Follow-The-Filings

Security · featured owners

COHR Coherent Corp.

COM Equity as of 2026 Q2 among managers we track

  • 9 Owners
  • #134
  • Max 4.6%
  • Master 0.07%
  • $1.2B
  • 3 add 6 reduce 4 exits

Who owns this now

Largest portfolio weights among featured holders · max 4.6% (Spencer Waxman - Shannon River Fund Management) · not free-float ownership

  1. Spencer Waxman add 4.6%
  2. Alex Sacerdote add 3.9%
  3. Arnold Van Den Berg reduce 3.5%
  4. Gavin Baker add 1.8%
  5. Ben Hoskin reduce 0.31%
  6. Dodge & Cox reduce 0.11%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Alex Sacerdote - Whale Rock Capital Management 2026 Q2 3.9% Add +25.3% 1,222,035 $482M history
Gavin Baker - Atreides Management 2026 Q2 1.8% Add +1.7% 642,101 $253M history
Dodge & Cox 2026 Q2 0.11% Reduce −2.6% 544,160 $215M history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 0.31% Reduce −75.2% 319,191 $126M history
Spencer Waxman - Shannon River Fund Management 2026 Q2 4.6% Add +47.1% 129,283 $51M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.04% Reduce −5.4% 63,346 $25M history
Arnold Van Den Berg - Van Den Berg Management I 2026 Q2 3.5% Reduce −34.9% 42,046 $17M history
First Eagle Investment Management 2026 Q2 <0.01% Reduce −29.8% 3,169 $1M history
Lee Ainslie - Maverick Capital 2026 Q2 0.01% Reduce −66.3% 2,318 $914K history
Sachem Head Capital Management exited 2026 Q2 last 2026 Q1 5.5% Exit −5.54 pp 965,000 $230M history
Estuary Capital Management exited 2026 Q2 last 2026 Q1 6.2% Exit −6.21 pp 155,692 $37M history
Stanley Druckenmiller - Duquesne Family Office exited 2026 Q2 last 2026 Q1 0.29% Exit −0.29 pp 40,400 $10M history
Ram Parameswaran - Octahedron Capital Management exited 2026 Q2 last 2026 Q1 3.9% Exit −3.93 pp 22,700 $5M history

9 current · 4 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 7 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02,8.01 Filing Doc
10-K Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
8-K 5.02 Filing Doc
8-K 3.02,7.01,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 18 rows shown

Filed Form Detail Links
4 Period Sep 2, 2026 Filing Doc
4/A Period Mar 6, 2026 Filing Doc
4 Period Aug 31, 2026 · 2 forms Filing Doc
4 Period Aug 28, 2026 · 6 forms Filing Doc
4 Period Aug 18, 2026 Filing Doc
4 Period Jul 22, 2026 Filing Doc
4 Period Jul 1, 2026 Filing Doc
4 Period Jun 3, 2026 Filing Doc
4 Period May 12, 2026 Filing Doc
4 Period May 11, 2026 Filing Doc
4 Period Apr 22, 2026 Filing Doc
4 Period Mar 16, 2026 Filing Doc
4 Period Mar 10, 2026 Filing Doc
4 Period Mar 9, 2026 Filing Doc
4 Period Mar 6, 2026 Filing Doc
4 Period Mar 2, 2026 Filing Doc
4 Period Feb 12, 2026 Filing Doc
4 Period Feb 11, 2026 · 2 forms Filing Doc

Updated 3 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $5.16B $4.71B $5.81B $7.12B
Gross profit * $1.62B $1.46B $2.04B $2.67B
Gross margin * 31.4% 30.9% 35.2% 37.5%
Net income -$259.46M -$156.15M $49.36M $805M
Net margin * -5.0% -3.3% 0.8% 11.3%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $3.25B $3.66B $3.93B $6.93B
Total non-current assets * $10.46B $10.83B $10.98B $11.37B
Total assets $13.71B $14.49B $14.91B $18.3B
Total current liabilities $1.08B $1.34B $1.79B $2.85B
Total non-current liabilities * $5.4B $5.2B $4.63B $4.21B
Total equity $4.99B $5.21B $5.64B $10.9B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $634.02M $545.73M $633.6M $79.51M
Cash from investing -$5.93B -$0.351B -$0.414B -$1.41B
Cash from financing $3.55B $0.758B -$0.452B $1.48B
Net change in cash -$1.74B $0.952B -$0.157B $0.135B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders