COHUNasdaqInstruments For Meas & Testing of Electricity & Elec SignalsFiscal year ends December 26
COHU INC
Financials through Q2 FY2026, quarter ended Jun 27, 2026Last filing: 10-Q on Jul 31, 2026
$53.87+3.06 (+6.02%)
Close on Oct 19, 2026
- Market cap
- $2.55B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
55M of 47M shares
Institutional holders
349
112 new, 21 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
0 buys · 20 sales
Net sold $11.40M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 6,848,670 | 14.70% | 13G (passive) amendment | Jun 30, 2025 |
| Capital World Investors | 2,757,413 | 5.80% | 13G (passive) | Jun 30, 2026 |
| Thrivent Financial For Lutherans | 2,615,235 | 5.60% | 13G (passive) | Dec 31, 2024 |
| Vanguard Capital Management | 2,365,526 | 5.01% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of COHU | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,386,449 | 15.60% | $545.93M | +75,163 | 0.01% |
| Capital World Investors | 2,757,413 | 5.82% | $203.80M | New | 0.02% |
| Vanguard Portfolio Management LLC | 2,303,291 | 4.87% | $170.24M | +264,814 | 0.01% |
| Invesco Ltd. | 2,030,920 | 4.29% | $150.11M | +1,781,263 | 0.01% |
| Vanguard Capital Management LLC | 2,007,337 | 4.24% | $148.36M | +39,662 | 0.00% |
| State Street Corp | 1,888,948 | 3.99% | $139.61M | +62,612 | 0.00% |
| Geode Capital Management, LLC | 1,299,373 | 2.74% | $96.05M | +122,247 | 0.01% |
| Systematic Financial Management LP | 1,174,165 | 2.48% | $86.78M | −227,069 | 1.73% |
| Two Sigma Investments, LP | 1,142,216 | 2.41% | $84.42M | +47,785 | 0.06% |
| Dimensional Fund Advisors LP | 1,122,112 | 2.37% | $82.91M | −445,399 | 0.02% |
| First Eagle Investment Management, LLC | 1,097,066 | 2.32% | $81.08M | +622,998 | 0.07% |
| Capital International Investors | 1,093,376 | 2.31% | $80.81M | New | 0.02% |
| Manufacturers Life Insurance Company, The | 1,052,816 | 2.22% | $77.81M | +1,033,082 | 0.06% |
| Morgan Stanley | 996,487 | 2.11% | $73.65M | +44,383 | 0.00% |
| Victory Capital Management Inc | 978,370 | 2.07% | $72.31M | −1,328,121 | 0.04% |
| Price T Rowe Associates Inc /Md/ | 959,839 | 2.03% | $70.94K | +904,341 | 0.01% |
| Thrivent Financial for Lutherans | 945,177 | 2.00% | $69.86K | +867,924 | 0.12% |
| Royce & Associates LP | 938,030 | 1.98% | $69.33M | −1,089,687 | 0.56% |
| Emerald Advisers, LLC | 843,627 | 1.78% | $62.35M | +63,528 | 1.47% |
| Ameriprise Financial Inc | 833,562 | 1.76% | $61.61M | +702,768 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 349 | 55M | 100.0% | 112 / 89 | 108 / 21 | 17M | 13M |
| Q1 2026 | 264 | 51M | 100.0% | 48 / 97 | 80 / 30 | 13M | 5M |
| Q4 2025 | 250 | 48M | 100.0% | 49 / 75 | 93 / 27 | 8M | 5M |
| Q3 2025 | 231 | 46M | 96.8% | 50 / 99 | 53 / 27 | 6M | 4M |
| Q2 2025 | 209 | 44M | 92.7% | 38 / 83 | 60 / 33 | 7M | 6M |
| Q1 2025 | 208 | 43M | 91.1% | 38 / 77 | 66 / 27 | 5M | 6M |
| Q4 2024 | 199 | 44M | 94.0% | 20 / 83 | 68 / 31 | 4M | 3M |
| Q3 2024 | 210 | 43M | 90.8% | 28 / 87 | 65 / 40 | 11M | 3M |
| Q2 2024 | 223 | 43M | 90.6% | 39 / 76 | 76 / 35 | 3M | 4M |
| Q1 2024 | 221 | 43M | 91.8% | 30 / 78 | 74 / 21 | 3M | 2M |
| Q4 2023 | 212 | 43M | 90.2% | 22 / 66 | 85 / 25 | 3M | 2M |
