Cohu

COHU • NASDAQ

Cohu is a semiconductors company in the technology sector on NASDAQ, led by James A. Donahue, with a market cap of $1.1B. As of Q3 2025, 101% of shares are held by 232 institutional investors, with BlackRock, Inc. as the largest holder at 15.15%.

Chairman of the BoardJames A. Donahue

Market Cap$1.1B

Semiconductors

Technology

Employees3.3K

Websitecohu.com

Country

United States of America

Overview

Overview of institutional ownership in COHU as of Q3 2025 with a market cap of $949.0M

All Institutions

Institutions: 232
Value Held: $954.4M
Shares Held: 47.0M
Avg Position: $4.1M
Median Position: $534.6K

Hedge Funds

Hedge Funds: 32
Value Held: $79.4M
Shares Held: 3.9M
Avg Position: $2.5M
Median Position: $1.6M

Ownership Breakdown

Institutional (non-HF)

92.19%

$875.0M

Hedge Funds

8.37%

$79.4M

Retail & Other

Based on market cap of $949.0M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in COHU as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$143.8M 0.00% of portfolio	15.15% 7.1M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$87.5M 0.00% of portfolio	9.22% 4.3M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	David Craig Brown CEO	$59.7M 0.04% of portfolio	6.29% 2.9M shares	Q1 2016 Held for 9y 8m	$158.22B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$48.2M 0.01% of portfolio	5.08% 2.4M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
BARROW HANLEY MEWHINNEY & STRAUSS LLC Long Only Manager	Cory Lawrence Martin CEO	$41.2M 0.13% of portfolio	4.34% 2.0M shares	Q2 2025 Held for 5 months	$31.4B
R ROYCE & ASSOCIATES LLC Institution	-	$38.8M 0.39% of portfolio	4.09% 1.9M shares	≤ Q2 2013 Held for 12y 5m+	$10.0B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$36.9M 0.00% of portfolio	3.89% 1.8M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
SYSTEMATIC FINANCIAL MANAGEMENT LP Long Only Manager	Kenneth Burgess CIO	$31.3M 0.76% of portfolio	3.30% 1.5M shares	Q1 2014 Held for 11y 8m	$4.1B
Tributary Capital Management, LLC Long Only Manager	Mark Alan Wynegar President	$30.9M 1.47% of portfolio	3.26% 1.5M shares	Q2 2024 Held for 1y 5m	$2.1B
FRONTIER CAPITAL MANAGEMENT CO LLC Long Only Manager	William Allen Teichner Managing Partner	$28.7M 0.26% of portfolio	3.02% 1.4M shares	Q2 2024 Held for 1y 5m	$11.1B

Net Capital Flow

Institutional buying and selling activity for COHU in Q3 2025

Traded: +$69.4M
Buyers: 153
Sellers: 78
Total Bought: +$141.6M
Total Sold: −$72.2M
Avg Position: $3.7M

Biggest Buyers

Institution	Net Bought	Current Position
Tributary Capital Management, LLC Long Only Manager	+$17.6M +863.7K shares	$30.9M 1.5M shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	+$12.4M +610.3K shares	$12.4M 610.3K shares
SYSTEMATIC FINANCIAL MANAGEMENT LP Long Only Manager	+$10.4M +513.1K shares	$31.3M 1.5M shares
Bank of New York Mellon Corp Institution	+$4.6M +223.9K shares	$19.2M 942.3K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$4.2M +207.8K shares	$5.5M 269.4K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$3.8M +186.6K shares	$7.2M 354.7K shares
Marshall Wace LLP Institution	+$3.7M +180.2K shares	$4.0M 194.4K shares
H HIGHBRIDGE CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$3.5M +172.6K shares	$3.5M 172.6K shares
Connor, Clark & Lunn Investment Management Ltd. Long Only Manager	+$3.5M +172.2K shares	$4.2M 207.4K shares
Leeward Investments, LLC - MA Long Only Manager	+$3.5M +170.8K shares	$12.7M 623.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	−$24.8M −1.2M shares	$59.7M 2.9M shares
Invesco Ltd. ETF Provider	−$19.8M −976.1K shares	$4.0M 199.2K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	−$6.0M −296.0K shares	$48.2M 2.4M shares
ING INVESTMENT MANAGEMENT LLC Insurance Manager	−$2.6M −129.0K shares	$5.5M 272.7K shares
BARROW HANLEY MEWHINNEY & STRAUSS LLC Long Only Manager	−$2.4M −120.4K shares	$41.2M 2.0M shares
D Divisar Capital Management LLC Hedge Fund•Long/Short	−$1.8M −90.0K shares	$4.9M 239.9K shares
R ROYAL BANK OF CANADA Institution	−$1.6M −78.7K shares	$3.5M 172.6K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	−$1.5M −72.8K shares	$4.9M 243.3K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$1.4M −71.2K shares	$1.2M 56.8K shares
STATE OF WISCONSIN INVESTMENT BOARD RIA/Wealth	−$1.4M −67.8K shares	$1.5M 73.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited COHU in Q3 2025

