24.9%. Conversely, First Eagle Investment reduced exposure by 0.2%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$1.44 M
Total Buy Value
New Buys 0
Additions 4
-$14.59 M
Total Sell Value
Reductions 1
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for Cohu, Inc. (COHU)

Major holders include Chuck Royce ($44.64 M), First Eagle Investment ($5.76 M), Cliff Asness ($3.97 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 2.57 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $13.15 M, with 4 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited COHU. The total reported sell value was $14.59 M.

Yes, 0 managers opened new positions in COHU, and 4 increased their existing holdings. The total reported buy value was $1.44 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.45% Add 0.4% 1,918,424 $44.64 M Q4 2025
0.01% Reduce -0.2% 247,646 $5.76 M Q4 2025
0.00% Add 24.9% 170,429 $3.97 M Q4 2025
0.01% Add 3.9% 152,654 $3.55 M Q4 2025
0.00% Add 22.2% 77,803 $1.81 M Q4 2025
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