| Q3 2023 | 218 | 42M | 88.5% | 20 / 77 | 84 / 29 | 3M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of COHU | Value | % of fund | As of |
|---|---|---|---|---|---|
| SMALLCAP World Fund Inc | 3,748,524 | 7.92% | $277.05M | 0.29% | Jun 30, 2026 |
| iShares Core S&P Small-Cap ETF | 2,842,409 | 6.00% | $210.08M | 0.19% | Jun 30, 2026 |
| Invesco Semiconductors ETF | 1,523,110 | 3.22% | $73.09M | 3.07% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,420,826 | 3.00% | $105.01M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,199,453 | 2.53% | $88.65M | 0.11% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 1,169,325 | 2.47% | $61.68M | 0.04% | May 31, 2026 |
| Victory Sycamore Small Company Opportunity Fund | 690,000 | 1.46% | $51.00M | 1.09% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 540,491 | 1.14% | $39.95M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 511,009 | 1.08% | $24.52M | 0.07% | Jul 31, 2026 |
| Thrivent Small Cap Stock Fund | 501,583 | 1.06% | $24.07M | 0.83% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 434,166 | 0.92% | $32.09M | 0.19% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 406,139 | 0.86% | $30.02M | 0.37% | Jun 30, 2026 |
| T. Rowe Price Science & Technology Fund, Inc. | 388,600 | 0.82% | $28.72M | 0.17% | Jun 30, 2026 |
| Emerald Growth Fund | 323,263 | 0.68% | $15.51M | 1.05% | Jul 31, 2026 |
| Emerald Growth Fund | 323,263 | 0.68% | $15.31M | 1.09% | Apr 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Luis A. Muller | President & CEO | 844,589 | 1.78% | Sep 25, 2026 |
| Christopher Bohrson | Chief Recurring Officer | 158,702 | 0.34% | Sep 17, 2026 |
| Jeffrey D. Jones | Sr. VP Finance & CFO | 343,792 | 0.73% | Jul 16, 2026 |
| Klaus Ilgenfritz | Sr. VP & Chief Product Officer | 91,791 | 0.19% | Mar 17, 2026 |
| Andrew M. Caggia | Director | 65,104 | 0.14% | Sep 25, 2026 |
| Nina Richardson | Director | 39,093 | 0.08% | Aug 6, 2026 |
| James A. Donahue | Director | 388,991 | 0.82% | May 26, 2026 |
| Steven J. Bilodeau | Director | 52,272 | 0.11% | May 22, 2026 |
| Andreas W. Mattes | Director | 25,814 | 0.05% | May 19, 2026 |
| William Bendush | Director | 38,615 | 0.08% | May 19, 2026 |
| Yon Jorden | Director | 35,226 | 0.07% | May 19, 2026 |
| Karen Marie Rapp | Director | 19,156 | 0.04% | May 19, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Luis A. Muller President & CEO | Sep 25, 2026 | Sale(10b5-1 plan) | −27,236 | $65.00 | $1.77M | 844,589 |
| Andrew M. Caggia Director | Sep 25, 2026 | Award | +326 | – | – | 65,104 |
| Luis A. Muller President & CEO | Sep 21, 2026 | Sale(10b5-1 plan) | −55,794 | $60.00 | $3.35M | 871,825 |
| Christopher Bohrson Sr VP & Chief Customer Officer | Aug 19, 2026 | Sale | −10,000 | $55.82 | $558.20K | 159,702 |
| Christopher Bohrson Sr VP & Chief Customer Officer | Aug 17, 2026 | Sale(10b5-1 plan) | −1,000 | $61.90 | $61.90K | 169,702 |
| Nina Richardson Director | Aug 5, 2026 | Sale(10b5-1 plan) | −3,055 | $51.54 | $157.45K | 39,093 |
| Andrew M. Caggia Director | Aug 5, 2026 | Sale(10b5-1 plan) | −10,000 | $51.74 | $517.40K | 70,030 |
| Andrew M. Caggia Director | Aug 5, 2026 | Sale(10b5-1 plan) | −5,252 | $51.73 | $271.69K | 64,778 |
| Jeffrey D. Jones Sr. VP Finance & CFO | Jul 15, 2026 | Other | −190,590 | – | – | 153,202 |