New Positions: 21
New Value: $11.6M
Exited Positions: 26
Exited Value: $6.4M

New Positions

Institution	Position Value
D Divisadero Street Capital Management, LP Hedge Fund•Long/Short	$3.0M 149.3K shares
W WHITEBOX ADVISORS LLC Hedge Fund•Multi-Strategy	$1.9M 92.1K shares
L LMR Partners LLP Institution	$1.9M 92.1K shares
M MIZUHO MARKETS AMERICAS LLC Institution	$1.4M 67.4K shares
SUSQUEHANNA ADVISORS GROUP, INC. Private Equity	$883.7K 43.5K shares
X XTX Topco Ltd Institution	$783.4K 38.5K shares
Diametric Capital, LP Hedge Fund•Long/Short	$406.6K 20.0K shares
FourThought Financial Partners, LLC RIA/Wealth	$310.9K 15.3K shares
A AXQ CAPITAL, LP Hedge Fund•Market Neutral	$278.5K 13.7K shares
ISAM Funds Ltd Hedge Fund•Quant	$248.4K 12.2K shares

Exited Positions

Institution	Previous Position
Numerai GP LLC Hedge Fund•Quant	$1.2M 62.8K shares
P Petrus Trust Company, LTA Institution	$472.2K 24.5K shares
Vident Advisory, LLC ETF Provider	$469.9K 24.4K shares
Aquatic Capital Management LLC Hedge Fund•Quant	$461.8K 24.0K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$426.2K 22.2K shares
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$418.7K 21.8K shares
C CM Management, LLC Institution	$384.8K 20.0K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	$360.7K 18.8K shares
Counterpoint Mutual Funds LLC ETF Provider	$356.0K 18.5K shares
Magnetar Financial LLC Hedge Fund•Multi-Strategy	$351.5K 18.3K shares

Options Activity

Institutions with the largest Call and Put options positions in COHU as of Q3 2025

Call Positions: 4
Call Value: $1.0M
Put Positions: 2
Put Value: $449.3K

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$420.8K 207.0 contracts
J JANE STREET GROUP, LLC Institution	$349.7K 172.0 contracts
Walleye Trading LLC RIA/Wealth	$241.9K 119.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$406.6K 200.0 contracts
Walleye Trading LLC RIA/Wealth	$42.7K 21.0 contracts

Most Committed Institutions

Institutions with COHU as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Meros Investment Management, LP Long Only Manager	Kenneth Scott Canon CEO	2.86% $6.7M	0.70% 329.0K shares	Q3 2024 Held for 1y 2m	$234.2M
Azarias Capital Management, L.P. Hedge Fund•Value	Daren Clark Heitman CIO	2.30% $5.8M	0.61% 285.6K shares	Q1 2025 Held for 8 months	$252.5M
Tributary Capital Management, LLC Long Only Manager	Mark Alan Wynegar President	1.47% $30.9M	3.26% 1.5M shares	Q2 2024 Held for 1y 5m	$2.1B
D Divisar Capital Management LLC Hedge Fund•Long/Short	Steven Richard Baughman CEO	1.33% $4.9M	0.51% 239.9K shares	Q3 2022 Held for 3y 2m	$367.6M
L Lightrock Netherlands B.V. Institution	-	1.28% $4.9M	0.61% 283.1K shares	Q4 2024 Held for 11 months	$382.4M
Dean Capital Management Long Only Manager	Jessica Lynn Skinner CCO	1.01% $2.6M	0.27% 127.3K shares	Q2 2024 Held for 1y 5m	$256.5M
SYSTEMATIC FINANCIAL MANAGEMENT LP Long Only Manager	Kenneth Burgess CIO	0.76% $31.3M	3.30% 1.5M shares	Q1 2014 Held for 11y 8m	$4.1B
PARADIGM CAPITAL MANAGEMENT INC/NY Long Only Manager	Candace King Weir CEO	0.72% $16.6M	1.75% 814.9K shares	Q3 2018 Held for 7y 2m	$2.3B
Penbrook Management LLC RIA/Wealth	Robert Stephen Anderson Managing Partner	0.70% $1.0M	0.11% 49.5K shares	Q3 2021 Held for 4y 2m	$143.0M
Leeward Investments, LLC - MA Long Only Manager	R. Todd Vingers President	0.65% $12.7M	1.34% 623.7K shares	Q4 2024 Held for 11 months	$2.0B

Hedge Fund Spotlight

Discover hedge funds investing in COHU

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerPeter Fitzhugh Brown

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in Cohu

Market Value: $3.0M
Shares Held: 146.9K
Portfolio Weight: 0.00%
Owned Since: 2014-Q3

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$1.6B	2.06%
2 Nvidia NVDA	Semiconductors Technology	$1.1B	1.39%
3 Roblox RBLX	Electronic Gaming & Multimedia Technology	$953.5M	1.26%