🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Cohu, Inc.

COHU Technology
$57.08 +$2.35 (4.29%)
Market Cap: $2.7 B
Gurus Holding
7
Popularity Rank
#1205
% of Shares Held
5.67%
Net Activity (Q2 2026)
-$19.32 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 Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $153.17 M.

Top institutional holders include Chuck Royce and Steven Cohen.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $19.32 M net outflow during the quarter.

Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Chuck Royce reduced exposure by 53.7%.

Key Holders

Top 5 by Value

$69.33 M
$48.27 M
$25.08 M

Recent Activity Breakdown (Q2 2026)

+$62.1 M
Total Buy Value
New Buys 2
Additions 3
-$81.43 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
5

FAQs for Cohu, Inc. (COHU)

Major holders include Chuck Royce ($69.33 M), Steven Cohen ($48.27 M), First Eagle Investment ($40.54 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 2.68 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $19.32 M, with 5 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited COHU. The total reported sell value was $81.43 M.

Yes, 2 managers opened new positions in COHU, and 3 increased their existing holdings. The total reported buy value was $62.1 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.56% Reduce -53.7% 938,030 $69.33 M Q2 2026
0.05% Add 1298.1% 653,112 $48.27 M Q2 2026
0.07% Add 15.7% 548,533 $40.54 M Q2 2026
0.01% Add 8.8% 339,335 $25.08 M Q2 2026
0.01% New Buy 76,802 $5.68 M Q2 2026
0.01% Reduce -14.2% 72,500 $5.36 M Q2 2026
0.01% New Buy 55,201 $4.08 M Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form