| Jeffrey D. Jones Sr. VP Finance & CFO | Jul 15, 2026 | Other | +190,590 | – | – | 190,590 |
| Christopher Bohrson Sr VP & Chief Customer Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −1,000 | $57.92 | $57.92K | 170,702 |
| Andrew M. Caggia Director | Jun 26, 2026 | Award | +294 | – | – | 80,030 |
| Christopher Bohrson Sr VP & Chief Customer Officer | Jun 15, 2026 | Sale(10b5-1 plan) | −1,000 | $63.88 | $63.88K | 171,702 |
| Jeffrey D. Jones Sr. VP Finance & CFO | May 22, 2026 | Sale | −13,000 | $46.84 | $608.92K | 343,792 |
| James A. Donahue Director | May 22, 2026 | Sale | −10,257 | $46.77 | $479.72K | 3,578 |
| Luis A. Muller President & CEO | May 22, 2026 | Sale | −45,154 | $46.62 | $2.11M | 927,619 |
| Steven J. Bilodeau Director | May 20, 2026 | Sale | −10,257 | $44.85 | $460.03K | 52,272 |
| Andrew M. Caggia Director | May 15, 2026 | Award | +3,578 | – | – | 79,736 |
| Karen Marie Rapp Director | May 15, 2026 | Award | +3,578 | – | – | 19,156 |
| James A. Donahue Director | May 15, 2026 | Award | +3,578 | – | – | 13,835 |
| Yon Jorden Director | May 15, 2026 | Award | +3,578 | – | – | 35,226 |
| Nina Richardson Director | May 15, 2026 | Award | +3,578 | – | – | 42,148 |
| Andreas W. Mattes Director | May 15, 2026 | Award | +3,578 | – | – | 25,814 |
| Steven J. Bilodeau Director | May 15, 2026 | Award | +3,578 | – | – | 62,529 |
| William Bendush Director | May 15, 2026 | Award | +3,578 | – | – | 3,578 |
| William Bendush Director | May 15, 2026 | Other | +10,257 | – | – | 35,037 |
| Christopher Bohrson Sr VP & Chief Customer Officer | May 15, 2026 | Sale(10b5-1 plan) | −1,000 | $46.92 | $46.92K | 172,702 |
| William Bendush Director | May 13, 2026 | Sale(10b5-1 plan) | −7,500 | $49.14 | $368.55K | 24,780 |
| Christopher Bohrson Sr VP & Chief Customer Officer | May 11, 2026 | Sale | −1,500 | $51.28 | $76.92K | 173,702 |
| Christopher Bohrson Sr VP & Chief Customer Officer | Apr 15, 2026 | Sale(10b5-1 plan) | −1,000 | $38.00 | $38.00K | 175,202 |
| Andrew M. Caggia Director | Mar 27, 2026 | Award | +594 | – | – | 76,158 |
| Christopher Bohrson Sr VP & Chief Customer Officer | Mar 16, 2026 | Sale(10b5-1 plan) | −1,000 | $28.57 | $28.57K | 176,202 |
| Klaus Ilgenfritz Sr. VP & Chief Product Officer | Mar 14, 2026 | Other | −7,425 | – | – | 91,791 |
| Klaus Ilgenfritz Sr. VP & Chief Product Officer | Mar 14, 2026 | Tax withholding | −1,098 | – | – | 99,216 |
| Jeffrey D. Jones Sr. VP Finance & CFO | Mar 14, 2026 | Tax withholding | −4,447 | – | – | 378,574 |
| Jeffrey D. Jones Sr. VP Finance & CFO | Mar 14, 2026 | Other | −21,782 | – | – | 356,792 |
| Luis A. Muller President & CEO | Mar 14, 2026 | Tax withholding | −13,271 | – | – | 1,038,779 |
| Luis A. Muller President & CEO | Mar 14, 2026 | Other | −66,006 | – | – | 972,773 |
| Christopher Bohrson Sr VP & Chief Customer Officer | Mar 14, 2026 | Other | −16,501 | – | – | 177,202 |
| Christopher Bohrson Sr VP & Chief Customer Officer | Mar 14, 2026 | Tax withholding | −3,131 | – | – | 193,703 |
| Klaus Ilgenfritz Sr. VP & Chief Product Officer | Mar 12, 2026 | Tax withholding | −998 | – | – | 100,314 |
| Christopher Bohrson Sr VP & Chief Customer Officer | Mar 12, 2026 | Tax withholding | −2,273 | – | – | 196,834 |
| Jeffrey D. Jones Sr. VP Finance & CFO | Mar 12, 2026 | Tax withholding | −3,000 | – | – | 383,021 |
| Luis A. Muller President & CEO | Mar 12, 2026 | Tax withholding | −8,851 | – | – | 1,052,050 |
| Klaus Ilgenfritz Sr. VP & Chief Product Officer | Mar 11, 2026 | Tax withholding | −2,225 | – | – | 101,312 |
| Jeffrey D. Jones Sr. VP Finance & CFO | Mar 11, 2026 | Tax withholding | −5,576 | – | – | 386,021 |
| Luis A. Muller President & CEO | Mar 11, 2026 | Tax withholding | −17,376 | – | – | 1,060,901 |
| Christopher Bohrson Sr VP & Chief Customer Officer | Mar 11, 2026 | Tax withholding | −4,088 | – | – | 199,107 |
| Klaus Ilgenfritz Sr. VP & Chief Product Officer | Mar 10, 2026 | Award | +13,076 | – | – | 103,537 |
| Klaus Ilgenfritz Sr. VP & Chief Product Officer | Mar 10, 2026 | Award | +13,076 | – | – | 90,461 |
| Jeffrey D. Jones Sr. VP Finance & CFO | Mar 10, 2026 | Award | +26,969 | – | – | 364,628 |
| Jeffrey D. Jones Sr. VP Finance & CFO | Mar 10, 2026 | Award | +26,969 | – | – | 391,597 |
| Luis A. Muller President & CEO | Mar 10, 2026 | Award | +98,071 | – | – | 980,206 |
| Luis A. Muller President & CEO | Mar 10, 2026 | Award | +98,071 | – | – | 1,078,277 |
| Christopher Bohrson Sr VP & Chief Customer Officer | Mar 10, 2026 | Award | +17,979 | – | – | 203,195 |
| Christopher Bohrson Sr VP & Chief Customer Officer | Mar 10, 2026 | Award | +17,979 | – | – | 185,216 |
| Steven J. Bilodeau Director | Feb 20, 2026 | Sale | −11,105 | $31.26 | $347.14K | 58,951 |
| Christopher Bohrson Sr VP & Chief Customer Officer | Feb 20, 2026 | Sale(10b5-1 plan) | −1,000 | $30.23 | $30.23K | 167,237 |
| Andrew M. Caggia Director | Dec 26, 2025 | Award | +723 | – | – | 75,564 |
| Andrew M. Caggia Director | Sep 26, 2025 | Award | +833 | – | – | 74,841 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| G. Bohrson Chris Officer | Oct 15, 2026 | 1,000 | $55.31K | Oct 15, 2026 | Performance Shares |
| Muller Luis Officer | Oct 2, 2026 | 21,662 | $1.58M | Oct 2, 2026 | Restricted Stock |
| Muller Luis Officer | Sep 25, 2026 | 27,236 | $1.77M | Sep 25, 2026 | Restricted Stock |
| Muller Luis Officer | Sep 21, 2026 | 55,794 | $3.35M | Sep 21, 2026 | Performance Shares |
| G. Bohrson Chris Officer | Sep 15, 2026 | 1,000 | $51.07K | Sep 15, 2026 | Performance Shares |
| G. Bohrson Chris Officer | Aug 19, 2026 | 10,000 | $558.24K | Aug 19, 2026 | Restricted Stock |
| G. Bohrson Chris Officer | Aug 17, 2026 | 1,000 | $61.90K | Aug 17, 2026 | Restricted Stock |
| Caggia Andrew Director | Aug 5, 2026 | 15,252 | $789.13K | Aug 5, 2026 | Exercised Shares |
| Louise Richardson Nina Director | Aug 5, 2026 | 3,055 | $157.45K | Aug 5, 2026 | Restricted Stock |
| G. Bohrson Chris Officer | Jul 15, 2026 | 1,000 | $57.92K | Jul 15, 2026 | Restricted Stock |
| G. Bohrson Chris Officer | Jun 15, 2026 | 1,000 | $63.88K | Jun 15, 2026 | Restricted Stock |
| D. Jones Jeffrey Officer | May 22, 2026 | 13,000 | $608.88K | May 22, 2026 | Restricted Stock |
| Donahue James Director | May 22, 2026 | 10,257 | $479.67K | May 22, 2026 | Restricted Stock |
| Muller Luis Officer | May 22, 2026 | 45,154 | $2.10M | May 22, 2026 | Restricted Stock |
| Jules Bilodeau Steven Director | May 20, 2026 | 10,257 | $460.03K | May 20, 2026 | Restricted Stock |